Welcome to Professional Pensions Live 2021

14 September 2021 | The Brewery, London & Online

'Staged in London, accessible from anywhere'


After a volatile year and a half, the pensions industry might have fared better than we expected but have we really felt the full impact of the pandemic? With furlough schemes propping up many businesses there could still be a bumpy road ahead. Over the next year Trustees will have to tackle a new funding regime, the impact of the Pension Schemes Act, the ever increasing need for better governance while still trying to provide good member outcomes.

Professional Pensions is returning with Professional Pensions Live, our flagship event and industry staple, on the 14th September. This year we are hoping to bring you the best the event has to offer using our digital expertise over the last 18 months, and our long history of bringing you the best in person events, to arm you with the information and insight you need to develop practical solutions to the on-going challenges you face.

Professional Pensions Live will be hosted at The Brewery following the government’s Covid-19 guidelines for a safe and successful event. We will follow industry best practice to make sure that all delegates are aware of our requirements before attending. Like most of you, we are extremely excited at the prospect of seeing everyone in person again, however for anyone who can’t attend we will also be offering a digital event. You will be able to view the content, network and visit our exhibitor stands from the comfort of your home. All our content will also be available on demand whether you attended in person or virtually increasing the opportunity of obtaining CPD hours.


This event is working towards the International Standard ISO 20121 and follows guidance set out by the Sustainable Event Alliance (SEA)
FIND OUT MORE

1
Day
600
Live & digital delegates
40
Expert speakers
25
Sessions

WHO SHOULD ATTEND?

Professional Pensions Live is specifically researched and developed for in-house pension and benefit scheme representatives. Please refer to the full description below. It will be of particular benefit to professionals with the following job functions:

Trustees
Chair of Trustees
CFOs/FDs
Heads of Pensions/Benefits
Pensions Admin Managers
Pension Scheme Directors/Managers
Benefits Managers
Company Secretaries
HR Directors/Managers


If you do not meet the criteria above, we do offer limited paid delegate passes which you can find more information about and purchase using this link. More information about delegate criteria can be found here.

Time until the event

Register Socially

Looking forward to catching up with peers in September? Register with your social media to:

- see who's attending PP Live

- invite your friends and contacts with a click of a button

- share your attendance with your social network

- connect with others ahead of the event


Programme

-
Browse the exhibition hall and catch up with your peers

Registration opens for delegates register or log in. Take the time to network and browse the exhibition area

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Welcome

Jonathan Stapleton, Editor-in-Chief, Professional Pensions
Nina Hossain, Broadcaster and Journalist
Declan Curry, Broadcast and Business Journalist

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Opening keynote address

Charles Counsell OBE, Chief Executive, The Pensions Regulator

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Keynote: Guy Opperman MP

Guy Opperman MP, Minister for Pensions and Financial Inclusion, Department for Work and Pensions

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Refreshment and networking break // Pension Prophets

For our Live audience, please use this time to browse our exhibition area, grab a coffee and a bite to eat.

//

For our Digital audience, hear from our Pension Prophets panel as they provide commentary and analysis on the day’s sessions, while also tackling some of the most pressing topics of the moment. Hosted LIVE in our studio exclusively for our digital audience.

Robin Ellison, Consultant, Pinsent Masons
Jennie Kreser, Consultant Laytons
Naomi L'Estrange, Managing Director, 20-20 Trustees

Chair: Declan Curry, Broadcaster and Financial Journalist

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Keynote panel: Longevity - how will this change post-Covid-19?

Nicola Oliver, Director of Life and Health, Medical Intelligence
Josephine Robertson, Associate Director of Actuarial, Optum
Tim Gordon, Partner, Aon

Chair: James Phillips, Deputy Editor, Professional Pensions

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Keynote: Pensions dashboard
What do schemes need to do to be dashboard ready?

Chris Curry, Principal of the Pensions Dashboards Programme, Money and Pensions Service

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Time to pick a stream!

Please now select one of our four streams available

Stream chair: Nina Hossain, Broadcaster and Journalist

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Partner insight session: The Role of ETFs and indexing in a DB world

ETFs offer unique characteristics that are lending themselves to greater utilisation across DB Pension schemes, particularly for an industry that is grappling with new economic complexities and unknowns. In this session we look at how ETFs provide distinct solutions to potentially improve portfolio returns and operational risk management.

