Programme

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Chair's introduction and opening remarks

Jonathan Stapleton, Editor, Professional Pensions

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Keynote: Administration and data - a conscious uncoupling?

What does the future of pensions administration and data need to look like? The two go hand-in-hand and will always be inextricably linked. But there is growing evidence that a conscious uncoupling may bring the best outcomes for members, trustees and providers, whilst creating room for innovation and specialism to bring real progress.

Matt Dodds, Director, ITM

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Networking break
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GMP Equalisation

Guaranteed minimum pension (GMP) equalisation has soared to the top of pension schemes' to-do lists, with 58% stating it is a priority project. Yet, most schemes haven’t yet chosen a GMP equalisation method and are awaiting further guidance and legal clarifications. Things are, however, becoming clearer and the GMP Equalisation Working Group has begun to publish guidance to help schemes resolve the issue. This session will look at where we are now with GMP Equalisation and look at the admin and data steps schemes need to take to complete the project.

Geraldine Brassett, Client Relationship Director, Capita

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The Pensions Dashboard: An update

The government has committed to introduce the pension dashboard within the coming four years. As part of this, all pension schemes will need to make data available in a set format for inclusion. This is no mean feat, as pension scheme data is not always complete, accurate or in easily accessible systems so much work will be needed to get scheme data dashboard ready. This session will assess the administration and data work schemes need to do to become ‘dashboard ready’ - looking at the dashboard data standards, the impact of the Covid-19 pandemic on the roll out, and the administration practicalities of the pension dashboard.

Chris Curry, Principal, Pensions Dashboard Programme

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Panel discussion: The flight to quality

For many schemes, administration has been seen as a cost to be managed downwards. Yet, as issues such as Freedom and Choice, GMP Equalisation and data quality come to the fore, an increasing number of schemes are deciding cheapest isn’t necessarily best and are looking to pay more for their admin. In this session, our panellists will discuss what best in class admin looks like and what the future holds for data quality.

Kim Gubler, Chair, PASA
Barry Mack, Director, Muse Advisory
Maurice Titley, Chief Innovation Officer, ITM

Chair: Holly Roach, Correspondent, Professional Pensions

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Closing remarks

Jonathan Stapleton, Editor, Professional Pensions

Please note: programme is subject to change