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Improving communications, increasing ways to interact and provide information to members

Professional Pension Show - 21 st September 2011 For Independent Financial Advisers/ Employee Benefit Consultants and Employers Only. Improving communications, increasing ways to interact and provide information to members. Neil Hawkins Executive Financial Education Manager Friends Life.

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Improving communications, increasing ways to interact and provide information to members

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  1. Professional Pension Show - 21st September 2011 For Independent Financial Advisers/ Employee Benefit Consultants and Employers Only Improving communications, increasing ways to interact and provide information to members Neil HawkinsExecutive Financial Education ManagerFriends Life Jan KillickHead of PensionsBBC

  2. Today’s session • Our experience • BBC objectives • People like me • Investment pages • Retirement planner  • Engagement campaign • Next steps

  3. Where the journey started • BBC Objectives • Competitive pension arrangement • Greater degree of flexibility in saving, investment and retirement • Matching BBC contributions • Available to new and existing employees • Governance important

  4. Where the journey started • What we were looking for • Communication • Investment choice • Competitive charges • Flexibility • Systems and people • Expertise and experience

  5. Case Study – People like me

  6. Case Study – People like me

  7. Case Study – People like me

  8. h

  9. Case Study – Investment choices

  10. Engagement campaign • Teasers • BBC Road-show • Mid April – end of July 14 weeks • Face to face presentations • 1-2-1 meetings • Targeted Friends Life presentations • Webinars • Q&A documents

  11. Engagement campaign • Teasers • BBC Road-show • Mid April – end of July 14 weeks • Face to face presentations • 1-2-1 meetings • Targeted Friends Life presentations • Webinars • Q&A documents

  12. Engagement campaign • Teasers • BBC Road-show • Mid April – end of July 14 weeks • Face to face presentations • 1-2-1 meetings • Targeted Friends Life presentations • Webinars • Q&A documents

  13. Next Steps • Governance • Social media • Quality • Auto enrolment / NEST • Awarding winning DC pension plan

  14. Summary Rodders Next year we will all be millionaires

  15. Case Study – People like me

  16. Case Study – People like me

  17. Case Study – People like me

  18. h

  19. Case Study – Investment choices

  20. Engagement campaign • Teasers • BBC Road-show • Mid April – end of July 14 weeks • Face to face presentations • 1-2-1 meetings • Targeted Friends Life presentations • Webinars • Q&A documents

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