Tag: pensions

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The Pensions Dashboard – is it a revolution for the Pe...

The Pensions Dashboard has the potential to revolutionise the industry. Why? It provides a mechanism for pension holders to see and manage their accounts...

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In a truly digital economy, are Life and Pensions mark...

Forty years ago, the customer expectation in the Life and Pensions market was that once a policy was sold an agent would come to the door at regular intervals to collect premiums – well, it’s not quite like that any...

Read More In a truly digital economy, are Life and Pensions markets meeting customer expectation?
Know your customer: How a single customer view can hel...

Across all industries, customers now expect fast, convenient, personalised responses from their service providers – across multiple channels. However, some life insurance and pension providers are struggling with the experience they offer with the restriction of single channels and not being able to be inclusive of customer needs by...

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Adopting customer-centric processes for a better custo...

Most customers are no longer satisfied with a single annual statement, which is commonly one of the only pieces of correspondence pension providers have...

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Customer retention is a growing challenge for Life and...

How do you provide the best customer experience if you cannot get in touch with your lost...

Read More Customer retention is a growing challenge for Life and Pension providers
How will Wealth, Life or Pension providers find and wi...

A generation ago, if you needed to grow a customer base you would put a fleet of new salesmen on the road – if only business was that easy n...

Read More How will Wealth, Life or Pension providers find and win new business in the digital age?
Pension fraud – affecting more people than ever...

Customer expectations and regulatory change has led to increased responsibility on the provider to protect against pension fraud. Pension freedoms have created greater flexibility and access for customers but also encouraged fraudsters to target customer’s entire pots. If providers get the identification and verification system right they can create...

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Five key reasons why pensions firms must digitise...

With its over adherence to paper-based processes the pension sector has struggled to keep pace with the movement of the times – but that’s something it can no longer afford to do....

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A data arms race: the future of Wealth, Life, and Pens...

The Wealth, Life, and Pensions market is moving – and quickly. Once it was the sedate end of the financial sector, with policies and investments sold in ranges and at a pace that suited providers, that’s not the case anymore. Now, the customer is king – and things are...

Read More A data arms race: the future of Wealth, Life, and Pensions