Personalised Video Statements

At IFGL Pensions, we're committed to making pension information clearer, more accessible and easier to understand.

That's why we provide personalised video statements alongside annual valuation statements.

These bite-sized videos use each customer's own pension information to explain their position in a simple, visual and engaging way. They are designed to bring annual valuations to life and help customers stay connected to their pension in an engaging, conversation-provoking format.

The videos complement, rather than replace, existing pension documentation and encourage customers to discuss their position with their financial adviser.

Watch a sample personalised video statement below.

This example is for illustrative purposes only and does not relate to a real customer.

Designed to Complement Financial Advice

Personalised video statements are designed to complement, not replace, the adviser-client relationship.

The videos provide a simple visual explanation of key pension information and are intended to sit alongside the broader conversations that advisers regularly have with their clients.

By helping customers better understand their current position, personalised video statements can encourage more informed conversations and prompt customers to seek further input from their adviser to make sure they remain on track for their retirement goals.

Each video includes adviser details and signposts customers back to their financial adviser if they have questions or would like to discuss their position in more detail.

What is a Personalised Video Statement?

A personalised video statement is a short, animated video, typically around one minute long, that uses information from a customer's pension plan to provide a simple overview of their position.

Customers receive the video alongside their annual valuation statement. The video complements, rather than replaces, existing documentation and is designed to highlight key information in a clear and engaging format.

What Information does the video include?

Depending on individual circumstances, a personalised video statement may include:

• The customer's name
• Current pension value and how it has developed
• Contributions paid into the pension
• Future projections based on current contributions
• Financial adviser details
• Important reminders relating to the pension plan

The information shown is specific to the individual pension plan and is designed to provide a simple, visual explanation of pension and investment information.

Benefits for customers

Pensions and investments can be complex and difficult to engage with.

Personalised video statements are designed to:

• Simplify information that is often overlooked
• Bring individual pension data to life in an intuitive format
• Help customers understand their current position quickly
• Make complex information easier to understan
• Highlight areas that may benefit from further review
• Encourage more informed decision-making

The videos provide a helpful annual reminder to review retirement plans and consider whether any action may be needed to stay on track.

Benefits for Advisers

Personalised video statements support the advice process by helping clients engage with key pension information before a review discussion takes place.

Benefits include:

• More informed client conversations
• Increased engagement at valuation time
• Opportunities for proactive reviews
• Greater understanding of pension information before meeting

Importantly, the videos consistently encourage customers to speak to their financial adviser, reinforcing the important role advisers play in helping clients interpret their position and make informed decisions.

Want a quick overview of personalised video statements?

View our one-page guide to see how personalised video statements help clients better understand their pension information while supporting more informed conversations with their financial adviser.

Download the guide (PDF)