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Workplace pension schemes always baffle me.
Reviewing a scheme for a client at the moment which has a default investment strategy of lifestyling.
To make things even more laughable, it’s lifestyling him into an absolute return fund!
What are they thinking?!
TRAP Pack colleague @nicklincoln recently created a 10-minute video unpacking what he does to deliver a simple, repeatable, scalable and enjoyable Annual Planning Meeting experience.
Its excellent.
If you want the link, just retweet this tweet 🔁
https://t.co/Dfikw4vOCE
@principlespf Definitely! I have been presenting their initial draft financial plan via loom so they can digest it in their own time. Then arranging a meeting so we can discuss tweaks, scenarios, things that may have been missed etc
Seems to go down well.
@dantalksmoney Yep I hear this one a lot too. Along with “we’re not very materialistic”. I wonder if people might think we’ll judge them, which obviously we won’t.