Sentinel Group’s Post

Auto-enrolment has undoubtedly been a success in encouraging more people to save more money towards retirement. At the same time it has created a so-called small-pot pension problem. With the government consulting on whether a 'pot for life' model is the best way to tackle the issue, we provide an overview of what's happening now, what could happen in the future, and how it could impact on both employers and employees. https://lnkd.in/eKxtbmXV #workplacepensions #potforlife #employeebenefits #VintageCorporate

Check out our most recent Tips Tuesday video with Richard Carey, CFA.

It's Tips Tuesday! We're celebrating Fiducient's Pension Awareness Month and Richard Carey, CFA reviews the impact of SECURE 2.0 on defined benefit plans: https://lnkd.in/eFqYW5yf #TipsTuesday #teamfiducient #pensionawarenessmonth

Transferring a pension? Here’s 5 things you should consider. Our Financial Planner Ian Cook recently spoke with The Times on what you should consider when transferring a pension. Read the full article: https://lnkd.in/eF3qdShV #QuilterCheviotFinancialPlanning Capital at risk.

Just got back from an incredible day in London at the GROW Empowered Conference - Business Owners Wealth Summit! The sessions on SSAS pension funds were insightful, and it was fantastic to meet so many like-minded professionals. A special highlight was catching up with Sue Wesby and John Craven. Here’s to new connections and empowering growth! 🌱 #Networking #WealthSummit #SSASPensions #BusinessGrowth”

In the evolving landscape of pension management, the role of actuaries has never been more critical. What changes are you seeing in your niche? 🤔 #PensionManagement #Actuary #Recruitment

One of the top questions I get asked when sending the Form 5500 to clients and letting them know they need to increase the Fidelity Bond is “why do we need that?” It’s a valid question and explained in more detail on the latest episode of The Sentinel Pension Show! Kasey Melancon MBA, QKA

Simplifying financial resolutions for ABC - Aditya Birla Sun Life Pension Management Here's the fun route we took to break down the importance of future planning to spread the message of financial security. #BeFresh #FBM #FreshboxMedia #clientwork #abcpension #AdityaBirla #digitalmarketingagency

Selecting a pooled retirement plan solution is easier with the right recordkeeper. As pooled plan pioneers, Transamerica helps advisors design plans that meet objectives and help everyday Americans create financial freedom, so they can live their best lives. Talk to us about multiple employer plans (MEPs), pooled employer plans (PEPs), or group of plans (GoPs). https://lnkd.in/e9rvZx32

Register for our next webinar: Approaching retirement can be both exciting and daunting for members of Defined Benefit schemes, and increasingly those making important retirement decisions may be part of schemes which have transferred to insurance. Join our webinar on Wednesday 26 June at 11.30am to hear the panel discuss how the Insurance industry can provide help in making the right decisions and achieving best outcomes. Andy Fryer Rebecca Peake Owen Reid Aon HUB Pension Consulting (a HUB Group company) Just - Defined Benefit Solutions #bulkannuities #definedbenefits #memberoptions Register here 👇