
Robert has lead the Scottish Widows Employer and Employee engagement teams – his team create messages and material for adviser, employer and employee Pension Seminars and Engagement Events. They meet thousands of employees each year and talk to them about pensions and because of this Robert is a zealot about simplifying pensions for people. Increasingly he and his team are working with Lloyds Banking Group’s digital resources to simplify pensions within broader Financial Wellness for employees. He appears regularly in print, on the radio and other media and speaks about pensions engagement, tech and data at industry conferences and over the years has had many interactions with policy makers. He represented Scottish Widows as a founding partner in Pension Engagement Season and National Pension Tracing Day trying to make a real difference to people’s outcomes at retirement.
New research examines how short‑term financial pressures influence retirement saving decisions, particularly for vulnerable groups.