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.
Freemembers and non-members
1 hourof CPD
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.
- Pension Scheme Managers
- Policy advisers
- Corporate IFAs
- Investment managers
- Comunication professionals
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.