HL WORKPLACE NEWSLETTER

Keeping you informed Summer 2025

HL WORKPLACE NEWSLETTER

Keeping you informed Summer 2025

Megan Williams

Business Creation Manager

Angel Donaldson

Business Creation Manager

Welcome to our summer newsletter – it has definitely felt like summer already with some of the temperatures we have experienced so far.

We’ve remained busy and we hope to share more about our future direction in the coming months.

Engagement continues to be a passion of ours. Our engagement dashboard below shows how we use 7 actions to identify how well members are engaging with their pension.

We achieve exceptional levels of member engagement because we:

  • make it easy to get things done via the app
  • empower members to take control by offering ongoing financial education
  • offer simple and robust investment options
  • provide ongoing relevant and targeted bespoke communications

Our clients receive scheme specific engagement data to highlight areas of improvement which we can target to increase employee engagement.

In this edition we compare our IT and Financial sectors.

HL Engagement Dashboard (June 2025)

The table shows the percentage of members that have taken action to complete each of these 7 tasks.

HL Average
HL Information & Technology
HL Financial Services
Contributions
Paying more than the minimum
52%
53%
49%
Investment Choice
Made an investment outside of the default
20%
19%
31%
Pension Transfer In
Transferred in another pension
23%
23%
28%
Online Access
Registered to view account online
71%
74%
78%
Log In – Last 12 Months
Logged in to view account – last 12 months
76%
76%
82%
Additional Account
Saving into an additional account with HL
15%
13%
25%
Death Benefit
Set up a nominated beneficiary
29%
30%
31%
HL Average
HL Information & Technology
HL Financial Services
Contributions
Paying more than the minimum
52%
53%
49%
Investment Choice
Made an investment outside of the default
20%
19%
31%
Pension Transfer In
Transferred in another pension
23%
23%
28%
Online Access
Registered to view account online
71%
74%
78%
Log In – Last 12 Months
Logged in to view account – last 12 months
76%
76%
82%
Additional Account
Saving into an additional account with HL
15%
13%
25%
Death Benefit
Set up a nominated beneficiary
29%
30%
31%

We also measure what percentage of members, on average across all clients, have done 1 or more of these tasks which is our overall engagement score. The latest score is 81%.

Other Engagement (June 2025)

Campaigns Run

Member Engagements

of Workplace logins were via the app

*from the start of 2025