Life & Pensions


217

Members

Most active members

Chairperson

David Dunn

David Dunn

Director

Making Sense of Retirement

Adam Richards-Gray

Head of Marketing

Defaqto


Adele Howes

AXA PPP healthcare


alan gilmour

Head of Acquisition and Retention

Police Mutual


Alan Russel

Marketing Compliance Consultant

Standard Life


Alastair Black

Alastair Black

Head of Financial Planning Propositions

Standard Life



The Disruption Revolution

We are at the beginning of a financial services revolution. True disruption in the sector is only just starting to take shape. Amazon, eBay, Expedia, Uber and Betfair all changed the face of the marke...

Asset Management, Corporate and Investment Banking, Fintech, General Insurance, Life & Pensions, Private Banking and Wealth Management, Retail Banking

21


Consumer Engagement in the L&P Sector

Social media can no longer be ignored in any sector of financial services. More of the age group targeted by Life & Pensions companies are using these digital services, and many organisations are ...

Life & Pensions

0


How Are Platforms Changing Financial Services Marketing?

Platforms are an increasingly important feature of the financial services marketplace, whether fund supermarkets, workplace platforms, or those consolidating a wide range of assets and products. How a...

Life & Pensions

0


Pension Freedoms: Event Summary

‘I’ve got a challenge for you. Say something about the recent pension freedoms that hasn’t been said already.’

That was the challenge set by Gregg McClymont, Head of Retirement at Aberdeen ...

Life & Pensions

0


Pension Freedoms: Are we Building Relationships with Clients?

At our recent event, we asked if life companies are retaining more people at retirement, purely through inertia? Do life companies really understand how clients behave in the years before they retire?...

Life & Pensions

0


Man or Machine?

In March 2016, the Financial Conduct Authority stated in its Financial Advice Market Review that up to 16 million people could require fi nancial advice but are unable to aff ord it. The FCA beli...

Life & Pensions, Mortgages

0


Platforms: Changing Marketing

Platforms are an increasingly important feature of the financial services marketplace, whether fund supermarkets, workplace platforms, or those consolidating a wide-range of assets and products.

Ho...

Life & Pensions

1


With Profits Market Briefing

AKG has been analysing and assessing the with profits funds managed by UK life offices for a number years. Each year, our work in this area culminates in the publication of AKG’s well known and res...

Life & Pensions

0


Retirement Choices: No perfect answer

When conducting focus groups or interviews with consumers, retirement saving is not usually front of mind for them. It’s off far away in the future, and there’s plenty of other priorities for thei...

Life & Pensions

0


Nov
16
LDN

Life and Pensions

We’re holding this date for the next Life and Pensions community event.

The Steering Committee are currently considering suggestions for the editorial content and speakers for this seminar.  If ...

Available to: E

Life & Pensions

0


Sep
28
LDN

Life & Pensions

We’re holding this date for the next Life and Pensions community event.

The Steering Committee are currently considering suggestions for the editorial content and speakers for this seminar.  I...

Available to: E

Life & Pensions

0


May
03
LDN

Pension Freedoms: Are we Building Relationships with Clients?

Data suggests life companies are retaining more people at retirement, but is this just inertia? Do life companies really understand how clients behave in the years before they retire? For example, whe...

Available to: E

Life & Pensions

0


Feb
01
LDN

How are Platforms Changing Financial Services Marketing?

Platforms are an increasingly important feature of the financial services marketplace, whether fund supermarkets, workplace platforms, or those consolidating a wide-range of assets and products.

Ho...

Available to: E

Life & Pensions

0


Dec
08
LDN

Robo Advice – A Misnomer and to What End?

With the FCA setting up a robo-advice unit to work with firms developing automated advice services, how are these digital models progressing in the Life & Pensions market?  What stage are the Lif...

Available to: E

Life & Pensions

0


Sep
08
LDN

How to Engage the Customer?

In the Life & Pensions sector - which has traditionally been product-led - customers are becoming more demanding, less patient, and increasingly expect the highest levels customer service. How ...

Available to: E

Life & Pensions

0


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