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PMI
Annual Conference 2024

Annual Conference 2024

04 July 2024 | 08:30 - 18:00

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PMI's Annual Conference 2024

The future of pensions technology and policy

The award-winning Annual Conference 2024 (previously known as Pensions Aspects Live) is aimed at pensions professionals and those working in aligned business areas.

This year's conference revolves around the theme 'The Future of Pensions,' with a focus on technology and policy. Annual Conference aims to explore the synergies between technological advancements and policy frameworks in ensuring sustainable, secure, and inclusive retirement systems.

From discussions around AI and automation to regulatory challenges and policy changes, the conference aims to foster dialogue on digital empowerment, innovative investment strategies, and global best practices.

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    Fees

    members: Free
    corporate members: £600 (+VAT)
    non-members: £1200 (+VAT)
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    In-person

    event
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    10+

    speakers
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    CPD

    7

Event Details

THE BASICS

Topics of discussion:
  • Technology
  • Policy
  • More details to follow
Who should attend:
  • Pension Scheme Managers
  • Trustees
  • Administrators
  • Policy advisers
  • Consultants
  • Lawyers
  • Corporate IFAs
  • Investment managers
  • Actuaries
  • Communication professionals
The venue

Congress Centre, 28 Great Russell Street, London WC1B 3LS

Congresscentre

Agenda

Chairs
Ruston Smith
Ruston Smith
PMI
Chair of PMI Board
Robert Wakefield
Robert Wakefield
PMI
President
08:30 - 09:00
Arrivals and registration
09:00 - 09:05
Welcome from the PMI
09:05 - 09:45
The Rise of the Humans: Learning to thrive in a generative AI world
Dave Coplin
Dave Coplin
The Envisioners
CEO and Founder
In the past few years, organisations have likely learned more about the potential of technology in both their personal and professional lives than many of them have learned in the last ten years. At the heart of the change for most people lies not just a new affinity with technology, but a desire to both live and work in a way that is fundamentally different to that which we have experienced before.
We now stand at the precipice of yet another transformative era in our relationship with technology. This upcoming shift, driven by the increasing adoption of generative artificial intelligence, promises to be even more disruptive to society and our economy as it automates many of our current tasks. Over the next decade, no role, organization, or individual will remain untouched by this change.
As with any big change, there will be winners and losers, the difference between the two will be those that seek to reinvent what they do and how they do it, in order to deliver increasing value to their customers and their employees rather than looking for efficiencies by merely automating what is already done today.
In this session we will explore how you can help your organisation navigate an emerging world where dispersed employees, empowered with transformational tools such as generative artificial intelligence and other digital technologies will drive change across all aspects of their business in both the short and long-term. We’ll look at the problems we will face, and the mistakes and assumptions we might make before ultimately focusing on how best you can help your organisation to harness the opportunity provided to deliver increasing value to both your clients and your people.
09:45 - 10:20
Symposium: The Future of Pensions - Lifetime Savings Initiative

The PMI and Schroders are spearheading -The Lifetime Savings Initiative (LSI) bringing together influential stakeholders from across consumer, savings, and pensions markets with an aim to identify, understand and propose solutions to the fundamental challenges faced by people in managing their finances.

This symposium will delve into:

  • The future is bigger than pensions
  • Understanding the drivers and pain points
  • Solutions for a brighter future for all
Featuring:
Gareth Tancred
Gareth Tancred
PMI
CEO
Ruston Smith
Ruston Smith
PMI
Chair of PMI Board
Ronan O’Riordan
Ronan O’Riordan
Schroders Solutions
Head of UK Institutional Business Development
10:20 - 10:50
Networking Break
10:50 - 11:20
BlackRock Session
11:20 - 11:50
Equisoft Session
11:50 - 12:20
Standard Life Session
12:25 - 12:55
Breakout Session: Navigating the gig economy: Savings for a worker in the future
12:25 - 12:55
Breakout Session: Empowering tomorrow's savers - the role of financial education in planning
12:55 - 13:50
Lunch and Networking
13:50 - 14:00
The future of PMI
Gareth Tancred
Gareth Tancred
PMI
CEO
14:00 - 14:50
Symposium: Retirement In The Digital Age: Harnessing AI and Technology
  • AI - Showcasing the intuitiveness of AI how it can help organisations
  • AI - the robots are taking over! Cybersecurity risk
  • Panel discussion: Harnessing AI for personalised retirement planning
Featuring:
AON
AON
14:50 - 15:15
Networking Break
15:15 - 16:20
Policy and regulation - breakout stream

15:15 - 15:45 How do policy changes affect journey plans for savers?

15:45 - 16:20 Panel discussion: Regulatory challenges and opportunities in pension innovation

Featuring:
15:15 - 16:20
Digital tools - breakout stream

15:15 - 15:45 Empowering the next generation: Digital tools for ensuring good outcomes

15:45 - 16:20 Panel: How do we get Trustees to embrace digital transformation

 

16:25 - 17:00
Keynote speech
17:00 - 18:00
Networking drinks reception

Speakers

Dave Coplin
Dave Coplin
The Envisioners
- CEO and Founder

Dave looks forward. Towards The Future of the World of Work. Positive, encouraging, engaging, challenging and upbeat on topics including AI, big data, digitalization, emerging technologies and much more, he looks at how to combine “humans plus machines” to achieve the best results. His view is not nihilistic. It’s not Armageddon. It’s about being open, engaging and engaged, people-facing, achievable and relevant.

