Pensions Dashboards Programme - Status Update and Data Policy Papers
This webinar is an opportunity for the Pensions Dashboards Programme to update the PMI on the progress being made within the Dashboards project. Speakers from PDP and PASA will cover recent policy papers on key data challenges and successes for the programme. Given the current COVID-19 circumstances, MaPS is not asking for industry input at the current time. They would, however, be interested in any informal feedback should members wish to give it.
Attending this webinar will contribute 60-minutes to your CPD accreditation.
RecordedMay 14 202066 mins
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In our keynote session, Paul McGlone and Vanessa Jaeger from Aon, will provide attendees with an overview of the cyber threats facing pension schemes and guidance on what actions trustees and pension managers should be taking to minimise these risks.
The session will address a broad range of issues including understanding and establishing your risk profile, the role of trustees, the reliance on and assessment of third party providers, preparing an incident response plans, regulator expectations and the merits of cyber insurance. It will also provide a framework to bring all of this together into a manageable cyber policy.
Jo Phillips, Director of Research and Innovation, Nest Insight
Today and long into the future, most UK households will feel the financial impact of the coronavirus pandemic. With many experiencing dramatic changes in their circumstances as a result of unemployment, furloughing on reduced income, or loss of self-employed earnings, the pandemic has shone a light on the need for both short and longer term savings.
In this session, Jo Phillips will share insights on UK household income, debt, consumption and savings behaviours before and during Covid-19, and discuss the savings tools and approaches that could support people as they look to recover and rebuild financial resilience. Examples include the sidecar savings model currently being trialed by Nest Insight. Join this talk to find out more about the trial and the unit’s upcoming research.
Laura Andrikopolous, Head of Governance Consulting, Hymans Robertson
Corporates often see one of the benefits of moving to Master Trust as a reduction in the governance burden. But are there risks to a transfer and forget governance strategy?
Hymans Robertson increasingly see their corporate clients setting up Governance Committees to oversee Master Trust participation, holding the provider to account and in some cases, contemplating the little chartered water of a Master Trust to Master Trust transfer.
In this talk they explore how this newer type of DC Governance body differs from the traditional single-trust body and our experiences of how these Committees work in practice.
Paul Day | The Pensions Ombudsman, Tony Attubato | The Pensions Ombudsman
The Pensions Ombudsman (TPO) will be introducing and promoting their volunteer programme and encouraging professionals in the pensions industry to sign up. The volunteer programme is well established and currently has around 200 volunteers from across the pensions industry. Volunteers are a major asset to the TPO. They play an integral role in helping the TPO to resolve informally complaints from the public about their personal pension.
There are a number of benefits to volunteering including, excellent networking opportunities and career development prospects. The training volunteers receive can be used towards their CPD hours. Firms may also incorporate the TPO volunteer programme within their Corporate Social Reasonability (CSR) and/or pro-bono initiatives. For more information, please visit TPO's website.
Pensions and Cyber Risk, Jim Gee - Partner and National Head of Forensic Services at Crowe UK LLP and Visiting Professor and Chair of the Centre for Counter Fraud Studies at University of Portsmouth
Topical DC issues – Callum Stewart, DC Investment Consultant and Responsible Investment Specialist at Hymans Robertson
Andrew Cheseldine and Nathan Robinson (NW regional chair)
The “Chinese puzzle”
No, not Covid (or at least, not just Covid) but “May you live in interesting times”.
On the assumption we think there will be a future (certain political leaders seem quite keen to pick a fight at the moment), how should we save for our future retirement?
We face increasing volatility in world investment markets along with uncertainty in healthcare, employment and politics. How do we protect our members against:
• Market volatility driven by Covid
• Trump v China (and anyone who isn't Trump) antagonism
• The decimation of the hospitality and retail sectors
• A no-deal Brexit
• Potential pressure on interest rates
• Not to mention tax policies?
But before we decide to put all our money under the mattress, what would be the downside of no exposure to markets and can we afford to take that risk?
What can we learn from historic volatility without just locking ourselves away for a few years?
When asked, 57% of board members recognised that there was room for improvement in the management of their board meetings. Is digitalisation of board meetings the answer?
To find out we ask a PMI member who has implemented this change! So, if you would like to learn how the digitalisation of your board meetings can improve its overall effectiveness, join Robert Barham-Brown, OnBoard Solution Expert and Kaushik Shah Pensions Trustee on 22 September, at 1pm BST for a live webinar. Kaushik will share his experience with Robert of pre and post digitalised board meetings.
Maintaining resilience and mental wellbeing in a high-performance culture: Thriving whilst working remotely
Year on year, our Annual Lecture have brought the industry together to discuss thought-provoking and challenging ideas about what the future might hold, not just for the industry but for society as a whole. Our speaker for 2020 is, John Binns, a mental health advocate who will be delivering a speech on ‘Maintaining mental wellbeing: thriving and surviving in a pressurised world’.
Lesley Carline, President, PMI | Gareth Tancred, Chief Executive, PMI | Jonathan Watts-Lay, Director, WEALTH at work
The PMI is delighted to announce the launch of a new retirement focused financial education service to help employees and pension scheme members understand how to make the most of their lifetime savings and benefits. This unique educational programme is supported by WEALTH at work, a specialist provider of financial education and guidance in the workplace.
Join Gareth Tancred, Chief Executive, PMI, Lesley Carline, President, PMI and Jonathan Watts-Lay, Director, WEALTH at work to find out how RetirementMatters can help you strengthen your financial future.
Pensions Dashboards Programme - Status Update and Data Policy PapersLesley Carline, PMI | Richard Smith, PDP | Chris Curry, PDP | Chris Connelly, PASA[[ webcastStartDate * 1000 | amDateFormat: 'MMM D YYYY h:mm a' ]]66 mins