The concept of retirement is changing and members are now more engaged in deciding how, and when, to access their valuable defined benefits.
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Accessing defined benefits (DB) is a one-time decision. Members need to get it right. Meaningful options and quality support can significantly improve members’ retirement outcomes, while also enhancing your overall journey plan.
Creating a successful member options strategy means:
Our services include:
Now is the time to consider your member options strategy. Here’s why:
Better member outcomes
More choice will benefit some members allowing them a better quality retirement
Less risk for you and members
Better communications and access to quality financial advice will improve decision making and help prevent scams
Journey plan enhancing
Higher member engagement and more active decision making will help accelerate your scheme’s journey plan
Over 75% of DB pension schemes are now targeting buy-out. Around 40% expect to fully insure within the next five years.
Buy-out is a complex stage in a pension scheme’s evolution: schemes need a cohesive, integrated journey plan. Our Excellence in Endgames hub contains useful insight to help you cut through the complexity.
Our approach to member options is consistent with our values as a firm – it’s about helping provide better futures to our members and clients.
We’re excited to announce our Pensions and Retirement Conference on Thursday 27 March 2025 at King’s Place, London.
Join us on the 10 January for our excellence in Endgames webinar on understanding your data whatever your strategy.
Read our publication to get our full DB outlook for 2025.
In our latest market brief, Chris Arcari and Robert Kotlar provide a review of the economy and markets over the month of November. They consider the key developments for growth, inflation, interest rates and their impact.
