Plum looks to boost online member engagement

mysuper

18 June 2012
| By Staff |
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NAB's corporate superannuation provider Plum is adding an online retirement calculator and "significantly more online content" as well as an online member education centre in a boost to its online member services.

The moves are aimed at encouraging members to engage more regularly with their superannuation, according to Plum.

Plum general manager for client and member services David Woodall said Plum's focus on member services had led to Plum members being more engaged, resulting in greater demand from members wanting to access face-to-face services and an increase in the growth of Plum's one-on-one phone-based advice service.

"We're also experiencing greater demand for our free limited personal advice service where a member can speak to an adviser over the phone about their specific superannuation needs," he said.

The technology being used to support the service means the adviser can provide a statement of advice in real time, he added.

"Being able to deliver a recommendation that reflects the conversation and outlines the action a member can take immediately is very powerful," he said.

Upcoming MySuper changes will impact funds that do not have the technology infrastructure in place to deliver the right member experience, Woodall said.

"The changes will require strong technology infrastructure to reduce the complexity of superannuation processes for members. Many employers will be looking for solutions that do this well to help employees make the most of their superannuation savings," he said.

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