2026 Client Insights: HL Workplace

Key Highlights

• Respondent Engagement: More than 17% of our employer clients shared their views on our service.
• Service Ratings: 95% rated their experiences over the past year as ‘Excellent’ or ‘Good’.

Our strengths

Our clients consistently highlighted the professionalism and accessibility of our team, describing them as “incredibly helpful” and “always easy to contact.”

This level of responsiveness enables employers to manage their workplace pension with confidence, knowing support is always available when they need it.

A comprehensive offering

HL Workplace is designed for employers to provide a suite of services that enable their employees’ financial wellbeing to thrive.

This level of responsiveness enables employers to manage their workplace pension with confidence, knowing support is always available when they need it.

• Quality of Service: 86% of employers reported that our service is “Better” or “Much better” than their previous pension provider.
• Efficiency: One client told us, “Everything works smoothly, and responses are swift and helpful.”

Building a nest egg for the kids

Clear, accessible communication was highlighted as one of the most valued aspects of our service.

HR, Payroll, Benefits and Pension teams can easily connect with their dedicated Client Relationship Manager or our administration team, ensuring queries are handled quickly and effectively.

Employers and employees also value our regular HL Workplace webinars and the personal 121 meetings with Financial Wellbeing Specialists.

Rachel, one of our HL Workplace Client Relationship Managers, explains: “Financial Wellbeing is integral to our service. Our specialists conduct webinars and 121 meetings to empower members to make informed decisions regarding their pensions, savings and investments.”

Regular email communications to scheme members are valued, as they keep employees in the loop with HL updates, and personal finance news too.

Continuous Improvement

We were pleased with the positive feedback, but clients also shared areas where we could improve – particularly with some of our employer administration processes.

At the end of 2025, we announced a partnership with Keystone by Smart. This partnership will introduce a new and streamlined digital employer platform, allowing more efficient administrative processes by the end of 2026.

Looking Ahead

Stephen Lefley, Director of HL Workplace, remarked:

“This survey highlights the strength of the relationships we’ve built with employers and reflects our commitment to delivering market differentiated workplace services. We remain focussed on further improving engagement and overall financial outcomes for employees. Our teams feel proud about this feedback, which is testimony to their hard work, expertise and the passion they have for delivering above expectation.”

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We offer a workplace pensions, savings and investment platform that caters for employees at every life stage.

This includes a Group SIPP and easy access to payroll-enabled ISAs, Fund and Share Account and Active Savings (cash deposits), all fully supported by our tailored financial wellbeing programmes.

We also offer a Lifetime ISA and Junior ISAs, all accessed via our award winning, user-friendly app.

HL Workplace works with leading employee benefit consultancies. If you already work with one, speak to them about our services.