    Justin Wheeler, Director, BlackRock

    -
    Lunch and networking // Pension Prophets

    For our Live audience, please use this time to browse our exhibition area and enjoy a tasty lunch.

    //

    For our Digital audience, hear from our Pension Prophets panel as they provide commentary and analysis on the day’s sessions, while also tackling some of the most pressing topics of the moment. Hosted LIVE in our studio exclusively for our digital audience.

    Pension Prophets will be on for the first fifteen minutes of the lunch break from 12:40 - 12:55

    Robin Ellison, Consultant, Pinsent Masons
    Jennie Kreser, Consultant, Laytons
    Naomi L'Estrange, Managing Director, 20-20 Trustees

    Chair: Declan Curry, Broadcaster and Financial Journalist

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    Partner insight session: Look ahead. Act now. Investing to address climate change and other challenges.

    A fireside chat exploring global markets and what the big themes - like climate change – mean for your pension scheme and its investments. We’ll talk through the market opportunities and how addressing material emerging risks now can support your scheme in building resilient portfolios that deliver sustainable outcomes for your members - and our future generations.

    Rachel Basarab-Horwath, Head of Global Pensions Solutions, AXA Investment Managers
    Chris Iggo, Chief Investment Officer, AXA Investment Managers

    -
    5 minutes to move between streams
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    Partner insight session: How can pension schemes enhance their returns?

    In the last few years, defined benefit pension schemes have increasingly come under strain due to various reasons, one of which is lower returns from volatile performance of traditional asset classes. Investing only in equities and fixed income also means that schemes’ portfolios may not be as diversified as they can be. Pension schemes that want greater diversification, and the potential for higher return, look to alternative investments to solve both of these issues. However the illiquid nature of much of this asset class causes friction as it rubs up against schemes’ needs for cash flow as they become more mature. Our presentation will walk you through the process of customised stress testing and liquidity analysis, so each scheme can truly understand its potential to allocate a greater percentage to alternative investments, enhancing their portfolio’s return.

      Wasil Mohar, Client Strategy Director, SEI
      Kris Shergold, Client Partner, SEI

      -
      Afternoon break // Pension Prophets

      For our Live audience, please use this time to browse our exhibition area, grab a coffee and a bite to eat.

      //

      For our Digital audience, hear from our Pension Prophets panel as they provide commentary and analysis on the day’s sessions, while also tackling some of the most pressing topics of the moment. Hosted LIVE in our studio exclusively for our digital audience.

      Robin Ellison, Consultant, Pinsent Masons
      Naomi L'Estrange, Managing Director, 20-20 Trustees
      James Phillips, Deputy Editor, Professional Pensions

      Chair: Declan Curry, Broadcaster and Financial Journalist

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      CASE STUDY: Church of England

      Showcasing what they have done to implement ESG into their portfolio.

      Adam Matthews, Chief Responsible Investment Officer, Church of England Pensions Board

      -
      5 minutes to move between streams
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      Partner insight session: Making the benefits of private credit available to all pension schemes

      Private credit can offer the potential for higher returns than public market equivalents, diversification to traditional assets and regular income streams for schemes moving into their end game. Traditionally the preserve of large schemes, this session will explore how smaller schemes can now take advantage of private credit.

      Tom Lewis, Client Director - Private Asset Sales, Schroders Capital

      Stream chair: Tanya Beckett, Broadcaster and Business Journalist

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      Partner insight session: Private markets – winning hearts as well as heads

      There are many reasons why DC schemes should consider investing in private markets on behalf of their members: to deliver returns that listed markets may no longer offer, to improve diversification and to deliver impact that can make members proud of their pension, increasing engagement. All of these are critical to delivering good member outcomes. In this session, we’ll discuss:

      • Why private markets are important to the future of DC
      • How private market investments can help drive member engagement
      • Cushon’s investment strategy and why the private markets allocation is an important feature

      Ben Pollard, Founder & CEO, Cushon
      Danny Meehan, Head of Workplace Savings, Cushon

      -
      Lunch and networking // Pension Prophets

      For our Live audience, please use this time to browse our exhibition area and enjoy a tasty lunch.

      //

      For our Digital audience, hear from our Pension Prophets panel as they provide commentary and analysis on the day’s sessions, while also tackling some of the most pressing topics of the moment. Hosted LIVE in our studio exclusively for our digital audience.

