An employer’s guide to talking about workplace pensions

The need for advice and guidance in pensions has never been greater with more people having to take on the decisions about how they invest and access their pensions. 

In this document we provide background on the current legal and regulatory regime, address some commonly held myths, and provide background on what employers can and cannot say with the intention of helping employers navigate the Advice / Guidance boundary. We have also included some case studies from our membership that show what is possible within the current boundary, so schemes and employers can do more for savers.