Our approach, your plan
While managing your plan, we focus on
Getting Through To Members
Studies show that greater success occurs in cases where engagement campaigns are undertaken regularly, with small gradual increments rather than with an infrequent “big bang” approach. Starting with our online member portal, we bring members on a journey, gradually piquing their interest in their plan over time.
As a separate measure, we specifically target members who are within ten years of retirement and initiate the “retirement conversation” with them. Members are also encouraged to watch our animated video tutorials on various subjects of interest which are available on YouTube.
Making It Relevant
APT Wealth Mangement Limited can assist you as trustees to design personalised investment strategies which are tailored to each individual member’s needs. As providers, we have all the information required to forecast what the optimum combination of benefit options will be for each member. There is no quicker way to lose a person’s interest than to talk about general investment strategies in an abstract manner.
Good Governance Is Good Policy!
There is no question that good governance makes for better outcomes for members. We understand the trust you place in us, therefore we ensure that we run our company with the utmost integrity and honesty. The services required to manage your plan are provided by two specialists entities, within the APT family.
APT Workplace Pensions Limited is a pension administration and pension advisory firm licensed by the Pensions Authority.
APT Wealth Management Limited is an investment firm regulated by the Central Bank of Ireland.
The corporate Governance Plan for each firm sets out the value system we adopt in the running of our firms. Starting with the board charter and responsibilities, we set out our corporate code of conduct, accountability, personal and professional behaviour, conflicts of interest policies and much more.
A secure member portal
APT online provides a secure member portal where your members may follow the progress of their transactions and investments at their convenience. The portal provides the member with performance measurement tools, allowing members to make informed decisions in relation to their pension planning.
This valuable facility is supplemented by a series of group presentations undertaken at least annually, following by one-to-one information sessions with members.
APT Wealth Management
The management of your workplace pension should intensify as your employees approach retirement. As part of a planned retirement programme, we start by meeting those members who are within ten years of retirement.
By the time each one of them approaches the retirement line, they are already familiar with the various options available to them.