Name: SA Talks - The Retail Distribution Review
Start: 2022-06-09T09:00:00Z
End: 2022-06-09T09:00:29.000Z
Location: BrightTALK
Rating: 0

At Bravura, software is at the heart of everything we do. For over 30 years, we have been developing innovative technology that powers some of the world’s leading financial institutions. Discover our services: https://www.bravurasolutions.com/

In the celebration of International Women’s Day 2024, we're delighted to host three of the most influential female leaders in financial services for a no-holds-barred discussion focused on this year’s theme. Chaired by Bravura Women's Network Forum (BWNF) lead Louise Barnes, the session touched on various aspects of inclusivity in Wealth, Pensions and Funds Administration, including:

• How best to promote diversity in leadership
• Creating financial products for under-represented groups
• Addressing regulatory challenges and advocating for more inclusive financial policies

Tune in for the brilliance and expertise of these inspirational leaders and thought-provoking conversations to help make financial services more open, inclusive and accessible to all. Together, we can #InspireInclusion!

OUR GUESTS:

Kim Gubler launched the governance consultancy KGC associates in 2002 and is an advocate of inclusivity by design to deliver better outcomes for all pensions savers. In 2019, Kim was named Chair of Pensions Administration Standards Association (PASA) and is a professional trustee. Kim is also a Fellow of the PMI and Pensions Advisory Service.

Jackie Boylan is the Global Head of Investor Servicing for Fidelity International. Passionate about contributing beyond her day job, she has been the Executive Co-Sponsor of Global Gender Balance, and sat on the Global Diversity and Inclusion Council. She also forms part of the Global Early Careers Council.

Karen O’Sullivan is Senior Director, EMEA TA Product at BNY Mellon. She joined the company in 2007 and performed a variety of TA management roles before assuming her current role in 2020. Karen is responsible for leading the strategic product evolution for EMEA TA. Karen holds a BComm from University College Cork.

Diversity & Leadership: How can financial services become more inclusive?

Join Gary Sallows, Commercial Director of Target Professional Services & mypensionID, and Jon Hawkins, Principal Consultant and Pensions Specialist at Bravura, as they walk you through their new industry collaboration to facilitate an end-to-end journey to pensions dashboards onboarding.  

Created in partnership with experts from Bravura, its subsidiary Delta Financial Systems, Target Professional Services and its sister company mypensionID, the new coalition brings together all four companies – known internally as the Fantastic Four – to take the stress away from pensions providers ahead of the upcoming regulatory deadlines. 

During the session, Jon and Gary will show you how the process of connecting to the ecosystem is just as easy as data-ready, steady, go, as well as covering off important questions, including: 

• An update on the current regulations and what pensions providers need to do to connect to pensions dashboards
• The importance of data cleansing and how new technology can help take the stress away from firms 
• How the Fantastic Four provides a unique and industry-leading end-to-end solution for pensions providers – covering everything from data cleansing to managing the connection to the PDP’s ecosystem

Finally, Gary and Jon will re-imagine what the future might look like for data management once pensions dashboards are launched to the public and how they’ll become a vital stepping stone on the UK’s march towards a truly open finance ecosystem and all the benefits this can bring.

Your end-to-end journey to Pensions Dashboards onboarding

Roses are red, violets are blue, but when it comes Pensions Dashboards, how do the adviser platforms do?

That’s the topic NextWealth’s Heather Hopkins, and Jon Hawkins, Pensions Specialist at Bravura, will dissect in this free-to-attend webinar, based on a recent survey of 11 major adviser platforms in the UK. 

The topics being discussed will include: 
- What are the top considerations for choosing an ISP?
- What does the future of financial advice look like and how will dashboards transform the sector?
- Data cleansing and an overview of your regulatory requirements and deadlines

As well as discussing the above, both Jonathan and Heather will share insight into what happens after implementation and highlight areas where consumers can expect to see the biggest impact from dashboards when they are available to the public. 

ABOUT THE SPEAKERS

Heather Hopkins is a data and research expert specialising in the UK financial adviser and retail wealth management markets. She is the Managing Director and Founder of NextWealth and also sits on the board of the Mercantile Investment Trust and Orbis Investments UK.

