Platforms meet Pensions Dashboards

Presented by

Heather Hopkins (NextWealth), Emma Napier (Bravura)

About this talk

#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!

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