Hewitt is a leader in the investment consultancy arena, with a
level of experience and depth of resource that is hard to beat in the UK
market. Communications forms an integral part of our investment consultancy
service.
Our experience includes work with many clients around changes from
Defined Benefit to Defined Contribution schemes, the introduction of investment
choices, and connecting pension offers with wider investment issues as part of
overall pension scheme communication strategies.
Case study—Legal and General Investment Management
Legal & General Investment Management (LGIM) is one of the
leading UK investment management houses with over £113 billion of assets under
management on behalf of pension funds, private investors, other institutions,
charities and subsidiary companies within the Legal & General Group.
L&G send printed Fund Fact Sheets to its Corporate Pension
clients on a regular basis to report on fund characteristics and performance.
LGIM's clients can also allow their members to view the information. This helps
members who are managing their own portfolios to make investment decisions.
L&G required a system that would allow these Fund Fact Sheets
to be distributed electronically and that would allow LGIM to content manage
the Fact Sheets themselves. Hewitt created a specialist browser that allowed
LGIM to configure different combinations of sheets depending on client
portfolios. This browser allows LGIM to easily update the data on the Fact
Sheets via e mail and a simple text file format that the browser can read.
Apart from some basic instruction on the formatting procedure for the text
files, the LGIM team required no specialist skills to update the Fact Sheets.
LGIM have found this format very popular and easy to use.