Jonathan Hawkins EPMI is a fintech expert with over 20 years’ experience in the areas of pensions, platforms and business focused technology. His career started in pensions administration with Towers Perrin (now WTW) where he moved to supporting and implementing pensions systems with various key industry players including Xafinity (now XPS) / Equiniti, Aquila Heywood and ITM. Jonathan is the architect leading the Bravura and Delta ISP solution and is part of the software supplier group and the technical working group of the Pensions Dashboards Programme.

Platforms love Pensions Dashboards (Valentine’s Edition)

The myth-busting part of Pensions Dashboards Week was so popular that we’ve decided to do a follow-up event to bust yet more myths around the UK’s pensions dashboards.

In Volume 2 we put some of the most common misconceptions to the test. Watch the recording of this interactive session.

THE SPEAKERS

Angela Bell is Industry Outreach Lead, Pensions Dashboards, The Pensions Regulator.
Angela’s role focuses on working collaboratively with pension schemes, trustees and those who will provide support as they prepare to comply with their dashboard duties. To understand and resolve issues they encounter, and to identify gaps in awareness and understanding of what’s required, by when, and where to go for guidance and support.

Chris Curry was appointed as Principal of the Pensions Dashboards Programme at the Money and Pensions Service in 2019, on a part-time basis. Chris reports into Chair of the Money and Pensions Service, Sir Hector Sants. Chris brings valuable expertise and insight gained in his other role as the Director of the Pensions Policy Institute (PPI), where he continues to work part-time. Chris has worked on important projects, such as the Department for Work and Pensions Auto-Enrolment Review Advisory Group in 2017, where he was co-chair and led on providing advice on the theme of Contributions.

Jon Hawkins EPMI is a fintech expert with over 20 years’ experience in the areas of pensions, platforms and business focused technology. His career started in pensions administration with Towers Perrin (now WTW) where he moved to supporting and implementing pensions systems with various key industry players including Xafinity (now XPS) / Equiniti, Aquila Heywood and ITM. Jonathan is the architect leading the Bravura and Delta ISP solution and is part of the software supplier group and the technical working group of the Pensions Dashboards Programme.

(Vol. 2) Busted! The most common myths around Pensions Dashboards

Have you heard a story about twin brothers trying to trace their pensions? Same employer, same job title, same initials, same birthday. Only the National Insurance Number is... slightly different! Any fuzzy logic treats it as a typo, and we all know what follows next.

But how can we prevent this from happening?

In this webinar, the witty Andre Vermeulen explained just how important making sense of data in Financial Services is. Andre also dwelled into how 'the story of twin brothers' occurs to begin with, and why it is of particular substance, now that all the pensions providers would have to connect to Pensions Dashboards.

Then, Lisa Lyon of mypensionID was in the limelight to talk through the intricacies of data cleansing in preparation for the staging deadlines, what it takes to trace and match individuals correctly, and to prevent fraud.

Tim Williams of FinoComp ensured the smooth running of the session, and that no technical gobbledygook was left unchallenged or unexplained. We packed it all in 45 minutes, and please feel free to register to view the recording.

P.S. Rest assured, ‘war stories’ from Andre's most fascinating past data transformation projects were not kept out!

Big Data, Bigger Cleansing: The Pensions Dashboards Edition

Thursday of #PensionsDashboardsWeek featured an interactive, no-nonsense 'myth-busting' session about Pensions Dashboards, with some of the most knowledgeable industry experts, who addressed the common grey areas flagged by the pensions community. 

Register so that you can watch the recording.

THE SPEAKERS

Angela Bell is Industry Outreach Lead, Pensions Dashboards, The Pensions Regulator.
Angela’s role focuses on working collaboratively with pension schemes, trustees and those who will provide support as they prepare to comply with their dashboard duties. To understand and resolve issues they encounter, and to identify gaps in awareness and understanding of what’s required, by when, and where to go for guidance and support. 

Chris Curry was appointed as Principal of the Pensions Dashboards Programme at the Money and Pensions Service in 2019, on a part-time basis. Chris reports into Chair of the Money and Pensions Service, Sir Hector Sants. 
Chris brings valuable expertise and insight gained in his other role as the Director of the Pensions Policy Institute (PPI), where he continues to work part-time. Chris has worked on important projects, such as the Department for Work and Pensions Auto-Enrolment Review Advisory Group in 2017, where he was co-chair and led on providing advice on the theme of Contributions.

