Delegates log in, network and browse the exhibition area
Welcome from Jonathan Stapleton, Editor, Professional Pensions
Margaret Snowdon OBE, President, PASA
Roger Mattingly, Trustee Director, Ross Trustees
Anna Copestake, Partner, Arc Pensions Law
Chair: Jonathan Stapleton, Editor, Professional Pensions
Please now select one of our three streams available
DB Schemes
In the current environment we are seeing an increase in requests from members to access their pension funds early. This session looks at the flexibilities that can be made available to members within DB schemes for members who do not wish to transfer their benefits to the DC world to access flexibility. We are also seeing an increasing number of schemes combining Pension Increase Exchange (‘PIE’) and GMP conversion as a neat way to provide additional pension flexibilities to members whilst leading to better outcomes for the scheme. This session looks at the reasons why this is a good option for some schemes and the considerations that need to be taken into account when implementing such an option.
Tom Yorath, Partner, Aon
Kelly Hurren, Principal Consultant and Head of Member Options, Aon
Guaranteed minimum pension (GMP) equalisation has soared to the top of pension schemes' to-do lists, with 58% stating it is a priority project. Whilst schemes may not yet have chosen their method of equalisation or know just how many members are impacted, what is known is that the admin system will need to work beyond GMP equalisation. Preparing your system is a key step in the process – this session delves into systems readiness and steps to take.
Maurice Titley, Director, ITM Ltd.
Please use this time to browse our exhibition area, grab yourself some lunch.
The breakdown in trust following the crash has been followed by a period of institutions endeavouring to regain public trust, but at the same time, new entrants, unencumbered by legacy, have entered the market and built strong followings. How can financial institutions build that trust with customers and members?
Joe Craig, Development Lead, Quietroom
DC Schemes
- Alternatives
- Better approach to ESG
- Implementing tilts
This session will cover the most burning questions around Master Trusts:
• Re-cap on authorisation and state of the market
• How easy is it to move to a Master Trust
• Assessing your Master Trust
Please use this time to browse our exhibition area, grab yourself some lunch.
ESG has been a term that has rarely escaped an event programme for the last few years and yes we’re no different here at Professional Pensions. This panel will discuss how far the industry has come in implementing ESG policies, what the future might hold and if this is merely lip service or if these investments could or should drive change.
Trustee Focus
As the UK starts to move out of lockdown, what have the effects of the Covid-19 crisis been on the buy-in, buy-out and longevity swap market? In this session, Charlie Finch will discuss the findings of our latest pensions de-risking report including how resilient the market has been to the Covid-19 crisis and the potential opportunities over coming months for pension plans looking to insure their pension liabilities.
Charlie Finch, Partner, LCP
The impact of the recent CMA review has brought about some important changes to the Fiduciary Management industry. The recent market volatility caused by COVID-19 created challenging times for schemes, with many having been knocked off-course and trustees now needing to focus on immediate issues. During this session, Ajeet Manjrekar will explain how the industry is changing and adapting to the challenges schemes are facing, how this will create a ‘new dawn’ for fiduciary management, and what this new world may look like.
Ajeet Manjrekar, Co-head of River and Mercantile Solutions, River and Mercantile
Please use this time to browse our exhibition area, grab yourself some lunch.
The merits of diversity have been widely examined and explained over the last few years as decision making research has highlighted the importance of cognitive diversity. However, has anything changed? The panel will discuss:
- How to encourage all aspects of diversity
- The recruitment process
- Trustee board meetings