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 consequences to be made - marketers need to increasingly focus on tailored communications that target cohorts and engage scheme members. Our expert speakers will consider the role of data and language, communication timing, and ask how marketers can navigate the advice/guidance boundary to improve retirement outcomes.


Ben Leonard, CEO and Co-Founder, Life Moments
Alistair McQueen, Head of Savings and Retirement, Aviva
Andrew Pennie, Marketing Director and Head of Pathways, Intelligent Pensions
Chair: David Cowan, Managing Director, The Financial Services Forum

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