PMI Crest
Overcoming the risks at retirement

Overcoming the risks at retirement

18 May 2022 | 10:00 - 11:00

The journey to Net Zero

Pension scheme members now have to grapple with a multitude of risks which have become increasingly complex and uncertain.

With this in mind, WEALTH at work conducted a survey with the Pensions Management Institute to investigate the concerns Trustees have for their pension scheme members in the run up to their retirement and what support provisions they have in place.

This webinar will reveal the results of this insightful research and uncover the steps that can be taken to support members in the lead up to and at retirement.

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    free for members and non-members
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    1 hour

    of CPD
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Event Details


Topics of discussion:
  • Results from WEALTH at works survey with the Pensions Management Institute
  • Discussing the concerns Trustees have for their pension scheme members in terms of retirement
  • Steps that can be taken to support members in the lead up to and at retirement
Who should attend:
  • Pension Scheme Managers
  • Trustees
  • Administrators
  • Policy advisers
  • Consultants
  • Lawyers
  • Corporate IFAs
  • Investment managers
  • Actuaries
  • Communication professionals
The venue
Event Venue Brighttalk 2


Hear from the experts

Tim Middleton
Tim Middleton
Pensions Management Institute
- 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 a MBA and the Diploma of 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 JPMorgan Asset Management responsible for its marketing in the UK and Scandinavia and running the multibillion 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.