The Road to Better Outcomes: 2023 MFS Global Retirement Survey

The Road to Better Outcomes: 2023 MFS Global Retirement Survey

September 13, 2023 12:00 PM to 1:00 PMOnline Pacific Time
Area of Interest: Pensions, Investments Format: Web

An online seminar hosted by CPBI Pacific

A member informed, is a member engaged.  Join MFS to learn what members are telling us about the various facets of the group retirement space in Canada through the key findings of the 2023 MFS Global Retirement Survey.  This presentation of survey results explores many topics including:

  • Target Date Funds:  what characteristics do member's value, and how are they using or misusing target date funds
  • Retirement Planning and Advice:  what forms and methods do members prefer to receive when planning for the future
  • Retirement Confidence:  What are the main factors contributing to overall confidence related to a members' financial wellbeing
  • ESG: the demand for and incorporation into retirement plans

Plan sponsors and their partners will walk away with actionable takeaways to help lead effective conversations related to member engagement, communication and plan participation.

Cancellation Policy
 

Taylor Pidgeon, CFA
Relationship Management ‐ Institutional
MFS

Taylor Pidgeon, CFA, is a relationship manager with MFS Investment Management Limited Canada (MFS®). In this role, he is responsible for the overall client experience of defined contribution advisors, brokers and recordkeepers. He is based in Toronto. Taylor assumed his current role in 2020 following one year as an associate relationship manager. He joined MFS in 2015 as a platforms and professional buyers coordinator. He previously worked for RBC Royal Bank as a bank advisor and licensed mutual fund representative. He began his career in the financial services industry in 2013. Taylor earned a Bachelor of Science degree in economics from the University of Victoria. He holds the Chartered Financial Analyst designation from the CFA Institute, is a member of the CFA Society Toronto and is registered as an Advising Representative – Client Relationship Manager.


 

Attend to learn:

  1. Global survey results and how Canadian respondents compare to other countries
  2. What is contributing to member's concerns related to retirement
  3. What sources of retirement income funding are members relying upon come retirement
  4. What regularly available resources do members leverage for retirement planning and advice
  


 

When

Wednesday September 13, 2023
12:00 pm - 1:00 pm PT - Education session
Certificate of Attendance quiz to follow

  

Registration Fee

Members: $25
Non-Members: $75
Sponsors: 1 credit

 
     
 

Where

Online Workshop

Access information will be sent to all registrants one day in advance of the online session.  Please plan to log in 10 minutes prior to the start of the session. This session will be recorded and available to registrants.

 

Who Should Attend:

Plan sponsors, advisors/brokers, consultants and recordkeepers

 
     
 

CE Credit

Certificates of Attendance confirming education hours will be offered, with which attendees may seek corresponding accreditation via their preferred regulatory body.

 

Questions

Krista Frayn
Phone: (888) 788-3185
[email protected]

 
     


  

Kim Duxbury

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