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Mar 3, 2021

Should any insurer consider a client “legacy?”

The cycle of product launches is constant for life insurers and, in tandem, existing product portfolios close at an increasingly rapid rate. Although dormant, these portfolios of “legacy” clients and products still require ongoing maintenance and often reside on older technology, whereas newer products are managed on newer systems.

Mar 1, 2021

Passion for pensions: Motivating and engaging members is key

Pension schemes and scheme members have a common metric of success—members retiring with enough money to live comfortably. To some extent, achieving this goal sits with the members. They decide how much they save, how often and how that money is invested. Plus, it is in their best interest. So why isn’t it happening? And why is there a seeming lack of urgency on the part of these investors?

Oct 28, 2020

Embracing Digital Transformation in UK Workplace Pensions

Huge growth in demand sounds like a great problem to have. In the past decade, participation in UK defined contribution (DC) pension schemes has seen a record increase. A combination of pull factors, such as a strong global economy and low unemployment, have been further boosted by push factors, including the phase-in of automatic enrollment.

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