Afghanistan
Albania
Algeria
Andorra
Anguilla
Antigua & Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire
Bosnia & Herzegovina
Botswana
Brazil
British Indian Ocean Ter
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Canary Islands
Cape Verde
Cayman Islands
Central African Republic
Chad
Channel Islands
Chile
China
Christmas Island
Cocos Island
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote D Ivoire
Croatia
Cuba
Curacao
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
East Timor
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Ter
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guinea
Guyana
Haiti
Hawaii
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jordan
Kazakhstan
Kenya
Kiribati
Korea North
Korea South
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mexico
Midway Islands
Moldova
Monaco
Mongolia
Montserrat
Morocco
Mozambique
Myanmar
Nambia
Nauru
Nepal
Netherland Antilles
Netherlands (Holland, Europe)
Nevis
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Norway
Oman
Pakistan
Palau Island
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Island
Poland
Portugal
Puerto Rico
Qatar
Republic of Montenegro
Reunion
Romania
Russia
Rwanda
Saipan
Samoa
Samoa American
San Marino
Sao Tome & Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
Spain
Sri Lanka
St Barthelemy
St Eustatius
St Helena
St Kitts-Nevis
St Lucia
St Maarten
St Pierre & Miquelon
St Vincent & Grenadines
Sudan
Suriname
Swaziland
Sweden
Switzerland
Syria
Tahiti
Taiwan
Tajikistan
Tanzania
Thailand
Togo
Tokelau
Tonga
Trinidad & Tobago
Tunisia
Turkey
Turkmenistan
Turks & Caicos Is
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States of America
Uruguay
Uzbekistan
Vanuatu
Vatican City State
Venezuela
Vietnam
Virgin Islands (Brit)
Virgin Islands (USA)
Wake Island
Wallis & Futana Is
Yemen
Zaire
Zambia
Zimbabwe
Scheme Client Engagement - Core Activities
Telephone - Video
Planning
Conferences
Encourage Dialogue and Communication
Internal Teams
Literature
In touch with the WI market
Strategic Planning
F team knowledge base. Pensions, investment & technical expertise.
End of financial year for renewals
Market knowledge of changes. Political and corporate events
Grouped ii. DC product type F.
Grouped i. Size/Geography/Industry
Specific engagement programmes
CRM - Communications. Who / How often.
Telephone & Video Calls
Video meetings - desired. (i.e. Webex, Skype)
Track calendar. Corporate events and renewals.
Use F CRM system
HR and senior personnel in charge of WI
Conference AM & sales team.
Exposure to clients
Important meetings arranged face to face meetings
Face to face
Follow up on conference leads
Meet up groups and networks
Sponsoring desired events
Benefit/HR conference database
Attending conferences
Client meetings > AM - Sales > Projects / Contractual agreements
WI conference specialist
Internal Teams
Reporting
F Investments
DC experts
Marketing
Review meetings to discuss clients / projects / products
AM and Sales
Internal F teams
Market Knowledge
Share knowledge with F and client pension teams.
Regulation and legal framework
Knowledge of political events impacting pensions
Working alongside F HR to obtain exposure to HR industry
Becoming member of Benefit/HR societies
Defined Contribution and Workplace Savings Expert
Know Your Market
Literature & Marketing
Recorded video and live streaming clips
Delivery: Digital (email, CRM system). Physical delivery - post event (i.e. conference)
Institutions & End Users. Literature. Build and maintain. Marketing
F Paper and F Digital material (inc FB, Twitter, YT and 3rd Party sites)
Appropriate marketing depending on clientele (age)
Intelligent / interactive - journey walk through material with video clips
Literature material