Personalised video communications for pensions and financial services
Simplify complex financial data into clear, engaging, personalised video experiences to engage your members and consumers like never before.
Reimagine member and consumer engagement with Heywood Video Engage
Video Engage uses your data points to build a personalised video journey in the browser or app, without adding complexity or sending information outside your organisation.
A smarter way to communicate complex financial information
Video Engage is a personalised video communication tool that transforms complex financial concepts into simple, consumer ready content.
It supports pension schemes, building societies, insurers, banks and investment providers who want to improve customer understanding, reduce inbound queries and increase clarity across their communication cycles.
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Award-winning solutions designed to empower pension schemes
Heywood wins ‘Impact on Retirement Planning Excellence’ at the PMI Pinnacle Awards 2025
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How Video Engage Works
Modular storytelling
Each video is built from scenes. These can be reused across different communications, adapted for different audiences and combined to support any campaign or regulatory need.
Consumer friendly delivery
Videos play in the browser or app instantly. No downloads, no delays and no technical hurdles. Customers can watch their personalised video on any device and in more than one language.
Interactive experiences
Video Engage supports questions, sliders, user choices and recap quizzes. This helps customers understand their information, reinforces learning and guides them to clear next steps.
Custom avatars to deliver your message
If you want a human presence, you can add a branded avatar to present key information. This is optional and fully customisable.
Clear analytics
Track completion rates, engagement, replay behaviour and key moments. Use the data to refine communication strategies and reduce customer queries.
“Issuing our video annual benefits statements has resulted in significant cost savings and avoidance of possible data breaches.”

Key use case for pensions and financial services
Annual benefit statements and annual pension updates
Turn dense paperwork into an easy to follow personalised video. Customers can see their contributions, projections, retirement age and next steps explained in simple terms. Engagement increases and queries decrease.
Investment updates and fund explainers
Explain fund performance, risk levels and investment choices through visual storytelling. Customers can explore scenarios, understand what influences their returns and see the impact of changing contribution levels.
Pension dashboards communications
Support your dashboards strategy with personalised video journeys that prepare customers for what the dashboard shows, help them understand possible matches and encourage them to correct data if needed.
Building society and mortgage statements
Walk customers through their annual mortgage statement, interest changes, payment history and remaining balance. Interactive choices help them explore overpayment options or term changes.
Retirement options and pre-retirement journeys
Welcome and onboarding journeys
Designed for compliance and clarity
Want to see Video Engage in action?
Discover how clear, interactive video can transform your customer communications.
Book a demo
Security and control built in
Organisations retain full control of their customer data at all times. The platform does not require you to send your data to an external provider. Everything is securely processed and displayed through a browser-based or app experience.
This approach makes Video Engage suitable for schemes, building societies and financial institutions with strict compliance requirements.
- Your data stays where it belongs -with you. No external processing and no file transfers.
No heavy rendering means you are not waiting hours for video files to process. Updates, data changes or wording tweaks can go live almost instantly.
No long production cycles means you can keep your content accurate and current without the usual waiting time that comes with traditional video production.
- Built for strong data control across pensions and financial services
Proven to improve understanding and engagement
Since launch, Video Engage has been adopted widely across UK pension schemes and financial organisations.
Our customers are benefiting form:
- Increased annual benefit statement engagement rates
- Lower query volumes
- Higher completion and understanding scores
- Strong customer feedback on clarity and simplicity
Old problems? We’ve got new solutions.
- North East Scotland Pension Fund
- Member feedback
Video Engage helps you deliver clear, personalised and interactive content that supports better understanding across pensions and financial services. If you want to modernise your communications and give customers information they can act on, we can help.
Book a demo to see Video Engage in action.