Name: Introduction to AdviceOS & Fact Find
Start: 2024-09-25T02:00:00Z
End: 2024-09-25T02:01:00.000Z
Location: BrightTALK
Rating: 0

At Bravura, software is at the heart of everything we do. For over 30 years, we have been developing innovative technology that powers some of the world’s leading financial institutions. Discover our services: https://www.bravurasolutions.com/

In this educational session, we will be covering the following topics:

- Owners in Dynamic Fact Find (this is a common question with how they differ to advisers) 
- Importing from AdviceOS 
- Templates 
- Publishing to AdviceOS (when it happens and that it overwrites existing data) 

The webinar will run for approximately 45 minutes, with 15 minutes for Q + A.

We look forward to having you join us!

Dynamic Fact Find

In this educational session, we will be covering the following topics:

- Dashboard Customisation 
- Entering a File Note 
- Report Generation 
- Custom folder generation 
- Segmentation 
- Tags 
- Creating Template (File Notes & Emails) 
- Email Functionality 
- Creating Model Portfolios

The webinar will run for approximately 45 minutes, with 15 minutes for Q + A.

We look forward to having you join us!

Introduction to AdviceOS & CRM Functionality

The pensions industry is famously guilty of overusing acronyms and industry jargon and dashboards are no exception. From the PDP and CDA, to ISP and APIs, this educational and informative session will look to decode the pensions dashboards universe and leave attendees with a better understanding of how they work and how they will benefit both members and pension providers. Whether you're a financial professional or simply curious about the topic, this webinar will equip you with essential knowledge to navigate the world of pensions dashboards effectively. 

Join this webinar to:
- Fill the gaps in your general knowledge about pensions dashboards
- Learn about the pensions dashboards ecosystem in an easy-to-understand, jargon-free language
- Find out how pensions dashboards will lay the foundations for future innovation of pensions

This session will feature an audience Q&A.
Can't attend? Register anyway and we'll send you the recording.

Please note that this session is CPD accredited and by joining you will earn an extra point towards your score.

Pensions Dashboards 101 (CPD accredited)

The only constant is change and that couldn’t be more true when it comes to UK pensions. In this session, we’ll hear directly from the regulators about the need to have a long-term, clear and coherent strategy to meet the evolving consumer needs, modernise pensions and help increase member engagement. The speakers will also look to address key questions about the Pensions Dashboards Programme and whether we can expect a change of direction following July’s General Election.

Join this session to:
- Hear about the latest macroeconomic forces impacting UK pensions today
- Learn about the regulators’ approaches to change after dashboards go live
- Find out how the regulators deal with uncertainty amid political changes

This panel discussion will be followed by an audience Q&A.
Can't attend? Register anyway and we'll send you the recording.

Pensions continuity in an uncertain world

From digitising millions of member records to adopting revolutionary new tech, dashboards will be an opportunity for the UK pensions sector to truly transform itself and embrace new, innovative technologies. In this webinar, we’ll discuss how members are increasingly expecting personalised products, services and improved digital experiences and how data and AI will help turbo-charge these initiatives post dashboards. Of course, all these initiatives involve the handling of sensitive data, so the session will also cover the importance for the industry to change by engaging and building a trust relationship with the members.

Tune in for this session to:
- Find out about the possible ways pensions products/services can be personalised in pensions
- Learn how new technologies, such as AI, can help to fill these gaps
- Learn why building trust with the members is so important when it comes to their data

This session will feature an audience Q&A.
Can't attend? Register anyway and we'll send you the recording.

***Don't forget to check out PMI's PensTech and Admin Summit following this webinar***

Data, AI and dashboards – a match made in heaven?

The UK will not be the first country to launch the pensions dashboards. The Netherlands, Belgium and Sweden have already implemented their own versions of dashboards to improve saver engagement, while Australia has adopted a ‘Pot for Life’ approach to simplify superannuation and give members the right to choose. As the UK gears up for pensions dashboards to go live, tune in to this session where the industry experts will share best practice and highlight valuable lessons the UK can learn from international markets. The speakers will also brainstorm what other features the UK should look to emulate from other international markets to better support savers as they approach different stages of their retirement journey.

