Customer understanding
Communications must be clear and support good outcomes for the people who receive them.
Insurance and pensions
Customer communications that stay clear, current and approved
Insurers and pension providers publish promotions, policy documents and member communications that stay in use for years. Cohero keeps each asset with its approvals and evidence, so reviews move faster and nothing stays in circulation past its date.
The challenge
The pressures on content in insurance and pensions
Long-lived documents
Policy wordings, scheme guides and member letters stay in use long after they are approved.
Changing figures
Premiums, charges, contribution rates and tax rules change, while approved materials stay in circulation.
Many variants
The same content appears across products, schemes and partner brands.
How Cohero helps
Clear, consistent and on record
Every version of every document is checked, approved and traceable.
- Flag wording that may breach FCA rules, with the rule and reasoning attached
- Reuse approved content across products and schemes, so every version stays consistent
- Check documents against accessibility rules and your own policies
- Keep an auditable record of every check, change and decision
- Set expiry dates so figures are reviewed before they go out of date
Frameworks
Rules for insurance and pensions content
Financial promotion rules, accessibility, privacy and your own policies, each with its current availability.
AvailableFCA financial promotionsFinancial services · United KingdomFinancial promotion rules from the FCA Handbook, including Consumer Duty expectations for customer communications.Set up your policies
AvailableWCAG accessibilityAccessibility · InternationalWeb Content Accessibility Guidelines for digital content, such as text alternatives, contrast and clear link text.Set up your policiesAvailableYour own policiesYour governance · AnyBrand guidelines, internal marketing policies, product rules and channel restrictions, checked the same way.Set up your policies
Bring clarity, control and confidence to your content operations
See how Cohero helps regulated teams manage assets, collaborate on content and build governance into every step of the workflow.