Chairperson
Director
Making Sense of Retirement
Committee
Head of Financial Planning Propositions
Standard Life
Head of Insight & Consulting (Wealth & Protection)
Defaqto Ltd
CEO
Chesnara UK
Head of Policy
Hargreaves Lansdown
AKG’s 2018 Pension Freedoms Paper – Grasping the nettle: Working together to achieve better retirement outcomes – is a wide-ranging paper which looks at the impact of pension freedoms on key mar...
July 26, 2018
We are at the beginning of a financial services revolution. True disruption in the sector is only just starting to take shape. Amazon, eBay, Expedia, Uber and Betfair all changed the face of the marke...
May 10, 2016
Asset Management, Corporate and Investment Banking, Fintech, General Insurance, Life & Pensions, Private Banking and Wealth Management, Retail Banking
Social media can no longer be ignored in any sector of financial services. More of the age group targeted by Life & Pensions companies are using these digital services, and many organisations are ...
July 13, 2015
Platforms are an increasingly important feature of the financial services marketplace, whether fund supermarkets, workplace platforms, or those consolidating a wide range of assets and products. How a...
July 13, 2015
Presentation slides from "Robo-advice: what are the limitations?" on 17 January 2019
Speakers include:
Georgina Clarke, Director, IFF Research
Alastair Black, Head of Financial Planning Propositi...
January 17, 2019
People are afraid of retirement. They’re asking questions such as: “can retirement cause dementia?” or “Can pension funds go bust?”
They’re not asking themselves what we all think is th...
October 4, 2018
Andrew Moffit, Group MD, Ferrier Pearce Creative Group shared his view on how the pension industry would better engage with millennials, arguing that this definition is not relevant and that customer ...
May 9, 2018
Lauren Peacock, Campaigns Organiser, ShareAction shared their view on auto-enrolment and millennials' attitude towards positive impact of their investments....
May 9, 2018
Peter Elliott, Head of Marketing Proposition at Legal & General, gives an overview of the status of the pension's sector....
May 9, 2018
In 2016 Prudential conducted extensive research with advisers to understand the challenges they face. For 2017, Prudential has expanded on that report, available for download here, which gives insight...
February 1, 2018
Robo-advice is expanding from the investment space into pensions and financial planning. But what are its limitations?
To what extent will consumers engage with automated advice solutions - will th...
Available to: E
Will the pensions dashboard be a silver bullet for engagement among retirement savers?
How do we ensure it delivers for consumers and for the pensions industry? What are the remaining hurdles and a...
Available to: E
The Pension industry and Government need to build on the early success of Auto Enrolment. How can engagement levels be reached that ensure low dropout rates and greater contribution levels. It’s a f...
Available to: EAPO
How can the pensions industry engage the millennial generation?
With housing costs and student debt squeezing their ability to save for the long-term, what can we do to get younger workers more int...
Available to: E
Pension freedoms have been in place since April 2015 - how are consumers taking to the greater flexibilities?
Increasing numbers of people are engaging with pensions and the opportunities now avail...
Available to: E
Is the recent enthusiasm for cashing in defined benefit (DB) pensions for defined contribution (DC) investment pots an accident waiting to happen? With transfer values often greater that the values of...
Available to: E
