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How to help members avoid the pension pitfalls in 2021

How to help members avoid the pension pitfalls in 2021

28 January 2021 | 13:00 – 14:00
Free

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How to help members avoid the pension pitfalls in 2021

2020 was certainly one of the most turbulent years on record and led to many more scheme members accessing their pension for the first time than perhaps would have in normal times. However, many members do not realise the significant risks surrounding pension withdrawals and without support, could be set to make costly mistakes in the year ahead. 

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    Online

    BrightTALK
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    3

    speakers
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    Free

    members and non-members
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    1 hour

    of CPD

Event Details

THE BASICS

Topics of discussion:

Jonathan Watts-Lay, Director, WEALTH at work will discuss this issue including outlining the steps Trustees can take to help members avoid the pension pitfalls in 2021.

Who should attend:
  • Pension Scheme Managers
  • Trustees
  • Administrators
  • Policy advisers
  • Consultants
  • Lawyers
  • Corporate IFAs
  • Investment managers
  • Actuaries
  • Comunication professionals
The venue
Event Venue Brighttalk 2

Speakers

Hear from the experts

Tim Middleton
Tim Middleton
PMI
- Director of Policy and External Affairs
Jonathan Watts-Lay
Jonathan Watts-Lay
WEALTH at work
- Director

Jonathan Watts-Lay is a founding Director of WEALTH at work having been dedicated to its development and subsequent launch in 2005. Jonathan has a sales and marketing background and holds both an MBA and a Diploma from the Chartered Institute of Marketing. He began his career at Nationwide Building Society where he progressed to product manager for mortgages and life assurance.

Jonathan then spent over five years working for SHL Group PLC, a leading HR consultancy, firstly as its Sales and Marketing Director where he increased revenues significantly leading to a successful IPO and then developed its e-commerce business which he launched in Europe, North America and Asia. Jonathan then moved to a start-up company in the telecoms sector before joining JP Morgan Asset Management responsible for its marketing in the UK and Scandinavia and running the multi-billion retail direct asset business.

Jonathan has significant experience in segmenting and identifying profitable customer profiles within the retail asset management sector. Jonathan is a recognised commentator on financial services including pension changes and is a frequent speaker at roundtable and workshop events. Jonathan looks after sales and marketing activities for the whole business and in particular is responsible for managing large corporate relationships.

Michelle Cracknell
Michelle Cracknell
Chief Executive
- The Pensions Advisory Service