SPP Event: Money Helper's Pension Dashboard - a Demonstration
Online
Tuesday 18th February 2025
09:00-10:15am
Join us for an early opportunity to see a demonstration of the Money Helper Dashboard and hear directly from representatives of the Money and Pensions Service. You will have the opportunity to understand visualise how the design is evolving and how testing is progressing.
What to Expect:
- Dashboard Demonstration: Explore the innovative MoneyHelper dashboard and see it in action.
- Citizen Testing : Stay up to date with the latest developments and plans for user testing.
- What is next?: Hear about the dashboard’s next steps and key considerations for scheme advisors.
Please note that this session is NOT being recorded so if you wish to view the content please do join us on the day.
Speakers
Jackie Spencer
Head of Money & Pensions Policy & Strategy, Money & Pensions Service
Jackie Spencer is the Head of Money and Pensions Policy & Strategy at the Money and Pensions Service. She is focused on developing propositions across money and pensions to help improve people’s financial wellbeing in the U.K. She has led the way in creating guidance and tools for automatic enrolment, pension freedoms, Pension Wise and many other key life events.
In 2016, Jackie lead the Open Identity Exchange project and white paper on “Creating a pensions dashboard” with industry and Government Digital Services. This was one of the early foundation projects that developed the direction for dashboards.
With over 20 years’ experience in consumer focused financial services, she creates strategies that take complex government policy, financial product and services markets which are translated into consumer centric services that help people take actionable steps to improve their money lives.
She is Certified Financial Planner and holds a master’s degree in international finance.
Adam Gifford
Senior Policy and Propositions Manager, Money & Pensions Service
Adam has been working in the pensions sector for just over 10 years now. He joined MaPS in 2021 as a Senior Pensions Policy and Proposition lead. Before joining MaPS Adam previously worked in a similar role at Fidelity International and prior to that as a chartered financial adviser specialising in at retirement advice.
Paul McGlone
Partner, Aon
Paul McGlone is a Partner at Aon, advising trustees of DB pension schemes, leading Aon’s cyber resilience team and dealing with the implementation of pensions dashboards. Paul is a former President of the SPP, he sits on PLSA’s Policy Board, and chairs the Joint Industry Forum dashboards committee.
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