Clients

Our aim is to embed a culture that puts clients at the heart of everything we do

To achieve our purpose of helping people find their financial freedom, we aim to encourage clients to take control of their financial future.

Examples include:

  • The Savings and Resilience Barometer and 5 to Thrive: Even though we can't always control what happens in life, we can prepare ahead to improve our financial security over the long term. That’s where being financially resilient comes into play. To understand personal financial resilience, HL has established a Savings and Resilience Barometer, based on the 5 key areas of our 5 to Thrive campaign produced annually with Oxford Economics.

  • Leading an industry initiative to improve the transfer of investors’ money between companies.

  • Lobbying the DWP to give employees more control over their workplace pensions and improved access to pensions for the self-employed.

  • Working with HM Treasury to support the new ban on cold calling to reduce the risk of pension fraud.

  • Lobbying industry and DWP on the importance of engaging people with their workplace pension.

  • Working with trade associations and HMRC to simplify Child Trust Fund and ISA rules.