ITM - Independent Data Consultants - A Lumera Company

We’re pleased to see the Pension Minister’s statement today, reaffirming the Government’s commitment to savers through the Pensions Dashboards initiative and connection timetable. We’re proud that our Pension Fusion ISP will support over 50% of UK schemes for Pensions Dashboards, and we’re ready to help those still preparing for onboarding to ensure they meet their connection dates.   We’ve long highlighted the importance of a robust data approach for Dashboards, so we understand the decision to initially test just Moneyhelper’s Dashboards with real industry data. This will allow us and our clients the chance to review and refine data approaches, a process we are continually improving.   Lastly, we’re pleased to see the re-commitment to commercial dashboards. This is a crucial step toward driving high usage rates, which would be a great achievement for our industry! Read the full statement here: https://lnkd.in/eXWC-ydn #PensionsDashboards #Pension #Dashboards Equisoft, Lumera

Read Samantha Chandler's article to find out what schemes can do to speed up their bulk annuity plans.

PASA has released the first content in its new ‘Dashboards Toolkit’, which helps Trustees and Administrators connect AVCs to Pensions Dashboards! The Toolkit includes a practical questionnaire to issue to AVC providers, a detailed checklist for use by administrators and for Trustees to raise with their administrators, and a list of AVC providers and their planned connection methods. Our Maurice Titley, co-Chair of PASA's Dashboards Working Group, highlights: “We understand the importance of ensuring that the right data is made available to pension savers. Trustees and administrators are now focusing on ensuring they not only meet their compliance duties but also provide the best saver experience…” Read the full press release here: https://lnkd.in/g52XhNcm   #PensionsDashboards #AVCs #Pensions PASA - Pensions Administration Standards Association CIC, Lumera

This week, we celebrated joining the Lumera family with a fantastic event at the OXO Tower in London. It was a brilliant opportunity for many of us to meet face-to-face for the first time.   We also got to hear from Jonas Alfredson, Magnus Gammelgård, and Peter Roos, who shared how smoothly our integration is progressing and highlighted the exciting opportunities ahead for our company!   If you haven’t already, be sure to follow the Lumera LinkedIn account to stay in the loop with all things ITM and Lumera!   #Integration #Acquisition #LifeAndPensions #LifeAtLumera #LumeraLife

Pension Fusion to be used by at least half of schemes for dashboards. More than 40 organisations have selected integrated service provider (ISP) Pension Fusion as their connection method to pensions dashboards. Mark Lecompte, Nick Meredith. Check out Holly Roach's latest article 👇 https://incm.pub/3ZFTbcr #pensions #pensionscheme #employeepension #finance #retirement

News Release - At least 50% of schemes will be using Pension Fusion for Pensions Dashboards Ahead of the industry’s first schemes planning to connect in early 2025, Pension Fusion – the Integrated Service Provider (ISP) developed in partnership by technology leaders ITM and Equisoft – has been selected by over 40 organisations as their connection method to Pensions Dashboards. Read the full news release here: https://lnkd.in/eBY6kU3q #PensionsDashboards #ISP Lumera, Mark Lecompte, Mark Adamson

Congratulations Luke Rodriguez! We are happy to announce that Luke has successfully completed his Level 4 Software Tester Apprenticeship with the Learning Curve Group! Throughout the apprenticeship with ITM, Luke has worked with integrity to produce excellent results. Luke has become a valuable member of our team, and we couldn’t be more proud of his growth and achievements. #PensionsApprenticeship #DataApprenticeship #SoftwareApprenticeship #CareerGrowth Hannah Garner Hilary Chapman

We're looking forward to Thursday's Fire Pensions Annual Conference! #Pensions #FirePensions #MatthewsCase Sarah Millson, David Ascroft, Chris Rattenbury

We're excited for our upcoming session "Ensuring Pensions Dashboards Success: Practical Case Studies", at the PensionsAge Age Autumn Conference! Join our Dashboards experts, Andrew Lowe and Maurice Titley, for practical insights. Secure your spot - Sign up below!

TPR release new Compliance and Enforcement policy for Pensions Dashboards. The Pensions Regulator (TPR) has set out clear expectations for schemes preparing to connect to Dashboards. You can read the full policy here: https://ow.ly/IzQ450TgAEp Here are some of our key takeaways from the policy: 🔘Matching: Failure to match savers to their pension when expected will be considered a “key risk”, and TPR will receive data on match rates to monitor this. 🔘Data Accuracy: Schemes are expected to review data quality and have controls in place for continuous improvement. 🔘Timely Connection: Schemes must demonstrate proper governance and meet the ultimate deadline in law – there isn’t much time left! Our ISP, Pension Fusion, with its industry-leading matching capabilities and data integration services, is ready to help you meet all these requirements. If you want to achieve Dashboards compliance, get in touch with us today: https://lnkd.in/egXYmT_6 #PensionsDashboards #Pensions #Connection Mark Adamson, David Ascroft, Maurice Titley, Andrew Lowe, Sarah Millson, Samantha Turner, Ian Macintyre