ITM
Equalising historic transfers
Rebecca Morgan looks at the data issues surrounding transfers out and GMP equalisation
Introducing the Maslow-style hierarchy of data-enabled communication
Karen Quinn and Rhys Williams explain how data can be used to improve pension scheme engagement.
Michelle Cracknell wins PMI student essay competition
Michelle Cracknell has won the Pensions Management Institute’s third student essay competition with an article on how data can be used to better segment and target member communications to improve engagement.
PMI Student Essay Competition: Using scheme data to improve engagement
Independent trustee Michelle Cracknell was the winner of the PMI's third student essay competition. In her paper, she explains how data managed by schemes and providers to administer pensions could be used to better segment and target member communications...
Four ways administrators can prepare for McCloud
Framework is needed now to help remedy the age-related differences in public service pension schemes. Virginia Burke looks at what administrators can do.
PMI Student Essay Competition: Minimising a loss of financial security
Barnett Waddingham's Chris Burtenshaw was the winner of the PMI's inaugural student essay competition. In his paper, he sets out his ideas as to how schemes can reduce the broader administration and communication risks they face.
Trustee boards should prioritise industry data issues
Trustee boards are not focusing enough on data issues despite the bad effect poor data can have on members, according to a PMI roundtable in May. Holly Roach reports
What GMP conversion guidance will mean for schemes
GMP conversion guidance is expected imminently, but what will it mean for schemes? Maurice Titley looks at the next steps for trustees.
PMI launches essay competition
The Pensions Management Institute (PMI) has launched its inaugural student essay competition.
Akash Rooprai appointed as ITM head of client management
Data consultancy ITM has appointed Akash Rooprai as head of client management to lead its de-risking business.
The key considerations for dealing with GMP equalisation
Panellists at a PP webinar discuss October's High Court judgment on GMP equalisation, how schemes have responded, what their strategies should be, and how the industry can approach it.
Master trust authorisation: Exiteers v remainers
Late March marks the deadline for master trust authorisation. But how will the new regulatory regime affect those that are remaining in the market and those that decide to exit? Matt Dodds looks at the details.
ITM acquires Faraday Tracing Bureau
ITM has announced it has acquired Faraday Tracing Bureau (FTB) for an undisclosed sum.
Five stories you may have missed last week
Last week's top stories included ITM completing a management buyout backed by private equity, and the regulator publishing its corporate plan for the next three years.
ITM completes management buyout in preparation for growth
Independent Transition Management (ITM) has completed a private equity-backed management buyout for an undisclosed sum.
LGSS Pensions hires ITM for GMP reconciliation projects
LGSS Pensions has partnered with ITM to complete guaranteed minimum pension (GMP) reconciliation projects for four public sector funds.
How the industry is creating pension dashboards
The prototype of the pensions dashboard was unveiled in April. Charlotte Moore looks at the project to create dashboards and assesses some of the challenges yet to come
How far can the dashboard develop with patchy data?
Michael Klimes examines how a gap in scheme data could shape the development of the dashboard.
Tackling 'dirty data' is crucial for pensions dashboard to succeed
Research has revealed a majority of providers are missing invaluable customer information necessary for the pensions dashboard to succeed.
ABI unveils pensions dashboard development partners
Six firms chosen to work on pro bono basis
Could Brexit lead to the abolition of GMP equalisation?
Brexit has created uncertainty around GMP equalisation. PP finds out why
Howorth joins ITM as chairman
Duncan Howorth has been made executive chairman of Independent Transition Management (ITM).
ITM's John Broker dies
Tributes have poured in on social media for ITM director John Broker who has sadly passed away.
LGIM to corner small business AE market with ITM middleware
Legal and General Investment Management (LGIM) is boosting its auto-enrolment (AE) proposition for small businesses by offering an end to end solution for companies yet to stage.
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