The hype around AI and other emerging technologies is fast becoming reality, with real-world applications transforming pension engagement and client servicing. At the same time, new regulations – particularly around targeted support – are set to fundamentally reshape how advisers and providers interact with customers.
Guiding us through this new world of pension engagement and the opportunities it brings is Rory Marsh, Workplace Pensions Director at Royal London in conversation with Editor of Corporate Adviser, John Greenwood.
Topics covered in the interview include:
Tech and Regulation: The biggest upcoming technological and regulatory developments — and what they mean for pension advisers.
AI in Action: How artificial intelligence and emerging tools are beginning to transform adviser support and client engagement.
Future-Proofing Advice: What targeted support rules will mean for adviser relationships, business models, and how firms can prepare for the future.
