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Intervention 5: Improvements to in-retirement communications

Recommendation

 

Owner

5.1

ABI and members will develop principles for tailored, targeted and phased in-retirement communications based on the above suggestions

ABI & wider industry

5.2

ABI to consider how existing tools, policy proposals and research could be integrated into the development of the revised communications

ABI & wider industry

5.3

FCA and DWP should clarify the rules that apply to in-retirement communications 

FCA & DWP

5.4

As part of the establishment of Mid-life MOTs, the Government should consider the value of introducing mid-retirement reviews

HMG

5.5

As the bodies responsible for setting the relevant rules and legislation on communications, FCA and DWP to provide oversight and input on revised communications

DWP, FCA & FRC