The Low Carbon Lowdown for UK pension schemes
15 Oct 2020
In a growth-challenged world, decarbonisation remains a powerful structural growth trend, with COVID-19 creating opportunities and challenges for investors aiming to tap into it. With current market conditions remaining anything...
SPEAKER(S): Deidre Cooper, Co-Head of Thematic Equity, Ninety One | Atul Shinh, Investment Director, Ninety One | Oliver Wayne, Senior Vice President, Redington
The right end-game for your scheme
03 Nov 2020
With schemes maturing, and increasing pressure from The Pensions Regulator, more trustees and sponsors are thinking about their own scheme’s journey toward the "endgame". But what endgame is right for your scheme?
SPEAKER(S): Chris Ramsey, Principal and Senior Consulting Actuary, Barnett Waddingham | Jack Sharman, Associate and Senior Consulting Actuary, Barnett Waddingham
Scheme investment principles: Implementation statements & TCFD reporting
12 Nov 2020
All occupational pension schemes must prepare an annual report and accounts within seven months of the end of each “scheme year”. However from 1 October 2020, there is a new requirement that annual report and accounts must also contain an implementation statement which...
SPEAKER(S): Ralph McClelland, Partner, Sackers
Future Proofing your Scheme Admin
24 Nov 2020
The COVID-19 pandemic has brought about a heightened importance on the quality of pension scheme administration. Ensuring member data is safe, secure & easily accessible is only the tip of the ice berg, with schemes and administrators alike having to adapt their...
SPEAKER(S): Jonathan Weaver, Senior Consultant, XPS Administration | Mary McLeod, Partner, XPS Administration
CHAIR: Kim Gubler, Chair, The Pension Administration Standards Association
Date with The Pension Regulator & Pension Protection Fund
03 Dec 2020
PensionChair is delighted to welcome The Pension Regulator & PPF to our annual Christmas session. They will share insights into what Trustees & the wider industry on what can expect to materialise moving into 2021. We will also look back and review one of the strangest...
SPEAKER(S): David Fairs, Executive Director for Regulatory Policy, Analysis & Advice, The Pensions Regulator (TPR) | David Taylor, Executive Director & General Counsel, Pension Protection Fund
CHAIR: Jon Bridger, Chair of Trustees, CBI Pension & Plumbing Pensions scheme
The impact of fiduciary management on investment governance & CMA tender update
27 Jan 2021
"As a trustee board, you retain ultimate responsibility for a scheme’s investments, but this doesn’t mean that you have to (and you may not be permitted to) do everything yourself and you may find professional advice is required to understand where delegation is appropriate." This quote is taken directly from...
SPEAKER(S): Vicky Casebourne, Asset management, Kempen Capital Management UK | Lara Edmonstone, West Director, Business Development, Kempen Capital Management UK
How will the government review on RPI/CPI affect pension schemes?
09 Feb 2021
In this session, members will discuss the government review on the reform to RPI, where we will address the differences between RPI & CPI, what this means for inflation and the knock-on affect to pension schemes that Trustees must be aware of.
SPEAKER(S): Danny Wilding, Partner, Barnett Waddingham | Richard Gibson, Partner, Barnett Waddingham
CHAIR: Kate Barker, Chair of the Trustees, British Coal Staff Superannuation
GMP Equalisation: What have we learned from pension schemes & where are we now?
16 Feb 2021
The importance of GMP Equalisation is undoubted, but there is a growing level of fatigue on the topic due to a lack of established examples coming to implementation. However, over recent months a major push has occurred with schemes now entering the implementation phase which will...
The Road to 2030: Strategic asset allocations for pension schemes
25 Feb 2021
In this session, we will be looking at strategic asset allocations for pension schemes to consider in the medium term as they begin to evolve a more mature long-term funding target & journey planning strategy. Discussions will cover...
CHAIR: Joanna Matthews, Chair of Trustees, Vodafone, Civil Aviation Authority & Siemens pension schemes
What your pension scheme audit doesn’t do
04 Mar 2021
With the various new layers of disclosure, compliance and risk, Trustees are looking towards their auditors for support and advice, only to find the response in some cases being less than helpful and leaving the burden with the Trustee Board...
SPEAKER(S): Ian Bell, Head of Travel & Tourism, RSM UK | Karen Tasker, Director, RSM UK
CHAIR: Max Graesser, Chair of Trustees, Ricoh Pension Scheme
Buy-in/Buy-out market opportunities & Threats: 2020 review & looking forward
25 Mar 2021
2020 was an extraordinary year for the pensions industry, with the pandemic underpinning the frenzy of activity that schemes & Trustees were experiencing. For many schemes, it was time to take stock of their position and being assessing their journey plan and what the future holds. In this session, we will review the 2020...
