How to address the pressing challenges facing the pension industry with technology. George Aliferis and Eve Read from Smart Pension explore the technological advancements and practical policy recommendations to improve pension outcomes. From UX, to education, communication, or "micro interventions" tune in to understand how Smart Pension is helping to achieve better retirement outcomes.
LINKS
Eve Read on Linkedin: https://www.linkedin.com/in/everead/
Smart Pension: https://www.smartpension.co.uk/
Related episodes on Pensions: https://www.youtube.com/playlist?list=PLbJ1012cgPCAy2NXMIob3W30DXM3rF3OM
📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)
🎧 Audio version of the Podcast: https://pod.link/1511595070📹 YouTube: https://www.youtube.com/@investology_podcast
We discussed this publication Delivery 2030: https://www.smartpension.co.uk/reports/2030-vision
This episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/
ABOUT EVE READ (GUEST)
Eve is a well-known and respected figure in the retirement savings sector. She spent two decades focused on pensions at employee benefits consultancy Mercer, which included setting up and running the firm’s UK DC consulting business. More recently she worked at the government DC scheme NEST, where she led on business delivery and customer engagement. Eve leads the UK Proposition Team as it builds new features for the Smart Pension Master Trust as well as contributing to the development of Keystone, Smart's global Platform-as-a-Service offering.
ABOUT THE INVESTOLOGY PODCAST
A podcast that helps you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers.
ABOUT GEORGE ALIFERIS (HOST)
George Aliferis on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/Ex-financial markets sales: Natixis, Deutsche Bank, Invesco (Source), covering alternative investments, derivatives, ETFsFounder of Orama a podcast and video agency working with the finance industryCAIA Charterholder (Chartered Alternative Investment Analyst Association)Masters from HEC, Paris & UTDT, Buenos AiresGreek, French, UK-based (Brighton); Likes to swim, ski, surf; Dad x2
TIMESTAMPS00:00 Understanding Smart Pension02:16 Keystone Platform and Technology04:51 Client Experience and Transition08:57 Employer and Employee Perspectives14:57 Engagement and Education in Pensions19:06 Challenges in Pension Engagement22:28 Making Pension Information Accessible24:23 Government's Role in Pension Reforms27:09 Challenges and Solutions for Future Retirees29:33 Industry and Government Collaboration35:20 Fantasy FinTech: The Ideal Pension System42:13 Concluding Thoughts and Future Discussions
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