Programme

Across a packed two day programme, Workplace Pensions Live will explore the hottest topics and key challenges facing schemes, from the investment outlook, to supporting members, to improving transparency.

09:00
Meet and greet – tea, coffee and registration
10:00
Welcome to Workplace Pensions Live 2017
Jack Jones, editor, Pensions Insight and Engaged Investor
Session 1 | Prepare your scheme for change: assess the challenges on the road ahead
Session chaired by Jack Jones, editor, Pensions Insight and Engaged Investor
10:05
Keynote | The UK economy in 2017 and beyond: implications for investments
How is the economy performing, what are its prospects, and what does that mean for pensions? Professor Jagjit Chadha outlines his perspective, while touching on the view that the pension sector is desperately in need of some simplicity – and you can help change that.
Jagjit Chadha, director, National Institute of Economic and Social Research
10:35
Panel discussion | Building pensions that are fit for the future: what can we do better?
The pensions sector faces many challenges, from subdued investment returns and poor financial awareness to political and regulatory upheaval. So what can pension managers and trustees do to ensure their schemes and their members are as prepared as possible for whatever life throws at them? Our panellists explore:
  • Communicating with and educating members
  • Building diverse, professional and knowledgeable teams
  • Getting the best possible value for members’ contributions

Andy Dickson, investment director, Standard Life Investments
Jane Healy, group pensions manager, DP World (Engaged Investor’s 2016 ‘Pension Manager of the Year’)
Rory Murphy, chairman, Merchant Navy Officers Pension Fund (Engaged Investor’s 2016 ‘Best Investment Strategy’ award winner)
Lesley Williams, group pensions director, Whitbread and chair, Pensions and Lifetime Savings Association

11:15
Re-energise – tea, coffee and networking
Session 2 | Tailor your agenda: choose a stream

Stream A | Fiduciary management and de-risking
Stream chaired by Jenna Gadhavi, insight editor, Pensions Insight and Engaged Investor
11:45
Panel discussion | Is fiduciary management right for my scheme?
A panel of experts consider the pros and cons of fiduciary management, the potential pitfalls and how to deal with them, and what service standards to expect.
Bob Campion, senior portfolio manager, Charles Stanley
Kim Gubler, deputy chair, Pensions Administration Standards Association (PASA)
Naomi L’Estrange, trustee director, 20-20 Trustees Limited
12:25
Advisory session | De-risking in 2017: the opportunity of buy-ins
With buy-in pricing at its most favourable level for five years and increasingly flexible solutions available from insurers, trustees are understandably looking towards buy-ins as a key plank of their de-risking strategy. This session explores the structures trustees are using, as well as de-risking trends.
Uzma Nazir, head of origination structuring, Pension Insurance Corporation
12:50
Learn from the best | Balancing security, price and practicality – best practice
Aon Hewitt’s John Baines will share his experience of structuring large and small
scale insurance solutions to provide a practical overview of the key de-risking options, including longevity swaps, buy-outs and buy-ins.
John will then share his experiences on the best ways to:
• Prepare your scheme for an auction
• Negotiate the strongest price with insurers
• Successfully implementation in order to give you certainty
John Baines, partner, Aon Hewitt
13:10
Refuel – lunch and networking

Stream B | Investment strategy
Stream chaired by Jack Jones, editor, Pensions Insight and Engaged Investor
11:45
Panel discussion | Adapting investment strategies to changing market conditions
Schemes are facing a tough economic environment. So how can they ensure that their investment strategies meet their needs? A panel of experts discusses the key points.
Alistair Byrne, senior DC investment strategist, State Street Global Advisors (SSGA)
Kathryn Graham, head of strategy coordination, Universities Superannuation Scheme Ltd
12:25
Advisory session | Pension investment strategies – it’s time to get personal
How people access their pension benefits has changed dramatically under pension freedoms; everybody’s retirement will be different. ‘One size fits all’ and default investment solutions have a place but can be the cause of catastrophic member outcomes. In this session we will look at the risks at play and how a more personalised approach could be the answer to improving member outcomes.
Andrew Pennie, marketing director & head of pathways, Intelligent Pensions
12:50
Expert insight | Improving transparency in workplace pensions
Dr Christopher Sier developed the asset management cost disclosure framework implemented by the LGPS. In this session he explains how other schemes could benefit from this work by improving fee transparency and reducing costs.
Dr Christopher Sier, professor of practice, Newcastle University Business School and managing director, FiNexus

