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

-
Chairman's Welcome

 Jonathan Stapleton, Editor-in-Chief, Professional Pensions


Speaker
Editor
Professional Pensions
-
KICK OFF KEYNOTE ADDRESS

Charles Counsell, Chief Executive, The Pension Regulator


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

Speakers
Chief Executive
The Pensions Regulator
Editor
Professional Pensions
-
KEYNOTE SPEAKER PANEL

The evolution of the Professional Pensions industry: then, now and beyond

  • Latest pensions landscape and what it means for pension schemes and members
  • Dealing with regulatory intensity and latest strategies to ensure that compliance priorities have been managed efficiently. What regulations are on the horizon?
  • On-going professionalisation of Trustee Boards in the UK pension industry - are qualifications and requirements fit for purpose
  • Predictions and forecasts- how will the market look in the future?
Speakers
Editor
Professional Pensions
Managing Director
20-20 Trustees
Director of Lifelong Learning and Qualifications
Pensions Management Institute
Chair of the APPT and the Head of Sole Trusteeship
Capital Cranfield
CEO
BTPSM
-
Refreshment and networking break
-
EXECUTIVE PANEL

Moving the Pensions Regulator’s Single Code of Practice to the top of your agenda

• How should trustees be taking on the challenges of this new code and successfully applying it?

• What trustees should and could be doing in terms of preparation

• What are the expectations from the regulator?

• Own Risk Assessments-what needs to be done?

Speakers
deputy editor
Professional Pensions
Professional Trustee
Dalriada Trustees
Head of Pensions & Benefits
M&S
Pensions Partner at Gunnercooke llp and Chair of the NHS Pensions Board
Head of DB, LGPS and Investment
PLSA
-
Presentation: Supporting customers in their longer lives
Standard Life are delighted to introduce Phoenix Insights, a new think tank focussed on longer lives and their implications for society, established by the wider Phoenix Group. Through research and analysis, and broad public engagement, Phoenix Insights aims to catalyse the action across society to enable more people to make the most of longer lives, with financial security, fulfilling and flexible work, access to lifelong learning and good health.
In this session, Director of Phoenix Insights Catherine Foot will:
  • Set out the longevity challenge and its implications for how work and retirement needs to and will change
  • Introduce Phoenix Insights, and its first major report, The Longer Lives Index, a comprehensive new dataset exploring people’s expectations for and confidence in retirement and later life across their savings, housing, work, health and relationships.
Speakers
Director of Phoenix Insights
Phoenix Group
Head of Workplace Proposition & Strategy
Standard Life
-
Time to pick a stream!

Please now select one of our four streams available


-
CHAIR
Speaker
Chair, Director & Company Secretary
Husqvarna Pension Scheme Trustee Limited
-
Panel: Climate risks and opportunities

BlackRock has seen Fiduciary Management as an opportunity to bring solidarity to the challenges faced by pension schemes in times of turbulence in the financial markets. We have consistently looked to be innovative in the way that we construct portfolios for our clients.

At BlackRock, our investment conviction is that sustainability-integrated portfolios can provide better risk-adjusted returns to investors. So convinced are we of this stance that we have built new Capital Market Assumptions (CMAs), incorporating the opportunities and risks tied to climate change. Join our session to hear about our CMA framework and in turn how it is used to build the portfolios we design to help clients achieve their sustainability and funding objectives.

Speakers
Head of UK OCIO Business
BlackRock
Senior Portfolio Strategist and UK Chief Investment Strategist
BlackRock
Managing Director, Lead Client Chief Investment Officer for EMEA Pensions in Multi-Asset Strategies & Solutions (MASS).
BlackRock
-
Lunch and networking
-
Getting ready for Endgame

The Pensions Regulator’s new scheme funding code – a second consultation on which is due this Summer – will build on the watchdog’s messages about long-term scheme funding and journey planning. This session will look at how schemes are approaching endgame in the current regulatory and funding environment, what route to take and how best to prepare.

Speaker
Associate Partner
Aon
-
5 minutes to move between streams
-
Presentation: DB Endgame - making sense of an evolving market
  • Analysing the options that are good for your scheme
  • Is buy-out a necessary end game for your scheme?
  • How is the market developing?
  • The power of a Superfund. Is a Superfund an alternative route to buyout?


