Retiring Right – Bridging the Retirement Advice Gap


With 52% of pension pots being accessed without any form of guidance or advice, incoming retirees are often left to take one of the most important financial decisions of their lives alone. There is no one-size-fits-all for retirement, and a turbulent economy has upended many people’s assumptions about their retirement outlooks and risk appetites.

With financial advice still out of reach of many, should pension marketers look at decumulation as a new communication touchpoint with those reaching retirement?

Can more advanced use of targeting, segmentation and personas help provide this audience with tailored retirement maps? With input from marketing experts and behavioural analysts, we will explore the ways in which marketeers can work to better communicate with those at the decumulation stage of their pension journey to ensure better outcomes for all.



  • Rob Hudson, Chief Commercial Officer, HUB Group
  • Alistair Welham, Director of Marketing & Communications, NOW: Pensions


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