Reimagining member engagement with Heywood Video Engage

Engaging with pension plan members has historically been a difficult task. The often-one-way process has been dominated by costly mail communications, with limited evidence of its impact on capturing member attention or influencing member decision-making.

But things are changing...

...and now it’s personal. Heywood has launched ‘Video Engage’, an interactive and personalized tool that simplifies complex financial information to engage members like never before.

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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. Participants can watch their personalized video on any device and in more than one language.

Interactive experiences

Video Engage supports questions, sliders, user choices and recap quizzes. This helps participants 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 customizable.

Clear analytics

Track completion rates, engagement, replay behavior and key moments. Use the data to refine communication strategies and reduce customer queries.

Award-winning solutions designed to empower retirement plans

  • Educate and engage
    Using AI-generated presenters for fast production and dynamic personalized storytelling allows you to offer human connection and empathy at scale, while making the complex subject of pensions simple.
  • Improve your data
    Leverage a member’s engagement with video content to take follow-up actions,  such as updating their address or designating beneficiaries.
  • Secure and compliant video, on-demand
    Members can view their videos anytime, on-demand, in any language, across any device, with all data transmitted and processed securely, complying with industry-leading standards. 
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Heywood Engage

The ultimate member engagement platform

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Why choose Video Engage?

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Improved member experiences

Real-time access, plain language, personal content, recap quizzes and signposting to additional actions put the member in charge of their pensions journey.

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Accessibility and inclusivity

Meet the needs of retirement plan members. Members with learning differences, limited familiarity with pension terminology and visual impairments are catered for.

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No extra work for you

With a speedy implementation process, simple plan branding, and no video production expertise required, Video Engage is a ready-made solution.
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Seamless integration with pension administration platforms

Video Engage seamlessly integrates with core pension administration systems to deliver personalized, accurate member videos using live data.
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Inclusive, multilingual, and locally relevant video communications

 Video Engage supports a broad spectrum of languages and regional adaptations, ensuring every member feels understood and included. 
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Secure by design. Data never leaves the plan.

Video Engage takes a modular, browser and app-based approach to creating personalized video journeys, with no heavy rendering or long production cycles. Because videos are assembled dynamically at the point of delivery, member data is never extracted, stored externally, or passed through third-party systems. 

“Issuing our video annual benefits statements has resulted in significant cost savings and avoidance of possible data breaches.”

The shift from generic education to personalized member engagement

Plan sponsors are moving away from one-size-fits-all communications toward personalized, digital-first engagement. Industry forecasts for 2026 highlight data-driven personalization and interactive digital tools as critical to helping members understand their benefits and make confident retirement decisions.

Video Engage is built for exactly this shift.

By combining live pension data with personalized video narratives, it turns complex benefit information into clear, individual stories, delivered on-demand, in the member's preferred language, on any device. Every video draws directly from the member's pension record to show what matters most to them: their contributions, their projections, their next steps. 

DWP Connection Guide

Heywood selected by SJCERA to deliver modern pension administration platform

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Video Engage use cases

Pension plan member onboarding

Deliver a personalized video that explains how the pension plan works, what benefits are included, and what actions members need to take. A simple, engaging introduction that builds trust from day one.

Annual benefit statement video

Replace dense paperwork with a personalized video that explains each member’s statement in plain language. From pension projections to contribution history, help members understand their benefits quickly and clearly, on any device.

Retirement options video

Guide members through their retirement choices with a personalized, scenario-based video. Explain tax-free lump sums, income options, and next steps, all tailored to individual circumstances, removing jargon and reducing support calls.

Revolutionize member engagement

  • By using Video Engage, 88% of users show a better understanding of their pension.
  • Since launch, Video Engage is available to 1 million plan members.

Participant communication is changing

Keep up to date with our key insights shaping the future of pension plan communication.

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Who we work with

Our global customer list speaks for itself. At Heywood, we believe a true partnership is a two-way street. Mutual trust and respect are at the core of every interaction. And that’s why we enjoy long-term partnerships with all of our customers.
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Other member engagement and software solutions from Heywood

Engage is part of a broader suite of pension software designed to support retirement plans and members at every stage, from data management and calculations to pension administration and payroll.

Altair - Pension Admin Software

Altair is the most widely used pension administration platform on the market. Designed to empower pension administrators.
 
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Altair Payroll automates payroll and provides a single data source for greater speed and accuracy.

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Insights

Heywood Insights is a rich and intuitive business intelligence platform that seamlessly integrates with your pension scheme’s data. 

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