      Pension Prophets will be on for the first fifteen minutes of the lunch break from 12:40 - 12:55

      Robin Ellison, Consultant, Pinsent Masons
      Jennie Kreser, Consultant, Laytons
      Naomi L'Estrange, Managing Director, 20-20 Trustees

      Chair: Declan Curry, Broadcaster and Financial Journalist

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      Partner insight session: Biggest Issues, Do Master Trusts Solve Them All?
      Regulatory pressures on smaller DC schemes are expected to accelerate the consolidation trend. Many schemes will have to either wind up the scheme or identify the improvements they plan to make to the scheme to keep it open. This session will go through what types of schemes are least/best suited to a Master Trust, how to pick a provider and the wind-up process.

      Mark Futcher, Partner and Head of DC, Employee Consulting, Barnett Waddingham

      -
      5 minutes to move between streams
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      Partner insight session: Transition to Net Zero - or just a lot of hot air?

      We are all talking about Net Zero, and it’s everywhere, at product, company and state/government level. The science is compelling, the path to get there is also becoming clearer in many ways, notably thanks to the recent IPCC report where the enormity of the situation is plain to see, with key temperature limits likely to be broken within just over a decade. What does it mean however for financial institutions and our industry to contribute to this objective? Is it enough for an asset manager to simply sign a pledge, and make bold statements that ultimately won’t be achievable on their watch? And what about the data, no real minimum standards, so much more we need to do, like ensuring we are analysing the right data points to understand what these investments really are financing in terms of the climate scenario?

      Manuel Coeslier, Portfolio Manager and SRI Analyst, Mirova
      Nick Groom, Head of UK DC Strategy and Sales, Natixis

      -
      Afternoon break // Pension Prophets

      For our Live audience, please use this time to browse our exhibition area, grab a coffee and a bite to eat.

      //

      For our Digital audience, hear from our Pension Prophets panel as they provide commentary and analysis on the day’s sessions, while also tackling some of the most pressing topics of the moment. Hosted LIVE in our studio exclusively for our digital audience.

      Robin Ellison, Consultant, Pinsent Masons
      Naomi L'Estrange, Managing Director, 20-20 Trustees
      James Phillips, Deputy Editor, Professional Pensions

      Chair: Declan Curry, Broadcaster and Financial Journalist

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      PANEL: Collective DC – Has this model got legs?

      Provisions for the establishment of Collective Defined Contribution (CDC) schemes are outlined in the Pension Schemes Act 2021 with the Treasury having published its draft tax legislation for their enablement last July - expected to be effective from 6 April. However, there are still many question marks over the payments of benefits, cost of consultancy fees and it being an untried and untested concept. This panel will discuss predicted returns for members on a CDC scheme compared with a tradition DC and the practicalities of setting up a CDC.

      Mark Hedges, Professional Trustee, Capital Cranfield
      Jon Millidge MBE, Director of Pension Reform, Royal Mail Group
      Terry Pullinger, Deputy General Secretary Postal, Communication Workers Union

      Chair: Jonathan Stapleton, Editor-in-Chief, Professional Pensions

      -
      5 minutes to move between streams
      -
      Partner insight session: What are you doing about retirement?

      The decision for individuals on what to do with their pension savings at retirement is likely to be the most difficult financial decision they ever take. The range of choices continues to grow and the cost of making a mistake is becoming greater as more people rely on their DC savings or look to reshape their DB pension. Despite this, pension schemes and DC pension schemes in particular, are often not providing the support that people need. This creates a huge risk to the individual who may understandably be expecting an appropriate default retirement option to be available. In this session Steven will look at the potential impact of people making bad retirement decisions and explore what approaches some schemes are now taking to provide appropriate support to help people take better decisions at retirement.

      Steven Leigh, Associate Partner, Aon

      Stream chair: Juliet Morris, Broadcaster and Journalist

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      Partner insight session: Journey planning – where and what next?

      The pensions industry has fared surprisingly well over the last year, but is the real impact still to come? The unprecedented pressure on sponsoring employers may be hiding the reality that some journey plans are not as robust as may have been anticipated. There is also increased focus from The Pensions Regulator on the future governance of pension schemes, potentially resulting in more regulatory burden and increased workloads for trustees.

      • Is your employer sustainable?
      • Do we expect to see the journey plans of schemes changing?
      • Are you prepared for what lies ahead?

