QUARTERLY NEWS AND INSIGHT FROM HYMANS DIGITAL WEALTH
Digital Wealth Download - Summer 2022
22 Aug 2022
Welcome to the Summer edition of Digital Wealth Download - our quarterly digital wealth and products newsletter. In this edition, we cover powering retirement planning, our Consumer Duty podcast, and how we can improve investment pathways.
In the spotlight...
Powering guided retirement planning
Decumulation is fast becoming the new talking point for DC schemes and IFAs. The question for both the individual and the pension scheme then becomes, ‘how should this member spend their savings?’ Our blog explores how we can use the power of technology to approach this problem.
The Consumer Duty
In our latest Hymans Robertson On... podcast, we are joined by Dave Lowe from the platform Embark to discuss the Consumer Duty. We share our views on the advised and non-advised markets, the work needed to implement the Consumer Duty, and what difference all of this will have made in 5 years' time.
Investment Pathways – how should we make it better?
Pathways have been in place for around 18 months and this year will see more information released on take up and performance from providers’ governance committees and the Financial Conduct Authority (FCA). We identify four areas where a change in approach could provide even better outcomes for consumers.
8th Annual Insurance & Financial Services Seminar
Our 8th Annual Insurance & Financial Services seminar will be taking place on 5 October in London. Register to join us where we will explore the theme of working together across the insurance and financial services markets to create better futures for our customers.
Responsible Investment News and Views – Q3 2022
In this edition, we examine why there's been a failure to address the real ESG issues. Rather than looking 'outside-in', could we switch our perspective, and examine how the data allows us to look at investments and their impact on climate change?
The Future of Retirement Savings Conference
Join our conference on 3 November as we explore new ways of looking at the retirement journey, trends and innovations revolutionising retirement saving, and ways in which you can optimise your savings plans for the best possible member outcomes.
0 comments on this post