Jon Hawkins EPMI is a fintech expert with over 20 years’ experience in the areas of pensions, platforms and business focused technology. His career started in pensions administration with Towers Perrin (now WTW) where he moved to supporting and implementing pensions systems with various key industry players including Xafinity (now XPS) / Equiniti, Aquila Heywood and ITM. Jonathan is the architect leading the Bravura and Delta ISP solution and is part of the software supplier group and the technical working group of the Pensions Dashboards Programme.

Busted! The most common myths around Pensions Dashboards

Now pause for a moment – and think of Pensions Dashboards... You'll be forgiven if 'compliance' is one of the first words that spring to mind.

In this part of the #PensionsDashboardsWeek, we invited the audience to take a breath and re-imagine pensions for the UK saver. What might the future look like?

This discussion was very insightful, with a lustrious panel of speakers who were there at the start and are now looking ahead to where Pensions Dashboards will help UK consumers in becoming more engaged with their retirement savings.

The industry's greatest minds, including Steve Webb of Lane Clark & Peacock, Tom McPhail of the lang cat, Fiona Tait of Intelligent Pensions joined this thought-provoking discussion. Moreover, we had the visionary Jon Hawkins of Bravura chairing the session.

This online event featured a live Q&A at the end, but if you couldn't attend, feel free to register and view the recording.

ABOUT THE PANEL

Tom McPhail has worked in financial services since 1986 (with a brief foray into electric bikes in 2020). For 18 years, he was Head of Policy and Lead Pensions Spokesman for Hargreaves Lansdown. In 2021, Tom conducted an external review of the Money and Pensions Service on behalf of the DWP. He now works for the lang cat, providing financial services firms with strategic advice on policy issues and PR.

Steve Webb was Minister for Pensions 2010-15.  He implemented major reforms to the state pension system, oversaw the successful introduction of automatic enrolment and played a key role in the new pension freedoms. He was awarded a knighthood in 2017 and is now a partner at consultants LCP.

Fiona Tait (known as @pensionsgirlie) is currently Technical Director and PTS for Intelligent Pensions. With over 30 years in pensions, she is qualified as a Fellow of the Personal Finance Society, and is the current President of the Local Institute of the CII in Edinburgh, as well as a Governor of The Pensions Policy Institute.

Pensions Dashboards: Re-animating pensions for UK savers

Following years of debate, false starts and doomsayers, the legislation requiring pension arrangements to provide savers data via pensions dashboards, materialised in the Pension Schemes Act 2021. Pensions Dashboards will enable individuals to find and view their pension information online, securely and all in one place.

The mission is clear, but what does this mean in practice for Third-Party Administrators (TPAs) and in-house administered Schemes tackling this challenge?

Bringing a wealth of industry knowledge, Lesley Carline of KGC associates presented the latest paper on the pensions community, covering their struggles and aspirations when it comes to Pensions Dashboards. Data security, resources and implementation transpired to be the key themes of the research, and Lesley discussed all in greater detail.

We also had the fantastic James Slevin of Delta Financial Systems on-board to host the webinar.

Even if you missed the live session, please register to view the recording.

Pensions Dashboards Headaches And How To Avoid Them

#PensionsDashboardsWeek started with a bang!

Platforms – what do Pensions Dashboards mean for product development and client journeys?

For this discussion, we invited Heather Hopkins from NextWealth to bring the latest insight from platform research into pensions dashboards. Also, Heather took a sneak peek at the early responses shared directly by industry participants to the Whitelabel Platform Report, touching on examples and concerns around Pensions Dashboards.

During this live session, the audience were able to ask questions about your peers’ views, challenges and opportunities that Pensions Dashboards might bring.

And of course, our wonderful Emma Napier hosted the session. When these two come together, indeed – expect the unexpected!

ABOUT THE SPEAKERS

Heather Hopkins – In a career spanning Toronto, Boston, Tokyo and London, Heather is a data and research expert specialising in the UK financial adviser and retail wealth management markets. She is the Managing Director and Founder of NextWealth. Heather is also on the board of the Mercantile Investment Trust and Orbis Investments UK.

