PensTech and Admin Summit 2024
PensTech and Admin Summit
As with all sectors, technology is set to change how we work, make choices, and help us achieve our long-term objectives – whether as pension scheme members, trustees, sponsors, advisers or policymakers. PMI’s PensTech and Admin Summit is designed for pension professionals who want to keep up-to-date with the latest best practices and trends and find solutions to some of the industry’s most challenging issues.
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Fees
Free for members and non-members -
Online
BrightTALK -
CPD
1.5 -
Speakers
6
Event Details
THE BASICS
- Pensions technologies including:
- AI
- Dashboards
- Cyber security
- Pension administration technology
- More details to follow
- Pension scheme managers
- Trustees
- Pension administrators
- Policy advisers
- Consultants
- Lawyers
- Corporate IFAs
- Investment managers
- Actuaries
- Communication professionals
- Scheme secretaries
- Financial directors
- HR representatives
Agenda
More details to follow.
Pensions dashboards are coming, and the industry is in full swing preparing data and planning for connection to the pensions dashboards' central digital architecture. This session will provide an in-depth look at the preparations necessary for connecting to pensions dashboards, focusing on data readiness, matching rules, and connectivity processes.
In this session, you will gain insights into the crucial steps involved in data preparation, ensuring that your data is accurate. We will also delve into the intricacies of matching rules, exploring how to effectively link individuals' pension information across different schemes and providers to create a seamless member experience.
The session will cover how to connect to pensions dashboards, outline the integration process with your ISP provider, and explain what to expect when the members.
Trustees are enhancing their digital communications strategy to boost online member engagement, addressing the divide between online and offline members by exploring various engagement strategies. These include using incentives to encourage online participation, which has shown positive impacts on take-up rates. Analysis of member usage reveals that certain functionalities, such as accessing account information and managing pension plans, are particularly popular.
Future efforts to increase online engagement may be influenced by the evolving digital landscape, member preferences, and technological advancements. The implementation of the Pensions Dashboards Programme is expected to significantly alter member engagement by providing a comprehensive and user-friendly platform for pension management.
In addition, trustees are incorporating sustainability and diversity, equity, and inclusion (DEI) considerations into their strategy to ensure accessible and inclusive digital initiatives for all members. By addressing these factors, trustees aim to create a more inclusive, engaging, and effective digital environment for managing pensions.
As pension systems increasingly embrace digital transformation, the importance of robust cybersecurity has never been greater. In this insightful session, Jason Hart, a globally renowned cybersecurity expert, will explore the critical threats facing the pensions industry today. Attendees will gain a deep understanding of the latest cyber risks, from sophisticated phishing attacks to ransomware, and learn best practices for protecting sensitive pension data. Jason will also share actionable strategies and technologies that can help organizations mitigate risks and ensure the security and integrity of their pension systems in a rapidly evolving digital landscape.
Please note this session will be postponed to a later date.
In this session with the Pensions Dashboards Programme (PDP), find out more about what users could see and experience when they interact with pensions dashboards, as the wider pensions industry prepares for connection to the dashboards ecosystem starting in April 2025. Join us to hear from the programme's Principal, Chris Curry, who will share the latest advancements and updates on the PDP and the MoneyHelper Pensions Dashboard, helping to keep you informed and ready for pensions dashboards becoming a reality.
As the pensions industry faces increasing complexity and demands for efficiency, AI is set to redefine the landscape. Join mallowstreet’s CEO, Stuart Breyer, who will explore how AI technologies are being harnessed to transform member services, from simplifying the basics of administrative processes and data handling to revolutionising meetings and client relationship management.
Speakers
More details to follow.
Chris Curry was appointed as Principal of the Pensions Dashboards Programme at the Money and Pensions Service in 2019, on a part-time basis.
Chris brings valuable expertise and insight gained in his other role as the Director of the Pensions Policy Institute (PPI), where he continues to work part-time. Chris has worked on important projects, such as the Department for Work and Pensions Auto-Enrolment Review Advisory Group in 2017, where he was co-chair and led on providing advice on the theme of Contributions.
At the PPI, Chris has authored and presented a number of research reports analysing pensions (including state, private and public sector pensions), pension reforms and other provision for retirement income.
Chris started his career as an Economic Adviser at the Department of Social Security (now the Department for Work and Pensions), before joining the Association of British Insurers as Senior Economist.
Chris has a BSc (Hons) in Economics from the University of Warwick, and an MSc in Economics from Queen Mary and Westfield College, University of London.
David is head of data services at Heywood Pension Technologies. For over 20 years David has championed good data quality and positive member outcomes. As well as constantly driving innovation and quality in all areas of data, David has been an advisor to the FCA, the Pensions Regulator, the Dormant Asset Commission, the Pensions Dashboard project, TISA’s BSI tracing guidelines and the PASA Pensions Dashboard Working Group.
Libby has been with Barnett Waddingham since 2001 and a client relationship manager for the last 10 years, working with a selection of small to medium sized administration only clients.
Libby works with trustees and the day to day client teams, helping to manage priorities and ensure a high level of member service. As a client relationship manager, Libby has been providing support and project management to trustees on a number of large projects including data cleansing, benefit rectification, GMP projects and bulk annuities, working alongside project teams and other advisors providing services to our clients.
I am a Senior Client Relationship Manager, with over 18 years’ experience in pension administration, the last 8 as a Client Relationship Manager. I work on a number of DB, DC and hybrid arrangements working with trustees, pension managers and the administration teams to deliver an excellent service. My current role involves working on the GMP equalisation projects as well as managing the move towards buy in and buy out. Effective member communication and engagement is key to the successful delivery of this.
As a former ethical hacker with 24 years’ experience in the Information Security industry, Jason has used his knowledge and expertise to create technologies that ensure organisations stay one step ahead of the risks presented by ongoing advances Cyber threats and risks. Jason continues to raise the profile of Information Security risks and solutions, and was instrumental in the introduction of the role CSO (Chief Security Officer) within business and the founder of the world’s leading Cloud Based Authentication Platform. In addition Jason has devoted his time to reducing and researching the risk of password theft and password hacking and is globally known for exposing a large number of major password vulnerabilities.
Jason continues to publish articles and white papers Globally and continually appears on BBC, ITV, CNN, Fox News and CNBC as well as Radio 5, Sky News and BBC World News as an expert advisor on Cyber and Information Security matters and issues. His expertise has been cited in global publications including Time, SC Magazine, InfoSec, Computing and Computer Weekly magazines and in the FT, Guardian, Times and Evening Standard and is recognized as a lead figure within the global information security industry.
Jason has held senior positions within a number of organisations, including Ernst & Young’s Information Security Assurance and Advisory Services practice, CEO of WhiteHat and Cryptocard. Clients have included NHS, Governments, as well as a large number of FTSE 100 organizations, for whom Jason has created and developed entire security frameworks as well as Information Security Assessment Methodologies. In addition Jason regularly provides advice and guidance to Governments, Law Enforcement and Military agencies on Information Security matters globally and is Vice Chairman for E-Crime Wales and advisor to a number of information Tech start ups and holds the role of CTO at Gemalto the World’s Leader In Digital Security.
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Chris CurryPensions Dashboards ProjectPrincipal -
David RichHeywoodHead of Data Propositions -
Libby MounseyBarnett WaddinghamSenior Client Relationship Manager -
Stuart BreyermallowstreetCEO -
Sarah Allard, FPMIBarnett WaddinghamSenior Client Relationship Manager -
Jason HartCybersecurity Expert -
Joe CraigQuietroomDevelopment Lead
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