Summary  Frictionless Futures – Reimagining Delivery, Data and Member Experience
The PMI’s PensTech and Administration Conference 2026 offers a bold, fast-paced platform to explore the innovations, challenges, and opportunities reshaping pensions operations. Through a series of elevator-pitch-style plenaries, the programme will spotlight the most pressing issues -from dashboard readiness and automation to cyber risk and frictionless transfers - delivering sharp insights and practical takeaways in every session. Designed for administrators, trustees, and digital leads, the event will challenge assumptions, elevate best practice, and reframe the role of operations in driving systemic reform. Delegates will leave equipped to lead change, improve member outcomes, and build a more frictionless, future-ready pensions system.
Why Attend
Agenda
Speakers
PMI
Chief Strategy Officer
PMI
Chief Strategy Officer
Helen Forrest Hall APMI
Chief Strategy Officer
Chief Strategy Officer
PMI
Helen Forrest Hall APMI
Chief Strategy Officer
The Pensions Regulator
Regulatory Theme Lead for Administration, Dashboards, and Cyber
The Pensions Regulator
Regulatory Theme Lead for Administration, Dashboards, and Cyber
Taylor Brightwell-Smith
Regulatory Theme Lead for Administration, Dashboards, and Cyber
Taylor is Regulatory Theme Lead for Administration, Dashboards, and Cyber at The Pensions Regulator (TPR). In this role, Taylor leads regulatory strategy to strengthen scheme administration, improve data quality, and embed cyber resilience across the UK pensions landscape.
With a background in public service pensions consultancy and third-party administration, Taylor has previously driven major workstreams on dashboard readiness, data governance, and administration transition. Drawing on experience with schemes, technology providers, and government, Taylor champions industry best practice and is committed to delivering better outcomes for savers through strong governance and resilient systems.
Regulatory Theme Lead for Administration, Dashboards, and Cyber
The Pensions Regulator
Taylor Brightwell-Smith
Regulatory Theme Lead for Administration, Dashboards, and Cyber
Taylor is Regulatory Theme Lead for Administration, Dashboards, and Cyber at The Pensions Regulator (TPR). In this role, Taylor leads regulatory strategy to strengthen scheme administration, improve data quality, and embed cyber resilience across the UK pensions landscape.
With a background in public service pensions consultancy and third-party administration, Taylor has previously driven major workstreams on dashboard readiness, data governance, and administration transition. Drawing on experience with schemes, technology providers, and government, Taylor champions industry best practice and is committed to delivering better outcomes for savers through strong governance and resilient systems.
Howden
Head of Client Delivery
Howden
Head of Client Delivery
Chris Tagg ProfPMI
Head of Client Delivery
Chris has more than 25 years' experience spanning operational delivery, team management, project delivery, onboarding and strategic service design within pension administration. In his role, he is responsible for the delivery of services to clients, working closely with sponsors, trustee boards and administration teams. Drawing on his extensive experience of operational change, he focuses on how technology can improve efficiency, strengthen communications and enhance member engagement.
Head of Client Delivery
Howden
Chris Tagg ProfPMI
Head of Client Delivery
Chris has more than 25 years' experience spanning operational delivery, team management, project delivery, onboarding and strategic service design within pension administration. In his role, he is responsible for the delivery of services to clients, working closely with sponsors, trustee boards and administration teams. Drawing on his extensive experience of operational change, he focuses on how technology can improve efficiency, strengthen communications and enhance member engagement.
Product Manager for Equisoft/transfer, co-chair of ViaNova and UK Funds Market Practice Group (UKFMPG)
Product Manager for Equisoft/transfer, co-chair of ViaNova and UK Funds Market Practice Group (UKFMPG)
Matt Smith
Product Manager for Equisoft/transfer, co-chair of ViaNova and UK Funds Market Practice Group (UKFMPG)
Matt is a Product Manager in Equisoft's UK software products division with over a decade of financial services experience across investments, wealth, pensions and banking. He has played a leading role in shaping industry market practice, authoring the UK ISO transfer standards for five years and co-chairing both the UKFMPG and ViaNova working groups.
