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How can a PMI member digitise their board meetings?

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.
Recorded Sep 22 2020 46 mins
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Presented by
Robert Barham-Brown & Kaushik Shah
Presentation preview: How can a PMI member digitise their board meetings?

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  • Determining the correct administration requirements for your scheme Nov 4 2020 11:00 am UTC 45 mins
    Kim Gubler, Chair, PASA
    • What schemes need to be looking at now
    • What PASA is currently looking at
    • DB automation and web, no matter the size
    • How the ‘digitally disengaged’ benefit from pens tech
    • Integrated vs integral administration systems
    • How STP and direct debits can improve DC administration
    • Hierarchy of needs for digital administration
  • Welcome address & Keynote speech Nov 4 2020 10:00 am UTC 45 mins
    Lucy Stone, Policy Lead, The Pensions Regulator
    TPR's expectations of administrators - and their plans for the future
    - Challenges facing employers, providers, advisers and service suppliers in response to technological development
    - Using the data for early detection of risk and mitigation
    - What will administration look like in 5 years’ time?
  • Project Bloom panel discussion Recorded: Oct 22 2020 92 mins
    Charlotte Jackson, Michael Broomfield, Margaret Snowdon & James Collins
    A person’s pension is one of their most valuable assets and for many it offers financial security. But, like anything valuable, a pension can become the target for illegal activities. In the current Covid-19 climate, the potential for increase pension scams and the need to help members to understand these risk has become even more important.

    Hear from Project Bloom member, including speakers from The Pensions Regulator (TPR), Pensions Scams Industry Group (PSIG) and the Money and Pensions Service (MaPS) on current trends affecting pensions, initiatives aimed at combating pension scams, and how the sector and industry can work with the group to help members.
  • Cybersecurity - Legal perspective Recorded: Oct 22 2020 41 mins
    Lorna Doggett | Eversheds Sutherland
    It is a refresher of the legal rules relevant to reporting cyber breaches to the ICO TPR and members of the pension schemes plus the latest on the regulatory approach to enforcement during lockdown.
  • How pensions organisations can protect themselves against cybercrime Recorded: Oct 22 2020 47 mins
    Jim Gee | Crowe
    Introduction
    The nature of Cybercrime – phishing, ransomware, dark Web
    From the general to the specific
    The extent of cybercrime and its impact in the pensions sector
    What pensions schemes and administrators can do to protect themselves
  • Overview of the cyber threats pension schemes face Recorded: Oct 22 2020 58 mins
    Vanessa Jaeger and Paul McGlone | Aon
    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.
  • PMI NW regional group webinar - An update on the bulk annuity market Recorded: Oct 14 2020 38 mins
    Nathan Robinson (NW Regional Chair), Simon Daniel and Stephen Purves
    An update on the bulk annuity market
    • Review of the year to date
    • Impact of Covid-19
    • Practicalities of transacting in volatile market conditions
    • Outlook for the rest of this year and beyond
  • Panel Discussion: Switching to Master Trust - Risks & Rewards Recorded: Oct 9 2020 61 mins
    Lesley Alexander, Alan Pickering, Rav Anish & Helen Ball
    What is the real value for money proposition? Are MTs a flawless solution for the industry?

    What are the risks to existing trustees in terms of maintaining their independence and obligations to scheme holders?

    With various providers now offering Master Trusts services. What are the key considerations for schemes considering working with a Master Trust service provider?
  • 2020 a significant year for DC and Master Trusts Recorded: Oct 9 2020 43 mins
    Stuart Murphy, Head of DC Client Management, Legal & General Investment Management
    Considering the impact of Covid-19 including the successes, challenges and what the future holds for DC and Master Trust.
  • Improving financial resilience for defined contribution savers Recorded: Oct 9 2020 44 mins
    Jo Phillips and Mark Rowlands, 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 and Mark Rowlands 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.
  • ESG and sustainability: a trustee's journey - A personal reflection Recorded: Oct 9 2020 45 mins
    Mark Thompson, Investment Consultant
    Mark Thompson has been involved in pension investment for well over 30 years and has been an innovator in the application of ESG to DC investment management. Lesley Alexander, Vice President, PMI will ask Mark to discuss from a personal perspective how he has seen ESG evolve over time, his views on regulatory change and practical applications of ESG that could be useful to PMI members who are on their own ESG journey.
  • Moving to Master Trust – the end of your governance responsibilities? Recorded: Oct 9 2020 61 mins
    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.
  • Update from the PMI DC Master Trust Group Recorded: Oct 8 2020 48 mins
    Mark Baker, Lesley Carline, Maiyuresh Rajah & Graham Peacock
    TBC
  • Legal best practice when transferring a scheme to a DC Master Trust Recorded: Oct 8 2020 46 mins
    Paul Lawrence, Managing Associate (Pensions), Linklaters LLP
    A talk focussing on the good and “not so good” aspects we have seen in terms of the legal documentation and process when transferring a scheme to a DC Master Trust.
  • Panel Discussion: Administration & communications challenges during COVID-19 Recorded: Oct 8 2020 58 mins
    Mark Baker, Tim Phillips, Caroline Hopper & Louise Sivyer
    How Robust has the Master Trust model faired. Have any cracks started to show?
  • The Pensions Ombudsman volunteer programme – making a difference Recorded: Oct 8 2020 61 mins
    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.
  • How to achieve better outcomes for scheme members by embracing technology. Recorded: Oct 8 2020 47 mins
    Paul Goodwin & Roger Breedon, Mercer
    Increasing the relevance of retirement savings by bringing them into the same picture as an individual’s current accounts and credit card debt, mortgage and property value.

    Helping your members make better financial decisions for their today and their future.

    Case study on the recent launch of Mercer Money and its impact for employers and employees.
  • Welcome address & Keynote speech Recorded: Oct 8 2020 46 mins
    Lesley Alexander & Dr Christopher Sier
    More details coming soon
  • Pensions, Cyber Risk and topical DC issues Recorded: Sep 30 2020 85 mins
    John Wilson, Spence and Partners
    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
  • Setting the scene Recorded: Sep 29 2020 32 mins
    Lesley Alexander | PMI
    Essential Jargon
    Parties involved in pension schemes
    Types of Trustees
Pensions insight and learning
A channel for pensions professionals, offering industry insight and lifelong learning to our members and the wider industry.

The PMI is the largest professional body for pensions professionals in the UK.

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  • Title: How can a PMI member digitise their board meetings?
  • Live at: Sep 22 2020 12:00 pm
  • Presented by: Robert Barham-Brown & Kaushik Shah
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