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PensTech and Admin Summit

PensTech and Admin Summit

09 November 2022 | 10:00 - 14:30
Free

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
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    Online

    BrightTALK
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    CPD

    4
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    Speakers

    7

Event Details

THE BASICS

Topics of discussion:

More details to follow.

Who should attend:
  • Pension scheme managers
  • Trustees
  • Pension administrators
  • Policy advisers
  • Consultants
  • Lawyers
  • Corporate IFAs
  • Investment managers
  • Actuaries
  • Communication professionals
  • Scheme secretaries
  • Financial directors
  • HR representatives
The venue
Event Venue Brighttalk 2

Agenda

10:00 – 10:45
Data & Dashboards – you can’t have one without the other
Matt Dodds
Matt Dodds
Capita Pensions Solutions
Chief Growth Director

In order for Dashboards to be successful, data needs to accurate and up to date . This session will look at the latest developments on the journey to dashboard readiness and who needs to do what. It will also cover the latest techniques and technology being applied to help clients clean, interrogate and report on their data to create better outcomes.

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11:00 - 11:45
Governance-led sustainability
Erhan Reyman
Erhan Reyman
Barnett Waddingham
Pension Executive & Management Services
Amanda Latham
Amanda Latham
Barnett Waddingham
Associate and Policy & Strategy Lead

This session will look at why a Governance-led approach to sustainability is the best for addressing climate-related risks and opportunities. Governance-led sustainability looks to implement a governance framework to address reporting and achieve best practise using a project-based approach, which brings in the right expertise at the right time in order to meet the regulatory requirements that Pension schemes currently/will be subjected to.

  • High-level overview of current requirements and policies established by the Government in order to achieve a net zero economy by 2050
  • Example project plan of how Trustees could address and meet best practise in sustainability and meet disclosure requirements
  • What should Trustees be doing now and in the future months/years

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12:00 – 12:45
Cybersecurity: Assessing the risks for Pension Schemes
Paul McGlone
Paul McGlone
Aon
Partner
Vanessa Jaeger
Vanessa Jaeger
Aon
Associate Partner

Cyber security remains a hot topic, and the new Single Code will further raise requirements on schemes. This session will provide an overview of managing cyber risk, with case studies, practical steps you can take, and a deeper dive into some of the key actions. It will cover:

  • The types of risks that pension schemes are exposed to and how those are changing
  • How to reduce the risk of an incident, including managing third party providers
  • Managing trustees’ own risks, including the pros and cons of online board portals
  • How to deal with an incident should it happen
  • Demonstrating that you meet the Single Code’s requirement
  • Whether pensions dashboards are something schemes should worry about

Whether you are a small scheme with limited resources or a large schemes with an in-house pension function, the session will have something for you.

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12:45 – 13:45
Lunch
13:45 – 14:30
Communicating in the cost-of-living crisis
Sue Cox
Sue Cox
like minds
Senior Communication Consultant
Danii Pout
Danii Pout
like minds
Managing Consultant, Insight and Thought Leadership

The cost of everything is rising and for pension scheme members, this means their money priorities are changing too.

Right now, talk of saving and financial wellbeing may feel misplaced, and for those running pension schemes it can be difficult to know how to support their members both today and for the future.

Drawing on principles of crisis communication and behavioural psychology, our webinar shares practical approaches and strategies to the cost-of-living crisis. Exploring:

  • Why it’s important to understand the contexts of peoples’ lives when communicating about money and pensions
  • How bringing behavioural science principles into your communication can help at a time of crisis
  • And practical examples of how pension schemes can support their people

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Speakers

Hear from the experts

Amanda Latham
Amanda Latham
Barnett Waddingham
- Associate and Policy & Strategy Lead
Danii Pout
Danii Pout
like minds
- Managing Consultant, Insight and Thought Leadership

Danii has been with like minds for over 10 years, and has worked with a range of clients in the pension and reward space to support them with their communication needs.

Danii’s responsible for like minds’ market presence, she’s passionate about exploring best practice inside and outside of our industry to continue to evolve our communication practice, and is particularly interested in behavioural science and how it underpins the work that we do.

Erhan Reyman
Erhan Reyman
Barnett Waddingham
- Pension Executive & Management Services

Erhan works with BW’s Pension Executive & Management Services (PEMS) and supports Trustees in all matters of meeting management including preparation and meeting support, co-ordinating completion of actions, project management of large investment transfers and rebalancing and supporting Trustees in with regulatory and sustainability activities including TCFD. Erhan is a member of BW Sustainability Services Working group and represents Pension Executive & Management Services in sustainability activities within BW. Erhan has previously worked in an in-house Investment team simultaneously supporting two Local Government Pension Schemes (LGPS) Investment Sub-Committees, prior to his work in the Investment Team, Erhan worked in the Finance supporting Finance directors and budget managers monitor and deliver budgets.

Matt Dodds
Matt Dodds
Capita Pensions Solutions
- Chief Growth Director
Paul McGlone
Paul McGlone
Aon
- Partner

Paul is an actuary and partner at Aon. He spends most of his time giving actuarial advice, but also specialises in advising pensions schemes how to manage cyber risk. He is a past president of the Society of Pension Professionals, sits on the Policy Board of PLSA, and chairs the Joint Industry Forum sub-committee on pensions dashboards.

Sue Cox
Sue Cox
like minds
- Senior Communication Consultant

Sue has spent most of her career in the world of pensions, having worked in both administration and consultancy, and during this time, has seen first-hand the importance of keeping pension scheme members at the forefront of everything we do, as trustees, employers, consultants, and administrators.

Sue passionately believes in the need to cut through the jargon and communicate in a clear and engaging way that inspires people to take action.

Vanessa Jaeger
Vanessa Jaeger
Aon
- Associate Partner

Vanessa is an Actuary and Associate Partner at Aon. As well as advising pension schemes on actuarial issues, Vanessa has led the implementation of Aon’s cyber advice to pension schemes and has personally advised over 100 schemes on dealing with cyber risk. Until recently she was also a member of the Institute and Faculty of Actuaries Cyber Risk Investigation Working Party, co-authoring two papers on Cyber Operational Risk Scenarios for Insurance Companies and Pension Scheme Cyber Risk.

Thank you to our sponsors and insight partners for their continued support

Barnett Waddingham
Barnett Waddingham
Silver sponsor
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Capita
Capita
Silver sponsor
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Likeminds
Likeminds
Silver sponsor
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Savvy Investor
Savvy Investor
Media Partner
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