• Women and Retirement Report 2024
    Nov 20 2024

    The 2024 Women and Retirement report highlights the progress made over the past 20 years in narrowing the gender pension gap.

    This podcast reviews the key milestones reached in the past two decades, delves into this year's findings, and explores why further action is essential to fully close the gender pensions gap.

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    40 mins
  • Decumulation - Understanding the Needs of the Nation
    Aug 2 2024

    What if you take away all the product labels and ask people what is important to them when it comes to funding their retirement and spending their pension savings?

    In this podcast I'm joined by Pete Glancy one of the authors of the recent Scottish Widows report into Decumulation - 61266.pdf (scottishwidows.co.uk) we review the fascinating findings, introduce the retirement decumulation cube and look at the guidance and advice people tell us they want at retirement.

    We look at the 3 key drivers of retirement products - Control, Consistency and Legacy and plot everything from Drawdown, to annuities and CDC in the Retirement Matrix

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    41 mins
  • Financial Wellness – a Talk Money Week special
    Nov 7 2024
    In this podcast, Robert is joined by two Scottish Widows colleagues, Rachel Proudfoot and Chris Smart, as they examine the world beyond workplace pensions. In this episode, they discuss financial wellness, financial resilience, and some of the ways that young people, vulnerable customers, and policyholders alike can manage their finances.
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    40 mins
  • Pensions Dashboard
    Nov 1 2024

    In this special, Robert Cochran is joined by ‘Mr Pension Dashboard’ Richard Smith, who has travelled the length of Europe by train analysing all that European pension dashboards have to offer.

    For the younger perspective, he is also joined by 20-something Oliver Webster as they discuss what the latest announcements from the government mean for pension dashboards– and just how big a revolution for pension engagement the dashboards promise to be.

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    1 hr and 10 mins
  • Graeme Bold - doing good things at scale
    Sep 26 2024

    In this episode, Robert Cochran is joined by Graeme Bold who has led the Workplace Savings Business at Scottish Widows for 5 years and overseen a digital revolution at Scottish Widows - growing the business to over £100 Billion of assets - whilst delivering best in class digital tools for scheme members and employers. We discuss his 5 years at Scottish Widows, his hopes for the next 5 years, pension dashboard and of course his love for Pension Engagement Season - he even dons the t-shirt.

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    45 mins
  • Bringing our Responsible Investments and Stewardship Report to Life
    Sep 5 2024

    When you're the caretaker for £181 Bn of funds from 8.3 million insurance, pensions and investment customers, it’s both a massive responsibility and also an opportunity to make a difference. That's what we're discussing today with Eva Cairns, Head of Responsible Investment at Scottish Widows, and Adam Paterson, Investment Director.

    We’ll cover highlights from the 2023 Responsible Investment report, including our stewardship activities, investment strategies and the positive impact we’ve achieved.

    Really excellent insight - and I also learned about SDG's - and that children are learning this at school!

    Full report link https://adviser.scottishwidows.co.uk/assets/literature/docs/61305.pdf

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    52 mins
  • Retirement Report at 20
    Aug 22 2024

    In this episode I'm joined by Pete Glancy to review the 20th Scottish Widows Retirement Report. We look back at 20 years of this landmark report - I spread a bit of pension love and happiness through some of the really good stories in the research - Pete brings us back down to earth explaining the plight of those struggling towards a tough retirement. Full report here

    https://adviser.scottishwidows.co.uk/assets/literature/docs/retirement-report-2024.pdf

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    39 mins
  • Can you gamify pensions?
    Aug 15 2024

    Can you gamify pensions?

    Of course you can! Just like learning, health, fitness and other areas of your life, gamification techniques are being applied to encourage better outcomes.

    In this fascinating podcast I'm joined by real experts designing gamification into the Scottish Widows Pension experience.

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    41 mins