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How technology can improve governance and collaboration in Pension Boards

How technology can improve governance and collaboration in Pension Boards

14 September 2022 | 14:00 - 15:00
Free

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How technology can improve governance and collaboration in Pension Boards

Pension board of trustees are increasingly being held accountable for key areas that directly impact their pension scheme. However, often little time or consideration is given to the complexity of the work that goes on behind the scenes. More and more Pension Boards are leveraging technology to improve collaboration and governance.


Join Catalina Esler, Senior Governance Manager at Evolve Pensions, Daniel Jacobson, Senior Consultant at Lane Clark & Peacock LLP, Anderson Dy, VP of International Sales at OnBoard and Tim Middleton, Director of Policy and External Affairs at PMI on the 14th of September at 2pm BST, when they will be looking at how the latest technology, such as OnBoard, can be used to better enable Pension boards to manage the complexity of the work they undertake.

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    Fees

    free for members and non-members
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    4

    speakers
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    Online

    BrightTALK
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    1 hour

    of CPD

Event Details

THE BASICS

Topics of discussion:
  • How digital tools can help you to govern more effectively 
  • How you can leverage technology to improve collaboration 
  • How to ensure that your meetings are safe and secure in an online environment  
Who should attend:
  • Pension scheme managers
  • Trustees
  • Administrators
  • Policy advisers
  • Consultants
  • Lawyers
  • Corporate IFAs
  • Investment managers 
  • Actuaries
  • Communication professionals
  • Scheme secretaries
  • Financial directors 
  • HR representatives
The venue
Event Venue Brighttalk 2

Speakers

Hear from the experts

Anderson Dy
Anderson Dy
OnBoard
- VP of International Sales

Anderson Dy is a strategic, commercially astute & highly analytical sales professional with a wealth of experience in the technology sector. As the VP Sales for OnBoard's international markets, he spearheads the sales & business development team for EMEA, APAC & emerging markets. Anderson has the influence to drive organisations forward with proven strengths across sales, business development & partnerships to deliver success. Holding a PhD from the University of Kent, Anderson has a highly successful sales background in technology, data management, aviation & security verticals.

Catalina Esler
Catalina Esler
Evolve Pensions
- Senior Governance Manager

Catalina Esler is the Senior Governance Manager at Evolve and has over 17 years’ experience within the pensions industry including an in-house pension scheme and third-party administration for both DB and DC schemes.


Catalina has worked for Evolve for the last 6 years, concentrating on all aspects of secretarial services and governance for Crystal, Evolve’s Master Trust and ensuring a high level of governance and organisation is maintained throughout.

Daniel Jacobson
Daniel Jacobson
Lane Clark & Peacock LLP
- Senior Consultant

Daniel is a Senior Consultant in the pensions administration team, he joined Lane Clark & Peacock LLP in 2015 and has worked in the pensions industry for 30 years.


Daniel looks after clients and oversees the service that the administration team delivers to them. He also act as a Trustee Secretary and work to ensure that pension schemes operate efficiently and effectively on a day-to-day basis, especially during periods of significant change.


Daniel is the founder and co-chair of LCP’s LGBT+ Network. Diversity and Inclusion are core to LCP’s values and the network is a fundamental part of LCP’s initiatives in these areas, which Daniel oversees for the pensions administration department. In addition, he is also a committee member of O:Pen, the pensions wide LGBT+ network.

Tim Middleton
Tim Middleton
PMI
- Director of Policy and External Affairs