Chairperson
Director
Making Sense of Retirement
Committee
Head of WRAP Platform Proposition
Aberdeen Standard Life
Head of Insight & Consulting (Wealth & Protection)
Defaqto Ltd
Head of DC Client Communications
Legal and General
CEO
Chesnara UK
As insurance professionals, we tend to view the world rationally. To a large extent, our industry is based on carefully measuring risk and presenting product benefits using sound empirical value.
B...
March 5, 2020
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, 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
Ipsos’ latest Perils of Perception study highlights public[1] misperceptions across 32 countries about the proportion of people who die from diseases, violence, transport injuries and other causes. ...
February 12, 2020
How can effective customer communications unlock the hidden value in your insurance customer base? Riverside give us 5 key areas to consider, including:
1. Do you neglect your greatest asset?
2....
February 5, 2020
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
Since its launch in 2000, The Financial Services Forum has supported the improvement of financial services marketing, through a better understanding of the consumer, the marketplace and marketing perf...
Available to: EAPOR
Asset Management, Brand Strategy, Corporate and Investment Banking, Corporate Communications, Digital & Direct Marketing, Employee Engagement & Communications, Fintech, Insurance, Life & Pensions, Mortgages, Private Banking and Wealth Management, Retail Banking
The introduction of Investment Pathways presents new marketing challenges for pension providers, but also the opportunity for consumers to better understand their retirement options. How will this cha...
Available to: EA
In this online event, we’ll be discussing new ideas and new thinking about online events. Especially in B2B where the pandemic has wreaked havoc with conventional sales and marketing approaches revo...
Available to: EAP
Asset Management, Brand Strategy, Corporate and Investment Banking, Fintech, Insurance, Life & Pensions, Mortgages, Private Banking and Wealth Management, Retail Banking
Engagement is still an issue – the thorny issue of how to get people engaged with saving for something that they won’t benefit from for many years, against the backdrop of the competing financial ...
Available to: EA
2020 has reminded us all of the inevitability of change.
It has also highlighted that the two most important skills in the world of business are the ability to lead change and the ability to embrac...
Available to: EAP
Asset Management, Brand Strategy, Corporate and Investment Banking, Corporate Communications, Digital & Direct Marketing, Employee Engagement & Communications, Fintech, Insurance, Life & Pensions, Mortgages, Private Banking and Wealth Management, Retail Banking
The Coronavirus pandemic changed business and consumer behaviour almost overnight, causing recessions, widespread job losses, and a decimated investment market.
A big winner in this situation has b...
Available to: EAP
Asset Management, Brand Strategy, Corporate and Investment Banking, Corporate Communications, Digital & Direct Marketing, Employee Engagement & Communications, Fintech, Insurance, Life & Pensions, Mortgages, Private Banking and Wealth Management, Retail Banking
