The dashboards connection deadline is this autumn, giving small schemes a tight window to achieve the Government’s expectations. The regulations are clear, but for overstretched administration teams, knowing what can be done now, and what can wait, is critical.
Join a panel of industry experts for practical preparation insights and explore a case study from a small scheme that’s already connected.
- Date: Thursday, 26 March
- Time: 10 - 11 am
- Session: Panel discussion, small scheme case study + live Q&A
- Aimed at: Trustees and pension managers of small schemes (100 – 1000 members)
What you’ll gain from this session
This session will help you tackle the practicalities of pensions dashboards connections. You’ll hear:
- What TPR expects from small schemes and how to meet those expectations
- A case study from Fujifilm on their connection process for a small DB scheme section
- Live Q&A with an expert panel, including TPR's Jo Eldridge, Independent Trustee Rekha Owen, and PASA's Pensions Dashboards Working Group chair, Maurice Titley – chaired by Mark Adamson, Lumera.
We hope that you can join us for what will be an illuminating webinar!
The expert panel
Jo Eldridge
Industry Engagement Specialist
The Pensions Regulator
Industry Engagement Specialist, Pensions Dashboards, The Pensions Regulator
Jo's role focuses on working collaboratively with administrators and software providers who are supporting trustees and scheme managers 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.
Rekha Owen
Professional Trustee
Law Debenture
Rekha Owen is an accredited professional trustee and CFA Charterholder. She joined Law Debenture as a Professional Trustee after a 25+ year career in the investment industry, with previous experience in private markets, investment consulting, fiduciary management and financial regulation. Rekha is a Trustee on a diverse range of pension schemes including both DB and DC arrangements, ranging in size from £30milion to £15billion.
Maurice Titley
Commercial Director, Data & Dashboards
Lumera
Maurice plays a key role in ensuring Lumera’s propositions and innovations meet the evolving needs of their clients. Through his deep understanding of technology, financial services regulation, and industry developments he provides consultancy on a wide range of life and pensions data issues. This expertise enables Lumera to continually focus on solutions to support the biggest challenges in the industry.
He also chairs PASA’s Pensions Dashboards Working Group, which provides support to the industry on the implementation process of Pensions Dashboards.
Hosted by
Mark Adamson
Commercial Director, UK
Lumera
Reserve your place today
- When: Thursday, 26 March
- Time: 10 – 11 am
- Session: Panel discussion, small scheme case study + live Q&A
- Aimed at: Trustees and pension managers of small schemes (100 – 1000 members)