Session 3 | Reinvigorate your approach to pensions: take home tips for trusteeship and more
Session chaired by Jack Jones, editor, Pensions Insight and Engaged Investor
14:35
Panel discussion | Pension schemes: Who’s in charge?
Running a pension scheme is a big responsibility. But where does accountability ultimately lie? With the trustees, their advisers, the scheme executive, or the sponsoring employer? All have a duty to work together to make sure members’ benefits are paid. This session will explore the sometimes delicate balance of power and responsibility in a modern scheme.
Elizabeth Gane, pensions partner, Gowling
Chris Hogg, chief executive officer, Royal Mail Pensions Trustees
Tim Sharp, policy officer, Trades Union Congress
David Weeks, co-chair, Association of Member Nominated Trustees
15:15
Room change
Session 4 | Explore ways to increase and diversify your returns
15:20
Workshop | Maximising and diversifying returns under the DC charge cap
DC schemes will have to make members investments work hard to deliver the retirement income they expect. But the charge cap and the need for liquidity are often seen as limiting funds’ options. In this in-depth workshop we will explore how investing in private markets can increase and diversify returns, and how DC schemes can access these markets within those constraints.
Roberto Cagnati, managing director, head portfolio and mandate solutions, Partners Group
Chaired by Jenna Gadhavi, insight editor, Pensions Insight and Engaged Investor

16:00
Refresh – tea, coffee and a chat
Session 5 | Tailor your agenda: choose a stream

Stream A | At-retirement
Stream chaired by Jack Jones, editor, Pensions Insight and Engaged Investor
16:30
Panel discussion | Design for [long] life
Freedom and choice has given DC retirees a swathe of options. So how can schemes help their members make appropriate decisions, and what obligation do they have to support their members throughout their retirement. We look at different approaches schemes are taking to DC retirement challenge
Yvonne Pearce, group pensions manager, DMGT plc
Pamela Taylor, UK & Ireland group pension manager, BASF Group Pension Scheme
Joanne Tibbot, pensions director, Gowling WLG
17:00
Room change

Stream B | Multi-asset investment
Stream chaired by Jenna Gadhavi, insight editor, Pensions Insight and Engaged Investor
16:30
Panel discussion | Diversification in a turbulent world – building a successful diversification strategy
Schemes face a tough challenge balancing the need for asset growth with a desire to control risk. Many are turning to multi-asset solutions, but not all DGFs are the same. This session will examine the options available, how they work, and how schemes are using them in their investment strategies.
Richard Butcher, managing director, Professional Trustees Limited
Jeff Houston, head of pensions, Local Government Association
John Nestor, independent trustee chairman

Session 6 | Deliver benefits without the bumf: keep employees engaged!
Session chaired by Jack Jones, editor, Pensions Insight and Engaged Investor
17:05
Keynote | Communicate, captivate: the power of conversation
Alastair Campbell, writer, communicator, strategist and Time to Change ambassador
17:35
Networking drinks Reception | Join us for a glass of wine
Sponsored by Barnett Waddingham
Programme and speakers correct at time of publication but subject to change