Speakers
Principal and Head of DB Endgame (Trustee Consulting)
Barnett Waddingham
Associate and Senior Consulting
Actuary
-
Afternoon break
-
DB consolidation continuum for small, medium and large schemes

 • Trustee perspective on the consolidation process and how it works in practice

• Should we use DB Master Trust vs Superfund.

What are pros and cons of these arrangement Case study 

Speaker
Pensions Partner at Gunnercooke llp and Chair of the NHS Pensions Board
-
5 minutes to move between streams
-
Navigating your pension funds through a high inflation environment
  • What does a higher inflation environment mean for scheme funding, investment strategies and journey planning?
  • How will higher inflation impact your members and how you communicate with them?
  • What can you be doing to mitigate the impact of higher inflation on your pension schemes?
Speaker
Partner
Lane Clark & Peacock LLP


-
CHAIR
Speaker
Trustee Executive
BESTrustees
-
Gaining DC value for money

In this session keynote speakers from Emma Douglas, Head of Workplace Savings & Retirements, Aviva, and Mark Meiklejon, Head of Real Asset Investment Specialists, Aviva investors, will be assessing the case for performance over fees and what this means for the role of real assets in DC. Do first-class member experiences and first class, sustainable, investment returns deliver a better outcome than the lowest cost solution ? Join us to discuss the challenges and opportunities of delivering good member outcomes whatever the cost.

Speakers
Head of Real Asset Investment Specialists
Aviva Investors
Director of Workplace Savings and Retirement
Aviva
-
Lunch and networking
-
Panel: DC consolidation and direction of travel
  • Moving to a DC Master Trust
  • What are the benefits of different options within this market?
  • What does the future hold?

Speakers
Head of Pensions & Benefits
M&S
correspondent
Professional Pensions
Trustee Executive
BESTrustees
Partner and Senior DC Consultant
Hymans Robertson
-
5 minutes to move between streams
-
Delivering impact through private assets

As many schemes move to decarbonise their portfolios and have increasingly regulatory pressure to report on the impact their portfolio is having, private markets solutions can play an important role, providing not only diversified long-term returns but also a positive environmental and social impact. In our session, we discuss how a diversified portfolio across private markets asset classes and sectors focused on climate and social themes can help facilitate the transition to a more sustainable future. We explore climate change investing, how a portfolio can be accessible to all institutional investors including DC schemes and how to measure impact.

Speaker
Head of UK Institutional Defined Contribution
Schroders
-
Afternoon break
-
Panel: CDC implementation – deep dive

• How is CDC likely to evolve and how the Royal Mail scheme is progressing?

• What are the current CDC rules and how should they look to make this scheme attractive?

• Assessing main benefits and risks

• Will it only work for large schemes?

Speakers
correspondent
Professional Pensions
Head of Corporate Pensions
Royal Mail
Co-Chair
AMNT
-
5 minutes to move between streams
-
Is your DC glide path designed for a comfortable retirement?

What are current pensioners spending their money on? How do we ensure that pensioners’ money lasts as long as their lifespans? Our presentation examines how DC savers can meet the challenge of increased longevity with confidence by utilising the right default strategy that is aligned to members’ long-term expectations.

Speakers
Managing Director, Defined Contribution EMEA & Asia
SEI
Senior Portfolio Strategist
SEI


-
CHAIR
Speaker
Director, Professional Trustee
Dalriada Trustees Limited
-
Presentation: Bridging the advice gap and reviewing the support at retirement
  • How Trustees can step up their game in supporting members during their retirement
  • What would this look like?
  • Improving members communication at retirement stage and communication in a lead up
  • Increase in minimum pension age (MPA) and the impact MPA and a new protection regime have on members
Speaker
Associate Partner
Aon
-
Lunch and networking
-
Presentation: End games, consolidation and good governance; the journey to the first superfund transactions

Clara is the first DB consolidator (“superfund”) to complete The Pensions Regulator’s assessment process and is now working with trustees and sponsors on its first transactions. In this session the Clara team will reflect on how good governance is both key to a successful consolidator and to ‘end game’ decision making. They will look at:

