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Agenda

08:30 – 09:00 Registration and refreshments


9:00 - 9:05 Chair’s welcome and opening remarks
Margaret Snowdon, OBE 


9:05 - 9:35 Update by the Regulator
Louise Sivyer
, The Pension Regulator (TPR)
TPR’s view on why having good data matters, and what we’re doing to encourage trustees and managers to engage with their administrators and improve standards of record keeping.


9:35 - 10:05 How Pensions Dashboards will become a key component of your benefits strategy 
Ian McKenna, Director - Finance & Technology Research Centre and Independent Member of HM Treasury Pension Dashboard Steering Group


10:05 - 10:35 New European data regulations
Rebecca Morgan, Senior Consultant, ITM Limited & Jonathan Hawkins, Client Development Manager - ITM Limited
The biggest reform in data protection law in two decades is currently taking place with the new General Data Protection Regulation (GDPR) coming into effect in little over a year in May 2018. What do you need to do to prepare? Are you ready? We talk you through the process in 12 easy steps, reflecting on the ICO’s guidance and discussing the issues specific to pension schemes.


10:35 - 11:05 De-risking and the data journey 
Dave Poulton, Head of Client Services - L&G & Frankie Borrell, Business Development Director - L&G
Dave and Frankie will examine pension scheme data in the context of de-risking through a bulk annuity. They’ll examine why data is so vital to insurance providers, what are the key things insurers look for and when is the best time to undertake a review of your pension scheme’s data as you approach the insurance market. Their talk will also cover data considerations following a successful transaction and how any interaction with your members is effectively managed.


11:05 - 11:25 Coffee break


11:25 - 11:55 Make the cost of improving data pay for itself 
Lesley Davie, Interim Pension Projects Manager & Maurice Titley, Director - ITM Limited
Rather than discuss data generally, they will focus on key areas where good quality data management enables trustees to reap the benefits of improved member service, communication and engagement. At the same time this can reduce operating costs, errors, and the risk of fraud, as well as removing key barriers to objectives such as liability reduction programmes.


11:55 - 12:20 How to navigate the perfect data storm
Matt Dodds, Senior Consultant - ITM Limited & Darran Blount, Director - ITM Limited


12:20 - 12:50 Panel discussion - Panel details to follow

Panellists

Maurice Titley
Ian McKenna
Louise Sivyer
Lesley Davie


12:50 - 13:00 Chair’s closing comments


13:00 onwards Complimentary lunch and networking