Update on the bulk annuity markets from Rothesay Life with case study insights from their clients on recent…
SPEAKER(S): Alan Goodman, Chief Investment Officer, Telent Uk Pension
Sammy Cooper-Smith, Head of Business Development, Rothesay Life
CHAIR: Jonathan Clarke, Independent Trustee, RHM
The importance of having capable, diligent and committed Trustees is a key focus for the regulator. But is the move towards professionalization of all Trustees the right…
SPEAKER(S): Nita Tinn, Chair, APPT
Nigel Wildman, Board Member, AMNT
CHAIR: Melanie Cusack, Chair of Trustees, Macmillan Pension
RSM’s pension survey interviewed almost 200 industry experts across the UK, to gather key market insight into the quality of governance within the sector, and what the future looks like when considering new compliance codes. With the topics of governance and specifically, internal control firmly on the Pension Regulator’s radar, RSM’s ‘Mind the expectation gap’ delves into whether trustee boards are really investing in scheme governance, or if risk prevention is being seen as just a tick box exercise which is low down on a busy meeting agenda. Who does the buck stop with, and what can the sector expect to face in the year to come? Find out with our in-depth look.
SPEAKER(S): Ian Bell, Head of Pensions, RSM UK
Gary Grewal , Partner, RSM UK
CHAIR: Max Graesser, Chair of Trustees, Ricoh Pension Scheme
We will discuss the latest legal updates including the increase in TPR’s powers and the impact on corporate behaviour, TPR’s views on governance and what the code might look like, the input required from DWP and HMRC…
SPEAKER: Ferdy Lovett, Partner, Sackers
Faith Dickson, Partner, Sackers
CHAIR: Daniel Barlow, Director, Law Debenture
PensionChair technical Partner Sackers will facilitate a virtual meeting for Chair of Trustees to discuss the leading priorities for schemes surrounding COVID-19.
SPEAKER(S): Ferdy Lovett, Partner, Sackers
Faith Dickson, Partner, Sackers
CHAIR: Daniel Barlow, Director, Law Debenture
One of the main priorities for Chair of Trustees during this testing time is the sponsor covenant, with a clear focus on the scheme capability to pay member contributions, wider volatility of funding positon and the scale of scheme reliance on the covenant. With technical partner Penfida facilitating the discussion, Chair of Trustees are invited to join us to hear from specialists on the key considerations around your sponsor covenant and share your own challenges.
SPEAKER(S): Paul Jameson, Managing Partner, Penfida
CHAIR: Carol Woodley, Chair of Trustees, 3I Group
End-Game is arguably the main objective for all schemes. But how can you decide on the right End-Game? We will analyse a variety of case studies and discuss the options available depending on…
SPEAKER(S): Chris Ramsey, Principal, Barnett Waddingham
Jack Sharman, Associate and Senior Consulting Actuary, Barnett Waddingham
CHAIR: Ruston Smith, Chair, Tesco Pension Investment
Sammy Cooper-Smith will give an update on what Rothesay Life are seeing in the de-risking market, with a focus on the below agenda:
1. Deal flow, what is making deals fall over, what is making transactions happen faster
2. Potential impact of current issues on longevity and reinsurance market
3. Asset side issues and opportunities
4. Longer term potential impacts
5. Any other areas of interest to members
SPEAKER(S): Sammy Cooper-Smith, Head of Business Development, Rothesay Life
We all know that markets have been volatile and the funding levels for some schemes have dropped over recent weeks, but where do we go from here? Join Redington experts as they share insights.
SPEAKER(S): Pete Drewienkiewicz, Chief Investment Officer, Global Assets, Redington
Marian Elliott, Head of Integrated Consultancy, Redington
FACILITATOR: David Bennet, Executive Director, RedingtonLEARN MORE >
The prominence of ESG being an integral part of the pension agenda has led to schemes having to think in new ways to show profitable returns from their investment portfolios. How has the market moved on…
SPEAKER(S): Rachel Melsom, Director, UK & Europe, Tobacco Free Portfolios
Honor Fell, Vice President, Redington
CHAIR: David Rix, Chair of Trustees, BP Pension Trustees
The coronavirus has certainly created challenges for pension schemes and their Trustees. The combination of falling funding levels in addition to balance sheet pressure on the sponsoring employer has been the story of 2020 as we all try to navigate the lockdown. Conversations of sponsor contributions holidays, weakening covenants, derailed journey plans as well as opportunities from markets dislocation have been plentiful on video conference calls up and down the country – but what does this practically mean for you as Trustees?
