Name: Data Preparation for Pension Dashboards
Start: 2025-03-19T10:00:00Z
End: 2025-03-19T10:00:56.000Z
Location: BrightTALK
Rating: 4.8

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.

Join us one year on from the effective date of the General Code. With great progress being made across the industry, we would like to share with you our innovative approach to linking together the need to have an Effective System of Governance (ESOG) with the new requirement (for schemes with more than 100 members) to produce an Own Risk Assessment (ORA). 
 
Unlock the full potential of your enhanced governance arrangements and make the General Code work for you with our streamlined solution. Reflected in our standout BW CORE system, hear how we have integrated the ESOG and ORA with the risk register and calendar to facilitate an all-in-one risk management and governance oversight process, with clear reporting enabling you to track and prioritise with ease. 
 
Please join us as we take you through the journey, including a focus on how BW CORE ensures the production of the ORA is an efficient process. 
 
We are also proud to announce our exclusive partnership with BoardClic, the leading platform for digital board performance reviews and board member evaluations. We will take you through the platform and show you how this partnership will enhance Board reviews. Combining our consulting expertise with BoardClic’s technology solution, we enable pension trustees to gain deeper insights into the effectiveness of their board and benchmark against peers. This will ensure a robust evaluation process by identifying strengths and any areas for improvement whilst aiding more effective decision-making.

Own Risk Assessment – Showcasing your core strengths

This popular PMI event is focused on navigating the complexities and challenges within defined benefit schemes. Set against the backdrop of an ever-evolving financial landscape, the conference will provide a comprehensive exploration of critical topics shaping the pensions industry.

Industry experts and thought leaders will meet to discuss strategies for managing risks, optimising investment portfolios, and ensuring the sustainability of defined benefit pension schemes. Attendees can expect insightful sessions on regulatory updates, technological advancements and innovative solutions that impact pension fund management.

This conference is the ideal place to network and collaborate with peers to share best practices. With a keen emphasis on practical insights, the event also offers the opportunity for pension scheme trustees, investment managers, and advisers to stay abreast of the latest trends, exchange ideas, and gain a deeper understanding of the challenges and opportunities associated with defined benefit schemes.

Defined Benefit Pensions Conference 2025

This webinar is aimed at preparing learners for the Spring exams. The team will be guiding learners through the Testreach exam portal, with the aim that learners feel more aware and confident of the end-to-end process that goes into taking online exams. There will be an opportunity for learners to ask questions at the end.

PMI Spring 2025 exam preparation and guidance

Charles Stanley’s annual DB pensions review – developed in association with Censuswide – has become a must-read for all trustees.
In this up-coming webinar, our panel of experts will discuss the key findings from this year’s report titled “Going for Growth” and discuss the current landscape in which trustees are operating and the challenges they face.
Last year professional trustees told their risk appetites had increased and their funding end game was self-sufficiency. But have the last 12 months changed attitudes, and what did this year’s survey reveal?

Register now to hear this year’s key insights.

2024 DB Pensions Trustee Research Report Webinar: Going for Growth

Professional services people are typically extremely competent at their core area of expertise, but many are less at ease with the other skills needed, with increased seniority to differentiate themselves and their company; these skills are needed to deliver excellent client service and work effectively with colleagues.
People skills are of a paramount importance for companies to perform well, as well as for individuals to have fulfilling careers and progress.


In this short webinar, professional relationships expert Joanna Gaudoin will look at why these skills are necessary to navigate different professional scenarios and relationships effectively and positively, as well as the key skills that are required to help companies perform well.

The often-overlooked skills your people need to help your organisation perform well

Join us for the premier event on DB pension scheme long-term planning, tailored specifically for smaller DB schemes up to £175m of assets or 1,000 members.

Are you a trustee or CFO navigating the options available?

Gain invaluable insights, expert advice, and practical strategies at our comprehensive training and conference event. Don’t miss this opportunity to enhance your knowledge, network with industry leaders, and hear from experts that have trodden this path with pension schemes like yours.

As a trustee or CFO, the responsibility of navigating the end game of a DB pension scheme is technically challenging and carries large risk and reward. Our upcoming event is designed to equip you with the tools and knowledge necessary to make informed decisions and implement effective strategies. This comprehensive conference brings together top experts from across the industry, including asset managers, covenant advisors, insurers, legal professionals, and consultants.