Join this session to:
- Learn about the successful adoption of dashboards outside the UK
- Hear from our Australian counterparts on ‘pot for life’, a potential alternative to dashboards
- Deepen your knowledge of pensions across jurisdictions

This session will feature an audience Q&A.
Can't attend? Register anyway and we'll send you the recording.

The Space Race of Pensions Dashboards

Pensions dashboards are a catalyst for innovation and a vital step forward to modernise the UK’s pension industry. But how are members planning to use them and how will they address broader systemic issues that the sector is currently facing? In this webinar, a panel of industry experts will discuss how the industry can centre innovation around the current and future needs of UK savers over the next 20 years.

Join this session to:
- Be informed on the potential direction of travel for the future of the industry
- Hear from the most influential voices in the UK pensions industry
- Take away new ideas, solutions and propositions

This panel discussion will be followed by an audience Q&A.
Can't attend? Register anyway and we'll send you the recording.

Pensions 2045: Understanding the voice of the consumer

As governments across the world push through reforms and modernisation to help savers better manage their money, creating an effective advice-led retirement has never been more important.

Watch our webinar with Bravura's Jon Hawkins, along with George Ritchie, the Association of British Insurers; Louise Davey, the Pensions Regulator, Kim Uzzell, The Financial Wellbeing Academy, and Anne Fuchs of the Australian Retirement Trust, which has recently announced a digital advice roll-out to its 2.4M members.

The session covered:
- How can providers tackle the 'advice gap', at scale
- How digital advice can complement financial advisers
- Improving education and engagement through self-serve and digital
- Current barriers to digital advice adoption through a global lens
- Catering for limited users of digital during transformation initiatives
- Audience Q&A

The importance of an advice-led retirement

In the celebration of International Women’s Day 2024, we're delighted to host three of the most influential female leaders in financial services for a no-holds-barred discussion focused on this year’s theme. Chaired by Bravura Women's Network Forum (BWNF) lead Louise Barnes, the session touched on various aspects of inclusivity in Wealth, Pensions and Funds Administration, including:

• How best to promote diversity in leadership
• Creating financial products for under-represented groups
• Addressing regulatory challenges and advocating for more inclusive financial policies

Tune in for the brilliance and expertise of these inspirational leaders and thought-provoking conversations to help make financial services more open, inclusive and accessible to all. Together, we can #InspireInclusion!

OUR GUESTS:

Kim Gubler launched the governance consultancy KGC associates in 2002 and is an advocate of inclusivity by design to deliver better outcomes for all pensions savers. In 2019, Kim was named Chair of Pensions Administration Standards Association (PASA) and is a professional trustee. Kim is also a Fellow of the PMI and Pensions Advisory Service.

Jackie Boylan is the Global Head of Investor Servicing for Fidelity International. Passionate about contributing beyond her day job, she has been the Executive Co-Sponsor of Global Gender Balance, and sat on the Global Diversity and Inclusion Council. She also forms part of the Global Early Careers Council.

Karen O’Sullivan is Senior Director, EMEA TA Product at BNY Mellon. She joined the company in 2007 and performed a variety of TA management roles before assuming her current role in 2020. Karen is responsible for leading the strategic product evolution for EMEA TA. Karen holds a BComm from University College Cork.

Diversity & Leadership: How can financial services become more inclusive?

Join Gary Sallows, Commercial Director of Target Professional Services & mypensionID, and Jon Hawkins, Principal Consultant and Pensions Specialist at Bravura, as they walk you through their new industry collaboration to facilitate an end-to-end journey to pensions dashboards onboarding.  

Created in partnership with experts from Bravura, its subsidiary Delta Financial Systems, Target Professional Services and its sister company mypensionID, the new coalition brings together all four companies – known internally as the Fantastic Four – to take the stress away from pensions providers ahead of the upcoming regulatory deadlines. 

