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PMI
Northern Ireland Regional Group Conference

Northern Ireland Regional Group Conference

10 May 2023 | 16:00 - 19:00

Northern Ireland Regional Group Conference

Join this Pension Dashboards panel covering the current state of play against the background of the delay to the Pensions Dashboards Programme. The panel is made up of experts from the pension administration and legal fields who will provide an overview of pensions dashboards and discuss the steps schemes can take to get dashboard-ready.

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    Free

    For members and non-members
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    3

    Speakers

Event Details

THE BASICS

Topics of discussion:
  • Dashboards
Who should attend:

More details to follow.

The venue

XPS Pensions Group, Flax House, 83-91 Adelaide Street, Belfast, BT2 8FE

Agenda

16:00 - 16:30
Arrivals and registration
16:30 – 16:45
Welcome
Brian Quinn
Brian Quinn
XPS Pensions Group
Senior Consultant
Gareth Tancred
Gareth Tancred
PMI
CEO
16:45 – 17:45
Pension Dashboards, where are we now and what do Schemes need to do? - a panel discussion
Andy Prater
Andy Prater
Burges Salmon LLP
Senior Associate
John P Doherty
John P Doherty
XPS Pensions Group
Senior Consultant
Jo Dudley
Jo Dudley
Capita Pension Solutions
Head of Pensions Data Strategy
17:45 - 19:00
Networking with drinks and nibbles

Speakers

Andy Prater
Andy Prater
Burges Salmon LLP
- Senior Associate

Andy graduated from Durham University with a first class degree in law.  He joined Burges Salmon as a trainee and qualified into the pensions team in 2011.  Andy is dual qualified in England and Wales and Northern Ireland. 

Andy advises pension trustees and employers on a broad range of pensions issues, providing advice on legislation and the interpretation of deeds and rules along with all aspects of the day to day running of defined benefit, defined contribution and hybrid pension schemes including member communications, drafting deeds, trustee training, IDRP and Pensions Ombudsman cases. His experience covers projects such as benefit changes, valuation negotiations, liability management, closures, bulk transfers, mergers and buy-ins/outs. 

Andy advises trustees in relation to scheme governance and compliance issues including reviewing and negotiating contracts, data protection compliance, cyber security and compliance with TPR codes of practice.

Jo Dudley
Jo Dudley
Capita Pension Solutions
- Head of Pensions Data Strategy

Jo has more than 23 years’ experience in the pensions industry with a focus on administration, systems and data. She has a working knowledge of both public and private sectors schemes of all sizes.
Jo has extensive experience of leading large-scale pensions projects including GMP Rectification and Equalisation, and other strategic projects often delivered in challenging or complex environments, such as time constrained delivery or involving multiparty solutions. She has in-depth knowledge of the data challenges posed by complex pensions projects and the range of solutions available to Trustees to optimise the member experience.
She is the product owner for the Pensions Dashboard programme at Capita delivering to over 200 of their administration clients.

John P Doherty
John P Doherty
XPS Pensions Group
- Senior Consultant

John P Doherty is a Fellow of the PMI and is a Senior Consultant at XPS Pensions Group in Edinburgh.
John has 36 years’ experience of working in the pensions industry. He is a member of the XPS Administration Services Group, a central team that assesses the impact of legislative change which may impact clients and administration processes. John is also a member of the XPS internal Dashboard Working Group and GMP Settlement Team. John has been involved in the PDP Working Group since its inception and has been a member of PASA GMPEWG Administration sub-group.

Brian Quinn
Brian Quinn
XPS Pensions Group
- Senior Consultant
Gareth Tancred
Gareth Tancred
PMI
- CEO