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.

As the population ages and more individuals access their pensions, efficient administration is crucial to help members prepare for retirement. Clear communication and strong engagement play a vital role in guiding members on their retirement journey. To enhance engagement and streamline administration, pension administrators must stay informed about the most effective communication strategies and how these approaches can shape the future of pension management.

This session will address:

• How effective engagement with members can cleanse and improve member records
• What communication initiatives boost engagement and best prepare members for retirement
• How best to engage and identify vulnerable members
  

• 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

The pensions administration industry faces significant strain due to limited resources, rising workloads, and the growing need for digital expertise, putting both personnel and operations under pressure. This session will delve into what strategies can be implemented to bridge these gaps, future-proof schemes, and uphold exceptional service standards?

This session will address:

• How to build a business case to justify greater investment from sponsors into administration
• What digital tools are there to streamline services
• How to encourage and support new starters for the industry
• How to prepare for future challenges such as the fallout from the Virgin Media vs NTL case or regulatory developments
  

Pension administration and technology have become intrinsically linked, with the digitalisation of pensions brings both innovation and heightened risks of cyber threats and fraud. At the heart of these concerns are the members, whose pensions are at stake. In an increasingly automated and digital pensions landscape, how can schemes safeguard their members and effectively manage cyber risks?

This session will address:

• How to identify vulnerable members and potential scam risk victims
• Technological innovations to protect member data
• How to best identify risks within your cyber management and build strategies to respond to these risks
• How to create a member experience that builds trust while safeguarding data
  

Data is king! With pension administration facing competing demands and a history of neglected record-keeping, the need for significant data improvement has never been greater. But how can schemes efficiently enhance and maintain high-quality records without excessive costs—while also providing a member experience that drives lasting engagement?

This session will address:

• Why data accuracy matters
• What technological processes are there that can improve member records
• How to improve records in the most proportionate and cost-effective manner
• How to provide an effective member experience, ensuring self-managed records and future accuracy