Platforms love Pensions Dashboards (Valentine’s Edition)

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Presented by

Heather Hopkins (NextWealth); Jon Hawkins (Bravura)

About this talk

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.

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