Supporting good member decision making
PMI Academy training session by Spence & Partners
Recent guidance from the TPR and FCA has clarified a number of issues for employers and trustees in relation to supporting member financial decision making.
The guidance codifies best practice and clarifies a number of issues that have been live over the last six months. So, what is the best way to compliantly help members engage with, and understand their choices and options?
Join this practical workshop to find out what you can, and can’t do to support good member decision making.
Available toPMI members only
1 hourof CPD
- Overview of TPR & FCA do’s and don’ts, with case studies
- Getting your message heard in the digital age
- The advice landscape including “Abridged Advice”
- The boundaries between advice and guidance
- How to apply simple digital techniques to communicate effectively
- How to structure financial advice to minimise spend and maximise engagement
- Pension scheme managers
- Investment managers
- Scheme secretaries
- Financial directors
- HR representatives
Graeme joined Spence in November 2019, having spent 10 years in Fintech. Most recently he was a founding director of HUB Pension Solutions, a ground breaking DB member options business with a big focus on member engagement.
Graeme is responsible for driving and directing product development and identifying new opportunities.
Angela is a Fellow of the Faculty of Actuaries and a Chartered Enterprise Risk Actuary. Angela has project managed multiple exercises involving clients successfully ceasing accrual in Defined Benefit arrangements and moving to Defined Contribution provision for future benefit accrual. She is also experienced in providing support to clients ceasing to participate in multi-employer defined benefit arrangements, in particular, providing advice on the various options available and weighting up the costs, risks and advisory aspects of pursuing each available option.
David is Managing Partner for Lemonade (an award-winning employee benefits consultancy, focussing on member communications) as well as their advisory arm, Informed Pensions. David has over 20 years’ experience helping some of the UK’s leading employers improve their pension communication and engagement levels. The blend of advisory background, coupled with a creative technology focus gives a unique view into member engagement.