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From

17 September 2020 08:45

To

10:15

Venue

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mallowstreet University Digital Roundtable: Connected 20s - Pensions in a New Decade of Financial Connectivity

On average people view their bank account 26 times a month via mobile banking and you can now view all your bank accounts in one place through Open Banking.

The government and partners are pushing ahead with the Pension Dashboard(s) with the goal of easily connecting all your pensions through one dashboard.

Over the course of this decade we will increasingly see the connection of finances move out of their silos – so rather than just connect pensions together they will be connected to bank accounts and with the Open Finance Initiative it looks like all your financial products can be connected together.

In this session we will look at some of the opportunities and challenges for Trustees and members presented by the Open Finance revolution and share the experience from Lloyds Banking Group, where Scottish Widows pensions were viewed 106 million times next to bank accounts in 2019 alone.

This morning session is accredited for CPD points by the Pensions Management Institute (PMI) and is exclusively for pension fund decision makers and advisers of Defined Contribution schemes.

Program

Time Description
08:45

Login and Access Meeting

The University Roundtable will take place online via a 'Zoom' meeting (a widely used webcast meeting provider). We will provide further information, including an access link and password to all attendees in advance of the event.
08:55

Welcome and Introductions

09:00

Presentation Robert Cochran, Retirement Expert

In this session we will look at some of the opportunities and challenges for Trustees and members presented by the Open Finance revolution and share the experience from Lloyds Banking Group, where Scottish Widows pensions were viewed 106 million times next to bank accounts in 2019 alone.
10:00

Questions and Close

10:15

End

Speakers

  • Robert Cochran

    Robert leads the Scottish Widows Employer and Employee engagement teams – his team create messages and material for adviser, employer and employee Pension Seminars and Engagement Events. They meet thousands of members each year and talk to them about pensions and because of this Robert is a zealot about simplifying pensions for people. Robert has been the driving force behind Scottish Widows award winning Pension Awareness activity and regularly appears in the media on pension issues.

    Increasingly he and his team are working with LBG digital resources to simplify pensions within broader Financial Wellness for members and Robert has run several industry thought leadership events on this topic with advisers and employers.