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Report Contents

SECTION 1

PREPARING FOR THE RECORD KEEPING GUIDELINES & AUTO-ENROLMENT

White paper: Examining recent updates to the record keeping guidelines and enforcement timelines

  • Confirmed: Victoria Holmes, Case Team leader for DC, Governance & Administration, The Pensions Regulator

 
White paper: Preparing systems and data for auto-enrolment

  • Confirmed: Richard Tuff, Client Relationship Manager, Mercer

SECTION 2

SPECIAL WHITE PAPER: SPECIFIC DATA AND TECHNOLOGY MANAGEMENT FOR PENSION FUNDS & LIFE INSURERS
This paper addresses the unique approaches to designing a data management policy, administration processes and the employment of technology improvements

  • Confirmed: Grant Denholm, Strategic Client Director, Experian

SECTION 3

THE IMPACT OF TECHNOLOGY ADVANCEMENTS ON DATA IMPROVEMENT

Expert debate: Considerations in re-designing your data management system for data transfer and storage

Moderator:

  • Confirmed: Noel Hillmann, Managing Director, Clear Path Analysis

Panellists:

  • Confirmed: Mark Ashworth, Pensions Director, LawDeb Pension Trustees
  • Confirmed: Rob Hussey, Head of Solutions Delivery EMEA, Mercer

 
White paper: Automating your data management processes: outlining the benefits and challenges

  • Confirmed: Steve McMillan, Pensions Manager, Avon Pension Fund

SECTION 4

SPECIAL ROUNDTABLE: IS IT TIME PENSION MEMBERS SHARED THE PAIN AND PLEASURE OF GOOD DATA MANAGEMENT?
This debate addresses the rationale for building a platform for members to manage and update their own records as well as the prospect of incentives or penalties based on member co-operation

Moderator:

  • Confirmed: Owen Walker, Editor, schemeXpert.com

Panellists:

  • Confirmed: Paul Goodwin, Head of Pensions Marketing, Aviva
  • Confirmed: Simon Kirk, System Projects Manager, Kingfisher Pension Scheme
  • Confirmed: Grant Denholm, Strategic Client Director, Experian

SECTION 5

SPECIAL WHITE PAPER: PREPARING DATA FOR DE-RISKING PROJECTS
This paper focuses on outlining the benefits of preparing member data for de-risking exercises and the considerations involved

  • Confirmed: Emma Watkins, Director of Business Development, Metlife Assurance Limited