Product Manager for Equisoft/transfer, co-chair of ViaNova and UK Funds Market Practice Group (UKFMPG)
Matt Smith
Product Manager for Equisoft/transfer, co-chair of ViaNova and UK Funds Market Practice Group (UKFMPG)
Matt is a Product Manager in Equisoft's UK software products division with over a decade of financial services experience across investments, wealth, pensions and banking. He has played a leading role in shaping industry market practice, authoring the UK ISO transfer standards for five years and co-chairing both the UKFMPG and ViaNova working groups.
Cosan Consulting
Senior Consultant and Product Lead specialising
Cosan Consulting
Senior Consultant and Product Lead specialising
Jason Fellows
Senior Consultant and Product Lead specialising
Jason is a Senior Consultant and Product Lead specialising in strategic operational transformation, digital strategy, and quality and change management. He brings extensive experience in delivering end-to-end continuous improvement initiatives, with a strong focus on applying Lean and Six Sigma principles to drive measurable outcomes.
Between 2020 and 2022, Jason led major operational change and transformation programmes within Mercer’s administration business, where he was also a member of the UK administration leadership team. In this role, he was responsible for driving large-scale transformation across administration services, improving efficiency, resilience, and service delivery.
Jason has a global track record of delivering complex transformation programmes, leading teams of up to 150 people and managing projects valued at $3–5 million annually. His work has supported large internal user bases of 1,000–2,000 users, ensuring solutions are both scalable and operationally effective.
He also brings international experience, having spent over seven years in Australia leading financial services transformation initiatives before returning to the United Kingdom in 2013.
Senior Consultant and Product Lead specialising
Cosan Consulting
Jason Fellows
Senior Consultant and Product Lead specialising
Jason is a Senior Consultant and Product Lead specialising in strategic operational transformation, digital strategy, and quality and change management. He brings extensive experience in delivering end-to-end continuous improvement initiatives, with a strong focus on applying Lean and Six Sigma principles to drive measurable outcomes.
Between 2020 and 2022, Jason led major operational change and transformation programmes within Mercer’s administration business, where he was also a member of the UK administration leadership team. In this role, he was responsible for driving large-scale transformation across administration services, improving efficiency, resilience, and service delivery.
Jason has a global track record of delivering complex transformation programmes, leading teams of up to 150 people and managing projects valued at $3–5 million annually. His work has supported large internal user bases of 1,000–2,000 users, ensuring solutions are both scalable and operationally effective.
He also brings international experience, having spent over seven years in Australia leading financial services transformation initiatives before returning to the United Kingdom in 2013.
PwC
Head of data director
PwC
Head of data director
Kristy Cotton
Head of data director
PwC’s Head of Data, leading on the full breadth of data services an extensive range of clients, including the largest pension schemes in the UK, advising on data strategy and security, complex data and benefit remediation, operational change and data readiness for insurance transactions.
Kristy has chaired the Pensions Administration Standards Association (PASA) Data Working Group for over 7 years, leading industry experts and working with the Pensions Regulator to produce guidance and drive up standards for data and administration.
Kristy’s recent and relevant experience includes leading delivery of member options and benefit remediation services to a leading BPA insurer, end to end data, benefit and GMP remediation services for insurance readiness for a £2bn scheme rectification, being the strategic operational adviser for a large UK pension scheme to support the redesign of their member-first service approach.
Head of data director
PwC
Kristy Cotton
Head of data director
PwC’s Head of Data, leading on the full breadth of data services an extensive range of clients, including the largest pension schemes in the UK, advising on data strategy and security, complex data and benefit remediation, operational change and data readiness for insurance transactions.
Kristy has chaired the Pensions Administration Standards Association (PASA) Data Working Group for over 7 years, leading industry experts and working with the Pensions Regulator to produce guidance and drive up standards for data and administration.
Kristy’s recent and relevant experience includes leading delivery of member options and benefit remediation services to a leading BPA insurer, end to end data, benefit and GMP remediation services for insurance readiness for a £2bn scheme rectification, being the strategic operational adviser for a large UK pension scheme to support the redesign of their member-first service approach.
