Pi Partnership Bitesize video: Member data and what we can learn from it
In the latest PMI Pi Partnership Bitesize Video, Professional Trustee Tracy Weller explores how schemes can move beyond traditional transactional data to gain a deeper understanding of their members' behaviours, attitudes and needs.
Tracy Weller
- Job Title
- Professional Trustee, Pi Partnership
While member data remains a valuable tool for decision-making, it also has its limitations. Understanding who members are, how they feel about their retirement prospects, their levels of engagement and financial confidence can provide richer insights that help schemes better support members throughout their savings journey.
As technology continues to evolve, the pensions industry has access to more sophisticated tools and data sources than ever before. These developments are creating new opportunities to build a more complete picture of membership, helping schemes design better communications, improve engagement and deliver stronger member outcomes.
In this video, Tracy discusses:
• The limitations of relying solely on traditional member data
• Why understanding member attitudes and behaviours is increasingly important
• How technology is helping schemes gain deeper insights into their membership
• Ways trustees and pension professionals can use these insights to better support members today and in the future