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Pension communication videos

See the bigger picture

Pension videos are an ideal way to communicate with your employees and/or pension scheme members. They can help bring to life some of the more difficult pensions concepts, such as the benefit of tax relief on contributions, the challenge of investment decisions and the options available at retirement.

For organisations with multiple locations or employees working off-site, pension videos available for viewing on the company intranet and/or an externally hosted company pension website can:

The perfect match

Rubicon is an independent pensions communications consultancy that provides advice on planning through to delivery of final film for intranet and web employee broadcast.

We offer the perfect match of specialist pensions, communication and video capabilities to meet your needs. We can deliver a suite of pension communication videos to match your objectives and ensure employees understand the importance of their section of the company pension scheme.

When writing the script, we consider the information members need to make informed decisions about their pension arrangements in a way that avoids technical pensions jargon. We focus on those areas of greatest interest (what I pay, what benefits I get, what happens on death before retirement, what if I am ill etc.) and resonate with members to get the message across; received and understood.

We have expert video
production capabilities

Rubicon offers a full communications service that includes a strategic video production partner. Our video partner has a wealth of experience in producing high-end, engaging films in the corporate, charity, government and security sectors. Their portfolio includes 500 product review films for Currys/PC World, 150 ‘how to’ films for Sony and a documentary covering the three-year design, build and installation of one of the biggest North Sea oil platforms in the UK.

As well as filming in full broadcast quality high definition, they also produce stimulating 2D and 3D motion graphics that are fully compliant with clients’ brand guidelines.

We offer a range of options, from a very basic approach of cue cards and a voiceover to a professional actor presenting case studies to illustrate the scheme benefits.

Sample script

The script will be written in an interesting and engaging way, broken into bite-sized chunks for easier digestion.

Here is a sample script, created using an excerpt from a Pension Plan member booklet, illustrated with storyboard frame images below.

INTERIOR OFFICE ENVIRONMENT, OUT OF FOCUS BACKGROUND PRESENTER (CLOSE UP):

OK. So we’ve talked about how much you pay into the Plan, but what about how much you get when you retire?

That depends on two key factors – your Pensionable final earnings and your length of Reckonable service.

PRESENTER (WIDE):

Pensionable final earnings are your Pensionable earnings in whichever 365 day period in the last 3 years’ Reckonable service gives the highest figure. If you’ve less than 3 years’ service, Pensionable final earnings will be calculated over the period of service you have completed.

ANIMATED GRAPHIC APPEARS TO SIDE OF PRESENTER

If you work full time, all the years and days you are a member of the Plan count as Reckonable service, including any added years you’ve purchased. If you continue working past your Pension age of 60, you can continue building up Reckonable service while you continue paying contributions.

The maximum number of years that can count for your pension is 40 - or up to 45 if you work beyond 60. After 40 years’ Reckonable service your contributions will be at the family benefits contribution rate of 1.5% of Pensionable earnings. Full member contributions of 5% of Pensionable earnings will begin again if you work beyond age 60.

EXTERNAL LOCATION ENVIRONMENT. DAVE SITTING AT DESK READING A CAR MAGAZINE. PRESENTER (VOICE OVER ONLY):

Ok, let’s take a look at Dave.

PRESENTER (WIDE):

This is how Dave's pension will look if he remains in the Plan until age 60.

ANIMATED GRAPHIC APPEARS TO SIDE OF PRESENTER

1/80 x £40,000 x 20 years = £10,000 a year]

DAVE LOOKS UP FROM HIS MAGAZINE,SLIGHTLY DISINTERESTED.
DAVE:

That sounds like a decent amount to live on. But it would be nice to have a few quid to spend straight away.

PRESENTER (CLOSE UP):

Thought you might say that. I might be able to help you out there. Well, not me exactly, but the Plan.

PRESENTER (WIDE):

Did you know that as well as your pension, you’ll also get a lump sum of 3/80 of your Pensionable final earnings for each of Reckonable service - tax-free!

ANIMATED GRAPHIC APPEARS TO SIDE OF PRESENTER

Dave’s tax-free lump sum will be: 3/80 x £40,000 x 20 years = £30,000]

DAVE (GRINNING):

Really. Pension and tax-free lump sum. I knew it was a good idea to join this Plan!


Storyboards

1. Presenter introduces film.

2. Presenter: OK. So we’ve talked about how much you pay into the Plan, but what about how much you get when you retire? That depends on two key factors – your Pensionable final earnings and your length of Reckonable service.

3. [floating graphic]

Presenter: Pensionable final earnings are your Pensionable earnings in whichever 365 day period in the last 3 years’ Reckonable service gives the highest figure. If you’ve less than 3 years’ service, Pensionable final earnings will be calculated over the period of service you have completed.

4. Presenter [pointing to floating graphic]

And here’s how it works for Daryl.

Daryl’s Plan pension if he remains in the Plan until age 60 will be:

1/80 x £40,000 x 20 years = £10,000 a year

5. [Cut to worker on site]

Daryl: That sounds like a decent amount to live on. But it would be nice to have a few quid to spend straight away.

6. [Cut to Presenter]

Presenter: Thought you might say that. I might be able to help you out there. Well, not me exactly, but the Plan. Did you know that as well as your pension, you’ll also get a lump sum of 3/80 of your Pensionable final earnings for each year of Reckonable service – TAX-FREE!

7. [floating graphic]

Daryl’s tax-free lump sum will be: 3/80 x £40,000 x 20 years = £30,000]

8. [Cut to member grinning]

Daryl: Really. Pension and tax-free lump sum. I knew it was a good idea to join this Plan!


Key stages of an example project

Prior to the commencement of work, we will prepare a full timetable with specific dates noted for all parties.

Set out here is a working plan for an example project including key stages and an estimate of the time required for each. There may be some overlap with certain stages but this is a fair indication of one and a half hours of video content, possibly split into three or four films.

1Project planning:2 Days
2Script writing:10-14 Days
3Client feedback:3 Days
4Script amends:5 Days
5Create info graphics:3 Days
6Client feedback:1 Day
7Info graphic amends:1 Day
8Storyboard:3 Days
9Client feedback:1 Day
10Storyboard amends:1 Day
11Production planning:2 Days
12Filming/Site recce:3 Days
13Create animated info graphics and overlay to footage:4 Days
14Deliver first edit:4 Days
15Client feedback:1 Day
16Deliver second edit with music:2 Days
17Client feedback:1 Day
18Grade footage, make finer amends:2 Days
19Client sign-off:1 Day
20Deliver final films1 Day

Next steps

We hope this information is useful and helps you gain an understanding of our approach to making pension communication videos.

If you have any questions, or would like us to quote on your project, please do not hesitate to contact Peter McInulty on 01475 727717.


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