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The impact of fiduciary management on investment governance & CMA tender update

27 Jan 2021
Boards, governance & stakeholders
Chair of pension trustees

"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, Director, Business Development, Kempen Capital Management UK | Lara Edmonstone-West, Director, Business Development, Kempen Capital Management UK | Paula Champion, Director, Isio - Investment Advisory
CHAIR: Daniel Barlow, Director, Law Debenture Pension Trustees

How will the government review on RPI/CPI affect pension schemes?

09 Feb 2021
Boards, governance & stakeholders
Chair of pension trustees

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: Melanie Cusack, Client Director, ptl

GMP Equalisation: What have we learned from pension schemes & where are we now?

16 Feb 2021
Boards, governance & stakeholders
Chair of pension trustees

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...
SPEAKER(S): Vicky Mullins, Senior Consultant, XPS Pensions Group | Joanna Smith, Associate Director, Sackers
CHAIR: Eric Stobart, Chairman Investment & Funding Committee, Lloyd's Superannuation Fund Pension

The Road to 2030: Strategic asset allocations for pension schemes

25 Feb 2021
Growth, media & international
Innovation, operations & business models
Chair of pension trustees

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...
SPEAKER(S): Philip Saunders, Co- Head of Global Multi- Asset Growth, Ninety One | Sahil Mahtani, Investment Strategist, Ninety One
CHAIR: Joanna Matthews, Chair of Trustees, Vodafone, Civil Aviation Authority & Siemens pension schemes

What your pension scheme audit doesn’t do

19 Mar 2021
Boards, governance & stakeholders
Chair of pension trustees

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, Partner, 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
Growth, media & international
Risk, ethics & geopolitics
Chair of pension trustees

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 begin assessing their journey plan and what the future holds. In this session, we will review the...
SPEAKER(S): Sammy Cooper-Smith, Business Development, Rothesay Life | Simon Bramwell, Principal, Head of Longevity Risk Transactions, Barnett Waddingham
CHAIR: Daniel Barlow, Director, Law Debenture Pension Trustees

Practical implications of CIGA & The Pension Schemes Act

15 Apr 2021
Alignment, change & transformation
Chair of pension trustees

In this session, we will explore the practical implementation of the Pension Schemes Act and Corporate Insolvency and Governance Act from the legal and covenant perspectives. Join our panel of speakers from Sackers and Penfida, who will give examples of the issues employers can face and the implications for trustees.
SPEAKER(S): Peter Murphy, Head of Pensions Litigation, Sackers | Faith Dickson, Partner, Sackers | Trevor Civval, Director, Penfida | Daniel Lappage, Partner, Penfida
CHAIR: Liz Airey, Chair of Trustees, Rolls-Royce UK Pension Fund

The sponsor covenant and optimising the scheme / sponsor relationship

06 May 2021
Boards, governance & stakeholders
People, leadership, performance & diversity
Chair of pension trustees

The relationship between Pension Scheme and Sponsor is unique amongst a Company’s creditors and can represent a key intangible asset to the Scheme. In this session we will discuss the ways trustees can make the relationship more effective to...
SPEAKER(S): Paul Jameson, Managing Partner & CEO, Penfida | Julian Goodwin, Partner, Penfida
CHAIR: Susan Jee, Chairman, Babcock International Pension Scheme

The impact of cyber threats and evolving data privacy regulation on pension schemes

24 May 2021
Boards, governance & stakeholders
Chair of pension trustees

The changes to the way we work have only increased the threat of cyber-attacks. In this session, we will explore how cyber-attacks have evolved and why vigilance has never been more important. Furthermore, the recent cases of data protection fines have only...
SPEAKER(S): Sheila Pancholi, Partner, Technology Risk Assurance, RSM | Sarah Henderson, Senior Associate, Sackers
CHAIR: Daniel Barlow, Director, Law Debenture Pension Trustees

The Funding Code & key considerations for pension schemes

08 Jun 2021
Alignment, change & transformation
Chair of pension trustees

The scheme funding consultation gives a clear indication of TPR's expectations of trustees, schemes & sponsors around long-term funding targets and journey planning. However, it will still be sometime yet before the new regime is fully in force. Ahead of the expected...
SPEAKER(S): Steve Hitchiner, Partner, Actuary, Barnett Waddingham LLP
CHAIR: Ross Russell, Director, RRL

ESG: going beyond standard reporting & compliance

22 Jun 2021
Alignment, change & transformation
Chair of pension trustees

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...
SPEAKER(S): Stephanie Niven, Global Sustainable Equity Portfolio Manager, Ninety One | Edwin Whitehead, Responsible Investment Lead, Redington
CHAIR: Robert Branagh, Chief Executive Officer, London Pensions Fund Authority

PensionChair Remuneration Survey Launch 2021

29 Jun 2021
Boards, governance & stakeholders
Chair of pension trustees

Our annual remuneration survey of Pension Fund Chairs and Trustees is designed to help you benchmark your scheme. At the survey launch, we will be sharing the main findings and any trends as well as insights into the current priorities and challenges facing schemes including how trustee boards are addressing diversity and inclusion.
SPEAKER(S): Danny Wilding, Partner, Barnett Waddingham | Sonia Kataora, Partner and Head of DC Investment, Barnett Waddingham | John Madden, Research Director, Winmark

Administration and the 3 D’s: Data, Digitalisation & Dashboards

08 Jul 2021
Tech, cyber, data & digital
Chair of pension trustees

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...
SPEAKER(S): Kevin Allwork, Head of Projects, XPS Administration | John Doherty, Senior Process and Technical Analyst, Administration Services Group, XPS Administration | Neil Bradford, Head of Client Management, XPS Administration

Trustee Board Effectiveness: Discretionary decision-making

07 Sep 2021
Boards, governance & stakeholders
Chair of pension trustees

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
Boards, governance & stakeholders
Chair of pension trustees

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...
SPEAKER(S): Nick Lewis, Director, Investment Consulting, Redington

Funding Code: implications for covenant developments & scheme journey planning

21 Oct 2021
Alignment, change & transformation
Chair of pension trustees

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...
SPEAKER(S): Paul Jameson, Managing Partner & CEO, Penfida
CHAIR: Fraser Smart, CEO, British Airways Pension Services Limited

Developments in longevity risk & what this means for scheme journey planning

11 Nov 2021
Risk, ethics & geopolitics
Chair of pension trustees

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
Risk, ethics & geopolitics
Chair of pension trustees

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

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