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The PPI is an INDEPENDENT educational, not-for profit research institute. We undertake rigorous research from a neutral, long-term perspective


PPI events are only open to Supporting Members of the Institute

PPI Roundtable


15 MAY 2019

The Pensions Policy Institute (PPI) held a Roundtable to launch Engagement pathways in workplace pensions: an overview of pension decision-making, research conducted by Dr. Hayley James as part of her successful PhD thesis.

This report outlines the findings from qualitative research aimed specifically at understanding how individuals make decisions following automatic enrolment. The findings suggest that there are a variety of approaches to pension saving and identifies a typology of decision-making. The typology highlights four approaches to pension decisions, which are:

  • Threshold adults,
  • Protectionist savers,
  • Market investors and;
  • Sceptical speculators.

The roundtable was hosted by Smart Pension (Gold Supporting Members of the PPI) and Chaired by Mark Dunne Editor, Portfolio Institutional and attended by 11 people from a cross section of the industry.

Click here to download the event write up

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