Nadine Dixon

A great interview with Saker Nusseibeh CBE, reminding us of the purpose of asset management. 👇

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In light of #SavingsWeek and #PensionAwareness that were celebrated this September, it’s the perfect time to explore how a #financialcoach can empower your employees to achieve their financial goals. Let’s discuss how personalised guidance can make a lasting impact on their financial wellbeing. We’ve found that people who use a financial coach are up to £295,000 better off by the time they retire! A financial coach provides personalised guidance and expertise to help you: 🏆 Create a tailored savings plan 🏆 Maximise your pension contributions 🏆 Make informed financial decisions Read more in the latest blog here: https://lnkd.in/gADimMne Or contact us to learn more about how you can empower your employees with financial coaching: https://maji.io/book-demo/ #FinancialCoaching #SavingsTips #PensionAdvice #FinancialWellness Sahil Sethi Megan Worthing-Davies Richard Stovell

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🌟 Second mini podcast: Measuring the Impact of Your Wellbeing Programme** 🌟 The rising costs of healthcare and the pressure to demonstrate ROI on wellbeing investments call for a shift in our approach to measuring wellbeing. ⁉️Why does this matter? Because enhancing employee wellbeing correlates directly to improved business outcomes: 📈Organisations that effectively promote a culture of wellbeing outperform the market (Journal of Occupational & Environmental Medicine). 🏦 Improved employee wellbeing could add between £130 billion to £370 billion per year to the UK economy (McKinsey & Business in the Community). Join us for this second podcast in the Tucker Insights series where we discuss the need to complement operational measures with approaches that uncover the drivers of colleague wellbeing. Consider factors like : - 🌱Supportive managers that prioritise physical and psychological safety - ⏳Manageable workloads and being given autonomy on how and when to work - and rest - 💬Having a sense that your work matters, being asked for your views and recognised for your efforts - ☔️Feeling included, that you belong, collaborating with others and trusting that they have your back - 🛫Opportunities to grow, develop and advance in your career Having this deeper level of understanding helps organisations invest their wellbeing resources for maximum impact. 💡Let us know what you think in the comments below! Stay tuned for our third and final episode, where we'll discuss wellbeing strategy. #WorkplaceWellbeing #EmployeeWellbeing #BusinessPerformance #TuckerStoneInsights #WorkplaceWellbeing #DataDrivenInsights #wellbeingmeasurement #wellbeingROI Thanks for listening!

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PPI's report offers lots of good ideas to stimulate higher engagement in pension saving. However, isn't one of the key problems the highly perscriptive, regulatorily-required statutory documentation which providers still have to send to their customers - they are simply not allowed to modernise these documents which are still built for a paper-based age of communication? #pensionsengagement #SMPIs #pensions #digitaltransformation

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In the latest episode of Financial Planner Life, we speak with Emma Hall, Chartered Financial Planner of the Year at 75point3 Chartered Financial Planners, about topics that often go underrepresented in the financial planning profession—workplace flexibility, women’s wellbeing, and mental health. One of the most eye-opening parts of the conversation? The urgent need for firms to address menopause and mental health—two areas that are too often neglected. Emma's advocacy for mental health policies and support during life stages like menopause isn't just a nice-to-have; it's a necessity for ensuring a sustainable and inclusive profession. The financial planning profession is losing out on top talent by not addressing these critical areas of wellbeing. Financial planning is often dominated by male voices, and Emma's perspective brings a fresh and much-needed focus on support systems that benefit women. Firms begin to recognize the importance of these issues, those that lead the way in creating meaningful policies will set themselves apart and gain a competitive edge in talent acquisition and retention. This is an episode you don’t want to miss. Check the links in the comments to watch on YouTube or listen on your favorite podcast platform! 🎧

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Enhancing retirement through lump sum contributions. Recent research findings have brought to light a striking observation: fewer than 10% of adults in the UK contribute occasional lump sums to their pensions. This statistic is particularly surprising given that such contributions could significantly amplify one’s retirement savings #Retirementplanning #Pensions

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New skills are needed to futureproof your Banking, Financial Services and Insurance organisation, with traditionally tech roles becoming more and more vital. Learn what roles are needed and why in the document below, and download further insights to support your organisation here https://lnkd.in/eVG8m5_m

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If you were wondering how the UK's long-term asset fund (LTAF) is doing we've got the answer. We surveyed the largest asset managers and wealth managers to find out who's launching what and which firms are interested in investing in them. It seems asset managers still have some work to do to convince wealth managers why they should choose semi-liquid funds over investment trusts, with Margaryta Kirakosian You can read more on what asset managers are planning: https://shorturl.at/PqmlD And on wealth managers' thoughts: https://shorturl.at/ZUfnd

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There are a range of actions, big or small, that can get the menopause conversation ignited in an organisation. Once started every journey is different depending on where you start from. The great news is, that there are many organisations willing to share their learning and ideas on their journey to becoming a Menopause Friendly Employer.

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This is an important article by Aamina Zafar, highlighting the abuse faced by some within the pensions industry and the efforts made by employers to support them during the recent far-right riots. https://lnkd.in/eSTs2Xa8

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The latest episode of Tech and the City - out now.

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89% of people are set to fall short of ‘moderate’ retirement living standards, according to the Pensions Policy Institute. Find out how we help employers improve retirement outcomes from their workplace Defined Contribution pension schemes with our FirstEngage service: https://lnkd.in/dxWWNrE5 #paw24 #PensionAwareness

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Did you miss our future of UK retirement webinar, where Andrew Udale-Smith was joined by Kathryn Fleming, Frazer Thomson from SSE and Louise Williamson from Aviva to explore joining the dots between pensions adequacy and DEI? Our incredible panel of experts came together to: 👉 Share the results of our recent research and discuss the interdependence between DEI and adequacy. 👉 Share our thoughts on how employers can take steps to progress both DEI and adequacy in the short term. 👉 Hear from Aviva about why pension providers are well-placed to support employers. 👉 Learn from SSE on the “what, why and how” of achieving the Living Pension Accreditation. Available to watch on-demand here: https://lnkd.in/euzwdrAQ #DB #PensionsAdequacy #DEI #Pensions

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Interesting read early today, the Work and Pensions Committee has reopened its inquiry into the Department for Work and Pensions’ (DWP) safeguarding of vulnerable benefits claimants. This important investigation aims to assess how effectively the DWP is protecting individuals who are at risk of harm or exploitation in the benefits process. As the government continues to review its approach to vulnerable claimants, this inquiry highlights the need for robust support systems, clear safeguards, and greater accountability. The findings could lead to significant improvements in the welfare system, ensuring that those most in need are properly supported and treated with dignity and respect. It's crucial for businesses and policymakers alike to stay informed about this ongoing investigation and its potential impact on public policy and service delivery. https://lnkd.in/enwh69js

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In the latest #PensionTalks we spoke to Kim Gubler, Chair of PASA - Pensions Administration Standards Association CIC who shared her insights on the evolving pensions administrative landscape. Thank you for your insights on the upcoming roll-out of pensions dashboard, emphasising the need for data quality and compliance. As well as your thoughts on the industry’s challenges in embracing digital transformation, the importance of proactive cyber-risk management, and upcoming PASA initiatives. https://lnkd.in/eJS29K9p #Pensions #PensionsAdministration #DigitalTransformation #CyberSecurity #PensionsDashboard

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