PensTech and Admin Summit 2023
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
4 hours -
Speakers
Event Details
THE BASICS
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.
In this webinar, Nick Walker and Keith Hoodless will delve into multifaceted aspects of staff training and development as it continuously changes. They will address the definitions, developments and significance, whilst also scrutinising the attendant challenges, and look at the factors and skills we can utilise to mitigate any negative impacts.
An examination of a case study centred on BW's Apprentice program will be explored, shedding light on the intricacies of skill development. Furthermore, Keith, representing PMI, will expand upon the imperative nature of professional qualifications in the context of an ever-evolving digital landscape. To culminate the speaking slot there will be an interactive Q&A session.
Occupational pension transfer volumes continue to grow…unfortunately so is the time required to complete each transfer.
In this session Equisoft Products Sales Director, Howard Finnegan will show how ViaNova and TeX standards are supporting electronic pension transfers to create significant reductions in transfer time and the cost to process DC and DB transfers. He’ll outline the importance of the standards, the process for implementation and what results pension providers who adopt the standards are seeing.
Discover how EBCs and Master Trusts can implement ViaNova and TeX solutions to enhance the pension transfer process.
Find out:
- How the ViaNova/TeX provides a proven and safe legal and open standards technical framework
- Why pension transfers automation is critical
- How the framework supports secure, efficient, and cost-effective pension transfers across TPR and FCA regulatory contexts
- Details of the ViaNova and TeX transfer process
It’s the start of a new dawn. As an industry we must demonstrate that we’re ready for the communications revolution that will soon be upon us. Technological advances, the way that people consume information and generational attitudes and behaviours are ever evolving in today’s fast-paced world.
Drew and Sarah discuss how retirement communications must stay ahead of the game to help people achieve better outcomes for their future.
The ISP Advantage: Heywood explores how accurate and well-maintained data, coupled with a good ISP can help pension schemes get in shape to safely arrive at the start-line of open pensions – the Pensions Dashboards.
With bulk annuity transactions at an all-time high, it is critical that member data is accurate and complete. Understanding the longevity of the member and their spouse is a vital factor when calculating future liabilities. From unknown marital status to changing circumstances, missing information will have a tangible impact on pricing calculations.
Poor quality and incomplete data is viewed unfavourably in all aspects of pension scheme management and this is no different for insurers. This can result in higher transaction cost, delays and uncertainty.
Please Join this session to understand how good preparation and improved data quality can support your end-game journey.
Speakers
More details to follow.
Drew is a Strategy Partner at Gallagher, one of the world’s leading people experience consultancies. With over a decade working with communication and retirement technologies – and a view of where the industry is headed – Drew specialises in creating future-proof strategies that reduce workload and increase engagement
Over the span of his 30-year career, Howard worked for several different US, UK and European technology startups with a focus on building sales and service organizations from the ground up.
30+ years of experience in building sales and service organizations
Focused on driving company’s revenue for the UK market
Successfully put several businesses into IPO
Howard began his career with Sema Group (now Atos Origin) followed by a variety of roles from UK Country Manager to Vice President EMEA with startups including Object Design (now Progress Software, Inc), Iona Technologies (IPO- 1997), Accrue Software, Inc (IPO 2000), Exony Ltd and Vettro, Inc (now Antenna Software, Inc). Since joining the company as Sales Director, Howard has been responsible for growing the company’s revenue for UK products.
Sarah’s career spans nearly 18 years in the retirement industry. As Head of Retirement Communication at Gallagher, she has been fortunate to work with some of the world’s largest brands to deliver cutting-edge retirement communication campaigns.
Sarah’s passion for people and what makes them tick began at a young age. Gaining a Batchelor of Arts degree in Retail Marketing Management, her knowledge of the retail sector has been pivotal in helping her to create consumer-grade marketing campaigns in the retirement communication world.
Today, Sarah leads a team of talented communication consultants who are equally passionate about equipping employees for retirement through impactful communications. Sarah is a strategic thinker with a growth mindset. She encourages her team and her clients to learn from the past and to always stay laser-focused on the future. Sarah believes that if we want communications to achieve maximum impact, they should reflect changing behaviours, technological advances and consumer preferences – and that we should never be afraid to try something new!
Tim is a major shareholder and has a PhD in theoretical statistical physics. He was also a research associate at the University of Cambridge and is recognised as a force in the data science, data quality and statistical analysis which is confirmed by the Data IQ top 100. Tim is recognised as one of the most influential data scientists in the country.
Tim’s knowledge and expertise have resulted in the development of all of MM’s key range of products. His’s responsibilities continue to include the development of all products, manage the delivery tea, and all new client implementation.
In addition, his knowledge of client data and associated issues are second to none and he is a trusted advisor to all our key clients.
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![Drew Munn]()
Drew MunnGallagherStrategy Partner -
![Howard Finnegan]()
Howard FinneganEquisoftProduct Sales Director, Europe -
![Dr Keith Hoodless]()
Dr Keith HoodlessPMIDirector of Qualifications and lifelong learning -
![Kim Gubler]()
Kim GublerKGC AssociatesDirector -
![Nick Walker]()
Nick WalkerBarnett WaddinghamPrincipal and Technical Training Manager -
![Sarah Jones]()
Sarah JonesGallagherHead of Retirement Communication -
![David Rich]()
David RichHeywoodHead of Data Services -
![Dr Tim Drye]()
Dr Tim DryeMM.Chief Data Officer
Thank you to our sponsors and insight partners for their continued support
