DB to DC changes

Case Study

Client Profile:

  • UK Aviation

  • 10,000 employees

  • DB & DC schemes

The Challenge:

Employees were offered an incentive to move from DB to DC.  As this is a complicated area for members to understand, the Trustees wanted to evidence that staff were making informed decisions.  

What we did:

We created a bespoke website to help members visualise the merits of the offer.

To protect the employees (and the Trustees) we created a number of “gates” that employees had to work through, before they could proceed to the next stage.  Each stage consisted of an animated video and a declaration.

Reporting – real time MI provides a great risk management tool for the Trustees.  

Members will make better decisions if they are engaged and informed
— David Pugh, Managing Partner

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