Supporting savers’ decisions: dashboards, advice and guidance

This event will be delivered as a live webinar. Register before bookings close at 17:00 on Friday 18th June 2021. 

Major developments for pension and investment customers are at the start of a new phase, having been many years in the making. Pensions dashboards are written into law and are now in implementation stage, with broader open data initiatives in development and the Government taking forward its digital identity programme. The FCA is seeking solutions on streamlined advice and personalised guidance, and the Money and Pensions Service is preparing to deliver its first Corporate Plan.

The industry has an opportunity to shape these critical changes. This event will hear updates on each and debate our role in supporting them. Delegates will have the opportunity to hear from key public bodies on dashboards, open finance, advice and guidance, feed into policy discussion on emerging issues, debate the industry's role in delivering change in these areas and understand the direction of regulation and market developments.

What will delegates learn?

At the end of this event, delegates will be able to:

• Identify the impact of pensions dashboards on data sharing, including digital ID, open finance and smart data.
• Understand the role of industry in creating Pensions Dashboards, and what the key work strands are to meet the 2023 implementation deadline.
• Describe the challenges and opportunities of expanding the role of advice and guidance.
• Describe the role of MaPS national strategy and how it will help consumers increase their knowledge of pensions and long-term savings.

Confirmed speakers:

• Caroline Siarkiewicz, Chief Executive, The Money and Pensions Service
• Mary Harper, Managing Director, Aviva Financial Advice, Aviva
• Jackie Leiper, Managing Director, Pensions, Stockbroking and Distribution, Scottish Widows
• James Carter, Head of Pension Product & Policy, Fidelity International
• Tim Fassam, Director of Government Relations and Policy, PIMFA
• Richard James, Programme Director, Pensions Dashboards Programme, The Money and Pensions Service
• Sarah Pennells, Consumer Finance Specialist, Royal London
• Sam Seaton, CEO, Moneyhub
• Chris Brooks, Head of Policy, Age UK
• Sanjiva Perera, Managing Principal, Open Finance Lead, Capco
• Yvonne Braun, Director of Policy, Long-Term Savings and Protection, ABI
• Rob Yuille, Assistant Director, Head of Long-Term Savings Policy, ABI