An increasing number of members approaching retirement now having benefits in multiple schemes, including a mix of defined benefit (DB) and defined contributions (DC). This landscape is making retirement planning more complex and challenging for members to navigate confidently.
As a result, the demand for robust member support is growing. Insights from our 2025 Member Options and Support research reveal that more schemes are prioritising the member experience - investing in digital solutions, personalised financial advice, and flexible benefit options to help members make informed decisions tailored to their individual circumstances.
At the same time, DB schemes are increasingly focused on their long-term objectives, and our research indicates that member experience is now playing a pivotal role in shaping endgame strategies.
During this breakfast discussion, we will be exploring how member options and support is changing, sharing insights to the latest developments in improving members’ retirement experiences. We are delighted to announce that Jane Beverley, Head of Trusteeship at Law Debenture will sharing insights to how introducing at-retirement options and support has led to enhanced member experience on her schemes.
We will also discuss how these developments can be factored into your endgame strategy, be that run-on or transacting with an insurer. We will be sharing key developments around member options and support in the insurance industry and how member experience can be improved for schemes running-on
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