Guiide’s Post

PensionBee Announces Proposed US Expansion Romina Savova, CEO of PensionBee, commented: “In the year of our 10th anniversary, having demonstrated underlying profitability, we have entered discussions with a view to deploying our award-winning customer proposition, supported by our innovative technology platform and marketing approach, in the United States of America. This is a transformative step for PensionBee and for our stakeholders. By entering the world’s largest Defined Contribution pension market, where many consumers still struggle to prepare adequately for retirement amidst an array of confusing and difficult to use investment options, our straightforward approach to online retirement savings will help millions of consumers look forward to a happy retirement.” https://lnkd.in/ekn7U6VC Laura Dunn-Sims Jasper Martens Lisa Picardo Tess Nicholson Petra Miskov Neill Vandenberg Jonathan Lister Parsons Martin Parzonka Richard Marr Ffion White Rebecca O'Connor FRSA #FFNews #Fintech #Finance #Banking #Paytech #Payments #Insurtech #Insurance

Pension fund administrators: Utilizing user personas in your digital applications can result in higher satisfaction and lower costs. Learn more from product expert Christa Punturieri in our latest blog: https://lnkd.in/eNePxsAV #VitechSystems #pension #personas

Are you doing your part in stopping pension scams?   Pension schemes have been empowered to stop transfers. Are you identifying how scammers are persuading your members to transfer? Are you taking proactive steps to educate your at-risk members? Are you working with enforcement and the regulators to take the fight to the scammers?   To find out more about what Brightwell is doing, please do take a look at a case study of an intercepted transfer: https://lnkd.in/e4eY-7je

At #ETInsuranceSummit2023 last week, I discussed the roadmap to some key aspects which hold the potential to unlock large scale pension proliferation for India. Some key highlights: Growth Potential: The numbers speak volumes. Pension fund penetration is climbing, but millions remain outside the fold, vulnerable to financial uncertainty. This isn't just a personal gap; it's a chasm that weakens our nation's economic growth. We can't afford to leave anyone behind in this journey. Awareness: Many, especially in informal sectors, lack the knowledge that pensions are not burdens, but bridges to a dignified retirement. We need a collective effort, a spark to ignite awareness, to empower every citizen to become the architect of their own financial future. But awareness is just the fuel. Beyond Acceptance, Celebrate Smart Planning: We need a cultural revolution, a shift from mere acceptance of pensions to an active celebration of long-term planning. It's about appreciating delayed gratification. Let's make smart financial planning not a chore, but a badge of honor. Digitization as a Democratisation Force: Technology is our bridge to the masses. Imagine mobile wallets seamlessly funneling contributions into pension funds, enrollment processes simplified to a few clicks. This is the future we are working towards building, a future where every citizen, regardless of background, has the power to secure their golden years. Our Collective Responsibility: Building a nation where retirement is not a worry, but a well-deserved reward, requires a collective effort. Max Life is committed to playing its part, but we need your voice, your ideas, your support. Let's ignite this conversation, share experiences, and together, crack the code to a secure and prosperous future for all Indians. #ETInsuranceSummit2023 #MaxLife #MaxLifePFM #Pension #NPS #PFRDA #NPSTRUST #HARGHARPENSION #NPSZARURIHAI Pension Fund Regulatory and Development Authority (PFRDA) Geeta Dhawan National Pension System Trust

Knowledge is the first step to get Financially Fit....🏋️♀️ As with our health, getting Financially Fit in 2024 requires action but even small steps can make a huge difference to the long-term. At Prift, we believe that ‘Knowledge is Power’ and putting all of your finances into a single, highly personalised and secure digital platform allows employees at all levels of your organisation to start understanding their savings and spending trends to start the journey to becoming Financially Fit in 2024.    Prift aggregates and displays current, savings and loan accounts, pensions (even state pensions), ISAs, mortgages and house valuations all into one dashboard with personalised financial guidance unique to each user. We call it the ‘Prift Difference’ and we think that the Prift platform should be the beating heart of your #FinancialWellbeing package for ALL employees.    Read our latest BLOG or get in touch today (link in comments) for a no obligation demonstration. #hrcommunity #wellbeingatwork #hr https://lnkd.in/ety_rvHj

🏗️ Setting the foundations for a successful pension buy-in buy-out. Data accuracy is the bedrock of informed decision-making and optimal outcomes in the pension buy-in buy-out process. Precise and reliable data fuels strategic insights, enabling better risk management and tailored de-risking strategies. Our latest article explores the importance of accurate member data, and how it helps pension schemes and insurers to plan for a successful buy-in buy-out. Read the article here: https://lnkd.in/eGAmgBkm