Crowe U.K. LLP
Director, Forensic Services - Cyber Security and Counter Fraud
Crowe U.K. LLP
Director, Forensic Services - Cyber Security and Counter Fraud
Daniel Sibthorpe
Director, Forensic Services - Cyber Security and Counter Fraud
I am a Director in the National Cyber Security and Counter Fraud team, and work closely with our offices in the UK and overseas to provide a range of technical and governance-driven services to strengthen the resilience of our clients to fraud and cybercrime. I lead a specialist team who have years of experience identifying, managing and responding to instances of fraud and cybercrime, in addition to supporting on the development of robust policy frameworks.
I have obtained a master’s degree from the University of Portsmouth in Cybercrime and Counter Fraud & Corruption, as well as being an Accredited Counter Fraud Specialist, Information Security Management Expert and certified PRINCE2 Project Manager.
I have a keen interest in investigating the illegal trafficking of endangered wildlife, and exploring the corruption and bribery levels in football.
Director, Forensic Services - Cyber Security and Counter Fraud
Crowe U.K. LLP
Daniel Sibthorpe
Director, Forensic Services - Cyber Security and Counter Fraud
I am a Director in the National Cyber Security and Counter Fraud team, and work closely with our offices in the UK and overseas to provide a range of technical and governance-driven services to strengthen the resilience of our clients to fraud and cybercrime. I lead a specialist team who have years of experience identifying, managing and responding to instances of fraud and cybercrime, in addition to supporting on the development of robust policy frameworks.
I have obtained a master’s degree from the University of Portsmouth in Cybercrime and Counter Fraud & Corruption, as well as being an Accredited Counter Fraud Specialist, Information Security Management Expert and certified PRINCE2 Project Manager.
I have a keen interest in investigating the illegal trafficking of endangered wildlife, and exploring the corruption and bribery levels in football.
Procentia Ltd
CEO
Procentia Ltd
CEO
Jen Tippin
CEO
Jen is Group CEO at Procentia, an award-winning pensions technology and software business. She has an extensive background in the finance sector, having previously been Group Chief Operating Officer at NatWest. Prior to joining NatWest, Jen held several senior roles at Lloyds Banking Group, including Group Director for People and Productivity. She also serves on the boards of Coventry Building Society, HM Revenue & Customs (HMRC), and Morgan Sindall Group plc, a construction, housing and regeneration company.
CEO
Procentia Ltd
Jen Tippin
CEO
Jen is Group CEO at Procentia, an award-winning pensions technology and software business. She has an extensive background in the finance sector, having previously been Group Chief Operating Officer at NatWest. Prior to joining NatWest, Jen held several senior roles at Lloyds Banking Group, including Group Director for People and Productivity. She also serves on the boards of Coventry Building Society, HM Revenue & Customs (HMRC), and Morgan Sindall Group plc, a construction, housing and regeneration company.
Money and Pensions Service
Principal
Money and Pensions Service
Principal
Chris Curry
Principal
Principal
Money and Pensions Service
Chris Curry
Principal
PwC
Technology Impact Leader
PwC
Technology Impact Leader
Rob McCargow
Technology Impact Leader
Rob McCargow is PwC UK’s Technology Impact Leader and one of the UK’s most recognised voices on the responsible adoption of artificial intelligence. He works with boards, executive teams, policymakers, industry bodies, and academia to help organisations understand the strategic implications of AI, separate signal from hype, and turn emerging technology into practical business value.
Rob was recently announced as AI Champion of the Year at the National AI Awards 2026, with the award presented by the UK Minister for AI, Kanishka Narayan MP. The award recognised his contribution to shaping the national conversation on AI over the past decade, his leadership in helping organisations adopt AI responsibly, and his work to build confidence and capability across business and society.
At PwC, Rob plays a leading role in helping clients understand how AI is reshaping business models, workforces, customer experience, risk, governance and growth. He has been closely involved in the firm's AI agenda, including the upskilling of more than 23,000 PwC people, the activation of senior leaders and partners around AI, and the development of market-facing insight on how organisations can move from experimentation to scaled value.
