What will we cover?

Offering a pensions dashboard opens the door to a huge range of opportunities for pension providers, banks, and other financial institutions alike.

But, building one is no small task.

We’ll be taking you through the various regulations you’ll need to consider and comply with before you can offer your customers a dashboard.

Key topics:

  • Your FCA Variation of Permission application

    • What do you need to submit?

    • How long will it take?

    • What Post View Services might you offer?

    • Where does Consumer Duty fit into the application?

  • The PDP Design & Data Standards

    • What do the design standards cover?

    • What do the data standards cover?

    • How will this impact the build of your dashboard?

    • How can you comply?

  • Compliant connection to the Central Digital Architecture and Pension Providers

    • How will your users verify their identity?

    • What protocols do you need to follow to allow people to find their pensions?

    • How will you connect to individual pension providers?

    • How will you maintain compliance and security?

If you’re looking to stay ahead of the curve in the evolving Pensions Dashboards landscape, register now for a jam-packed hour of expert insight. 

 

Moneyhub - Employee Benefits

Who is this webinar for?

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

Moneyhub - Employee Benefits

Who's on board?

Sam Seaton - CEO at Moneyhub

Matt Burrell - Product Technical Manager at Standard Life UK

Dave Tonge - Chief Technology Officer at Moneyhub

Amy Lobé - User Experience Designer at Moneyhub

Meet the speakers


Chair

Sam Seaton
CEO at Moneyhub

Sam Seaton is an internationally-recognised fintech pioneer, a thought leader on diversity and inclusion, and a champion of financial wellness, and CEO at Moneyhub. She is passionate about the power of technology to improve financial wellbeing for all and is a Pensions Dashboard Steering Group Member for the Pensions Dashboards Programme.


Speaker

Matt Burrell
Product Technical Manager at Standard Life UK

Matt is a Product Technical Manager at Standard Life, working on their Qualifying Pensions Dashboard Project. Matt joined Standard Life from the ABI where he was a Senior Policy Advisor working on Pensions Dashboards (among other things). He also spent a year on secondment to the Pensions Dashboard Programme.

 

Speaker

Dave Tonge
Chief Technology Officer at Moneyhub

Dave Tonge was one of Moneyhub’s first employees, and instrumental in shaping the direction of the company. He is widely recognised as an Open Banking Pioneer and leading authority on data and financial APIs, having helped develop Open Banking standards in the UK that are now used globally.He is Co-Chair of the Financial-grade API Working Group at the OpenID Foundation, and a member of the Open Savings, Investment and Pensions (OSIP) Steering Group at TISA, The Investing and Saving Alliance. Outside of work, Dave likes hiking with his family and their Alaskan Malamute, Seacole.


Speaker

Amy Lobé
User Experience Designer at Moneyhub

Amy Lobé Professionally nosy, Amy spends her time as a User Experience Designer split between research and design. She currently works at Moneyhub, a financial technology company, hoping to fix the many inefficiencies found in the financial world. A passionate skill-sharer, Amy runs skills exchange workshops to train her colleagues to do a lot of her work for her. She’s never happier than when in front of a group of people sharing what she knows. When not at her desk trying to solve the latest user interface or architecture conundrum, Amy is in her garden with her husband, three cats and three rescued goldfish.