      Ali Tayyebi, Partner, Actuarial Consulting, Barnett Waddingham
      Barbara-Ann Thompson, Partner, Actuarial Consulting, Barnett Waddingham

      -
      Lunch and networking // Pension Prophets

      For our Live audience, please use this time to browse our exhibition area and enjoy a tasty lunch.

      //

      For our Digital audience, hear from our Pension Prophets panel as they provide commentary and analysis on the day’s sessions, while also tackling some of the most pressing topics of the moment. Hosted LIVE in our studio exclusively for our digital audience.

      Pension Prophets will be on for the first fifteen minutes of the lunch break from 12:40 - 12:55

      Robin Ellison, Consultant, Pinsent Masons
      Jennie Kreser, Consultant, Laytons
      Naomi L'Estrange, Managing Director, 20-20 Trustees

      Chair: Declan Curry, Broadcaster and Financial Journalist

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      Partner insight session: MIND THE [knowledge] GAP

      Professional trustees want to take more risk – but not in a way you might expect. We reveal the results of our exclusive research and consider the challenges and constraints professional trustees face today.

      Bob Campion, Head of Fiduciary Management, Charles Stanley

      -
      5 minutes to move between streams
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      PANEL: The future of Trustee governance

      The requirements for a pension’s trustee are rapidly changing year on year. This panel will look at:

      • Recruitment process for Trustees
      • Increasing diversity
      • Compliance of professional standard – accreditation
      • Skills for lay trustees

      Mandy Kaur-Sadler, Trustee Director, 20-20 Trustees
      Ann Rigby, Trustee Executive, BESTrustees
      Shola Salako, Accredited Professional Trustee, Dalriada

      Chair: James Phillips, Deputy Editor, Professional Pensions

      -
      Afternoon break // Pension Prophets

      For our Live audience, please use this time to browse our exhibition area, grab a coffee and a bite to eat.

      //

      For our Digital audience, hear from our Pension Prophets panel as they provide commentary and analysis on the day’s sessions, while also tackling some of the most pressing topics of the moment. Hosted LIVE in our studio exclusively for our digital audience.

      Robin Ellison, Consultant, Pinsent Masons
      Naomi L'Estrange, Managing Director, 20-20 Trustees
      James Phillips, Deputy Editor, Professional Pensions

      Chair: Declan Curry, Broadcaster and Financial Journalist

      -
      Understanding the new Pensions Schemes Act

      The Pension Schemes Act 2021 introduces new criminal offences and financial penalties. To what extent should trustees be concerned about these new offences, and should trustees expect these to drive a significant change in sponsors’ behaviour?

      Alasdair Smith, Counsel - Pensions, Linklaters

      -
      5 minutes to move between streams
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      PANEL: Virtual Trustee meetings

      The last 18 months has created a huge shift in the way Trustees have had to approach Trustee meetings. While many Trustees have experienced an improved frequency of meetings due to a lack of travel and time needed to commit, there are also some challenges. This panel will discuss the future of how Trustee meetings might look, how to ensure good governance and the new range of skills needed to progress successfully.

      Vincent Franklin, Co-founder and Creative Director, Quietroom
      Bob Hymas, Trustee Executive, BESTrustees
      Kate Leigh, Trustee Director, 20-20 Trustees

      Greig McGuinness, Professional Trustee, Dalriada

      Chair: Holly Roach, Correspondent, Professional Pensions

      Stream chair: Trish Lynch, TV Presenter and Broadcaster

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      Partner insight session: End-game planning - developing an actionable plan for schemes in the home straight to buy-out

      Planning for the end game of your scheme can seem a daunting task – ever felt like you have lots of information on what you might do but lack a strategy to draw everything together? If insurance and buy-out is the chosen destination, setting and implementing your strategic plan and constructing a framework that works for both the scheme and insurers is essential. In this very practical session, hear the latest on the bulk annuity market, what is going on with pricing post-pandemic and how to get prepared so you can take full advantage of market conditions when the time is right. We’ll share real-life examples of how the right strategic planning can help your scheme to reach your goal of buy-out well ahead of target. Join this session for clear, actionable next steps to develop your strategy and turn it into reality.

      Clive Wellsteed, Partner, LCP

      -
      Lunch and networking // Pension Prophets

      For our Live audience, please use this time to browse our exhibition area and enjoy a tasty lunch.

