How to build a Pensions Dashboard

Offering a pensions dashboard opens the door to a huge range of opportunities for pension providers, banks, and other financial institutions alike.

Chair

Sam Seaton
CEO at Moneyhub

Sam Seaton is an internationally-recognised fintech pioneer, a thought leader on diversity and inclusion, and a champion of financial wellness, and CEO at Moneyhub. She is passionate about the power of technology to improve financial wellbeing for all and is a Pensions Dashboard Steering Group Member for the Pensions Dashboards Programme.

Speaker

Matt Burrell
Product Technical Manager at Standard Life UK

Matt is a Product Technical Manager at Standard Life, working on their Qualifying Pensions Dashboard Project. Matt joined Standard Life from the ABI where he was a Senior Policy Advisor working on Pensions Dashboards (among other things). He also spent a year on secondment to the Pensions Dashboard Programme.

Speaker

Dave Tonge
Chief Technology Officer at Moneyhub

Dave Tonge was one of Moneyhub’s first employees, and instrumental in shaping the direction of the company. He is widely recognised as an Open Banking Pioneer and leading authority on data and financial APIs, having helped develop Open Banking standards in the UK that are now used globally.He is Co-Chair of the Financial-grade API Working Group at the OpenID Foundation, and a member of the Open Savings, Investment and Pensions (OSIP) Steering Group at TISA, The Investing and Saving Alliance. Outside of work, Dave likes hiking with his family and their Alaskan Malamute, Seacole.

Speaker

Amy Lobé
User Experience Designer at Moneyhub

Amy Lobé Professionally nosy, Amy spends her time as a User Experience Designer split between research and design. She currently works at Moneyhub, a financial technology company, hoping to fix the many inefficiencies found in the financial world. A passionate skill-sharer, Amy runs skills exchange workshops to train her colleagues to do a lot of her work for her. She’s never happier than when in front of a group of people sharing what she knows. When not at her desk trying to solve the latest user interface or architecture conundrum, Amy is in her garden with her husband, three cats and three rescued goldfish.

Advice Guidance Boundary Review

Closing the Advice Gap

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Hosted by

Vaughan Jenkins (Moneyhub)
Lavanya Menon (Lloyds Banking Group)
Adam Price (Octopus Money)

Financial services get smart

Open Finance + Consumer Duty = greater innovation

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Hosted by

Vaughan Jenkins (Moneyhub)
Lavanya Menon (Lloyds Banking Group)
Adam Price (Octopus Money)

What do consumers expect from Pensions Dashboards?

What the PDP and FCA standards don’t tell you…

Meet the speakers

Chair

Sam Seaton
Moneyhub CEO

Sam Seaton is an internationally-recognised fintech pioneer, a thought leader on diversity and inclusion, and a champion of financial wellness, and CEO at Moneyhub. She is passionate about the power of technology to improve financial wellbeing for all and is a Pensions Dashboard Steering Group Member for the Pensions Dashboards Programme.

Speaker

Alastair Reed
Principal Policy Adviser, Money at Which?

Alastair Reed Alastair manages a team of public policy advisers working across personal finance to tackle consumer harm by making life simpler, fairer and safer for everyone. He represents UK consumers with policymakers and industry, and sits on various advisory groups. Alastair is also a trustee for Which?’s two pension schemes. Before joining Which?, he held policy roles with a professional body, a think tank and in the UK parliament.

Speaker

Chris Curry
Principal, Pensions Dashboard Programme at MaPS

Chris Curry was appointed as Principal of the Pensions Dashboards Programme at the Money and Pensions Service. He brings valuable expertise and insight gained in his other role as the Director of the Pensions Policy Institute (PPI). Chris has worked on important projects, such as the Department for Work and Pensions Auto-Enrolment Review Advisory Group in 2017, where he was co-chair and led on providing advice on the theme of Contributions.

Speaker

Richard Smith
Independent Pensions Dashboards Consultant at PLSA & Moneyhub

Richard Smith has been a pensions professional for 35 years, latterly focusing solely on pensions dashboards. Having led the development of the Pensions Dashboards Data Standards in 2020, Richard is now PLSA’s specialist Pensions Dashboards Consultant; he chairs the PASA Dashboards Saver Experience Group, and is advising Moneyhub on becoming a white-label dashboards provider. His independent dashboards blog (DashboardIdeas.co.uk) is approaching its 9th birthday and is a repository of everything published about pensions dashboards since 2014.