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Webinar description:

The pandemic has affected the retirement plans of many. Some have been forced into an early retirement because of redundancy, whilst others have delayed retirement due to their pension losing value. Those who have struggled with a reduced household income, have even been dipping into their pensions whilst still working to make up for the shortfall.

On top of this, other issues have arisen such as the rise in pension scams, changes to defined benefit transfer advice, and the introduction of investment pathways.

As we begin to emerge from the pandemic, many members will need support to understand their options in the current environment – but it can be difficult for employers and Trustees to know where to start.

This webinar will uncover the steps that can be taken to support pension scheme members in the lead up to and at retirement. This includes exploring:
  • The complex decisions members need to make in the lead up to retirement and how they can easily make costly mistakes
  • The role of financial education, guidance and regulated financial advice in combatting these issues
  • Best practice on how to implement robust processes

Presenters

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Jonathan Stapleton

Editor, Professional Pensions

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Jonathan is editor of Professional Pensions and has been reporting on UK occupational pensions since 2001. He has won a number of awards during his career, most recently the SPP Trade Journalist of the Year Award in 2019. He is also holder of the PMI's Retirement Provision Certificate.

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Jonathan Watts-Lay

Director, WEALTH at work

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Jonathan is one of the original founders of the business and has spent many years working with companies across the UK to help their employees make informed financial decisions through the provision of financial education, guidance and regulated financial advice.

In recent years this service has extended to the Trustee market, supporting pension schemes to help their members understand their financial situation, particularly with regards to pensions and how to optimise income in retirement. Jonathan is also a recognised commentator on financial matters, particularly with regards to pensions and retirement. He is often quoted in the national and trade press and frequently speaks at conferences and roundtable events.

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Simon Lewis

Client Director, Punter Southall Governance Services

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Simon has extensive experience of delivering trustee services and managing pensions operations. He started his pensions career in 1998 with HR Trustees and then spent ten years working with independent trustee firms – managing service providers, team members and relationships with key stakeholders including The Pensions Regulator (TPR) and Pension Protection Fund (PPF).

In 2008, Simon moved in-house with Veolia to lead on projects and governance. He later became trustee services manager responsible for service delivery to the trustee board comprising several complex defined benefit (DB) and defined contribution (DC) schemes.

Simon joined National Grid in 2015 as pensions technical manager and member of the UK pensions delivery leadership team. He delivered administration and governance support to their DB pension scheme, one of the UK’s largest.

He joined Punter Southall Governance Services as a client director in 2020, acting as a trustee and scheme secretary as well as undertaking bespoke governance and pensions management project work.

He is an active promoter of diversity in business and heads Punter Southall Governance Services’ D&I working group.

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