28 August 2026
Recorded live at Hymans Robertson's Pensions and Retirement Conference 2026, this podcast explores the role member experience plays in shaping successful endgame outcomes.
Donna Prince is joined by Ash Roberts (Pension Insurance Corporation) and Kat Jarvis (Rothesay) to discuss how trustees, sponsors and insurers can put members at the centre of risk transfer decisions. Drawing on research and real retirement experiences, the panel explores what members value most, from clear communications and accessible support to empathy, flexibility and personalised service.
The discussion considers how the industry can balance security with member outcomes, covering retirement decision-making, vulnerability, digital support, administration standards and the evolving expectations of pension scheme members. It also explores the practical steps trustees and sponsors can take to help ensure members continue to receive a positive experience when benefits transfer to an insurer.
If you'd like to follow up on anything discussed, please get in touch.
This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson.
The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance.
Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.
Customer Experience & Accessibility Manager, Pension Insurance Corporation
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