Pensions
Pension Dashboards Onboarding Blueprint: Proven Strategies from 50+ Live Schemes
In this webinar, industry experts and real scheme leaders will explore how 50+ pension schemes with 12 million members onboarded to dashboards. You’ll get practical insights from those already live and see how to apply their proven tactics to your own timeline.
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Pensions
Reducing and Resolving Transfer Rejections: Best Practices and Industry Insights
The article explores the root causes of a 33% rejection rate in UK electronic portfolio transfers and outlines best practices, regulatory expectations, and industry-wide initiatives to reduce delays and improve the customer experience.
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Pensions
Making Transfers Better: Reducing & Resolving Rejections
In this webinar, we'll focus on reducing the needlessly high and costly rate of Account/portfolio Transfer & Asset Re-Registration rejections. Our expert panel will review the current TeX rejection reasons and explore improvements to those standards.
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