Lumera is proud to sponsor the Pensions Age Northern Conference on Thursday, 26 June in Leeds – a key gathering for pension professionals across the UK.
We’re excited to contribute to the conversation around pensions dashboards, as the industry moves from planning to real-world implementation. Join us for a practical and forward-looking session that explores what happens when the first saver logs in.
Don’t miss our session at 12:30 – 1pm:
Pensions dashboards: What happens when the first saver logs in?
As dashboards enter the Citizen User Testing phase, schemes and administrators must be ready for real user interactions. In this session, we’ll walk through the journey from a saver’s perspective—illustrating how a single login triggers a cascade of matching, responses, and reporting obligations.
We’ll also unpack the critical reporting requirements tied to dashboards usage, including what schemes need to track, how to report activity, and how regulators are expected to monitor compliance.
Key takeaways:
- Schemes must have robust MI processes in place from day one of User Testing.
- ISPs need to support per-scheme reporting for compliance and breach management.
- Effective use of possible matching can reduce admin burden while meeting regulatory standards.
Speakers:
- Maurice Titley, Commercial Director, Data & Dashboards
- Mark Adamson, Commercial Director, UK
We look forward to connecting with industry peers and helping schemes prepare for dashboards.