  • Clara’s development to date, including TPR’s assessment process
  • The role of good governance in Clara, including for the Clara Pension Trust
  • How we’ve seen trustees and sponsors working well together to prepare for a consolidation transaction
Speakers
Head of Client
Clara-Pensions
CEO
Clara-Pensions
-
5 minutes to move between streams
-
Presentation: Effective systems of governance – the opportunity for trustees
  • The evolution of governance - where we’ve been & where we’re heading
  • Practical examples of implementing and embedding good governance for your scheme
  • The ESoG opportunity - what trustees need to be considering now
Speaker
Chief Executive Officer
PSGS
-
Afternoon break
-
Fireside Chat: D&I in Trustee Boards- are you there yet?
  • How to make your Board more inclusive?
  • Driving real value and leveraging the diversity of thought rather than a tick box exercise
  • Practical examples – recruiting a more diverse board
Speakers
Director, Professional Trustee
Dalriada Trustees Limited
Communications Consultant
LikeMinds
-
5 minutes to move between streams
-
Presentation: Re-engaging your scheme pension members
  • How Trustees reengage with their members today? What are the key challenges?
  • Key strategies to help member to ensure to get best outcomes of their pension
Speaker
Executive Trustee
BESTrustees


-
CHAIR
Speaker
Client Director
PSGS
-
Presentation: Clean data, comfortable living – how accurate common data can improve members’ retirement outcomes

Successful digitalisation of the pensions sector will hinge on one simple thing – the quality of scheme common data. So how good is yours? As the sector approaches unprecedented change with the introduction of pensions dashboards, learn why schemes must leverage their common data to pivot to a new way of thinking and interacting with scheme members. This session will share insights from the recent pensions digitalisation report by LexisNexis® Risk Solutions and Professional Pensions (which surveyed trustees and pension scheme members), and suggest practical steps on how a data-focussed digital future can deliver better retirement outcomes for everyone.

Speaker
Head of Strategy for Customer Data Solutions
LexisNexis Risk Solutions
-
Lunch and networking
-
Presentation: Adapting to the changing face of DC Pensions – tech and data as enablers

The world of DC pensions is changing fast, and it’s being pushed forward by member expectations, government proposals, regulations, and external factors like the rising cost of living. Not since 2012 have we seen so much change and just as tech and data management were crucial to the success of auto enrolment, they’re going to be imperative in this new wave of change. In this session, we’ll be talking about the drivers for change and how tech together with good data analysis can not only help meet the challenges we’re now facing but also be a catalyst for bringing about real value to members. Whether it’s transitioning to net zero or implementing simplified statements, we have an opportunity to not only comply but go further and add real value to our ultimate customers, our pension members. We’ll share with you how tech and the good use of data can help providers push forward with real change – it’s not about abandoning the present for the future; it’s possible to manage both!

Speaker
Head of Workplace Savings
Cushon
-
5 minutes to move between streams
-
Panel: Bringing pension schemes into the digital age:Dashboards readiness
  • Dashboard review : the current state of the implementation
  • Challenges of pensions providers connecting to the dashboard through ISPs
  • Best practices on managing and organising data


Speakers
Editor
Professional Pensions
Principal of the Pensions Dashboards Programme
Money and Pensions Service
Head of Admin Strategy
BTPSM
CEO
Procentia
-
Afternoon break
-
Cyber resilience in the pension sector
  • Cyber resilience in the pension sector
  • The relevance of cybercrime to pension schemes
  • TPR’s expectations • The nature of cybercrime
  • The future of cybercrime • Understanding the vulnerabilities of  your pension scheme
  • Cybercrime and governance
Speaker
Chair of the Pensions Administration Standards Association (PASA) and Pensions Research Accountants Group (PRAG) Cybercrime and Fraud Working Groups
Crowe UK
-
5 minutes to move between streams
-
Presentation: Engaging members in their retirement journey

The need to support members to engage with their pensions savings has never been more important. This session will look at how this can best be achieved from considering the various saving and financial considerations that members may have throughout their journey to retirement, through to what needs to be understood at retirement such as the how to generate income and the risks involved. It will consider why engagement matters and the role that digital support can play. The session will also demonstrate how this can be put into practice through a case study on what Pearsons did.


Speakers
Director
WEALTH at work
Creative Director/Co-Founder
Landscape
Engagement Manager
Pearson
-
5 minute to move out of streams
-
Guest Address: "Back to the seventies?"

Looking at the prospects for economic growth and inflation drawing on the lessons of the past. How did we get where are and what should happen now?

-
Closing Keynote: Steve Webb, Former Minister of State for Pensions; Partner, LCP
Speaker
LCP Partner and former Pensions Minister
-
Chairman’s closing remarks and close of conference


-
Networking drinks reception