During the session, Jon and Gary will show you how the process of connecting to the ecosystem is just as easy as data-ready, steady, go, as well as covering off important questions, including: 

• An update on the current regulations and what pensions providers need to do to connect to pensions dashboards
• The importance of data cleansing and how new technology can help take the stress away from firms 
• How the Fantastic Four provides a unique and industry-leading end-to-end solution for pensions providers – covering everything from data cleansing to managing the connection to the PDP’s ecosystem

Finally, Gary and Jon will re-imagine what the future might look like for data management once pensions dashboards are launched to the public and how they’ll become a vital stepping stone on the UK’s march towards a truly open finance ecosystem and all the benefits this can bring.

Your end-to-end journey to Pensions Dashboards onboarding

Roses are red, violets are blue, but when it comes Pensions Dashboards, how do the adviser platforms do?

That’s the topic NextWealth’s Heather Hopkins, and Jon Hawkins, Pensions Specialist at Bravura, will dissect in this free-to-attend webinar, based on a recent survey of 11 major adviser platforms in the UK. 

The topics being discussed will include: 
- What are the top considerations for choosing an ISP?
- What does the future of financial advice look like and how will dashboards transform the sector?
- Data cleansing and an overview of your regulatory requirements and deadlines

As well as discussing the above, both Jonathan and Heather will share insight into what happens after implementation and highlight areas where consumers can expect to see the biggest impact from dashboards when they are available to the public. 

ABOUT THE SPEAKERS

Heather Hopkins is a data and research expert specialising in the UK financial adviser and retail wealth management markets. She is the Managing Director and Founder of NextWealth and also sits on the board of the Mercantile Investment Trust and Orbis Investments UK.

Jonathan Hawkins EPMI is a fintech expert with over 20 years’ experience in the areas of pensions, platforms and business focused technology. His career started in pensions administration with Towers Perrin (now WTW) where he moved to supporting and implementing pensions systems with various key industry players including Xafinity (now XPS) / Equiniti, Aquila Heywood and ITM. Jonathan is the architect leading the Bravura and Delta ISP solution and is part of the software supplier group and the technical working group of the Pensions Dashboards Programme.

Platforms love Pensions Dashboards (Valentine’s Edition)

The myth-busting part of Pensions Dashboards Week was so popular that we’ve decided to do a follow-up event to bust yet more myths around the UK’s pensions dashboards.

In Volume 2 we put some of the most common misconceptions to the test. Watch the recording of this interactive session.

THE SPEAKERS

Angela Bell is Industry Outreach Lead, Pensions Dashboards, The Pensions Regulator.
Angela’s role focuses on working collaboratively with pension schemes, trustees and those who will provide support as they prepare to comply with their dashboard duties. To understand and resolve issues they encounter, and to identify gaps in awareness and understanding of what’s required, by when, and where to go for guidance and support.

Chris Curry was appointed as Principal of the Pensions Dashboards Programme at the Money and Pensions Service in 2019, on a part-time basis. Chris reports into Chair of the Money and Pensions Service, Sir Hector Sants. Chris brings valuable expertise and insight gained in his other role as the Director of the Pensions Policy Institute (PPI), where he continues to work part-time. Chris has worked on important projects, such as the Department for Work and Pensions Auto-Enrolment Review Advisory Group in 2017, where he was co-chair and led on providing advice on the theme of Contributions.

Jon Hawkins EPMI is a fintech expert with over 20 years’ experience in the areas of pensions, platforms and business focused technology. His career started in pensions administration with Towers Perrin (now WTW) where he moved to supporting and implementing pensions systems with various key industry players including Xafinity (now XPS) / Equiniti, Aquila Heywood and ITM. Jonathan is the architect leading the Bravura and Delta ISP solution and is part of the software supplier group and the technical working group of the Pensions Dashboards Programme.

