Pensions Dashboard Summit

26 September 2018

Opportunities, challenges and lessons from abroad – strategic planning for transformation

Summit - Wednesday - 26th September, 2018

8:30AM

Registration

9:00AM

Chair's Welcome

Simon Kew, Director, Financial Advisory - Pensions, Deloitte

9:10AM

How a Pensions Dashboard will transform the UK Pensions Industry (ft. Feasibility Study outcomes, if available)Keynote Interview

  • The roles of a government-backed dashboard and/or third party services
  • Will data compulsion cover all providers and schemes?
  • State pensions and the Dashboard
  • Data requirements – the Pensions Administration Standards Association guide
  • Financial adviser access to client dashboards
  • Implementation – milestones and deadlines
  • The direction of regulation and how the government/industry sees the dashboard evolving

Colin Clarke, Head of Product Policy Strategy, Workplace DC Pensions, Legal & General
Dr Christopher Sier, Former Chair FCA Independent Disclosure Working Group, Independent

9:40AM

Pensions Dashboard to Open Pensions? How could open data act as a disruptor for future products and propositionsKeynote Presentation

  • Attitudes towards data and data sharing are changing
  • Consumers are switching on to data and are demanding digital experiences that match those that they enjoy outside of financial services
  • What are the key elements of future propositions?
  • Artificial intelligence powered by aggregated and categorised data will drive further economies and contact automation

Richard Howells, Director of Insurance, Wealth, Life & Pensions, UK & Ireland, Experian

10:00AM

Where are we now?PANEL DISCUSSION

  • Industry reactions to the feasibility study (if published) – positive and negative points
  • Cost and data implications for businesses
  • Government commitment or industry initiative?
  • Strategic outlook and strategic responses
  • Overall impact on different pensions industry players

Adrian Boulding, Director of Policy, NOW:Pensions
Romi Savova, Founder & CEO, Pensionbee
John Lawson, Head of Policy, Retirement Solutions, Aviva
Tom McPhail, Head of Policy, Hargreaves Landsdowne

10:30AM

Networking Break

11:00AM

International experience of pension dashboardsPanel Discussion

  • Key features of other countries’ approaches to dashboards
  • Interaction with other pensions initiatives (eg auto-enrolment)
  • Industry impact – opportunities and challenges
  • Effect on savings behaviour
  • How dashboards have changed since inception and anticipated future evolution

Anders Lundstrom, CEO, MinPension, Sweden
Michael Rasch, Divisional Director, PensionInfo, Denmark
Titus Sips, Strategy Consultant, APG, Netherlands
Steven Janssen, General Director, Sigedis, Belgium

11:30AM

Implications for the retirement and wider data environmentROUNDTABLE

    The landscape is changing and, like open banking, pensions and accessibility for customers is being revolutionised, but what are the implications?
  • What are the opportunities and threats that the pension dashboard will bring?
  • What are the implications for the wider data environment?
  • Will the pensions dashboard change how we save for retirement?
  • Will pensions dashboard facilitate innovation or unadvised decisions and will advisors remain relevant?

Henry Tapper, Director, FirstActurial
Michael Watkins, Head of Operations, Smart Pensions
Jamie Jenkins, Head of Pensions Strategy, Standard Life Aberdeen
Richard Smith, Independent Pensions Expert
Graham Peacock, Managing Director, Salvus Master Trust
Richard Howells, Director of Insurance, Wealth, Life & Pensions, UK & Ireland, Experian
Girish Menezes, Head of Administration, Premier Pensions

12:00PM

Roundtable Leader Feedback Panel

12:15PM

Where are the bear traps? How secure will data be?Panel Discussion

  • How will pension dashboard(s) establish a secure digital identity?
  • How will this relate to other existing mechanisms like the GOV.UK verify?
  • What are the implications of data under GDPR?

Melinda Riley, Head of Policy & Technical, The Pension Advisory Service
Nick Mothershaw, Director of Fraud and Identity Solutions, Experian

12:45PM

Networking Luch

2:00PM

Governance and Implementing the dashboard? Panel Discussion

  • How will industry and the various government departments work together and make decisions?
  • What might the likely directions in government regulatory framework be?
  • How do you ensure that the dashboard delivers the right solutions for the individual savers and how is this safeguarded?
  • Cost and charges: what is the best way forward?

Ben Piggott, DC Plan Secretary, Royal Mail Defined Contribution Plan
Rob Yuille, Assistant Director, Head of Retirement Policy, ABI
Dr Christopher Sier, Former Chair FCA Independent Disclosure Working Group, Independent
Gregg McClymont, Director of Policy and External Affairs , B&CE, provider of The People’s Pension

2:30PM

The Future link with Open Banking and the wider open data environmentPanel Discussion

  • What are the implications for the wider open data environment?

Daniel Taylor, Director, Trafalgar House
Richard Sunman, Director – Open Banking Solutions, Experian

3:00PM

Consumer Engagement and Communications: the customer experience and distributionROUNDTABLE DISCUSSION

  • Getting it right from Day 1: How will the customer be engaged?
  • Gaining the trust of the consumer through a smooth customer journey
  • Establishing usability and instantaneous security
  • Communicating effectively to the customer through insight.

Sarah Luheshi, Deputy Director, The Pensions Policy Institute
Joe Craig, Writer, QuietRoom
Sue Lewis, Chair, Financial Services Consumer Panel
Dominic Lindley, Director of Policy, New City Agenda
Graham Peacock, Managing Director, Salvus Master Trust
Simon Kew, Director, Financial Advisory - Pensions, Deloitte

3:30PM

Roundtable Leader Feedback Panel

3:45PM

Networking break

4:05PM

Planning your tech and business strategies in readiness for the dashboard and beyondPanel Discussion

  • How will your costs and revenues be protected in the new landscape?
  • How are you addressing the pensions dashboard within your own business models?

Peter Glancy, Head of Policy Development, Scottish Widows
Michael Lightfoot, Group Business Development Director, Aquila Heywood
Kenneth May, Chief Architect, Origo

4:45PM

Knowing the pitfalls from other territories’ use of a pensions dashboardRoundtable Discussion

  • What are the pitfalls in establishing a pensions dashboard?
  • How do you combat the challenge of transparency?
  • How do you solve the problems with legacy systems and data quality?
  • Has the question of how to engage the customer been solved?

Anders Lundstrom, CEO, MinPension, Sweden
Michael Rasch, Divisional Director, PensionInfo, Denmark
Titus Sips, Strategy Consultant, APG, Netherlands
Steven Janssen, General Director, Sigedis, Belgium

5:15PM

Roundtable Leader Feedback Panel

5:30PM

Chair’s closing remarks

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“An excellent balance of hot topics regarding the mobile payments opportunity [and an] effective snapshot of the industry.”

Accomplish Financial

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