The global retirement landscape is rapidly evolving, driven by rising customer expectations, digital advancements and regulatory pressures. This white paper, developed with insights from senior executives, delves into key challenges facing retirement providers, including the shift from defined benefit to defined contribution plans, the growing need for holistic financial wellness and the convergence of wealth and retirement solutions. With global retirement assets lagging behind projected income needs, providers must innovate to offer personalized, scalable solutions that address diverse customer demands while balancing data privacy and regulatory requirements. Focused on Australia, the UK, Ireland and the US, this paper highlights strategies for building customer-centric, tech-enabled solutions to meet the future of retirement head-on.

 

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