The pensions industry is rightly cautious about AI, but should we be running away from this world-changing technology? What if we could take a step forward – safely, effectively, and with the right safeguards applied? In this session, we’ll focus on how AI can support pensions data projects, from improving data quality to preparing for migrations and endgame. With expert insight and real examples from our in-house testing, we’ll explore how to deploy AI prudently, with essential human oversight enhancing its impact. Featuring an AI specialist and two pensions data experts, this session will cut through the hype to show you what AI can really do – and how to use it safely.

Key takeaways:

• Human + AI = Better outcomes – Discover how to apply AI in pensions with clear boundaries, expert input, and a human touch.
• Achieving trustworthy data – Understand how AI can support data quality and readiness for schemes approaching endgame, planning migrations, or upgrading their BAU data processes.
• Real-world lessons and insights – Learn about our development of AI tools and how we ensure they’re safe, reliable, and beneficial to the industry.

• Accurate Data - Understanding different interpretations of accurate data, and how to achieve and maintain it.
• Data Preparation for Buy-Out - How checking, verifying and improving data will help trustees navigate Buy-Outs and achieve the best possible price.
• Pensions Dashboards & Security - Why accurate and secure data is essential from a cost, resource and compliance perspective.
• Member Data - How secure is your data, and how can you best protect it in the new digital age. Achieving and maintaining accurate data

No session is scheduled in this stream at this time. Please attend a session in one of the other three streams.

As the population ages and more individuals access their pensions, efficient administration is crucial to help members prepare for retirement. Additionally, administrators will be looking after more people in receipt of their pension, and ultimately those people’s spouses and dependants. Clear communication and strong engagement play a vital role in guiding members journey into and through retirement. To enhance engagement and streamline administration, pension administrators must use a combination of technology and empathy.

This session will address:

• Engaging with members before, and during, their move into retirement
• What does good engagement mean for the increasing number of people in retirement?
• Technology v’s empathy – they don’t have to be mutually exclusive

With 2025 seeing the start of wider industry connection to the dashboards ecosystem it is integral to stay on top of the key Dashboard developments. Hear from the Pensions Dashboard Programme for a detailed progress update alongside insights from the connection of the first cohort of participants.

This session will address:

• What has been the connection experience for the first cohort of connection participants
• How to prepare for connection and what are the challenges to look out for
• What can schemes do to overcome these challenges