SPEAKER(S): Sammy Cooper-Smith, Business Development, Rothesay Life
Pensions Bill & CIGA
15 Apr 2021
In this session, we will explore how the pensions bill will impact schemes and the key areas for Trustees to look out for. We will also analyse the pensions bill against CIGA, and how certain provisions of CIGA could in fact undermine what is being suggested in the bill. What are these...
SPEAKER(S): Vicky Mullins, Senior Consultant, XPS Pensions Group
Funding Code: implications for covenant developments & scheme journey planning
06 May 2021
We will assess how the awaited funding code will establish a whole layer of focus for pension schemes in how they map out their sponsor covenant to ensure the funding levels & journey plan align. We will discuss look at how this will impact both from a sponsor & scheme perspective as well exploring...
Cyber Risk developments for pension schemes & reviewing the evolution of GDPR
20 May 2021
The changes to the way we work have only increased the threat of cyber-attacks. Pension schemes have numerous avenues that could be susceptible to cyber threats, from Trustees & advisers all the way through to the members. In this session we will explore how cyber-attacks have evolved and why awareness for schemes has...
The Funding Code & key considerations for pension schemes
08 Jun 2021
Over the past 18 months the pensions industry has seen the scheme funding code guidance go through multiple consultations as the TPR looked to refine the principles of scheme funding practice for the UK DB schemes and their sponsors. Following the official release of the code, we will explore what this means for schemes, looking at...
SPEAKER(S): Danny Wilding, Partner, Barnett Waddingham
ESG practical implementation: going beyond standard reporting & compliance
22 Jun 2021
In this session we will discuss some of the innovative ways schemes are approaching ESG, looking at the work Trustee boards and advisers are doing to move beyond the standard reporting and compliance work that has historically satisfied demands of the regulator & sponsor. ESG continues to be a topic high on the agenda for all organisations, not just...
Administration and the 3 D’s: Data, Digitalisation & Dashboards
08 Jul 2021
In this session, we will explore 3 key areas that are evolving the administration market and how important it will be for Trustees to understand their benefits to the pension scheme. We will look at how data is changing the way we manage the membership, why innovation is playing a key role for administrators in the new world of...
Analysing your pension scheme costs & how to keep them down
21 Jul 2021
In this session we will discuss how pension schemes can better equip themselves to analyse their external spend. Controlling costs has a compounding effect, which rolls up over time and has a massive impact later down the line and Trustees have a responsibility to their Sponsor and members to clearly show how...
SPEAKER(S): Karen Tasker, Director, RSM UK Management Limited
Trustee Board Effectiveness: Discretionary decision-making
07 Sep 2021
Trustee board effectiveness has become an integral part of helping to improve the governance and performance of pension schemes. Trustees ultimate duty is deliver and fulfil member benefits, and in between the collaboration between the Trustee Board, advisers & sponsor is paramount to success. This workshop will help members to identify the challenges in their...
Investment & Funding triggers and integrated risk on the path to the end-game
23 Sep 2021
In this session we will discuss how Trustee Board must be aware and focus on the investment and funding triggers on the path to the end-game. We will look at practical examples of where Trustees can help improve the collaboration between their advisers and members will also explore...
The sponsor covenant and optimising the scheme / sponsor relationship
21 Oct 2021
In this session we will discuss the ways Trustees make the relationship between the Covenant Adviser & sponsor effective to improve scheme performance, looking at the conditions that can cause it not to work, analyse some of the common conflicts and how to overcome them and looking at the ways to...
SPEAKER(S): Paul Jameson, Managing Partner & CEO, Penfida | Arabella Slinger, Senior Partner, Penfida
CHAIR: Fraser Smart, CEO, British Airways Pension Services Limited
Developments in longevity risk & what this means for scheme journey planning
11 Nov 2021
In this session we will look back to the 2020 pandemic and how it has created a knock-on effect to mortality rates and longevity risk for pension schemes. We will explore how longevity risk plays a key part in journey planning and end-game process and what insurers will be looking at around longevity when discussing options with schemes.
SPEAKER(S): Roisin O' Shea, Business Development, Rothesay Life
CHAIR: Ruston Smith, Chair of Trustees, Tesco Pension Investment
The Trustee Board role in managing scheme risk effectively
25 Nov 2021
Understanding the risks posed to pension schemes and how to plan, mitigate & respond effectively is a role that has often been overlooked by Trustee Boards due to more obvious or time-consuming concerns. In this session we will explore the requirements of Trustees around risk, what is expected and what they should know. We will also discuss various methods & principles that can be used...
SPEAKER(S): Gary Grewal, Partner, RSM UK Management Limited | Ian Bell, Head of Pensions, RSM UK Management Limited