We create peace of mind

Our nine-year strategic plan
Plan 20|30: Our Future is Insight
is the road map to our future.

Message from the board

Elizabeth Baverstock, chair of the board of directors

Elizabeth Baverstock, chair of the board of directors

Read board message

Message from the CEO

Laura Nashman

Laura Nashman, chief executive officer

Read CEO message

Plan 20|30: Our Future is Insight

Our strategic plan, Plan 20|30, guides the next nine years from 2021 to 2030. Our Plan 20|30 is grounded in multi-industry research, stakeholder consultation, future forecasting, and a deep understanding of the pension world and how we fit in it. We see an environment that is increasingly complex, with evolving service expectations in an ever-changing digital landscape.

We will plan our work in three waves. Each wave is three years with its own specific outcomes, actions and measures of success. We are in Wave 1, and our future is insight.

For details on our aspirations and where we are headed as an organization, please visit our Plan 20|30 site.

View the Plan 20|30 site

If you’d like to learn more about our next three years, please read our Wave 1 plan.

View Wave 1 plan


Waves 1 to 3 timeline and current year at 2021



Our strategic plan

Read about our strategic plan, Plan 20|30.

View the plan


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