From data to display:
Operating across the pensions dashboards ecosystem

WEBINAR REPLAY

How are firms delivering across different, and sometimes multiple areas of the ecosystem? How can we ensure all parties are working effectively together in order to deliver dashboards to consumers?

Moneyhub - Employee Benefits

Who's on board?

Lisa Gotsinas - Head of Digital Product Management – Workplace Savings at L&G

Richard Smith - Independent Pensions Dashboards Consultant, Volunteer Chair of the Dashboard Operators Coalition

John Parker (host) - Sales Director - Pensions & Wealth at Moneyhub


Who is this for?

This session is for people involved or interested in becoming a Pensions Dashboard Provider.

What will we cover?

The first pensions dashboards connection deadline is just a few months away, with providers connecting in beta right now.

To make dashboards work, multiple parties and technical services need to be connected. The pensions dashboards ecosystem encompasses dashboards themselves, find and view interfaces, the central digital architecture, and multiple data providers. 

Parties involved include: 

  • Government Bodies and Regulators like the Financial Conduct Authority (FCA), Pensions Dashboards Programme (PDP) and Department for Work and Pensions (DWP)

  • Data suppliers/Integrated Service Providers (ISPs)

  • Data displayers - MaPS and and providers offering their own Qualifying Pensions Dashboard Services (QPDS) ie L&G, Standard Life, Aviva, Scottish Widows as well as additional (P)DOC members

  • Individual consumers who will use a QPDS (or the MoneyHelper dashboard from MaPS)

 

Meet the speakers

 

John Parker
Sales Director - Pensions & Wealth at Moneyhub

John boasts two decades of experience in the life, pensions, and wealth sectors, with a strong focus on technology. He has held the position of Sales Director at CTC Pensions Technology and Iress Wealth, bringing his expertise and strategic vision to each role.

Currently, John serves as the Sales Director at Moneyhub. In addition to his corporate roles, John is a practising Independent Financial Advisor (IFA), specialising in retirement advice through his own practice, which he established in 2020.

Richard Smith
Independent Pensions Dashboards Consultant, Volunteer Chair Dashboard Operators Coalition - Pensions

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 a repository of everything published about pensions dashboards since 2014.

Lisa Gotsinas
Head of Digital Product Management – Workplace Savings at Legal & General

Passionate about great, simple digital experiences, Lisa works tirelessly to ensure L&G's customers' needs are always considered at the very heart of the Product Management software delivery teams that Lisa leads.

She has spent 20+ years working across a variety of disciplines all in the pursuit of high-quality IT solutions. The past 7 years have been spent at Legal & General working on the digitisation of the full range of member-facing Financial Services products (DC pensions, DB pensions, investment savings, annuities, life insurance and household insurance) across a fast-growing customer base with increasingly high-expectations surrounding security, compliance, simplicity & ease.