Search results Search for: Search Refine your results by duration: Any Under 5 mins Under 20 mins Over 20 mins Sort by: Relevance Views Date Bulk Annuities – The importance of accurate member data Dr Tim Drye, Chief Data Officer - MM With bulk annuity transactions at an all-time high, it is critical that member data is accurate and complete. Understanding the longevity of the membe... October 4, 2023 2:00pm Consumer Duty and the Thematic Review: The impact on retirement income advice Tom Carroll, Business Development Manager, Legal & General Retail Annuities The way people are approaching, and funding retirement has evolved, and many clients will be looking to safeguard their income in the current volatile... 2 months ago | 46 mins Creating a data-driven onboarding program Andrea Dumont, CMO, Enboarder, Matthew Hamilton, VP, People Analytics & HRIS at Protective Life Research has shown that a successful onboarding program benefits the entire organization through increased employee productivity, engagement and reten... 3 weeks ago | 22 mins Creating sustainable income during uncertain times Tom Carroll, Business Development Manager, North, Scotland and Northern Ireland, Legal & General Retail Annuities The cost-of-living crisis continues, as inflation remains elevated at the highest levels for over 40 years . As a result, this year we have seen volat... 7 months ago | 30 mins Care Conversations with Graham - underwriting care cases Graham Duffy Our Care Specialist, Graham Duffy, is joined today by Just’s Technical Underwriter, Graham Childs, to discuss the underwriting of immediate needs annu... 5 months ago | 41 mins Divorce in later life - Supporting your clients through difficult times Tom Carroll, Business Development Manager, Retail Annuities & Chris Nown, National Account Manager, Home Finance More and more people are getting divorced in later life. Dividing assets like the family home can hit their finances hard, increasing their financial ... 7 months ago | 27 mins Guaranteed Income - The level's in the detail Martin Lines In the current economic climate, the outlook for fixed income has become challenging, especially since interest rate increases can have a detrimental ... 8 months ago | 38 mins Preparing for a bulk annuity - case study and practical guide Pete Jennings, Just Group A guide to preparing for and securing a bulk annuity for ENTs and MNTs • Why prepare for a bulk annuity? • Preparation checklist • Timeline • Case... 2 years ago | 57 mins Retirement portfolio challenges: Episode 1 of 3 Martin Lines Over recent years creating a diversified portfolio of capital market assets has been the retirement income portfolio trusted solution. The received wi... 7 months ago | 49 mins "Flex First, Fix Later": exploring the future of retirement income Henry Cobbe In this webinar, we are honoured to be joined by Steve Webb, Partner at LCP and former Pensions Minister 2010-15 overseeing "Freedoms & Choice". Stev... 4 months ago | 19 mins Load more