Pensions conference season
"What you're doing" 

Enabling members to make informed choices regarding their scheme entitlements

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Covered in this session

Against a backdrop of pension flexibilities, 'gold plated' DB pensions, and IFA selection, how can schemes provide members with more support when making crucial pension scheme decisions.

Pension flexibilities and a changing world has made members question whether their ‘gold-plated' DB pension best provides for their retirement needs. Yet still, often members are left to find and vet an IFA who they can trust to provide important retirement advice that is in their best interests. Buck is joined by Wren Sterling and Arc Pensions Law to discuss how schemes can provide members with more support, for what is one of the biggest financial decisions of their lives.

This session will focus on:

  • The benefits that appointing an IFA can bring for members
  • Case studies on member experiences
  • The latest guidance from the Pensions Ombudsman and the FCA on providing members with access to an IFA

Speakers

Paul Chafer, Chief Commercial Officer (Wren Sterling)

Jane Kola, Partner (Arc Pensions Law)

Mark van den Berghen, Principal and Head of Risk Transfer (Buck)

 

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