Throughout the event, you'll engage in in-depth discussions and debates, explore regulatory and legislative expectations, and examine practical options through detailed case studies. Learn about consolidation strategies, streamline solutions for smaller schemes, and discover how to mitigate risks effectively. Whether you’re considering a run-on strategy or an insurance buyout, this event provides the clarity and support you need to plan the next stage of your pension scheme with confidence.

PMI End Game Solutions Conference 2024. Powered by Spence and Partners

This year’s Budget was trailed by a range of rumours about possible changes to the tax regime for registered pension schemes. Join PMI’s Director of Policy Tim Middleton and a panel of experts to summarise exactly what changes have been announced and the consequences they will have for the UK’s pension system.
This webinar provides an excellent opportunity to discuss what changes have been announced within hours of Rachel Reeves having delivered her Budget.

2024 Budget and its impact on pensions

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

In this session with the Pensions Dashboards Programme (PDP), find out more about what users could see and experience when they interact with pensions dashboards, as the wider pensions industry prepares for connection to the dashboards ecosystem starting in April 2025. Join us to hear from the programme's Principal, Chris Curry, who will share the latest advancements and updates on the PDP and the MoneyHelper Pensions Dashboard, helping to keep you informed and ready for pensions dashboards becoming a reality.

Latest updates on pensions dashboards and exploring the end user experience

Trustees are enhancing their digital communications strategy to boost online member engagement, addressing the divide between online and offline members by exploring various engagement strategies. These include using incentives to encourage online participation, which has shown positive impacts on take-up rates. Analysis of member usage reveals that certain functionalities, such as accessing account information and managing pension plans, are particularly popular.

Future efforts to increase online engagement may be influenced by the evolving digital landscape, member preferences, and technological advancements. The implementation of the Pensions Dashboards Programme is expected to significantly alter member engagement by providing a comprehensive and user-friendly platform for pension management. 

In addition, trustees are incorporating sustainability and diversity, equity, and inclusion (DEI) considerations into their strategy to ensure accessible and inclusive digital initiatives for all members. By addressing these factors, trustees aim to create a more inclusive, engaging, and effective digital environment for managing pensions.

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.

Developments in the risk transfer space have dominated pensions media headlines over the last few weeks:


• New insurers are entering the bulk annuity market,
• Superfunds are now allowed to distribute returns to their investors, and
• Capital requirements have been relaxed for capital backed providers who rescue a pension scheme from the Pension Protection Fund (PPF)


These developments are intended to invigorate innovation and accelerate the pace of consolidation in the pensions market.

So, how should trustees and sponsors of pension schemes navigate these new developments when trying to work out which options are accessible and optimal for securing their members’ pensions?
Join Cardano’s Adolfo Aponte and Jonathan Repp as they consider the key questions for trustees and sponsors that these developments raise.

Redefining the path to securing members’ benefits

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

This webinar is aimed at preparing learners for their autumn exams. The team will be guiding learners through the Testreach exam portal, with the aim that learners feel more aware and confident of the end-to-end process that goes into taking online exams. 
There will be an opportunity for learners to ask questions.

PMI Autumn 2024 exam preparation and guidance

The award-winning Annual Conference 2024 (previously known as Pensions Aspects Live) is aimed at pensions professionals and those working in aligned business areas.

This year's conference revolves around the theme 'The Future of Pensions,' with a focus on technology and policy. Annual Conference aims to explore the synergies between technological advancements and policy frameworks in ensuring sustainable, secure, and inclusive retirement systems.

From discussions around AI and automation to regulatory challenges and policy changes, the conference aims to foster dialogue on digital empowerment, innovative investment strategies, and global best practices.

PMI Annual Conference 2024 - highlights video

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

As schemes prepare for Pension Dashboards, confidence in member data is crucial for an efficient rollout especially for members with multiple pots.
Connection to dashboards will not be successful if member data is missing or inaccurate. This could result in missing pots, vast partial matches and in some cases pots being allocated to the wrong person.
Understanding your data quality and addressing it before connection is a vital step to reduce the risk of failed records and customer complaints.

Data Preparation for Pension Dashboards

Mortality

Manifest

Pensions

Dashboards

Insights

Member

Data

Complaints

Customers

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.

Data Preparation for Pension Dashboards

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