Dashboards Webinar – New PASA guidance to support you with dashboards duties

As we approach the start of the consumer testing phase of the MoneyHelper dashboard, PASA has updated our guidance to support industry with dashboards connections. This session will cover updated guidance on Data Matching Conventions, as well as the Dashboards Toolkit to support provision of pension values, and the areas where the PASA Dashboards Working Group will be focusing its activities over the next 12 months.

What to Expect:

·       Overview of the updated Data Matching Convention guidance and the Dashboards Toolkit content

·       Look ahead to PASA’s focus supporting dashboards over the next 12 months

·       Panel session to take your questions

Speakers:

·       Kim Gubler – PASA President and Webinar host

·       Maurice Titley – Lumera and Chair of PASA Dashboards Working Group

·       Geraldine Brassett – WTW and member of PASA Dashboards Working Group

This webinar is for:

• Trustees
• Scheme managers
• Pension managers
• Administrators
• Dashboards connection providers
• Anyone supporting schemes on their dashboards duties