      //

      For our Digital audience, hear from our Pension Prophets panel as they provide commentary and analysis on the day’s sessions, while also tackling some of the most pressing topics of the moment. Hosted LIVE in our studio exclusively for our digital audience.

      Pension Prophets will be on for the first fifteen minutes of the lunch break from 12:40 - 12:55

      Robin Ellison, Consultant, Pinsent Masons
      Jennie Kreser, Consultant, Laytons
      Naomi L'Estrange, Managing Director, 20-20 Trustees

      Chair: Declan Curry, Broadcaster and Financial Journalist

      -
      PANEL: DB Consolidation - Analysing the options

      In the last year since the start of the coronavirus pandemic in the UK, superfunds have been given the provisional regulatory greenlight by The Pensions Regulator, heralding the start of potential mass-consolidation across the DB landscape. Consolidation into larger entities aims to improve governance, reduce costs and improve the chances that pensions will be paid. This panel will discuss where the current regulation stands on DB Consolidators, assess the different models available, what the expected funding levels are and the governance requirements.

      Des Healy, Defined Benefit Consolidation Lead, DWP
      Tiffany Tsang, Head of DB, LGPS and Investment, PLSA
      Charles Ward, Professional Trustee, Dalriada

      Chair: Harus Rai, Head of Sole Trusteeship, Capital Cranfield

      -
      5 minutes to move between streams
      -
      Partner insight session: From pizza to pensions - Delivering the ultimate member experience

      One thing COVID-19 has taught us is that we need digital channels for communication more than ever. Ryan will show what we can learn from the world outside of pensions to make the member experience useful, engaging and accessible. He'll also take a look at the risks in trying to make sure the pension/pizza arrives perfectly!

      Ryan Sales, Creative Director, Landscape

      -
      Afternoon break // Pension Prophets

      For our Live audience, please use this time to browse our exhibition area, grab a coffee and a bite to eat.

      //

      For our Digital audience, hear from our Pension Prophets panel as they provide commentary and analysis on the day’s sessions, while also tackling some of the most pressing topics of the moment. Hosted LIVE in our studio exclusively for our digital audience.

      Robin Ellison, Consultant, Pinsent Masons
      Naomi L'Estrange, Managing Director, 20-20 Trustees
      James Phillips, Deputy Editor, Professional Pensions

      Chair: Declan Curry, Broadcaster and Financial Journalist

      -
      Partner insight session: Longevity risk - is it real?

      On the one hand, the past two decades have been a rollercoaster ride for longevity. On the other, we often see very low assessments of future longevity risk. In this session we review (a) how risky longevity actually has been and (b) how risky future longevity may be.

      Tim Gordon, Partner, Aon

      -
      5 minutes to move between streams
      -
      Partner insight session: Hedging in unprecedented markets

      2020 was obviously a year unlike any other, but did this map into hedging activity for pension schemes and, if so, how were hedging strategies adapted? Mark will consider the main risks for pension schemes as well as what hedging actually means in practice. With this in mind he will look back at 2020 and see if this unique year provided any insights on what is important in hedging strategies.

      Jason Wood, Director, Derivatives, River & Mercantile
      Sophia Man, Director, Derivatives, River & Mercantile

      -
      5 minute to move out of streams
      -
      Closing keynote: Pensions now and in the future

      Anthony Arter, Pensions Ombudsman and Pension Protection Fund Ombudsman

      Chair: Hope William-Smith, News Editor, Professional Pensions

      -
      Chairman’s closing remarks and close of conference

      Jonathan Stapleton, Editor-in-Chief, Professional Pensions
      Nina Hossain, Broadcaster and Journalist
      Declan Curry, Broadcaster and Financial Journalist

      -
      Networking drinks reception

      Sponsored by Russell Investments

      Contacts

      Booking queries:
      Bobby Naipaul
      Delegate Sales Executive
      +44 (0)20 7484 9726
      Programme queries:
      Joe McLean
      Event Content Manager
      +44 (0)207 484 9867
      Sponsor queries:
      Liam Barrett
      Sales Director
      +44 (0)207 484 9977
      Marketing queries:
      Ellie Harris
      Senior Marketing Executive
      +44 (0)20 7484 9713
      Logistics queries:
      Victoria Newell
      Senior Event Manager
      +44 (0)207 484 9981