Risk & Scheme Funding Forum

An evolving approach to your funding strategy


Professional Pensions is delighted to launch our Risk & Scheme Funding Forum for 2020 taking place on 5 March. This new event is a combination of our Scheme Funding Summit and our Risk Reduction Forum, tying together the core themes associated with both. While both popular events in their own right, The Pensions Regulator (TPR) has made it clear that an integrated approach to risk management is a fundamental starting point for schemes as they also start setting their long-term funding targets, so combining these focuses into one seemed a natural fit.

According to recent research, the value of UK bulk annuity deals is set to quadruple in the 2020s, from £135bn in the 2010s to around £540bn. This staggering increase signals an ever-evolving approach to funding strategies with schemes constantly reassessing their de-risking process, in an attempt to combat longevity risk and establish a clear path to a full funded scheme.

Join us on 5 March at this exclusive event, that will provide delegates with an update on the bulk annuity market, journey planning, consolidation, investment risk and much more.

This event is working towards the International Standard ISO 20121 and follows guidance set out by the Sustainable Event Alliance (SEA)
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Time until the event

Who should attend?

Professional Pensions welcomes delegates from the following job types:


Trustees

Pension Scheme Managers

Pension Scheme Administrators

Pensions Communication Specialists

Chairs of Trustees

HR Directors/Managers

CIOs

Financial Directors

CFOs

Treasurers

Programme

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Registration
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Chair's introduction and opening remarks

James Phillips, Deputy Editor, Professional Pensions

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Keynote: The PPF Purple Book

Stephen Wilcox , Chief Risk Officer, Pension Protection Fund

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Buy-ins make it harder to buy-out

Most pension schemes are now on a path to their endgame, whether they are aiming for buy-out or self-sufficiency. It is widely accepted that a buy-in can make it harder for most schemes to achieve its endgame, so we present a framework to help schemes decide when a buy-in might be suitable. We also consider ways pension schemes might adapt their investment strategies to approach their endgame with greater certainty.

Paul Richmond, Head of Solution Design, Client Solutions Group, Insight Investment

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Preparing for bulk annuities

With bulk annuity transactions at record levels, the market has become supply driven. As a result, trustees must prepare carefully if they're to secure insurer engagement. Prash will look at how this impacts smaller schemes and explore the practical steps trustees should take to prepare for a transaction and secure participation from insurers.

Prash Mehta, Business Development Manager, Just Defined Benefit Solutions

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Networking break
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CDI – Does it deliver inflows?

The investment objective of nearly every pension fund is to meet the liabilities as they fall due, so why is CDI so special? Although the focus of CDI is often on meeting assumed liability outflows, in reality it is all about securing the asset inflows. This session will explore how to build a CDI solution and how the solution can be tailored to long-term goals such as buy-out and self-sufficiency.

Patrick O'Sullivan, Solutions Manager, Schroders

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Avocados as a matching asset

As pension schemes move to endgame, there just aren’t going to be enough traditional ‘matching’ assets to go around. As pension schemes hoover up Gilts, insurance companies (and some pension schemes) are looking to more innovative assets to match liabilities. Search for such assets is increasingly a competitive activity…with schemes prepared to look to innovative assets set to have the advantage.

Julie Alexander, Business Development Director, Kempen Capital Management

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Getting to buy-out with little employer support

An exploration of recent examples of cases where Trustees have managed to reach buy-out with limited additional employer support. What defines these cases and how did the actions of the Trustees and Employer enable them to reach their destination? What is the outlook for other schemes that wish to reach buy-out and what alternatives might they consider? The speaker can draw upon extensive experience of bulk annuity transactions having done over 50 of them.

Colin Parnell, Head of Bulk Purchase Annuities, Capita

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Networking lunch


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Afternoon Keynote: The new DB funding code

Fiona Frobisher, Head of Policy, The Pensions Regulator

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Panel: Where now for the DB consolidators?

It is almost a year since the Department for Work & Pensions (DWP) launched its consultation on the consolidation of defined benefit pension schemes.

  • What now for the DB consolidators?
  • Is there still a market for them
  • Can they go ahead and launch their products?
  • What are the options?

Ashu Bhargava, Senior Actuary, Clara Pensions
Duncan Buchanan, Partner, Hogan Lovells
Prash Mehta, Business Development Manager, Just Defined Benefit Solutions

Chair: James Phillips, Deputy Editor, Professional Pensions

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Chair’s closing remarks and close of conference

James Phillips, Deputy Editor, Professional Pensions

Please note: programme is subject to change

Chair

Deputy Editor
Professional Pensions

Speakers

Business Development Director
Kempen Capital Management
Senior Actuary
Clara Pensions
Partner
Hogan Lovells
Head of Policy
The Pensions Regulator
Business Development Manager
Just Defined Benefit Solutions
Solutions Manager
Schroders
Head of Bulk Purchase Annuities
Capita
Head of Solution Design, Client Solutions Group
Insight Investment
Chief Risk Officer
Pension Protection Fund
Delegate Registration


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Contact

For registration queries contact:
Samuel Avis
Marketing Assistant
+44 (0)207 484 9778
For programme queries contact:
Joe McLean
Senior Conference Producer
+44 (0)207 484 9867
For sponsorship queries contact:
Liam Barrett
Sales Director
+44 (0)207 484 9977
For logistics queries contact:
Lily Cullen
Event Assistant
+44 (0)207 484 9931