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PMI
PensTech and Admin Summit 2024

PensTech and Admin Summit 2024

25 September 2024 | 10:00 - 16:30
Free

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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

    1.5
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    Speakers

    TBC

Event Details

THE BASICS

Topics of discussion:
  • Pensions technologies including: 
    • AI
    • Dashboards 
    • Cyber security
    • Pension administration technology
    • 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

More details to follow.

11:15 - 12:00
The countdown is on! Preparing for pensions dashboards
David Rich
David Rich
Heywood Pensions Technology
Head of Data Proposition

Pensions dashboards are coming, and the industry is in full swing preparing data and planning for connection to the pensions dashboards' central digital architecture. This session will provide an in-depth look at the preparations necessary for connecting to pensions dashboards, focusing on data readiness, matching rules, and connectivity processes.
In this session, you will gain insights into the crucial steps involved in data preparation, ensuring that your data is accurate. We will also delve into the intricacies of matching rules, exploring how to effectively link individuals' pension information across different schemes and providers to create a seamless member experience.
The session will cover how to connect to pensions dashboards, outline the integration process with your ISP provider, and explain what to expect when the members.

12:15 - 13:00
Getting members online – what Trustees need to consider
Sarah Allard, FPMI
Sarah Allard, FPMI
Barnett Waddingham
Client Relationship Manager
13:00 - 14:00
Break
14:00 - 14:45
Session TBC
15:00 - 15:30
Pensions Dashboards Project
Chris Curry
Chris Curry
PDP
Principal
16:00 - 16:30
Retirement in the Digital Age: Harnessing AI and Technology
Stuart Breyer
Stuart Breyer
mallowstreet
CEO

As the pensions industry faces increasing complexity and demands for efficiency, AI is set to redefine the landscape. Join mallowstreet’s CEO, Stuart Breyer, who will explore how AI technologies are being harnessed to transform member services, from simplifying the basics of administrative processes and data handling to revolutionising meetings and client relationship management.

For more on dashboards
Check out Bravura's Pensions Dashboards Week

Speakers

More details to follow.

Chris Curry
Chris Curry
Pensions Dashboards Project
- Principal

Chris Curry was appointed as Principal of the Pensions Dashboards Programme at the Money and Pensions Service in 2019, on a part-time basis.


Chris brings valuable expertise and insight gained in his other role as the Director of the Pensions Policy Institute (PPI), where he continues to work part-time. Chris has worked on important projects, such as the Department for Work and Pensions Auto-Enrolment Review Advisory Group in 2017, where he was co-chair and led on providing advice on the theme of Contributions.


At the PPI, Chris has authored and presented a number of research reports analysing pensions (including state, private and public sector pensions), pension reforms and other provision for retirement income.
Chris started his career as an Economic Adviser at the Department of Social Security (now the Department for Work and Pensions), before joining the Association of British Insurers as Senior Economist.


Chris has a BSc (Hons) in Economics from the University of Warwick, and an MSc in Economics from Queen Mary and Westfield College, University of London.

David Rich
David Rich
Heywood Pensions Technology
- Head of Data Proposition

David is head of data services at Heywood Pension Technologies. For over 20 years David has championed good data quality and positive member outcomes. As well as constantly driving innovation and quality in all areas of data, David has been an advisor to the FCA, the Pensions Regulator, the Dormant Asset Commission, the Pensions Dashboard project, TISA’s BSI tracing guidelines and the PASA Pensions Dashboard Working Group.

Stuart Breyer
Stuart Breyer
mallowstreet
- CEO

Thank you to our sponsors and partners for their continued support

Heywood Pensions Technology
Heywood Pensions Technology
Gold Sponsor
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Barnett Waddingham
Barnett Waddingham
Insight Partner
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Mallowstreet
Mallowstreet
- Partner
Savvy Investor
Savvy Investor
Media Partner
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Bravura Solutions
Bravura Solutions
Partner
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