PMI Crest
PMI
31 March 2021

Retirement issues and why Trustees should provide financial education with access to advice

Employers and Trustees recognise that for those pension scheme members nearing retirement, it is important that they understand their retirement income options.

This is, especially important given the events of the last 12 months. There is no doubt employers and Trustees can play a key role but it can be difficult to know where to start.

This event will discuss the legal and regulatory obligations in providing retirement financial education, guidance and regulated financial advice. It will also provide real client insight, demonstrating how one scheme has chosen to support its members and will share the results of the programme including how it improved member engagement at retirement. Join two of the PMI's Insight Partners to discuss these issues and learn more about the PMI’s RetirementMatters service available to employers and Trustees.

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Last update: 22 March 2021

Chris Parrott
Chris Parrott
PMI
Chair of the Trustee Group Forum
Mark Hewitson
Mark Hewitson
WEALTH at work
Head of Retirement Income Services
Emma Martin
Emma Martin
Sackers
Associate Director

Client Director

Salary: £80000 - £110000 pa

Location: Home based

Actuarial Analyst

Salary: £30000 - £50000 pa

Location: UK Wide

Pension Consultant

Salary: £40000 - £55000 pa

Location: West Yorkshire

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