Spotlight Series: DC Pension Developments & Current Issues


15 June 2017
London – Le Meridien Piccadilly Hotel



DC Pension Developments & Current Issues

08.30    :    Registration and Coffee


09.00    :    Welcome & Opening Remarks


TrevorTrevor Cook, Managing Director, Specialist Pension Services





09.10   :      Session 1:  Setting the Scene


Anna Eagles Moderator: Anna Eagles, Director, LawDeb





Nicola RawlinsonNicola Rawlinson,  Executive Director, Client Portfolio Management, Multi Asset Solutions, J.P. Morgan Asset Management


Bridging the Gap on Lower Long-Term Returns

Individuals already struggling to achieve a financially secure retirement face an intensifying challenge. Not only are they living longer, they are also confronted with declining expectations for long-term returns on their retirement assets. Plan sponsors face a stark choice once they have acknowledged the outlook for lower returns. They can stay the course—with members contributing at their current deferral rates, often into relatively undiversified portfolios. Alternatively, they can take action to help improve retirement outcomes: encourage members to save more; consider investment strategy options that can make portfolio diversification easier; and provide members with the opportunity to enhance returns through the use of active management.



Ashley LesterAshley LesterHead of Multi-Asset Research, Schroders


Global Multi-Factor Equity

Gaining exposure to equity markets and the growth they deliver is essential for DC investors; however, is there a better way to improve investment outcomes whilst also being mindful of costs? Factor investing allow investors to seek enhanced risk-adjusted returns, reduce portfolio costs and increase performance transparency. In this session we will explore the evolution of equity investing and how capturing factors can benefit the DC investor. Multi Factor Equities – what is it and how to construct?


10.25     :    Coffee/Tea


10.55     :    Session 2:  The Member Experience


Jenni KirkwoodModerator: Jenni Kirkwood, Senior DC Consultant, Mercer





Simon EllisAdrian GordonHead of Institutional, HSBC Global Asset Management


Remember the Member!

The rapid expansion of the DC pension market offers opportunity and challenges as the industry tries to deliver the right solution for members.  For the first time, thousands of members are responsible for their pension choices and their financial future, while Freedom and Choice has changed Retirement options forever.   Understanding our members, their needs and fears is the key to efficient engagement and empowerment of members.  Adrian explores the needs of different categories of member, the difficulties of balancing these within schemes and how to make things personal.




Ashish KapurAshish KapurHead of European Institutional Solutions, SEI


An Eye to the Past is a Guide to the Future

Over the past decade, developments such as auto-enrolment and introduction of new flexibilities have transformed the pensions market almost beyond recognition. Today, a multitude of uncertainties, both political and economic, have made it difficult to predict what lies in store over the coming years. But, of one thing we can be sure, the need for high quality governance and the ability of providers to deliver increasingly personalised benefits and communications. This presentation shares SEI’s learnings and experiences from its almost unique standpoint of running a Master Trust for 10 years along with our hopes and predictions for the future.




12.10    :     Drinks and Lunch


13.20    :     Session 3:  TPR Update & The Future of Pensions



Huw EvansModerator:  Huw Evans, Trustee Executive, BESTrustees





Louise SivyerLouise Sivyer, Policy Manager, The Pensions Regulator


The Pensions Regulator Update

An update on the Pensions Regulator’s current priorities, in particular looking at the new responsibilities around authorisation and ongoing regulation of master trusts.  There will also be an update on TPR’s ongoing work on the 21st century trustee, raising standards of trusteeship and governance. 




Will Aitken

Will Aitkin, Director, Deloitte Total Reward and Benefits Ltd


DC: The End of One Size Fits All Pensions

The continuing shift from DB and DC is an oversimplification of saying just what is happening in pensions today; There appears to be an increasing role for master trusts and contractual arrangements, freedom and choice has an impact on investment strategy and the availability of wider savings arrangements now all have to be factored in. We are seeing the end of a one size fits all approach to pensions and the gradual emergence of pension schemes that may not even attempt to provide a pension!


14.35         Coffee/Tea


15.00         Session 4:  Legal Update & Case Studies


Nita TinnModerator: Nita Tinn, Trustee Director, IHG UK DC Pension Plan 






Mark LatimourMark Latimour, Partner, Eversheds Sutherland


 Are you Up-to-date with Recent Developments in Relation to DC Schemes?

 So much has changed over the last few years in the world of DC pensions. Are you sure you are up to date with all recent developments? We take a look at the changing role of trustees, new regulatory requirements and the impact of recent budgets and look at issues such as Minimum quality standards, the Chair’s Annual Statement, Assessing value for money, the DC code of practice, Transparency, Trustee training, Governance Committees, Issues with Master trusts, Pension taxation, Pension flexibilities, Scheme transfers, Auto-enrolment, the issue of Guidance vs Advice and Understanding Disclosure Requirements.


David WeeksDavid Weeks, Co-chair, The Association of Member Nominated Trustees


The AMNT Annual Survey

A look at investment Strategies of AMNT members


Pension Fund Case-Studies   

A panel of pension scheme executives and trustees will talk about their pension fund's DC experiences. Panellists to include:


Anthony CharlwoodAnthony Charlwood, DC Investment Officer, TPT Retirement Solutions





David Weeks David Weeks, Co-chair, The Association of Member Nominated Trustees





16.45    :    Drinks Reception & Close of Conference


With so few DB schemes now open to new members, the DC industry is becoming ever more crucial. This
conference aims to provide an update for pension fund executives, trustees and employers on the impact of recent legislative changes to the DC market and to examine both the outlook for the industry and a range of the innovative developments and products/ideas that are being developed to meet future needs.


The conference is by invitation only for pension funds and other institutional investors. If you are not already receiving an invitation please contact us. A limited number of Complimentary invitations are usually available to genuine pension fund representatives (executives and trustees) and other approved institutional investors. However, to ensure we have room for as many funds as possible, we have to limit free places to 2 attendees per approved organisation thereafter a reduced rate fee is payable per delegate. Furthermore, SPS always reserves the right of admission (free or paid) and our decision is final.


Le Meridien Piccadilly Hotel, London

21 Piccadilly

London W1 0BH

Hotel Tel: 08700 400 8400

Hotel Fax: 020 7437 3574


The hotel is located on the north side of Piccadilly, close to Piccadilly Circus, only two minutes walk from Piccadilly Circus underground station.




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