Pension Freedoms: Are we Building Relationships with Clients?

Richard Nolan

Operations Director

The Financial Services Forum

At our recent event, we asked if life companies are retaining more people at retirement, purely through inertia? Do life companies really understand how clients behave in the years before they retire? For example, when do clients start to think about retirement and what action do they take? Do we understand client needs? Do we overwhelm them with too much of the wrong information in complex industry jargon? If we do, what’s the right amount of information and how should it be provided? More and more people are buying retirement income products without advice. How can we make sure they’re empowered to take sound decisions?
Three speaker presentations are attached from:

  • David Dunn, Director, Make Sense of Retirement
  • Jacqui Bateson, Senior Proposition Manager, Skipton Building Society
  • John Lawson, Head of Financial Research, Aviva
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