‘I’ve got a challenge for you. Say something about the recent pension freedoms that hasn’t been said already.’
That was the challenge set by Gregg McClymont, Head of Retirement at Aberdeen Asset Management, as Chair of a recent Financial Services Forum event on communicating with customers about pensions.
The changes to pensions rules have been a subject of almost constant discussion among financial services providers for the past three years, which made Gregg’s challenge a tough one. But the panellists achieved it.
The panel for ‘Pension Freedoms: Are we Building Relationships with Clients?’ included David Dunn, founder of makingsenseofyourretirement.com; Jacqui Bateson, Senior Proposition Manager at Skipton Building Society and John Lawson, Head of Financial Services at Aviva.
David Dunn expanded on Gregg McClymont’s challenge nicely, by defining three key questions pension providers need to consider: when, what and how do they communicate to customers? Much of the discussion grappled with these three crucial issues.
Jennifer Evans, Consultant at Linstock Communications explains more in a short blog on the event discussion. Please download the PDF to read the full report.