Overcoming the risks at retirement
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.
-
Fees
free for members and non-members -
2
speakers -
1 hour
of CPD -
Online
BrightTALK
Event Details
THE BASICS
- 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
- Pension Scheme Managers
- Trustees
- Administrators
- Policy advisers
- Consultants
- Lawyers
- Corporate IFAs
- Investment managers
- Actuaries
- Communication professionals
Speakers
Hear from the experts
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.
