About Engaging Members in a Changing Pensions Landscape
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.
Why Attend
Agenda
Roundtable discussion
Speakers
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Peter Paterson
- Company
- Paragon DCX
- Job Title
- Managing Director
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Ben Matthews
- Company
- Paragon DCX
- Job Title
- CRM Strategy Director
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John Chapple
- Company
- Paragon
- Job Title
- Head of Marketing
Speakers
Paragon DCX
Managing Director
Paragon DCX
Managing Director
Peter Paterson
Managing Director
Peter Paterson is Managing Director of Paragon DCX, the digital arm of Paragon. He leads the teams building digital customer experience and engagements for clients across regulated sectors, helping organisations move from transactional communications to connected, accountable customer engagements.
Managing Director
Paragon DCX
Peter Paterson
Managing Director
Peter Paterson is Managing Director of Paragon DCX, the digital arm of Paragon. He leads the teams building digital customer experience and engagements for clients across regulated sectors, helping organisations move from transactional communications to connected, accountable customer engagements.
Paragon DCX
CRM Strategy Director
Paragon DCX
CRM Strategy Director
Ben Matthews
CRM Strategy Director
Ben Matthews is CRM Strategy Director at Paragon DCX, leading CRM strategy, data analytics and marketing segmentation for clients across financial services, utilities and public sector. Prior to joining DCX, Ben spent 18 years at Havas designing communication journeys, including award-winning work for Lloyds Banking Group.
He's passionate about customer-first communications, behavioural design, accessible design and the ethical application of emerging technology, and sits on the DMA AI Council
CRM Strategy Director
Paragon DCX
Ben Matthews
CRM Strategy Director
Ben Matthews is CRM Strategy Director at Paragon DCX, leading CRM strategy, data analytics and marketing segmentation for clients across financial services, utilities and public sector. Prior to joining DCX, Ben spent 18 years at Havas designing communication journeys, including award-winning work for Lloyds Banking Group.
He's passionate about customer-first communications, behavioural design, accessible design and the ethical application of emerging technology, and sits on the DMA AI Council
Paragon
Head of Marketing
Paragon
Head of Marketing
John Chapple
Head of Marketing
John Chapple is a B2B marketing leader who turns complex, regulated propositions into stories that sell. With 17 years across financial services, utilities and the public sector, he leads marketing at Paragon spanning the UK, Ireland and Luxembourg — owning content, vision and go-to-market strategy."
Head of Marketing
Paragon
John Chapple
Head of Marketing
John Chapple is a B2B marketing leader who turns complex, regulated propositions into stories that sell. With 17 years across financial services, utilities and the public sector, he leads marketing at Paragon spanning the UK, Ireland and Luxembourg — owning content, vision and go-to-market strategy."
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.