(Vol. 2) Busted! The most common myths around Pensions Dashboards

Have you heard a story about twin brothers trying to trace their pensions? Same employer, same job title, same initials, same birthday. Only the National Insurance Number is... slightly different! Any fuzzy logic treats it as a typo, and we all know what follows next.

But how can we prevent this from happening?

In this webinar, the witty Andre Vermeulen explained just how important making sense of data in Financial Services is. Andre also dwelled into how 'the story of twin brothers' occurs to begin with, and why it is of particular substance, now that all the pensions providers would have to connect to Pensions Dashboards.

Then, Lisa Lyon of mypensionID was in the limelight to talk through the intricacies of data cleansing in preparation for the staging deadlines, what it takes to trace and match individuals correctly, and to prevent fraud.

Tim Williams of FinoComp ensured the smooth running of the session, and that no technical gobbledygook was left unchallenged or unexplained. We packed it all in 45 minutes, and please feel free to register to view the recording.

P.S. Rest assured, ‘war stories’ from Andre's most fascinating past data transformation projects were not kept out!

Big Data, Bigger Cleansing: The Pensions Dashboards Edition

Thursday of #PensionsDashboardsWeek featured an interactive, no-nonsense 'myth-busting' session about Pensions Dashboards, with some of the most knowledgeable industry experts, who addressed the common grey areas flagged by the pensions community. 

Register so that you can watch the recording.

THE SPEAKERS

Angela Bell is Industry Outreach Lead, Pensions Dashboards, The Pensions Regulator.
Angela’s role focuses on working collaboratively with pension schemes, trustees and those who will provide support as they prepare to comply with their dashboard duties. To understand and resolve issues they encounter, and to identify gaps in awareness and understanding of what’s required, by when, and where to go for guidance and support. 

Chris Curry was appointed as Principal of the Pensions Dashboards Programme at the Money and Pensions Service in 2019, on a part-time basis. Chris reports into Chair of the Money and Pensions Service, Sir Hector Sants. 
Chris brings valuable expertise and insight gained in his other role as the Director of the Pensions Policy Institute (PPI), where he continues to work part-time. Chris has worked on important projects, such as the Department for Work and Pensions Auto-Enrolment Review Advisory Group in 2017, where he was co-chair and led on providing advice on the theme of Contributions.

Jon Hawkins EPMI is a fintech expert with over 20 years’ experience in the areas of pensions, platforms and business focused technology. His career started in pensions administration with Towers Perrin (now WTW) where he moved to supporting and implementing pensions systems with various key industry players including Xafinity (now XPS) / Equiniti, Aquila Heywood and ITM. Jonathan is the architect leading the Bravura and Delta ISP solution and is part of the software supplier group and the technical working group of the Pensions Dashboards Programme.

Busted! The most common myths around Pensions Dashboards

Now pause for a moment – and think of Pensions Dashboards... You'll be forgiven if 'compliance' is one of the first words that spring to mind.

In this part of the #PensionsDashboardsWeek, we invited the audience to take a breath and re-imagine pensions for the UK saver. What might the future look like?

This discussion was very insightful, with a lustrious panel of speakers who were there at the start and are now looking ahead to where Pensions Dashboards will help UK consumers in becoming more engaged with their retirement savings.

The industry's greatest minds, including Steve Webb of Lane Clark & Peacock, Tom McPhail of the lang cat, Fiona Tait of Intelligent Pensions joined this thought-provoking discussion. Moreover, we had the visionary Jon Hawkins of Bravura chairing the session.

This online event featured a live Q&A at the end, but if you couldn't attend, feel free to register and view the recording.

ABOUT THE PANEL

Tom McPhail has worked in financial services since 1986 (with a brief foray into electric bikes in 2020). For 18 years, he was Head of Policy and Lead Pensions Spokesman for Hargreaves Lansdown. In 2021, Tom conducted an external review of the Money and Pensions Service on behalf of the DWP. He now works for the lang cat, providing financial services firms with strategic advice on policy issues and PR.

