Streams


Time to delve deeper into the biggest topics in pensions.

Choose your sessions from the below streams:



Stream 3 - Admin, Data & Governance

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Keep Calm and Admin On: Overcoming Regulatory and Political Hurdles

In light of the recent regulatory developments in the pensions sector and the prevailing political uncertainty surrounding potential elections, administrative challenges are escalating. The market is already grappling with skill gaps and resource shortages, increasing the pressure on administrators. Despite these hurdles, administrators are tasked with the crucial responsibility of meeting the escalating demands placed upon them.

This session will address:

  • What are the admin and data challenges of new legislation and regulations
  • Should administrators be regulated, and if so, what does this look like?
  • How does political uncertainty affect admin and data
  • How can we best overcome these challenges and best prepare for an uncertain future?
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How to Protect and Engage Your Members in a Digital World

As the pensions sector continues along the digital journey, it has never been more important to ensure you take preventative measures to minimise the risk of fraud.

This talk will explore the different levels of biometric verification in an AML word.

We will discuss how you can protect your pension members, develop trust, and talk you through how you can safeguard your members data, even if it has already been compromised.

This session will address:

  • Exploring the different levels of biometric verification
  • An in-depth overview of biometric technology, and why biometrics is the most secure way to Identify and verify your pension members
  • The Importance of holding accurate data
  • How to protect data that has been compromised
Speaker
Founder and Managing Director
Target Professional Services
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Know The Ropes: The Future of Trusteeship

Last year, a consultation on trustee skills and registration aimed to enhance trustee capabilities and eliminate barriers to sound investment decisions. The trustee role is challenging and carries significant responsibility, requiring proper support, skills, knowledge, and experience for optimal outcomes for pension savers. Many DB sponsors anticipate a rise in the utilisation of professional independent trustees. Yet, the question remains: how will this affect board diversity and compromise the collective trustee board?

This session will address:

  • What does the future of trusteeship look like?
  • How do you ensure you have got the right skillset to be able to be ready for future decisions?
  • What are the practical steps for upskilling? What is the value of lay and member nominated trustees?
  • Does sole trusteeship affect DEI values and ESOG?
Speakers
Co-Chief Executive
Vidett
Associate Director
Vidett
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Lunch


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Sustainability: The Driving Force for The Future of Pensions

While addressing energy shocks, supply chain disruptions, inflation, and recession risks, tactical responses should align with long-term sustainability goals. Companies are urged to adhere to the TCFD framework, integrating it into business models, financial planning, incentives, and engagement with value chains and governments. Maintaining transparent dialogue among investors, companies, governments, and civil society is crucial for navigating current challenges. Our collective commitment is essential for building a sustainable future, understanding that companies' long-term success is intertwined with a thriving planet and society.

This session will address:

  • In an industry where greenwashing can occur, what genuine processes are being made to aid a sustainable future?
  • What is the importance of looking at nature alongside climate, and should we be using more of a qualitative approach versus quantitative?
  • What are the practical steps in upskilling to understand what sustainable resistant funds look like and what role should be taking in pushing service providers?
  • Is TCFD worth doing and would transition plans for pension funds be better off with TCFD reporting?
Speaker
Associate Director
Vidett
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Streamlined for Success: Preparing Your Administrator and Scheme Data for a Successful Buyout Journey

Good data and preparing your administrator for the changes a transaction will bring, should take priority for many DB schemes seeking to secure member benefits with an insurer.

Failing to prioritise data readiness can jeopardise a scheme's market entry and attractiveness to insurers. Inaccuracies in record keeping may overestimate liabilities, resulting in unnecessarily high insurance premiums and long-term costs.

The administration process will change for insured schemes, it’s important that your current administration team is brought along on this journey.

This session will address: 

  • Essential Preparation Steps: Unpack the crucial initial steps for organising your data and benefits effectively
  • Defining Excellence in end game Administration: Explore what good looks like as you progress towards a buy-out and beyond
  • Maintaining Service Quality: Discuss proactive measures to uphold service standards for your members
  • Overcoming Inexperience in Buyouts: Address the challenges of inexperience in managing buy-out processes
  • Concluding Actions for Administrators: Outline the necessary actions for administrators to successfully complete the wind-up of the scheme
Speakers
Senior Consultant
Lane Clark & Peacock
Partner
Lane Clark & Peacock
Partner
Lane Clark & Peacock
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Members Matter: Best Preparing Your Members for Retirement
As savers near retirement, there's growing concern among members about understanding their pension plans. Our responsibility is to prepare members for retirement, a task that will only become more crucial over time. Addressing the advice gap, we must adopt modern engagement strategies in the increasingly automated and digital landscape. Recognizing challenges ahead is essential for pension firms, aiming not just for tomorrow but the foreseeable future. The primary goal is achieving better saver outcomes, serving as the key measure of success for our industry.
This session will address:
  • How do you prepare members for retirement?
  • How can we encourage members to save more?
  • How can we use other tools such as gamification and AI to increase engagement?