Programme List - Administration Forum 2018


08:30 – 09:00

Delegate registration, coffee and networking

09:00 – 09:05

Chair’s welcome

Jonathan Stapleton, Editor-in-Chief, Professional Pensions

09:05 – 09:30

KEYNOTE: Pensions dashboard

Julie Gillis, Director, Department for Work and Pensions

09:35 – 10:05


Pension transfers

After a surge in DB transfers over the past 12 months, leading to one pension administrator processing £100m of transfers each month, it is worrying that fewer than half of all DB transfers reviewed were deemed suitable by the FCA. This session will consider:


  • The implications of the FCA’s new recommendations
  • Effectively managing the ever increasing number of transfer requests
  • Tackling transfers overseas

Mark Evans, Head of Client Management, Capita Employee Benefits


10:10 – 10:40

Data breach

Research conducted by Xafinity Punter Southall has found that one-in-twelve (over 8%) pensions transfers had been targeted by scammers as they tried to transfer their benefits out of their pension schemes.

  • What do pension scams look like?
  • Pension scam case study.
  • How can Trustees prevent scams occurring?

Darryl James, Pensions Administration Service Manager, Xafinity Punter Southall

10:40 - 11:00

Morning networking break: Caffeine hit

11:00 - 11:30

Getting your work forces attention

Communicating with members can be a real challenge for every employer but with pension freedoms demanding a greater level of engagement making sure your workforce understand what's available has never been more crucial.

  • Dealing with low levels of financial literacy
  • Constructing ‘nudges'
  • Personalising your communication
Lou Harris, Head of Creative Sparks, Capita Employee Solutions


11:35 – 12:05

GDPR - Are you ready?

The new General Data Protection Regulation (GDPR) is the biggest shake-up in European data protection rules in two decades and with only 4 months to go pensions schemes need to make sure they're ready to avoid fines of up to €20m.

  • Where are we now and how far do we need to go?
  • Data mapping: value and practical issues
  • Limits to the legal basis for processing and retaining data
Girish Menezes, Board Director, PASA


12:05 - 12:10

Closing remarks from the chair

12:10 – 13:00

Networking lunch

*please note this programme is subject to change