Steve Webb was Minister for Pensions 2010-15.  He implemented major reforms to the state pension system, oversaw the successful introduction of automatic enrolment and played a key role in the new pension freedoms. He was awarded a knighthood in 2017 and is now a partner at consultants LCP.

Fiona Tait (known as @pensionsgirlie) is currently Technical Director and PTS for Intelligent Pensions. With over 30 years in pensions, she is qualified as a Fellow of the Personal Finance Society, and is the current President of the Local Institute of the CII in Edinburgh, as well as a Governor of The Pensions Policy Institute.

Pensions Dashboards: Re-animating pensions for UK savers

Following years of debate, false starts and doomsayers, the legislation requiring pension arrangements to provide savers data via pensions dashboards, materialised in the Pension Schemes Act 2021. Pensions Dashboards will enable individuals to find and view their pension information online, securely and all in one place.

The mission is clear, but what does this mean in practice for Third-Party Administrators (TPAs) and in-house administered Schemes tackling this challenge?

Bringing a wealth of industry knowledge, Lesley Carline of KGC associates presented the latest paper on the pensions community, covering their struggles and aspirations when it comes to Pensions Dashboards. Data security, resources and implementation transpired to be the key themes of the research, and Lesley discussed all in greater detail.

We also had the fantastic James Slevin of Delta Financial Systems on-board to host the webinar.

Even if you missed the live session, please register to view the recording.

Pensions Dashboards Headaches And How To Avoid Them

#PensionsDashboardsWeek started with a bang!

Platforms – what do Pensions Dashboards mean for product development and client journeys?

For this discussion, we invited Heather Hopkins from NextWealth to bring the latest insight from platform research into pensions dashboards. Also, Heather took a sneak peek at the early responses shared directly by industry participants to the Whitelabel Platform Report, touching on examples and concerns around Pensions Dashboards.

During this live session, the audience were able to ask questions about your peers’ views, challenges and opportunities that Pensions Dashboards might bring.

And of course, our wonderful Emma Napier hosted the session. When these two come together, indeed – expect the unexpected!

ABOUT THE SPEAKERS

Heather Hopkins – In a career spanning Toronto, Boston, Tokyo and London, Heather is a data and research expert specialising in the UK financial adviser and retail wealth management markets. She is the Managing Director and Founder of NextWealth. Heather is also on the board of the Mercantile Investment Trust and Orbis Investments UK.

Emma Napier – Emma's working life has entered its 3rd decade, and she continues to be amazed at how things have (and haven’t) changed over the years. Emma has a whole heap of experience in-the-thick of the adviser/platform world and, at Bravura, she is able to keep on joining the dots even more with technology driving rapid change. Exciting!

Platforms meet Pensions Dashboards

In this webinar, Lesley Carline, Director of KGC associates, and Jonathan Hawkins, Principal Consultant & Pensions Specialist at Bravura, will introduce the whitepaper entitled ‘Pensions Dashboards are a reality. How prepared are Administrators and Schemes?’

The research looks at how the Third-Party Administrators (TPAs) and in-house administered Schemes are intending to connect with the ecosystem, to gain an understanding of what their considerations, concerns and views are on timelines and whether they will be ready for the launch.

The research focuses on six key questions:
• Will you build, buy or are you undecided?
• What are your top considerations when looking to buy ISP services?
• How many systems/implementations are required to connect?
• What are your top three dashboard worries?
• Schemes and providers have staged data connection windows from April 2023. Do you expect these to stand or slip?
• Do you think you will be able to connect in time?

Join this live session to find out where you stand in the context of your peers. The webinar will feature a live Q&A, but if you can’t attend – please register to receive a recording.

Pensions Dashboards are a reality. How prepared are Administrators and Schemes?

In this educational session, we will be covering the following topics:

- Creating a new client 
- Fact Find 
- Client Action (deleting, merging, restoring client) 
- Document Storage 
- Custom Fields 
- Client Portal  

The webinar will run for approximately 45 minutes, with 15 minutes for Q + A.

We look forward to having you join us!

Introduction to AdviceOS & Fact Find

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