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About the webinar:
The complexity facing those approaching or at retirement is increasing significantly as a result of both Covid-19 and yet more regulation.
Covid-19 has led to some deciding to retire early due to redundancy; while others need to work longer as the pandemic has squeezed finances. Yet others are looking to access their pensions early.
On top of this, the way in which individuals can access advice on defined benefit transfers is changing. From October, contingent charging will be banned and a three-step model will come in. Going forward, members will either have the option of non-advised, triaged guidance; abridged advice, where advisers can provide a recommendation to either not transfer or to inform individuals that it’s unclear whether they would benefit from a transfer and full advice.
This webinar will look at how scheme sponsors and trustees can ensure both defined benefit (DB) and defined contribution (DC) members understand their options at retirement and that they are getting the guidance and support necessary to make an informed choice.
Presenters
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 is a Director of WEALTH at work, a specialist provider of financial education and guidance in the workplace supported by regulated advice for individuals - working with a number of the UK’s leading companies and pension schemes to help their employees and 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 regard to pensions and retirement and is often quoted in the national and trade press and frequently speaks at roundtable and workshop events.
Nim is a pensions and retirement specialist with expertise in pensions trusteeship, personal financial planning, financial services regulation and communications.
She has had six distinct careers at the last count, including periods as a Financial Times journalist, independent financial adviser and trustee of the £4bn Pearson Pension Plan, giving her insight into the complexities of pensions and post-retirement finances. She has a particular interest in defined contribution pensions and empowering members to make the best choices for their retirement.
Nim’s professional qualifications include the PMI Award in Pension Trusteeship, Diploma in Financial Planning and Certificate in Mortgage Advice and Practice. She currently combines her trustee responsibilities with writing and editing on retirement and financial services.
She is currently distilling this experience, including practical tips gleaned from her own two retirements (so far!) into a book to help the reader plan for a fulfilling life after full-time work.
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