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Almost all pension schemes have an objective of meeting liabilities as they fall due. In an ideal world they would do this by investing in a ‘cash flow matching’ gilt portfolio, but this is not a reality. A Cashflow Driven Investment (CDI) approach can provide schemes with a middle path: with a large allocation to public and private credit assets that provide both growth and a greater certainty of delivering the required cash flows without any required future disinvestment in unknown future market conditions.
Jon Exley, Solutions Manager, Investment Solutions, Schroders
Morten Nilsson, CEO, BT Pension Scheme
The recent market volatility and general uncertainty around the COVID-19 pandemic have caused DC pension scheme members to worry as they see their savings dip. Is there a way to intelligently construct a default to prevent a significant loss of retirement income? SEI’s Default Investment Options (DIOs) are constructed to weather market declines. Our investment experts use their knowledge to back our innovative portfolio design which works to protect members’ savings in market downturns.
Steve Charlton, DC Managing Director, EMEA and Asia, SEI
Louise Whyte, DC Regional Director, SEI
Now authorisation has ended for existing schemes, master trusts are facing a raft of new challenges when it comes to keeping up with The Pensions Regulator's (TPR) strict expectations. The next 12 months are set to be challenging and function as the first real test of the supervisory regime and it is imperative that good governance structures are in place to provide clear expectations for decision-makers. This session will look at the current Master Trust market, and what the expectations are for schemes and Trustees.
Michael Ambery, Head of DC Provider Relations, Hymans Robertson
Paul Tinslay, Professional Trustee, Dalriada
Jenny Swift, DC Pensions Consultant, Aon
Lizzy Holliday, Head of DC, Master Trusts & Lifetime Savings, PLSA
Chair: Hope William-Smith, News Editor, Professional Pensions
As a fiduciary asset manager, BlackRock’s pursuit of sound corporate governance practices and ESG integration stems from our responsibility to protect and enhance the long-term economic value of our clients’ assets. With new requirements for trustees to set stewardship policies and document them in the SIP from 1st October, it vital that we work in partnership with schemes to provide insight and solutions to help them not only meet their objectives but support them in new policy requirements.
In this session, Manuela Sperandeo, EMEA head of Factor, Sustainable and Thematic Index Products will discuss the options available to incorporate environmental, social and governance (ESG) criteria into an investment portfolio, share some real life case studies and provide detail on how BlackRock’s investment stewardship can drive long-term change.
Manuela Sperandeo, EMEA head of Factor, Sustainable and Thematic Index Products, BlackRock
Operational effectiveness and good governance are vital for pension stability. This interactive session will help trustees assess how well their pension scheme runs, looking at:
• How trustees, sponsors and advisers can work effectively
• How to drive efficient decision-making
• Planning for opportunities and threats
• An orderly approach: undertaking the right tasks, at the right levels at the right time
• The value of a robust business plan