Employees can access Penfold Guidance through the Penfold app whenever they choose.
They can use tools such as their retirement forecast, set retirement goals, explore personalised recommendations and take actions such as changing their contributions or transferring pensions.
Every workplace member is entitled to one complimentary 15-minute, 1:1 pension guidance session with a pensions expert from our Customer Success team. To book, employees simply need to contact our Customer Support team, who will share a booking link so they can choose a suitable time.
Your employees can get in touch with our Support team by starting a chat from their Penfold app.
Before the session, we'll gather some information about what they'd like help with so the conversation can focus on the areas most relevant to them.
Employees are not required to use Guidance. It is simply there whenever they want more information or support with their pension.