Leilah Aintaoui, Managing Director at VideoSmart joined this panel event to discuss the power of personalisation within the pension sector, showcasing several success stories with our clients.
With only 13% of non-retired British adults having accessed financial advice regarding their pension in 2024, personalisation has become a strategic priority for pension providers.
From AI-generated videos to exciting digital experiences, the sector is exploring new ways to engage customers at scale short of offering one-to-one advice. With regulatory lines still tightly drawn, how far can providers go when providing personalised experiences and ensure they don’t overstep into the advice space?
The expert panel explored the role that personalisation can play in pensions marketing, how technology and data is helping providers create engaging communications, and where the line sits between targeted support and regulated advice.