×

Did you know that your web browser is out of date?

To get the best possible experience on our website we recommend that you upgrade to a newer version or alternative web browser. To find out how and why to update your browser, click here.

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 Pensions 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
How Dashboards can increase consumer confidence in their financial future and help them take better decision
Reduce the administrative and cost burden on scheme administrators
Help Trustees better understand the health of their scheme and may even be able to reduce contribution rates


10:05 - 10:35 New European data regulations
Rebecca Morgan, Senior Consultant, ITM Limited & Jonathan Hawkins, Client Development Manager, ITM Limited
Only a little over a year to go until the new General Data Protection Regulation (GDPR) comes into effect. Are you ready? We’ll give you some practical day-to-day help and talk through some specific examples illustrating how and where the new regulation may apply. We’ll also be looking at a case study showing the importance of cybersecurity and the steps you can take to minimise the likelihood and effect of a security breach.


10:35 - 11:05 De-risking and the data journey 
Dave Poulton, Head of Client Services, Legal & General & Frankie Borrell, Business Development Director, Legal & General
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, Independent Consultant & 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
Drawing on content from earlier sessions, Darran and Matt will concentrate on putting what you have heard into a practical data management plan. The plan will not only help you deliver what you need to do over the next 12 – 18 months, but will also look at strategic, risk and governance challenges that you are also likely to come up against. As is ITM’s way it will also be full of examples and practical ideas on implementation to make sure you can deliver.


12:20 - 12:50 Panel discussion 

Panellists

Maurice Titley, Client Director, ITM Limited
Ian McKenna, Director, Finance & Technology Research Centre and Independent Member of HM Treasury Pension Dashboard Steering Group
Louise Sivyer, The Pensions Regulator (TPR)
Lesley Davie, Independent Consultant
Frankie Borrell, Business Development Director, Legal & General


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


13:00 onwards Complimentary lunch and networking