Keeping members at the forefront of pension dashboards
Keeping members at the forefront of pension dashboards
Schemes sponsors and Trustees are working hard to get dashboard ready, but in the mix of legislative updates, technical service demands and the need to make sure that data is accurate, we need to ensure we do not lose sight of who this is all for – the members.
This interactive webinar will be hosted by Charlie Lambert, Director - Strategy & Product at Capita Pension Solutions. Charlie will be joined by Paul Capel, Director - Client Services and business lead for the Capita Pension Solutions Pensions Dashboard Programme and Geraldine Brassett. Geraldine is a Client Relationship Director at Capita Pension Solutions and is also a well-known chair of a variety of industry groups. Geraldine is a member of the PASA Pensions Dashboard Working Group and Chairs their Dashboard Client Experience Sub-Group.
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Fees
free for members and non-members -
3
speakers -
Online
BrightTALK -
1 hour
of CPD
Event Details
THE BASICS
The webinar will focus on what trustees and scheme sponsors need to do to maximise their members’ pensions dashboard experience including:
- Matching, so members can access their scheme information
- Understanding the end-to-end member journey – before, during and, for many members, after they leave the dashboard ecosystem
- Managing follow on queries including compliance and member expectations
- Balancing dashboard delivery with day-to-day service
- Reporting and identifying trends
- Pension scheme managers
- Trustees
- Administrators
- Policy advisers
- Consultants
- Lawyers
- Corporate IFAs
- Investment managers
- Actuaries
- Communication professionals
- Scheme secretaries
- Financial directors
- HR representatives
Speakers
Hear from the experts
Geraldine is a Client Relationship Director within Capita Pensions Solutions (CPS).
As well as being accountable for service delivery and strategic direction for her own small portfolio of large third party administration clients, Geraldine is also responsible for the overarching data solution that is available to CPS clients. Geraldine also provides support on broader client initiatives such as the analysis, client impact and implementation of legislative and market changes.
Geraldine has a wide experience of all aspects of administration from both an in house and third party perspective and has extensive technical knowledge and practical experience covering benefits delivery, governance and management.
Geraldine is an FPMI. She chairs the industry-wide Guaranteed Minimum Pension (GMP) Equalisation Working Group and also the PASA working group responsible for producing guidance in relation to other GMP related matters. Geraldine is also a member of the PASA Pensions Dashboard Working Group and Chairs their Dashboard Client Experience Sub-Group.
Paul has spent the past 20 years working at Capita Pensions, joining straight after graduating from Liverpool University.
Paul is passionate about driving customer-focused change through the utilisation of data, insight, technology and engagement programmes that deliver improvements in value for pension scheme members.
Paul enjoys leading and developing senior teams whilst working closely with clients, customers and stakeholders to deliver in challenging or complex environments, such as time constrained delivery or multi-party solutions.
More recently Paul was responsible for building Capita’s GMPe proposition and is leading Capita’s Pensions Dashboard programme.
Paul is here today to discuss some of the issues that really matter to him: the future of pensions and the role data has to play in creating better outcomes.
Charlie is responsible for the development and execution of strategy for Capita Pension Solutions and has responsibility for all products and propositions within Capita’s pensions estate, ensuring they meet client challenges both today and in the future. Charlie has over 30 years’ experience in pensions, with leadership roles across pensions software, operations, transition and change management, as well as holding client director to some of Capita’s largest pension schemes and portfolios.
