This webinar is hosted in partnership with:

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Webinar description:

Join Equiniti and PASA to hear about the latest guidance formed from the cross industry GMP Equalisation Working Group on the importance of data. This webinar is essential for any trustee or pension manager who need to understand the following questions;

  • What data do I need for GMP Equalisation?
  • What are the data demands, advantages and disadvantages of the various calculation solutions to deliver pensioner bulk recalculation data? (required whatever the Judgment Method)
  • Is it fair to expect my administrator to hold complete historic data for every pensioner? What can I expect them to reasonably held? Who is doing calculations?
  • Why is anti-franking so significant to the GMPE data demands and who does it affect? Why did it not feature so much in GMP rectification?
  • Should I delay the GMP rectification for GMP equalisation?

The GMP Equalisation Working Group is chaired by the Pensions Administration Standards Association (PASA) through Geraldine Brassett, who leads PASA’s own GMP Working Group. The Pensions Administration Standards Association (PASA), is the independent body dedicated to driving up standards in pensions administration.

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Presenters


Jonathan Stapleton

Editor-in-chief, Professional Pensions

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Jonathan is editor of Professional Pensions and has been reporting on UK occupational pensions since 2001. He has won a number of awards during his career, most recently the SPP Trade Journalist of the Year Award in 2019. He is also holder of the PMI's Retirement Provision Certificate.

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Steve Nicholson

Operations Technical Director at Equiniti

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Steve has been working in pension projects almost exclusively since qualifying as an actuary in 1997 with Hazell Carr. He has led pensions review, discontinuance, buy out, PPF and bulk re-administration project teams. He has spent the last five years focussing in GMP related projects for medium and large schemes. These include MyCSP, Lloyds Bank and a range of other private and public sector schemes. He has overseen over 100 GMP reconciliation and GMP equalisation projects from an administration and technical perspective.

He is on the industry PASA GMP Equalisation (GMPEWG) Sub Group for Data.

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Geraldine Brassett

Chair of the GMP Equalisation Working Group at the Pensions Administration Standards Association

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Geraldine is a Client Relationship Director within Capita Pension and Benefits. As well as providing strategic direction to her own portfolio of large third party administration 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 PASA working group responsible for producing guidance in relation to Guaranteed Minimum Pensions and also the industry wide group on GMP Equalisation.

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