Life & Pensions


262

Members

Most active members

Chairperson

David Dunn

Director

Making Sense of Retirement

Adam Richards-Gray

Head of Marketing

Defaqto


Adele Howes

AXA PPP healthcare


alan gilmour

Head of Acquisition and Retention

Police Mutual


Alan Russel

Marketing Compliance Consultant

Standard Life


Alastair Black

Head of WRAP Platform Proposition

Aberdeen Standard Life



Behavioural Economics: Driving Revolutionary Results

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...

Insurance, Life & Pensions

0


Post Pension-Freedoms: Key Recommendations

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...

Life & Pensions

0


The Disruption Revolution

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...

Asset Management, Corporate and Investment Banking, Fintech, Insurance, Life & Pensions, Private Banking and Wealth Management, Retail Banking

21


Consumer Engagement in the L&P Sector

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 ...

Life & Pensions

0


How Are Platforms Changing Financial Services Marketing?

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...

Life & Pensions

0


Marketing to the Elderly, Teresa Roux

Expectations of retirement have changed. Retirement is seen as active - it's time to give back. Teresa explores marketing to the elderly.

Teresa Roux has kindly agreed to make the presentation slid...

Life & Pensions

0


55+ Just Another Segment?

Is the language and imagery used to target financial products to the elderly appropriate, or can it be patronising? With the recent changes to financial planning in the budget, could there ever be a m...

Digital & Direct Marketing, Life & Pensions

0


Inheritance Tax changes – problem or opportunity?

Concessions on Inheritance Tax announced in the recent Pre-Budget Report were an unexpected bonus for married couples and those in Civil Partnerships. Julie Hutchison looks at the opportunities they...

Life & Pensions

0


Sixty Seconds On: The Future of Intermediation

The growth and dominance of intermediaries in retail financial services markets is beginning to worry providers, many of whom want greater contact with their customers.

Adopting innovative techno...

Corporate Communications, Life & Pensions, Mortgages

0


Sixty Seconds on Compulsory Pensions

Is compulsion in pensions the last refuge of a marketing scoundrel, or the only way forward if we are to ensure Britain’s pension system remains fit for purpose for the next fifty years, as it ha...

Life & Pensions

0


Seeing the Customer Needs

The newly-appointed chief executive of Aegon UK believes in listening to customers. Otto Thoresen explains to Anthony Thomson how this has shaped his strategic approach.

How would you describe y...

Life & Pensions

0


Nov
05

Seminar: Closing the Pensions Gender Gap

On average, UK men have two thirds more pension wealth than women at retirement age. That’s two thirds more security, independence and reward.

Taking time out to bring up families, salary dispari...

Available to: EAP

Life & Pensions

0


Feb
05
LDN

A matter of choice and personalisation

The pension freedom reforms of 2015 have allowed people to tailor when and how they use their pension pot. But with multiple complex options on offer – and vital financial decisions with long-term c...

Available to: E

Life & Pensions

0


Jan
29

Webinar: Marketing Effectiveness Showcase

This webinar will look at one of the winning entries from our 2019 Marketing Effectiveness Awards; a great opportunity to learn about some of 2019’s most compelling campaigns, and understand why the...

Available to: EAPO

Brand Strategy, Life & Pensions

0


Dec
10
LDN

ESG and Pensions: Marketing Positive or Unwanted Burden?

With regulators showing increased interest in ESG factors (Environmental Social Governance) being integrated into pension investment, what are the marketing implications?

Ethical and green investin...

Available to: EAP

Life & Pensions

0


Sep
24
LDN

Improving the Pensions Journey for Women

The pensions savings deficit is particularly acute for women. Generally lower earnings than men and periods of unpaid caring often translate into poor pension outcomes. What can the industry do to imp...

Available to: E

Life & Pensions

0


Jan
17
LDN

Robo-Advice: What are the Limitations?

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

Life & Pensions

0


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