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Improving member communication, managing bereavement claims, combatting fraud and Dashboard readiness

Schemes and their administrators have rightly received much praise for ensuring that pensions have continued to be paid in full and on time during an unprecedented period of disruption. Yet, despite the hard work of many across the industry, the last few months have exposed challenges with existing administrative processes. This, coupled with the uncertainty of potential future disruption and the fact that they will have to be ‘Dashboard ready’ by 2022, has prompted many schemes to accelerate their digital strategies and reinvent how they interact with members.

This webinar will ask whether accelerating digital strategies, driven by the dramatic shift in operating conditions, could provide a quantum leap for the pensions industry that enables improved services for members, increased security against pension scams and ensures data is prepared for the Dashboard deadline. It will look at how schemes communicate with members, reconnect with those who have ‘gone away’, manage bereavement claims and defend themselves – and their members – against fraud and ask how moving to a digital strategy can transform these processes for the benefit of all concerned.

The panellists will provide insight on how trustees and administrators can catalyse this transformation by getting the fundamentals right, ensuring their data is in order for the move and overcoming old habits to improve processes and provide a better member experience.

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.


Girish Menezes

Head of pension administration at Premier Pensions Management

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Girish Menezes is head of pension administration at Premier Pensions Management, board director of the Pensions Administration Standards Association and member of the Advisory Council of the Pensions Management Institute. He has wide ranging experience in both administration operations and pensions technology with recent projects including an award-winning integrated pensions educational portal, a flexible drawdown solution and an auto enrolment workforce assessment tool. Menezes is a regular contributor to the pensions press on administration and technology issues and has a Masters in Management from the London Business School.


Luke Davies

Senior business development manager at LexisNexis Risk Solutions

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Luke Davies is a Senior Business Development Manager the Pensions Team at LexisNexis Risk Solutions. With a legal background in Pensions, Luke helps Life Insurance & Pensions businesses harness their data to make intelligent decisions and effectively manage risk. Having worked as a pension solicitor for Baker & McKenzie and Eversheds earlier in his career, Luke brings technical experience and industry expertise to the partnerships he manages LexisNexis® Risk Solutions.

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Neil Brady

Director of administration at RPMI

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Neil was previously owner director at Craigowan Consulting, working with Equiniti to support their Data Solutions Business. Neil has a career spanning over 20 years within financial services. This has seen him take on senior roles with Capita running Teachers Pensions Operations, Partnership Assurance and Barclays Bank.

Neil joined RPMI in July 2019 to take up the role of running RPMI’s Rail Administration activity across the Railways Pension scheme, he says his role is to “Build a family where everyone is looked after and treated as individuals allowing us to provide a caring, personalised and meaningful experience for everyone”.

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Richard Clark

Commercial director at Origo

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Richard has been Commercial Director at Origo for around nine years now. Richard is responsible for leading the sales & marketing function, which includes developing new business opportunities as well as delivering growth across Origo’s range of industry services. His team are the first port of call for customers looking to join Origo’s award-winning services.

Prior to joining Origo, Richard gained a good deal of experience in the financial services sector, leading commercial teams in a number of the industry's well recognised organisations including Lloyds Banking Group, Tesco Bank, Sainsbury's Finance, Scottish Widows and Standard Life. He is also a qualified Chartered Marketer.

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