SPEAKER(S): Arif Saad, Senior Investment Strategist, Kempen Capital Management
In recent weeks, markets have been hit by a triple shock of COVID-19, the break-up of OPEC+, and a liquidity event that resulted in a significant dislocation across asset classes and negatively impact pension scheme funding levels. This has created a repricing of fixed income assets to levels on a par with the global financial crisis, presenting a once-in-a-decade opportunity for fixed income investors…
SPEAKER(S): Philip Saunders, Co Head Multi Asset Growth, Ninety One
Jeff Boswell, Head of Developed Market Credit, Ninety One
Garland Hansmann, Portfolio Manager, Ninety One
Grant Webster, Portfolio Manager, Emerging Market Debt, Ninety One
Remote working and new challenges: Unfortunately in times of uncertainty cyber criminals will try to exploit vulnerability and confusion. With an increased number of people working from home we are seeing increases in cyber-crime, particularly utilising common social engineering techniques such as phishing, whaling and ransomware. The session will highlight some of the risks and challenges and provide practical guidance and advice on how to manage the risks during these challenging times – both in terms of protecting the more vulnerable members of your pension scheme who might be directly targeted and also in terms of the impact of changes to the IT environment from the perspective of the Scheme’s administration.
SPEAKER(S): Sheila Pancholi, Partner, Technology Risk Assurance
No two pension schemes are the same and each comes with its own challenges and priorities. With The Pensions Regulator requiring schemes to set prudent LTFT’s, how can those schemes…
SPEAKER(S): Danny Wilding, Partner, Barnett Waddingham
Chris Ramsey, Principal, Barnett Waddingham
The Covid-19 pandemic continues to have a massive impact on defined benefit (DB) pension schemes, as well as business and employment generally.With the situation being fast-moving and constantly changing, trustees need to keep an eye on the ball when it comes to knowing what they can do to protect and reorient their schemes.
SPEAKER(S): Paul Houghton, Actuary, Partner and Head of Actuarial Consulting, Barnett Waddingham LLP
Barbara-Ann Thompson, Principal, Barnett Waddingham LLP
PensionChair welcomes TPR Executive Director for Regulatory Policy, Analysis & Advice David Fairs who will share with members an update on the industry, covering a variety of key areas for discussion and looking forward towards what schemes should be aware of and planning for as we begin to come out of lockdown
SPEAKER(S): David Fairs, Executive Director for Regulatory Policy, Analysis and Advice, The Pensions Regulator
CHAIR: Karen Heaven, Managing Director, RedingtonLEARN MORE >
To what extent should trustees expect tPR’s new powers and focus to support and improve their dialogue with sponsors, including specific measures to cover schemes’ covenant…
As the markets have begun to return to a less volatile state following the COVID-19 pandemic, schemes are starting to reassess their portfolios to analyse and understand where there are opportunities to maximise performance. With the funding code put on hold for an additional 3 months, now is a critical time for Trustees to take stock of the situation and prepare for what is next. In this session...
SPEAKER(S): Nikesh Patel, Head of Investment, Kempen
CHAIR: Chris Cheetham, Chair of Trustees, Mineworkers' Pension Scheme
The dynamics of scheme communication is changing rapidly. How can Trustees engage with their members when their is such diversity? How do we manage and analyse data effectively to…
SPEAKER(S): Julia Land, Board Adviser, Muse Advisory
Steve Powell, Head of Client Communications, XPS Administration
CHAIR: Carol Woodley, Chair of Trustees, 3i Group
Following on from the success of last year’s PensionChair remuneration survey, we are delighted to invite you to the official 2020 launch. Commentary will be provided on the report by Winmark and survey sponsor and technical partner Barnett Waddingham, providing a compare and contrast of the past 12 months. Attendees will hear analysis on sample data from this year’s survey, including areas such as scheme size, industry, gender and more. Please note, all those that completed the survey and attend this session will receive a copy of the report prior to full release.
SPEAKER(S): John Madden, Research Director, Winmark
Danny Wilding, Partner, Barnett Waddingham
A practical workshop sessions where members will be given a case study of a pension scheme and will be asked to detail their approach based on the details provided. This sessions gives schemes an opportunity to…
CHAIR: Fraser Smart, CEO, BA Pensions
Protecting and managing data has never been more important. As cyber criminals continue to find new ways to infect your organisation with viruses able to steal your members information without your...
Artificial Intelligence continues to develop and change the way we work. How can schemes utilise AI effectively with their asset manager to open up new opportunities? Members will discuss how…
61% of all private sector workplace pensions members are involved in DC schemes, with 90% of active members investing directly into DC schemes. So what does the future hold for the DC market? We will discuss...
High-Quality Administration at a suitable price is proving a huge challenge for pension schemes. Even more of a challenge is ensuring the quality of your Data allows you to achieve your objectives and can be…
We will hear from an industry leading speaker reviewing the last 12 months of the pensions market and what is in store for 2021. Previous speakers include David Willetts, Charles Counsell, David Fairs, Ros Altman & Lesley Titcomb. We will also enjoy a festive lunch to welcome in the Christmas Period and round off the year!