21 Mar 2024
by Jo Gallacher

Preparing for impact of changing retirement behaviours with Close Brothers' Jeanette Makings

Jeanette Makings, head of workplace financial wellbeing at Close Brothers, sits down with REBA co-founder and director Debi O'Donovan to discuss the impact of changing retirement behaviours on employers.

Key areas covered during the interview include: 

  • The disconnect between what employers are offering and employee expectations
  • The PLSA's Retirement Living Standards and their impact 
  • What strategies employers need to better support employee retirement planning 
  • How employers can put more pressure on providers to get better outcomes for their employees.

You can jump to the specific topics covered in the video by clicking on the below links:

  • Changing retirement behaviours - 01:36
  • Raising the issue of retirement sensitively - 03:52
  • PLSA Retirement Living Standards - 06:04
  • Closing the retirement savings gap - 07:52
  • How employers can get more from their providers - 10:18
  • What good looks like - 13:35

Supplied by REBA Associate Member, TrinityBridge Limited, formerly Close Brothers Asset Management

TrinityBridge has been delivering workplace financial wellbeing programmes to some of the UK’s best-known employers for over 55 years.

Contact us today