Rob is a regular keynote and TEDx speaker, panel chair and industry commentator on AI and emerging technology. He has spoken to board, C-suite and senior leadership audiences across multiple sectors in over 40 countries. His style is accessible, provocative and practical: combining current market evidence, real-world examples and strategic challenge without unnecessary jargon or hype.
He is a Senior Visiting Fellow at Bayes Business School and was a founding board member of the UK’s All-Party Parliamentary Group on AI.
Technology Impact Leader
PwC
Rob McCargow
Technology Impact Leader
Rob McCargow is PwC UK’s Technology Impact Leader and one of the UK’s most recognised voices on the responsible adoption of artificial intelligence. He works with boards, executive teams, policymakers, industry bodies, and academia to help organisations understand the strategic implications of AI, separate signal from hype, and turn emerging technology into practical business value.
Rob was recently announced as AI Champion of the Year at the National AI Awards 2026, with the award presented by the UK Minister for AI, Kanishka Narayan MP. The award recognised his contribution to shaping the national conversation on AI over the past decade, his leadership in helping organisations adopt AI responsibly, and his work to build confidence and capability across business and society.
At PwC, Rob plays a leading role in helping clients understand how AI is reshaping business models, workforces, customer experience, risk, governance and growth. He has been closely involved in the firm's AI agenda, including the upskilling of more than 23,000 PwC people, the activation of senior leaders and partners around AI, and the development of market-facing insight on how organisations can move from experimentation to scaled value.
Rob is a regular keynote and TEDx speaker, panel chair and industry commentator on AI and emerging technology. He has spoken to board, C-suite and senior leadership audiences across multiple sectors in over 40 countries. His style is accessible, provocative and practical: combining current market evidence, real-world examples and strategic challenge without unnecessary jargon or hype.
He is a Senior Visiting Fellow at Bayes Business School and was a founding board member of the UK’s All-Party Parliamentary Group on AI.
Costs
| Description | Cost |
|---|---|
| Members | Free |
| Non-members | £1200 (+VAT) |
| Affiliate & Corporate members | £600 (+VAT) |
Location
Thank you to our sponsors and partners for their continued support
Howden Retirement helps schemes embrace technology with confidence. As a trusted partner to trustees and sponsors, we combine pensions, administration and technology expertise to support better experiences and member outcomes.
Got a question?  Frequently asked questions
How can the PMI help my career?
We offer qualifications, CPD support, networking, and access to job opportunities, mentoring and mentee development and more. Everything you need to grow in the pensions industry.
What is CPD?
Continuing Professional Development (CPD), refers to the ongoing learning and development activities that our professional members engage in to enhance their skills and knowledge throughout their careers. We offer a variety of different services which count as CPD such as in- person events, reading materials including a bi-monthly magazine and more.
Does the PMI offer CPD?
Yes. We help members track and manage their CPD to stay current and compliant. Depending on your membership type, you will be expected
How many CPD points can I claim per event?
You can claim up to 7 CPD hours for all full day PMI conferences.
For all CPD points references please go here: https://www.pensions-pmi.org.uk/resources/pmi-news/how-to-earn-cpd-hours/
How can I record my CPD?
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Log in to your My PMI account.
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Use the ‘Add CPD’ button on your homepage.
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For your full CPD history, click ‘My Membership’ from the left-hand menu.
What networking opportunities are available?
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Mentoring and Development programme
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In-person events
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Regional events
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Online forums and communities – Special Interest Groups (SIG)
Are there events I can attend and how do I register?
Yes, we host events throughout the year. You can view all our upcoming events and register via our website or contact a member from our team here events@pensions-pmi.org.uk
How much does it cost to attend PMI events?
For PMI members, events are free. For non-members there will be a cost associated with attendance.
Can my employer arrange in-house training?
Yes! PMI offers Bespoke Training, tailoring sessions to your specific needs, goals, and preferred delivery format provides bespoke in-house training and bulk bookings.