Tue 12 Jul 2022 - As the industry prepares for Pensions Dashboards, we have lined up a specialist panel who is at the heart of the ongoing work in this area. Hear the latest developments, future proposals and have the opportunity to put forward your questions to our speakers.
Director of the Pensions Policy Institute
Chris originally joined the Pensions Policy Institute in 2002 as Research Director, where he managed the research programme and wrote and presented many research reports. These reports analysed pensions (including state, private, and public sector), pension reforms, and other provision for retirement income.
In 2013 Chris became Director of the PPI where he has overall strategic responsibility for the management and operation of the institute. In 2019, he was appointed Principal of the Pensions Dashboard Programme at the Money and Pensions Service. This is on a part-time basis alongside his role at the PPI.
Chris was appointed as one of the three co-chairs for the 2017 Department of Work and Pensions automatic enrolment review. The review considered the success of automatic enrolment and explored ways that the policy could be further developed. Chris led on providing advice on the theme of contribution. He was also a member of the Joint Expert Panel that examined the valuation of the Universities Superannuation Scheme in 2018 and 2019. Chris is an Honorary Fellow of the IFoA.
Providing legal advice on Pensions Dashboards at Sackers
Katy is an associate directors at Sackers, where she has been advising trustees and employers on a wide range of general pensions issues for over 10 years. At the beginning of this year she moved over to the firm’s know-how team, focusing on keeping clients and her colleagues up to date on the latest pensions developments. She has a particular interest in dashboards, sitting on the firm’s dashboard group, and was responsible for putting together Sackers’ response to the recent dashboard consultation.
Leading administration work on Pensions Dashboards at Capita
Geraldine is a Client Relationship Director within Capita’s Pension Pillar.
As well as being accountable for service delivery and strategic direction for her own small portfolio of large third party administration clients, Geraldine is also responsible for the overarching data solution that is available to our clients. Geraldine also provides support on broader client initiatives such as the analysis, client impact and implementation of legislative and market changes.
Geraldine has a wide experience of all aspects of administration from both an in house and third party perspective and has extensive technical knowledge and practical experience covering benefits delivery, governance and management.
Geraldine is an FPMI. She chairs the industry-wide Guaranteed Minimum Pension (GMP) Equalisation Working Group and also the PASA working group responsible for producing guidance in relation to other GMP related matters. Geraldine is also a member of the PASA Pensions Dashboard Working Group.
Chair of the Joint Industry Forum on Pensions Dashboards
Paul McGlone is an actuary and a Partner at Aon, where he has worked for over 30 years. His primary role is advising trustees of DB pension schemes, but alongside that he leads Aon’s team providing advice on cyber resilience to pension schemes, and is part of Aon’s team dealing with the implementation of pensions dashboards. Paul is former President of the Society of Pension Professionals, sits on PLSA’s Policy Board, and chairs the Joint Industry Forum subcommittee on pensions dashboards.