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Webinar description:
As financial pressure on household incomes continue, it is more important than ever that people are engaged with their finances, and this includes their pensions.
Given recent concerns that cost of living worries may be impacting pension savings, WEALTH at work will share its latest research and insights into what's happening in reality. It will also explore how to better engage people with their pensions throughout their career to improve their financial future, especially during times of crisis.
This webinar will cover:
- What are the main financial worries that people are currently facing?
- What impact is this having on pension savings as well as future retirement plans?
- How can employers and Trustees best respond and support members during these difficult times?
Presenters
Jonathan Stapleton
Editor
Professional Pensions
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.
Jonathan Watts-Lay
Director, WEALTH at work
Jonathan is one of the original founders of WEALTH at work - a leading financial wellbeing and retirement specialist. He has spent many years working with companies across the UK to help their employees improve their financial future 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 a range of financial matters from how to help employees make the most of their pay and benefits, or the best ways to support them plan for their retirement by understanding the risks and complex decisions to be made. He is often quoted in the national and trade press and frequently speaks at conferences and roundtable events. See our latest news for more details.
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 a range of financial matters from how to help employees make the most of their pay and benefits, or the best ways to support them plan for their retirement by understanding the risks and complex decisions to be made. He is often quoted in the national and trade press and frequently speaks at conferences and roundtable events. See our latest news for more details.
Kevin Wesbroom
Professional Trustee, Capital Cranfield
Kevin joined Capital Cranfield in 2019 after more than 40 years as an actuary with Aon.
Kevin acted as an actuarial adviser to both trustees and employers, – not just DB and DC schemes but also Collective DC (CDC) arrangements. He has always been at the forefront of developments in pensions. He was early into DB end game components, such as buyout and member options. He was a lead member of the PLSA DB Taskforce (that suggested the creation of Superfunds) and a key player on an actuarial Working Group that produced the definitive paper on End Games. On DC he was involved in improving investment options and communication strategies, as well as decumulation strategies (more to do!). Equally he was involved in the nuts and bolts of mastertrust authorisation.
Kevin’s deep technical expertise in pensions is matched by the energy and enthusiasm he brings to the subject – he has a strong drive to get to sensible, balanced outcomes for trustees, members and sponsors alike.
Kevin is a Fellow of the Institute and Faculty of Actuaries, an APPT member and honorary FPMI. He has two charity appointments.
Kevin acted as an actuarial adviser to both trustees and employers, – not just DB and DC schemes but also Collective DC (CDC) arrangements. He has always been at the forefront of developments in pensions. He was early into DB end game components, such as buyout and member options. He was a lead member of the PLSA DB Taskforce (that suggested the creation of Superfunds) and a key player on an actuarial Working Group that produced the definitive paper on End Games. On DC he was involved in improving investment options and communication strategies, as well as decumulation strategies (more to do!). Equally he was involved in the nuts and bolts of mastertrust authorisation.
Kevin’s deep technical expertise in pensions is matched by the energy and enthusiasm he brings to the subject – he has a strong drive to get to sensible, balanced outcomes for trustees, members and sponsors alike.
Kevin is a Fellow of the Institute and Faculty of Actuaries, an APPT member and honorary FPMI. He has two charity appointments.