Bringing financial wellbeing and education to the forefront of member engagement
Bringing financial wellbeing and education to the forefront of member engagement
In this session Martin Palmer, Head of Aviva Master Trust will share insights from our member survey, getting under the skin of member interests, worries, and needs. Martin will be joined by Emma Douglas, Director of Workplace Savings & Retirement who will be discussing the role of ESG in member engagement and the tools available to help members plan for their retirement . We’ll also dive into how communication is key for educating and engaging members with their pension, sharing ideas on approaches to take.
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Fees
free for members and non-members -
2
speakers -
1 hour
of CPD -
Online
BrightTALK
Event Details
THE BASICS
- Understanding members needs
- ESG and engagement
- Power of a plan and the impact on wellbeing
- Educating and engaging members
- One size doesn't fit all
- Pension Scheme Managers
- Trustees
- Administrators
- Policy advisers
- Consultants
- Lawyers
- Corporate IFAs
- Investment managers
- Actuaries
- Communication professionals
Speakers
Hear from the experts
Lesley has over 20 years of experience in the pensions industry. She is currently a Director with ZenZero Consulting, a firm specialising in strategic solutions for UK pension schemes, and was previously Partner and Managing Director at Ferrier Pearce, as well as CEO of the HSBC Bank Pension Trust.
Martin Palmer is Head of Master Trust at Aviva and is also a Scheme Strategist for the Aviva Master Trust.
Martin is responsible for leading the Aviva Master Trust Governance Team and is the key lead for the Aviva Master Trust within Aviva.
Martin is a qualified actuary and has worked in Workplace Pensions for 20 years. During this time he has performed a number of senior Marketing, Proposition, Governance and Investment Roles with a number of different providers including Friends Provident, Friends Life, Zurich and Aviva.
Emma Douglas has joined Aviva in October 2021 as Director of Workplace Savings and Retirement business, with the accountability to deliver the best possible outcome for over 4 million customers/members and their £81bn of assets as they save for and access savings in later life. Emma is also the Chair of the Pensions & Lifetime Savings Association; having previously chaired the PLSA’s Policy Board since 2018.
Before joining Aviva, Emma held the position Head of DC at Legal & General Investment Management, where Emma was primarily responsible for developing LGIM's DC business and Investment Strategy. Joining LGIM in 2014 from Mercer where she held the position of Partner and Head of Mercer Workplace Savings. Previous roles in Emma’s career include the Head of DC Sales at BlackRock and Head of DC Pensions at Threadneedle Investments.
All told, Emma has more than 20 years of experience in the investment management industry, graduating from Trinity College, Oxford, and holds an MBA from Manchester Business School via a Women in Management Scholarship from the Guardian.