09:00
Meet and greet – tea, coffee and registration
10:00
Welcome to Workplace Pensions Live 2017
Jack Jones, editor, Pensions Insight and Engaged Investor
Session 7 | Political, governmental and regulatory change
Session chaired by Jack Jones, editor, Pensions Insight and Engaged Investor
10:05
Keynote | A pensions manifesto
As the parties prepare their general election promises, ACA chairman Bob Scott looks at the policies that would ensure a stable and sustainable pension system.
Bob Scott, chairman, Association of Consulting Actuaries
10:35
Question time | Keeping pensions on track: the view from the top
Two years on from the pension freedoms, in a Brexit-obsessed economic and political landscape, scheme managers and trustees face more uncertainty about the future of pensions than ever before. This ‘Question Time’-style session brings together pensions leaders from regulation and government to answer your burning questions about their policies and plans for the future.
Rosalind Connor, partner, ARC Pensions Law
Andy McKinnon, chief financial officer, Pension Protection Fund
Louise Sivyer, policy manager, The Pensions Regulator
Justin Wray, deputy head of the policy department, European Insurance and Occupational Pensions Authority
11:15
Re-energise – tea, coffee and networking
Session chaired by Jenna Gadhavi, insight editor, Pensions Insight and Engaged Investor
Session 8 | Different approaches to selecting a fiduciary manager worldwide
11:45
Advisory session | The differences of fiduciary management – a global view
Choosing the right fiduciary manager is a critical step in getting your pension scheme’s funding level back on track. Yet in a market with several providers to choose from the selection process can seem daunting. This presentation considers a best practice approach to finding the right provider for your scheme, by comparing and contrasting different approaches to selecting a fiduciary manager worldwide.
Patrick Disney, head of the institutional group, EMEA & Asia, SEI Investments
Session 9 | Engage members in the digital age: transform your communications
12:10
Learn from the best | 21st Century communications engagement
Telefonica’s approach to pensions communications is putting the member at the heart of their thinking. In this case study, Daniel Blackman lifts the lid on the Company’s success, offering some practical tips and tricks for engaging and communicating with a diverse workforce.
Daniel Blackman, pension and benefits specialist, Telefónica UK Limited
Session 10 | Thinking big when it comes to tackling DB risks
12:30
External insight | The case for superfunds
The Pensions and Lifetime Savings Association believes the DB system is under severe strain, with many sponsors and members facing intolerable levels of risk. In this session, Graham Vidler explains why the organisation came to this conclusion, and how allowing sponsors to transfer schemes into a number of superfunds could offer a solution.
Graham Vidler, director of external affairs, Pensions and Lifetime Savings Association
Session 11 | Holding fiduciary managers to account
12:55
Advisory session | Fiduciary management and costs: a can of worms
Transparency of costs, looking at ways to ensure the pension scheme is getting value for money and properly evaluate investments based on return, risk and costs. How can you fully assess the full costs of your fiduciary manager and understanding how different fiduciary models, or partial mandates, affect these costs? What questions should you ask and what information should your Fiduciary Manager provide? Once you have that information, what are productive and less productive ways to evaluate this information?
Johan Cras, managing director, Kempen Capital Management
13:25
Refuel – lunch and networking
Session 12 | Plan for pensions’ future: explore longevity risk and the great generational divide
Session chaired by Jack Jones, editor, Pensions Insight and Engaged Investor
14:25
External insight | Pension power: what do members want?
For most people, a pension is one of the biggest assets they will ever own, and yet many feel they have little control over their money. Over the last two years ShareAction has been supporting individual scheme members who want to have more of a say on how their money is invested.
In this session, the charity’s chief executive Catherine Howarth will explore the issues members care about, and share the experiences they have had engaging with the trustees and providers who run their schemes.
Catherine Howarth, chief executive, ShareAction
14:45
Panel discussion | Climate change risk
Climate change is one of the biggest financial risks faced by investors. Failing to manage it properly could cost trillions of pounds in the long-term. This session will look at the latest tools for tackling the issue, and how schemes are implementing them.
Nico Aspinall, chair, resource and environment board, Institute and Faculty of Actuaries
Sian Ferguson, trust executive, Sainsbury Family Charitable Trusts
Adam Matthews, head of engagement, Church Commissioners and pensions board & secretary, Ethical Investment Advisory Group (EIAG), Church of England
15:10
Keynote | Is there a human sell-by date and what are the implications for pension provision
Professor Les Mayhew’s research interests include risk, pensions and health and long-term care. In this closing keynote, he explores changing trends in lifespan and lifestyle, offering plenty of food for thought on the challenges that lie ahead for the pensions industry.
Dr Les Mayhew, professor of statistics, Cass Business School
15:40
Goodbye from Workplace Pensions Live
Jack Jones, editor, Pensions Insight and Engaged Investor
Programme and speakers correct at time of publication but subject to change

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