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Activating pension plan participants: art or science?

Thursday 10 November 2016 18:00 - 21:00

This is a TANC event (The Actuarial Network at Cass) sponsored by the Institute and Faculty of Actuaries.

Speaker: Lisa Brüggen, Maastricht University

About the event

Western societies are facing an historically unprecedented development: life expectancies are increasing and birth rates are falling. This puts pension systems around the world under pressure and results in more risks and responsibilities for pension plan participants. However, recent research reveals that retirement readiness, the degree to which an individual is on target to meet her retirement-income goals, is low. Thus, potential pension gaps remain undetected and could have severe consequences for participants once they retire.

Do people behave differently if they are exposed to the sentence “investing in your future pension is becoming even more important” versus “ensuring your future pension is becoming even more important”?

In this talk, Lisa will share her research that looks at finding ways to activate participants. She will also share the key findings of five empirical studies that she conducted in collaboration with pension providers.

About the speaker

Elisabeth (Lisa) Brüggen is Associate Professor of Marketing at Maastricht University School of Business and Economics (SBE). She is an internationally recognized expert in consumer financial decision-making, particularly regarding pension communications.  As such, Lisa has been invited to speak on these throughout the world. She has received several awards, including the Emerging Scholar Award from the American Marketing Association and grants, for example from The Netherlands Organisation for Scientific Research and Netspar, for research on pension communication and improving retirement readiness. 

Lisa combines her passion for teaching with research and publications, including articles in leading journals such as the Journal of Marketing.


1.50 hours


18.00 - 18.30  Registration
18.30 - 20.00  Registration and Q&A
20.00 - 21.00  Networking over nibbles and drinks



Room B104, City, University of London, Northampton Square, London EC1V 0HB

(Please note change of location)


Nearest Public Transport

Barbican underground station