Benefits Guru

Merry Christmas from all at Benefits Guru 🎄

Happy Thanksgiving to our friends in the States! 🦃🍂

Transforming Pension Engagement with AI🔹 We’re thrilled to collaborate with Mercer on a groundbreaking journey to redefine the future of pensions using AI! Together, we’ve developed an AI-powered pension agent designed to deliver personalised, on-demand pension guidance to Mercer’s Master Trust members. 🧠💬 Imagine getting instant answers to your pension questions anytime, anywhere, with tailored support on your preferred messaging platforms. This initiative goes beyond just numbers—it’s about empowering members with financial guidance to ultimately make informed financial decisions and feel in control of their futures. All this is within a strong framework of safety and explainability. The #AI agent provides an intuitive, accessible, and stress-free experience, reshaping how members connect with their retirement dreams at all the moments they need to engage - millions of conversations. Big thanks to Darren Madden, Benefits Guru, for their recent write-up 👉🏼https://lnkd.in/ej7wiFpD And the brilliant Mercer team for their vision and drive to improve member outcomes Stephen Coates, Tom Higham, Claire Williamson and John Aitchison. And of course, for me personally, being part of a team of innovators Engage Smarter AI Smarter brings me great joy - seeing the future in our financial services industry is incredibly exciting, and we are only at the start of the genAI journey! Matt Gosden, Peter Robertson, Tom Dorrington Ward, Sam Pink and Andy Dickson. #AIPoweredFinance #PensionInnovation #EngageSmarter

🚀 Mercer UK+ Engage Smarter AI: Your Pension Just Got More Exciting! 🚀 Mercer working with EngageSmarter are bringing the future of pensions to members fingertips with an AI chatbot! This isn't just about numbers and retirement dates 🤔   It's about empowering members to take control of their financial future with a personalised, interactive experience. Here's what makes it awesome: ➡️Your personal pension guide: Get instant answers to your questions and explore different scenarios. ➡️Always available: Connect with your pension anytime, anywhere, on your favourite messaging apps. Watch their AI Agent in action! 👇 Find out more on at BenefitsGuru - https://shorturl.at/eE1ws #AI #PensionPower #EngageSmarter #Mercer #FutureOfFinance #Innovation #FinTech #Chatbot #RetirementPlanning #PersonalisedExperience

Lest we forget ❤️

Aviva has once again demonstrated its impressive performance securing six overall GOLD awards in the 2024 Workplace Pension and Auto-Enrolment ratings. Click below to drill into the detail of their awards and look at the strengths of their workplace offerings. #workplacepensions #workplacesavings #pensions #retirement

Congratulations to Mercer for an outstanding set of results! Well done to all at Mercer UK #workplacepensions #workplacesavings #retirement #pensions

It's another set of DOUBLE GOLD awards for Royal London in the Benefits Guru 2024 Workplace Pension and Auto Enrolment ratings. "This rating is a positive reflection of the investment we continue to make in our offering, for the benefit of advisers, employers and customers. "We are delighted to receive a Gold rating for our workplace pension and auto-enrolment services from Benefits Guru. We are dedicated to building the financial resilience of our customers and broader society, in partnership with advisers and employers. That's why we remain focused on delivering value-for-money solutions and being easy to do business.  - said Rory Marsh It is great to see #RoyalLondon continue to grow and evolve their offering. Well done to all at #TeamRL The full ratings and Royal London Pension - Adviser factsheets can be viewed at https://lnkd.in/dbjDM3M Rachel Anderson Chris Kane Gordon McConnell Stuart Herd Ronnie Morgan Alexandra Kitching Ross Jackson Ian Husband BA(Hons) FPFS PFE(PIP)®️ Gary Nisbet Catherine Stewart David Law Mark McCormack

Huge congratulations to the Standard Life UK GFRP and DC Master Trust teams for not only scoring FOUR overall gold awards, but also an incredible of 38 out of 40 underlaying gold awards in all categories benchmarked in this years Benefits Guru Workplace Pension and Auto Enrolment ratings. As Gail Izat said, "We believe our continued success is because we put the member at the heart of our pensions with financial inclusion as a core part of Standard Life’s strategy. By providing personalised tools and resources, we’re helping our members feel more in control of their finances. The Money Mindset platform is central to Standard Life’s financial wellness and well-being offerings, helping members become more financially resilient by connecting their personal financial data and enabling greater control over their finances to help people achieve a life of possibilities. ...and we couldn't agree more! To view the full ratings and Standard Life factsheets, plus a recent #FinancialWellness Q&A please visit https://lnkd.in/dDCD_-8 Benedict Dance Jill Morrison Ross Willmott Clare Racheter Alasdair Birrell Jennifer Smallwood Louise Jamison David Yule Donna Walsh Emma Furlonger Helen Nelson Caroline Brown Jason Sinclair Neil Hugh #workplacepensions #workaplacesavings #retirement

Congratulations to Aviva for yet again achieving SIX overall GOLD awards in this year’s Workplace Pension and Auto-Enrolment ratings. As Dawn Anderson says, “Aviva’s Workplace proposition has again achieved a gold rating from FTRC, reflecting our relentless pursuit of customer focused solutions. This award is a testament to our focus on supporting members throughout their lives with relevant content, tools and guidance to help them achieve the best possible retirement outcomes.” #aviva gained overall gold awards for their Designer, My Money and My Money Master Trust propositions, demonstrating the strength of their products and commitment to the market - well done to all at #TeamAviva Click below to take a closer look at how they scored and the strengths of their proposition in the accompanying factsheets https://lnkd.in/dbjDM3M #workplacepensions #workplacesavings #mastertrust Przemek Soczynski Tracy Waind Aviva for Advisers Aviva Business Brett Hadley Simon Ellis Joe Foggin Geoff Marchment Emma Douglas Russell Welsh Conrad Whitcroft Alex Sadiq Catherine Sykes Laura Stewart-Smith Alistair McQueen Saffron Lovell Malcolm Goodwin Alan Wilkinson Matt Kitton