EIOPA guidelines on communication tools and channels
European Insurance and Occupational Pensions Authority guidelines on communication tools and channels for communicating to occupational pension scheme members highlights the following areas: i) ways in which active and deferred members receive regular information about status of their individual pension entitlements; iii) whether there are any retirement planning tools made available to members; iv) how ad hoc information on charge directly affecting pension scheme members is being communicated; v) how to inform plan members about their options when they change jobs, including pension transfers; and vi) once retirement is drawing closer, whether, and how, plan members should be informed about available options.
Publisher:
Regional Standard-Setting Bodies
Release date:
Aug 2016
Type:
Guideline
Topics:
Consumer education and protection, Pension and retirement plans, Transparency and disclosure
Sectors:
Insurance, Pensions
|