Is Your Pension Scheme Working for Your Employees?
Most auto enrolment schemes were set up quickly and with minimal customisation. But as employee expectations evolve—think wellbeing support, digital tools, and pension engagement—so should your scheme.
This simple scorecard takes less than 5 minutes to complete and provides you with a personalised summary report to help you identify gaps and opportunities.
How it works...
In 16 quick yes/no questions, you will discover where your pension scheme performs and where it needs attention.
This scorecard gives you a fast, clear snapshot of how effectively your workplace pension scheme supports your people — including how openly and consistently it’s communicated to them.
In under 5 minutes, you’ll answer a series of simple yes/no questions designed to highlight how well your scheme drives engagement, how easily employees can access and understand their pension, how much flexibility it offers for different needs, and how clearly key pension information is communicated.
Once completed, you’ll receive a tailored summary report showing where your scheme performs well, where communication or support may be falling short, and practical steps to help strengthen employee understanding, confidence, and long‑term value.
You’ll be scored based on the following 4 key areas:
Engagement
Does your scheme drive real interest and employee involvement?
Accessibility
Can employees easily view, manage, and understand their pension?
Flexibility
Does your scheme adapt to different employee needs and goals?
Communication
Are your pension benefits clearly explained and regularly promoted?
WHO ARE WE
Who are we?
We’re a team of qualified financial advisers.
We specialise in helping businesses review and enhance their pension schemes—not just for compliance, but to better align with employee needs, improve engagement, and deliver long-term value. Our advice is practical, strategic, and focused on helping you get the most from your existing arrangements.
Most auto enrolment schemes were originally set up quickly and with minimal customisation—often as a compliance step rather than a strategic one. But times have changed.
Employees today expect more: support for their wellbeing, intuitive digital experiences, and a sense that their future really matters. We created this scorecard because we care—not just about ticking boxes, but about helping you build a scheme that genuinely supports your people.
It’s our way of making sure your pension provision doesn’t just meet the mark—it inspires confidence, drives engagement, and shows your employees they’re valued.
Complimentary and efficient — complete the assessment in under 5 minutes.
Gain clear insights into your pension scheme’s effectiveness and opportunities for improvement.