SPP Event: Vulnerable Customers & Targeted Support in Retirement

SPP Event: Vulnerable Customers & Targeted Support in Retirement

This session will explore how schemes can support vulnerable customers approaching retirement, including what vulnerability means in a decumulation context, the growing risk of scams and fraud, and the increasing governance responsibilities involved in supporting different member cohorts. The discussion will also consider how targeted support could help engage vulnerable customers, drawing on early provider experience and practical lessons from implementation.

Panel:

• Nilly Ozdemir, Member Proposition Director, Legal & General
• Amy Gibbs, Market Leader, Trustee Administration, Capita Pension Solutions
• Paul Edwards, Chief Nursing Officer, Dementia UK
• Adam Harper, Executive Director, Strategy, Advocacy and Professional Standards, Chartered Insurance Institute
• Joanne Tibbott, Partner, Gowling WLG (UK) LLP (Chair)