Case studies & interviews

In October 2024, Royal Mail made history by launching the UK's first Collective Defined Contribution (CDC) pension arrangement, marking a revolutionary shift in workplace pensions.  Natalie Adeoba, senior pensions manager at Royal Mail, explains the ins and outs of CDC and how it is benefiting the organisation and employees alike.

Discover how flexible pension strategies can unlock better outcomes for savers, watch Ruth Persian, associate director at Nest Insight share fresh insights in this video interview.

Sarah Underhill, head of reward and benefits at Osborne Clarke, shares insights on how putting user experience at the heart of its flexible benefits implementation transformed employee engagement and simplified benefit management. Underhill will be at the REBA Future Forum on 20 November, as part of the ‘meet the case studies’ session. 

Transitioning to a new pension provider resulted in significant long-term financial benefits for employees and an improved user experience, as Aaron Mudd, group reward lead at VIRTUS Data Centres, told REBA’s content editor Dawn Lewis. 

The best financial wellbeing strategies are when organisations focus on culture, storytelling and communicating across internal departments, webinar hears. 

Taking a strategic approach to financial wellbeing benefits doesn’t have to be complicated, explains Michelle Elsworth, general manager, reward and benefits at Jet2. This article features in REBA’s Financial Wellbeing Research 2025 and considers the need to bring benefits together to create a steady drumbeat.

Alan Becken, global employee benefits director at Salesforce, spoke about its innovative use of an AI-based financial wellbeing coach during REBA’s September webinar.

Auto-enrolment dramatically widened pensions participation, but the minimum 8% contribution is insufficient for financial security. Writing in REBA’s Future of Pensions Research 2025 Steve Watson, head of policy and research at NatWest Cushon, emphasised the need to increase engagement to increase pensions adequacy.

Employer-funded health benefits must start with a conversation around access and affordability to build a smarter health benefits system, says David Bourne, market development leader at Mercer Marsh Benefits. This article is taken from REBA’s The health divide: Access and affordability of employer-funded health benefits report, which considers why and how employers can move beyond traditional wellbeing strategies to meet modern workforce health needs.

With a large and dispersed workforce, First Bus moved to introduce Money First Aiders to help colleagues from all backgrounds with their financial wellbeing, as Muntazir Hadadi, head of pensions, explains. This case study is taken from REBA's Financial Wellbeing Research 2025.

Employers can no longer be bystanders in health and wellbeing says David Hare, chief executive at the Independent Healthcare Providers Network (IHPN), as its research highlights that almost two-thirds of 18- to 34-year-olds would be more likely to apply for jobs offering PMI. This article features in REBA’s Health and Wellbeing Research 2025, in partnership with AXA Health.

Employers and providers often talk about financial products out of context, which doesn’t help employees, said Steve Watson, director of policy and research at NatWest Cushon, during during REBA's recent Homes or Pensions: The balancing act to help employees achieve their financial goals webinar.