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Data Preparation for Pension Dashboards
Webinar by Mortality Manifest
As schemes prepare for Pension Dashboards, confidence in member data is crucial for an efficient rollout especially for members with multiple pots.
Connection to dashboards will not be successful if member data is missing or inaccurate. This could result in missing pots, vast partial matches and in some cases pots being allocated to the wrong person.
Understanding your data quality and addressing it before connection is a vital step to reduce the risk of failed records and customer complaints.
-
Fees
free for members and non-members -
1
speakers -
1 hour
of CPD -
Online
BrightTALK
Event Details
THE BASICS
Topics of discussion:
- The Importance of Data Accuracy for Pension Dashboards
- Challenges of Managing Multiple Pension Pots
- Risks of Poor Data Quality in Pension Schemes
- Preparing for Pension Dashboard Integration
Who should attend:
- Pension Scheme Managers
- Trustees
- Administrators
- Policy advisers
- Consultants
- Lawyers
- Corporate IFAs
- Investment managers
- Actuaries
- Communication professionals
The venue
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