Dave’s thorough approach to tailoring his presentations is reflected in excellent feedback. Invited to speak worldwide for companies (including in law, finance, banks, engineering, construction, schools and universities, food and drink, tech, and more) his tell-it-as-he-sees-it honesty, and a light-hearted approach always inspire, enthuse, and entertain. He helps audiences to think differently and creatively. His mission is to help people see how technology can help them work smarter. Not harder.

Dave’s work as a published thought leader allows him to begin new conversations with audiences to resonate at all levels about the changing nature of work, which requires greater flexibility, collaboration, creativity and innovation.

His clients include Google, Facebook, Vodafone, Dropbox, Connect Plus M25, UBM, New Civil Engineer, CIPD, Communisis, The Law Society, London Business Forum, Richmond Housing Partnership, MCA Insight, Pancreatic Cancer UK, Baillie Gifford, Richmond Events, Gladstone Software, PHD Dubai, The Economist, Mizuho International Bank, Business Centre Association, Mind The Product, Association of Relocation Professionals, Public Service Manager’s Association, Lucy Cavendish College (University of Cambridge) and Nickelodeon.

In December 2017, Dave was invited to open, and to close, the Children’s Global Media Summit over three days in Manchester UK. HRH Prince William was the keynote speaker on Day Two of this important, global event.

Following his success headlining at the Cheltenham Science Festival in 2019 (speaking on the future of the world of work and education) Dave was invited back for multiple sessions in 2020/2021.

Technology geekdom is in Dave’s DNA. A life-long Star Trek fan, he is a former Crystal Maze winner: these attributes all combine to create this friendly, approachable, optimistic, beardy, pony-tailed alchemist.  With over 25 years in the technology industry (and via his former “day job” as “Chief Envisioning Officer” at Microsoft) Dave is at the forefront of conversations on how individuals and organisations could benefit from the transformational potential of technology, rather than simply using it to do the same things… but only slightly better.

At Destination Star Trek, he went onstage to speak about a subject close to his heart – how technology, and even innovations referenced in Star Trek, are being brought to life now, changing the way we live and work forever.  One of the most influential people in the digital industry, he was nominated as one of the Drum’s Digerati (2013, 2014) BIMA’s Hot 100 (2013) and the Digital Marketing Show’s “Class of 2014”.

Bringing new and exciting thinking to the world of work, Dave’s books Business Reimagined and The Rise of the Humans discuss the need to rethink how we use technology to make it work for us, not against us. The books sold over 12,500 copies. Dave is working on his next book.

The Rise of the Humans (2014) shines a light on the deluge of digital information which surrounds us in work and in life, threatening to overwhelm us. Dave argues that the sheer volume of information often prevents us from ever going deep into subjects and it constrains us from getting the much-needed headspace to think. He claims this deluge often leads us to “snack” on data in a way that’s unhealthy for our minds, working styles and, most importantly, our lives.

With a loyal audience on social media, Dave is a prominent and regular voice at leading industry events and platforms including the RSA, WorkTech, and Cloud World Forum. He was a guest on Sunday Brunch (C4) 31 Dec 2017. His RSA Animate video on the need to re-imagine work has generated over 800,000 YouTube hits to date.  His point of view resonates widely.

Addressing the intersection of modern society technology through his public speaking and published work, Dave is spearheading the development of the UK’s IT and digital industries by helping people to understand and aspire to greater outcomes from our use of technology.

Dave is an authority in the industry, on a broad range of topics and a regular contributor in UK and Pan-EMEA media including the BBC, The Telegraph and The Guardian on topics from the future of education, privacy and on-line safety, right through to the Big Data rock stars and the impact of Machine Learning.

“We need strategies and tools that help us better to cope with information – and focus on what matters.

But how do we sift through what’s important and what’s not?

How do we decide when to tune in, and when to tune out?”

The Rise of the Humans, Dave Coplin, 2014

“I believe that within every individual inside an organisation lies an “intrapreneur” – an innate desire to make things better either directly for themselves, or indirectly by making their organisation better.

Our main cultural challenge is how organisations not only create an environment that supports this, but equally how they learn to live with the occasional chaos that can come with it.”

The Rise of the Humans, Dave Coplin, 2014

Invited as principal keynote speaker at Children’s Global Media Summit (hosted by the BBC: December 2017), he wrote: 

“We continue to raise our children with a mindset that was forged in the fires of the 19th century. As a result, we are preparing our children for a world that no longer exists.  Unless we fundamentally change the way in which we think about, engage with and educate our children, we risk being derelict in our duty as the guardians of their future, as we send them out into a world for which they are simply not prepared.  The Rise of the Humans seeks to re-dress this balance by helping the next generation to embrace the incredible opportunity technology offers us and, in so doing, enables them to live up to the potential of evolving technology, rather than to be constrained by it”.

Gareth Tancred
Gareth Tancred
PMI
- CEO
Ruston Smith
Ruston Smith
PMI
- Chair of PMI Board
Robert Wakefield
Robert Wakefield
PMI
- President
Ronan O’Riordan
Ronan O’Riordan
Schroders
- Head of UK Institutional Business Development

Thank you to our sponsors and partners for their continued support

BlackRock
BlackRock
Sponsor
-
Equisoft
Equisoft
Sponsor
-
Travers Smith
Travers Smith
Sponsor
-
Aon
Aon
Sponsor
-
Standard Life
Standard Life
Sponsor
-
Dalriada Trustees
Dalriada Trustees
Insight Partner
-
Savvy Investor
Savvy Investor
Media Partner
-

Annual Conference 2023

Highlights