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A Year Is a Long Time in Insurance: Designing a Transition State That Customers and Brokers Can Live With
A transition state that lasts twelve months can shape customer service, broker relationships and operating...
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The Real Impact of Dual Running: Higher Costs, Operational Pressure and Broker Friction
Dual running is often treated as a temporary and manageable consequence of insurance platform migration....
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The Insurance Migration Trade-off: Reducing Go-Live Risk Without Creating Years of Complexity
An insurance migration strategy designed to reduce go-live risk can leave the business carrying higher...
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If Members Can’t Access Their Pension in Under Two Minutes, We’ve Got a Problem
Every Pension Awareness Week, the industry focuses on getting people to engage with their pension....
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You Can Lead a Horse to Water…
A pension statement lands on the doorstep…..It’s placed on the kitchen table….A few days later,...
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What Gen Z Really Thinks About Pensions 
The pensions industry has developed a habit of talking about younger savers as though they...
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When Customer Communications Become a Source of Risk – Not Reassurance
For many financial services firms, customer correspondence is one of the most persistent and under‑managed...