Emma Napier – Emma's working life has entered its 3rd decade, and she continues to be amazed at how things have (and haven’t) changed over the years. Emma has a whole heap of experience in-the-thick of the adviser/platform world and, at Bravura, she is able to keep on joining the dots even more with technology driving rapid change. Exciting!

Platforms meet Pensions Dashboards

In this webinar, Lesley Carline, Director of KGC associates, and Jonathan Hawkins, Principal Consultant & Pensions Specialist at Bravura, will introduce the whitepaper entitled ‘Pensions Dashboards are a reality. How prepared are Administrators and Schemes?’

The research looks at how the Third-Party Administrators (TPAs) and in-house administered Schemes are intending to connect with the ecosystem, to gain an understanding of what their considerations, concerns and views are on timelines and whether they will be ready for the launch.

The research focuses on six key questions:
• Will you build, buy or are you undecided?
• What are your top considerations when looking to buy ISP services?
• How many systems/implementations are required to connect?
• What are your top three dashboard worries?
• Schemes and providers have staged data connection windows from April 2023. Do you expect these to stand or slip?
• Do you think you will be able to connect in time?

Join this live session to find out where you stand in the context of your peers. The webinar will feature a live Q&A, but if you can’t attend – please register to receive a recording.

Pensions Dashboards are a reality. How prepared are Administrators and Schemes?

In this insightful webinar, Emma Napier, Head of Proposition at Bravura, speaks to Caroline Naylor-Renn, Chief Operating Officer at 10X Investments, about the evolution of financial advice in South Africa, with references and comparisons to the UK market.

SA Talks: The Evolution of Financial Advice

The Pensions Dashboards Regulations 2022 present the most significant technical change to the UK’s pensions landscape – and we’ve got this! With the deadline fast-approaching, it’s time to get connected. 

Watch our webinar with Jonathan Hawkins, Principal Business Consultant at Bravura, where he will talk you through the challenges, including data security, tight resources and timely implementation, when connecting to Pensions Dashboards.

He will also discuss the key criteria for selecting a future-proof Integration Service Provider (ISP) in today’s ever-evolving digital world.

The webinar covers:
• Regulation and industry needs
• Connecting to Pensions Dashboards – key principles:
 (1) Data security 
 (2) Scalability on the cloud
 (3) Implementation & Integration
• Beyond April 2023: The vision for pensions tech
• Q&A

Secure ISP for Connecting to Pensions Dashboards at Speed

Introducing our latest research, called "Platform evolution from the RDR and beyond: lessons from the UK experience". The research It shows how the regulations brought by the Retail Distribution Review (RDR) have changed the UK platform industry since 2012, whilst also explaining how these might affect the market in South Africa going forward.

Webinar: The future of South African platforms

Some of the topics covered in this webinar include:
- The experience of re-platforming: changes and the adviser' journey
- The use of microservices  
- Data and integration: discussing advisers' experience
- Microservices powering platform migrations 
- How can advisers adopt microservices to evolve individual propositions?

SA Talks - Re-platforming and the adviser journey in South Africa

Software is at the heart of everything we do. We develop innovative technology solutions that power some of the world’s leading financial institutions.

Video: Welcome to Bravura

We are pleased to announce that Bravura has been accredited as “Committed” by City Mental Health Alliance in their annual 'Thriving at Work' Assessment. In occasion of Mental Health Awareness Week, Bravura's Chief Executive Officer, Nick Parsons; Global Chief Operating Officer, Megan Owen; Head of Legal – EMEA, Kate Erman; and our global Mental Health First Aiders, talk about Bravura’s partnership with the non-profit organisation and the importance of asking for mental health support at work.

Video: Bravura on Mental Health Awareness

How have the new regulations brought by the Retail Distribution Review (RDR) changed the UK financial advice market since 2012? How could these changes impact the South African advice industry now? Presented by: Carolyn Erasmus, Country Head for South Africa at Bravura; Kevin Hinton, Director at The Collaborative Exchange; Heather Hopkins, Managing Director at NextWealth and Emma Napier, Business Development at Bravura.

SA Talks - The Retail Distribution Review

Retail Distribution Review

Financial advice

Financial Planning

South Africa

Financial Technology

Financial advisor

financial adviser

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SA Talks - The Retail Distribution Review

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