Tag Archives: Engagement

PIC discover their staff don’t like their workplace pensions

Posted on November 1, 2023 by henry tapper

I’ve been waiting for this. A report from an insurer that talks to my and my staff’s actual experience of saving into a workplace pension Here is a medium sized employer with a highly financially literate workforce engaging with the … Continue reading →

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How can we “engage” with pensions we know nothing about?

Posted on February 24, 2023 by henry tapper

News on the delivery of the pensions dashboard is not good. The vibes I am getting from the PLSA and others is that the period of testing to ensure that data is delivered accurately (dashboard beta) is likely to be … Continue reading →

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Can data help us monitor and improve pension engagement?

Posted on May 27, 2021 by henry tapper

  I have been publishing sections of my long response to the FCA and TPR’s call for input on the pensions consumer journey. We started by looking at the pension consumer journey asking whether simplifying and standardising it made sense … Continue reading →

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NEST, technology and personalisation

Posted on August 18, 2019 by henry tapper

I really admire this Rowlands chap. I’ve know him for the best part of 30 years and in all that time he has never been anything but a gent. He’s now a Director at NEST and I urge you to … Continue reading →

Posted in advice gap, age wage, dc pensions, DWP, FCA, Financial Education, NEST, pensions | Tagged , , , , , | Leave a comment

Is “engagement” a double edged sword?

Posted on January 27, 2019 by henry tapper

The only meaningful measure of a pension’s “value for money” is its appreciation by those getting the money – the pensioners and future pensioners. But those who offer pensions – providers, sponsors and fiduciaries are worried that the answers they … Continue reading →

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How can savers be encouraged to engage with their savings?

Posted on August 8, 2018 by henry tapper

  This is the 4th of eight blogs considering the questions put to us by the Work and Pensions Select Committee. Today’s exam question… How can savers be encouraged to engage with their savings? Quick answer; either we can convince … Continue reading →

Posted in auto-enrolment, pensions, WPC | Tagged , , , , , , , , | 7 Comments

You want (pension) engagement? Ask Corbyn!

Posted on June 12, 2017 by henry tapper

    How do you get youngsters interested in politics? How do you get youngsters interested in pensions? One and the same question IMO. Instead of sitting in “blue-sky” meetings, maybe we should be looking at what successful politicians have … Continue reading →

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Can pensions be more playful (please)!

Posted on April 18, 2017 by henry tapper

  I’ve waded through a number of IGC chair reports this Easter weekend and a smile has seldom  been on my lips. With the exception of the Virgin Money report, I hardly felt I knew who I was talking to. Ironically, … Continue reading →

Posted in IGC, pension playpen, pensions, Personality | Tagged , , , , , , , , , , | 1 Comment

Who’s kidding whom – on DC pension governance?

Posted on March 24, 2017 by henry tapper

I was “privileged” to spend a whole day with one of the many employer groups we have in Britain.  This meeting brought together Directors (especially FDs and Heads of HR) of  Research and Technology organisations. When I say privileged – … Continue reading →

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“Not so fast!” – the @Aviva #AE conference needs to listen to those not in the room

Posted on November 16, 2016 by henry tapper

I spent yesterday morning with Aviva at their future of Auto-Enrolment event in the City. Here’s Aviva’s 10 point wish-list for Auto-Enrolment. ADEQUACY: 1. Phase towards 12.5% contributions by 2028 2. Adopt a flat rate of tax relief – save … Continue reading →

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