Why Attend
As pensions dashboards, AI and guided retirement change how members find, compare and make decisions about their pensions, the member journey is becoming increasingly complex and expectations around communication and support are rising.
This roundtable will explore how pension schemes and providers are adapting their approach to member engagement in this changing environment. How can organisations maintain trust and meaningful relationships with members while navigating new technology, Consumer Duty, consolidation and evolving expectations around retirement?
Bringing together senior professionals with responsibility for different stages of the member journey, the discussion will provide an opportunity to benchmark approaches, share practical experiences and learn from peers facing similar challenges.
- Benchmark your approach against how peers are responding to changes in member engagement.
- Share experiences and challenges around dashboards, AI, guided retirement and Consumer Duty.
- Explore practical approaches to maintaining trust and engagement across an increasingly digital member journey.
- Hear different perspectives from professionals responsible for member communications, CX, retirement and Consumer Duty.
- Take away ideas and insights that could help shape your organisation's approach.
Costs
| Description | Cost |
|---|---|
| Members | Free |
| Non-members | Free |
| Affiliate & Corporate members | Free |
Location
City of London
Thank you to Paragon for their continued support
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.
