Name: PMI Annual Conference 2024 - The Future of Pension Transfers
Start: 2024-07-23T09:59:00Z
End: 2024-07-23T09:59:38.000Z
Location: BrightTALK
Rating: 0

A channel for pensions professionals, offering industry insight and lifelong learning to our members and the wider industry. 

The PMI is the largest professional body for pensions professionals in the UK.

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.

Retirement in the Digital Age: Harnessing AI and Technology

Dashboard Project Update

Getting members online – what Trustees need to consider

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 when the members show up.

The countdown is on! Preparing for pensions dashboards.

Join Gareth Tancred, CEO of the PMI, as he delves into the future of the organisation, highlighting our newly launched re-brand initiative designed to align more closely with the evolving needs of the pensions and retirement industry. This comprehensive session will cover the vision behind the re-brand, the innovative strategies driving this transformation, and the enhanced value it brings to our members and stakeholders. PMI members can look forward to enhanced resources tailored to their professional growth, expanded digital tools for greater efficiency, and a renewed commitment to inclusivity and innovation in our services. These improvements are designed to empower members with the skills and knowledge they need to stay at the forefront of the industry, ensuring they continue to thrive in a dynamic and forward-thinking environment.

The future of PMI

AI - Showcasing the intuitiveness of AI how it can help organisations
AI - the robots are taking over! Cybersecurity risk
Panel discussion: Harnessing AI for personalised retirement planning

PMI Annual Conference 2024: Harnessing AI and Technology in the Digital Age

A forward-looking analysis of the regulatory landscape and its implications for the DB de-risking market, including anticipated regulatory reforms and their expected impacts on insurer decision-making, from risk management to the investment universe.

PMI Annual Conference 2024: The future of policy in the DB de-risking landscape

The retirement landscape is changing rapidly, as the industry shifts from defined benefit plans to defined contribution plans, meaning individuals have more responsibility and choice over how they save and spend their retirement income.

To support individuals achieve better outcomes in retirement, the Department for Work and Pensions (DWP) has proposed a new requirement on pension schemes to offer their members retirement products and services that meet their needs and preferences. The Pensions Regulator (TPR) has also put forward a number of principles for how it wants the 'at retirement' market to develop, such as ensuring good governance, clear communication, and appropriate investment strategies.

In this session, we will share insights from the UK and overseas on how the industry can respond to these changes and provide DC members with a sustainable income in later life. We will discuss solutions that manage the journey both to and through retirement, and the need for combining investment, technology and lifetime income into default design.

PMI Annual Conference 2024 - The future of retirement income: DC Landscape

How can pension funds streamline their exposure to private assets?

Investment in private markets is on the rise, as capital allocators are pressed to achieve higher potential risk-adjusted returns, access a broader range of alternative asset classes, while seeking to benefit from additional portfolio diversification.

With a growing range of structures available that provide exposure to private assets and positive pension industry reform, UK pension funds are well positioned to capitalise on new investment opportunities.

In this panel, senior representatives from the London Stock Exchange and Infrared Capital Partners will cover the following topics:
• Accelerating the pace of pension reforms and the new aspirations for pension capital
• Accessing alternative and difficult-to-source assets via listed investment companies
• PISCES regulation: A new market facilitating direct access to shares in private companies
• Active asset management: what is the value for money and how is it delivered to the investor?

PMI Annual Conference 2024 - How can pension funds streamline their exposure...

As the pensions landscape evolves, regulatory frameworks must adapt to foster innovation while protecting consumers. In this panel discussion, chaired by Mike Birch, experts Susie Daykin, James Longster, and David Craddock will explore the regulatory challenges and opportunities surrounding the integration of technology and AI in the pension sector. They will discuss some of the potential "use cases" in the pensions space and explore the regulatory, governance and other issues that trustees should be thinking about when AI is used.

PMI Annual Conference 2024  - Challenges and opportunities in pension innovation

The PMI and Schroders are spearheading -The Lifetime Savings Initiative (LSI) bringing together influential stakeholders from across consumer, savings, and pensions markets with an aim to identify, understand and propose solutions to the fundamental challenges faced by people in managing their finances.

