Wealth Life and Pensions

PSD2 – what is it and what changes can we…

PSD2 is about to shake up banking payments services – what is it and what changes can we expect? New European Union rules governing how payment service providers operate are about to shake up the...

Blog - Jan 2017
A data arms race: the future of Wealth, Life, and…

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,...

Blog - Dec 2016
Pension providers’ concerns: engagement, cybercrime, going digital

The general public in the UK is clamoring for new digital services and has an expectation that all facets of their lives should, in one way or another, be manageable through desktop or mobile. This...

Blog - Nov 2016
In future, what will customers expect from pension providers?

The savings gap in the UK is significant. People are not putting enough aside to see them securely through the latter part of their lives and need to be encouraged to take financial planning more...

Blog - Nov 2016
In five years, managing a pension could be like managing…

Thanks to last year’s reform of the pension regulations, today’s consumer has greater freedom than ever before over how to invest or spend their...

Blog - Oct 2016
Moving on from paper: simple changes can make big differences…

Across the Life Assurance and Pensions sectors there is a handful of companies with a good standard of digital take-up – some have decent individual-facing websites, while others have impressive...

Blog - Aug 2016
Pension risks, third-party frauds and tax liability after drawdown

Liberalisation of pension rules has given savers greater freedom over their financial affairs than ever before, but alongside increased autonomy has come concern about a heightened risk of fraudulent...

Blog - Jul 2016
How do pension providers decrease costs and operate more efficiently?

Changes to legislation created a storm in the pensions market last year with regulatory and operational costs driven up as new-found consumer freedoms encouraged customers to move money or otherwise...

Blog - Jun 2016
Over-50s vulnerable to pension scams

One in four men would spend his pension on a dream holiday. Less than a quarter would seek professional advice about their private...

Blog - Mar 2016
One in four men would spend their pension on a…

As many people over the age of 55 start to think about how they will take advantage of the new pension freedoms, one in five (20%) has admitted that they would treat themselves to a dream holiday or...

Blog - Feb 2016
Improving customer experience in the pensions space

Experian hosted the first of a series of Life Insurance and Pensions Dine & Discuss roundtable dinners at the Savoy in London on 18th...

Blog - Dec 2015
Adapting to the Taxation Of Pensions Act

With the Taxation of Pensions Act 2014 now in effect, wealth, life and pensions providers are finding their resources stretched with an increased number of customers enquiring about taking advantage...

Blog - Jul 2015