Talking pensions: Taking a different approach to client education

Communicating the right messages in the right format

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When it comes to pension education, past behaviour should not be a guide to future results, writes Stephanie Condra

In the wake of significant change, we need to find new ways to educate investors about the decisions they can make today to improve their life in retirement. Pension freedom and choice, auto-enrolment and the advice gap are new challenges for the pensions industry, all supporting the need for greater investor education. While this topic seemed to come up at almost every conference I attended this year, participants often cited low member engagement statistics as the reason why education efforts might not make a difference. Could yesterday's statistics be clouding our judgement abou...

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