This symposium will delve into:

- The future is bigger than pensions
- Understanding the drivers and pain points
- Solutions for a brighter future for all

PMI Annual Conference 2024: The Future of Pensions - Lifetime Savings Initiative

We know saving more for retirement is needed, especially for younger age groups which can be a challenge when mortgages, rent and bills are all still high. We also know that a lot of people may simply cash in pension pots at age 55 without understanding how that affects their tax bill or retirement outcome. Therefore, it’s now more important than ever to engage people with their finances, particularly their pensions!
WEALTH at work will share their latest research, explore the challenges members are facing, why they may not be as engaged with their pension savings as they should be and how we can help members achieve better outcomes at retirement.

It’s all about engagement.

Join us for an exclusive webinar where we delve into the highlights of PMI's Annual Conference, hosted by the PMI. On 9th July, Tim Middleton, PMI’s Director of Policy and External Affairs, will reveal key insights from the event, offering a analysis of its findings.

Key takeaways from PMI's Annual Conference

With more people saving into pensions than ever before, pension schemes are serving an increasingly diverse population of savers. Implementing the right Diversity Equity and Inclusion (DEI) Strategy, can have wide reaching benefits - from better decision making, through to inclusive design and engagement and ultimately driving improved member outcomes. 

In the wake of the Pensions Regulators’ published guidance, governing bodies are being asked to improve schemes’ DEI - the Scottish Widows Master Trust has made meaningful strides in this area, successfully embedding a wide-ranging and comprehensive DEI framework which can be adapted and implemented by any governing body. 
DEI is not a one-size-fits-all, but this session will help you to create and embed an EDI strategy that works for you and your members.

Navigating DEI – insight and good practice for inclusive pension schemes

This webinar is for anyone interested in finding out more about the upcoming 11th PMI Student Essay Competition. The webinar will cover the details of this year's competition, who is eligible to take part and why you should register. The judges will be on hand to share their handy writing tips and advice on what they are looking for and you will hear from some of our previous winners and what this has meant to them. 
The webinar will be followed by a Q&A so all listeners are fully informed of the competition requirements before registering.

PMI Student Essay Competition (Sponsored by ITM) - 2024 Launch webinar

Discussion topics
• How does the ESoG change the role of a Pensions Manager?
• To what extent is the Pensions Manager / Scheme Secretary part of the Governing Body and where are the gaps?
• How can Trustee ‘prevent’ the conflict of using an in-house Pensions Manager as a leader for the Risk Management Function?
• Addressing the Risks of Lack of Succession Planning in Pension Schemes
• Early ESoG scheme analysis results

Pensions Management in an ESoG nutshell

Join us for a webinar with Chris Robinson from boost who will discuss how to create an award winning entry for the Pinnacle Awards. Boost is the world’s first award entry consultancy with a 25-strong, mostly in-house, team of award entry writers, impact evaluation consultants, graphic designers and project managers, who’ve helped over 300 companies around the world to win over 1,800 awards

How to write an award winning entry for PMI’s Pinnacle Awards

PMI's Annual Conference 2024

Unifying a Fractured Landscape: The Future of Pension Transfers

Occupational pension transfers in the UK are in flux. Manual processes, legacy technology and a mix of disparate systems still contribute to long transfer times and poor outcomes for consumers. But a more unified and streamlined pension transfer space is coming into being.

Attend this session to find out how pension transfers have been evolving over the past decade—including why, already increasing transfer volumes, are set to increase even faster going forward.

Discover how the effects of recent and future initiatives such as those from DWP and TPR could impact transfers. And hear how integration and automation are streamlining the transfer process in the occupational pensions world.

PMI Annual Conference 2024 - The Future of Pension Transfers

Pensions

lifetime savings

Pension Transfers

Investments

Small businesses and enterprises alike are competing for not only market share, but also for the best employees to move their businesses forward. Competitive salary and benefits packages are the foundation of high employee satisfaction. Join this community to keep up with changing regulations and learn how to optimize workforce costs with competitive yet cost-effective employee benefits and compensation plans.

Benefits and Compensation

Human resources is intrinsically linked to business success and requires a thoughtful balance of a variety of complex issues. The human resources community on BrightTALK is made up of thousands of professionals in human resources exchanging human resources best practices and advice. Watch hundreds of on-demand webinars for immediate information or participate in upcoming live webinars and have your questions answered by respected HR thought leaders.

Human Resources

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

UK Wealth Managers

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.

Institutional Investors

Get powerful financial planning and analytics insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge and drive optimal financial performance for your company.

Financial Planning and Analysis

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

PMI Annual Conference 2024 - The Future of Pension Transfers

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