Marketing efforts to acquire and retain customers at retirement are set to increase with new pension freedoms. But are we engaging sufficiently with pension clients on an on-going basis? Can providers make more of the annual Statutory Money Purchase Illustration? What are the digital solutions that can support engagement?
John Humpish has kindly agreed to make the presentation slides used at the How to Connect with Pension Customers event available to Forum Members.
To download the slides in PDF format, please click the download button above.