Watch: The three types of pension fund members Based on Two-Pot claiming behaviour, Chief Customer Officer Michelle Acton identifies three distinct member personas, highlighting how employers can offer better, more tailored support for all employees. VIDEO BY: OLD MUTUAL CORPORATE | DATE: 21 JANUARY | WATCH TIME: 3 MINUTES

In the weeks leading up to the launch of Two-Pot, uncertainty ran high: How many members would withdraw, how quickly, and what would they use the money for? Now, with more than a year’s worth of data, we have identified three clear member personas based on real claiming behaviour:  

  1. The preservers
  2. The serial claimers
  3. The contingency withdrawers

In this insightful three-minute video, Chief Customer Officer Michelle Acton outlines each persona, highlighting how employers can use these insights to offer better, more tailored support for all their employees. 

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