TAKING ON YOUR EMPLOYEES FUTURE TOGETHER WHAT ABOUT AUTO - - PowerPoint PPT Presentation

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Mar 13, 2024 762 likes •1k views

Youre in but #areyoufuturefit 26 June 2019 TAKING ON YOUR EMPLOYEES FUTURE TOGETHER WHAT ABOUT AUTO ENROLMENT? 1,489,815 10.07M 11.53M 9.37M Employers have Eligible Jobholders Active Members of Out of scope declared Compliance

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You’re in but #areyoufuturefit

FUTURE TOGETHER YOUR EMPLOYEES’ TAKING ON

26 June 2019

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Source: http://www.thepensionsregulator.gov.uk/docs/automatic-enrolment-declaration-of-compliance-monthly-report.pdf April 2019

Employers have declared Compliance

1,489,815

Eligible Jobholders have been auto enrolled

10.07M

Out of scope

9.37M

Active Members of schemes at staging

11.53M

WHAT ABOUT AUTO ENROLMENT?

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WORLD CUP OF PENSIONS

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GOOD NEWS CHALLENGE

PEOPLE, PENSIONS, PROBLEMS

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http://www.scottishwidows.co.uk/about_us/media_centre/reports_pensions_2.html * 12% vs 8%

SCOTTISH WIDOWS RETIREMENT REPORT

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EMPLOYEE VIEW OF WORKPLACE PENSIONS

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TALK ABOUT YOUR PENSION SCHEME

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EXPERIENCE EVENTS

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HAVE SOME FUN

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SUPPORTING EMPLOYEES

HELP TO MANAGE THE JARS

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FINANCIAL WELLNESS LIFETIME FINANCES

WAGES AND BILLS SUNNY DAY

LONGER TERM SAVINGS (PENSION) SINGLE CUSTOMER VIEW

RAINY DAY STARTING A FAMILY HOUSE RETIREMENT

MEDIUM TERM (INVESTMENT ISA/GIA) SHORT TERM (SAVINGS CASH ISA/GIA) DAY TO DAY (BANKING & DEBT MANAGEMENT) PROTECTION PROPERTY/PEOPLE

SINGLE VIEW OF FINANCES AND GREAT USER EXPERIENCE NOW I CAN SEE WHAT I HAVE – CAN YOU HELP ME MAKE SENSE OF IT? www.scottishwidows.co.uk/moneywell

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BE MONEY WELL

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FEEDBACK AFTER EXPERIENCE

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PENSION AWARENESS TOUR

“THE BUS WAS A HUGE SUCCESS AND CREATED A TREMENDOUS BUZZ AROUND THE OFFICE AND DEFINITELY SUCCEEDED IN GETTING EVERYONE TALKING ABOUT PENSIONS.” “THE BUS ITSELF IS A UNIQUE HOOK TO GET PEOPLE IN AND TALKING PENSIONS. THE ‘AGE ME APP’ IS A FUN WAY TO ENGAGE AND DRIVE PEOPLE TO UP THEIR PENSION

CONTRIBUTIONS. THE SESSIONS WERE DELIVERED IN A

RELAXED AND INFORMAL WAY – PUTTING PEOPLE AT EASE AND ENCOURAGING CONVERSATIONS.” Intriguing, valuable and ‘something different’

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#AREYOUFUTUREFIT

THREE KEY QUESTIONS

Age me
Projection
Planning
Not just a pension
Money Well

Is it enough? Pot Consolidation Increase contributions Speak to an advisor What can I do next? What have I got? Valuations Where are they?

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