Please note: this programme is subject to change
In this session, we are joined by Alyshia Harrington-Clark, Head of DC, Master Trusts and Life Savings, who will be updating us on the latest research and reports from the PLSA, where you can expect to hear about topics such as small pots and pensions adequacy.
Are people feeling shame or embarrassment about their lack of wider financial knowledge, and could this be hindering their engagement? In this session, Neil Hugh, Head of Workplace Proposition & Strategy and Amy Johnson, Head of Customer Proposition, will talk about how new research is shining a light on the crux of why people aren’t engaging with their pensions, and how the root goes well beyond long-term savings. They will highlight the importance of wider wellness to unlocking greater engagement; how this must be embedded into the heart of any customer communication strategy moving forward, and what the future looks like.
- What are the common myths around investing in illiquids/private markets?
- What are the benefits and complexities of illiquid investments for DC schemes?
- How can illiquid investments help schemes achieve climate milestones?
- How can illiquid investments be used to improve member outcomes?
- What steps need to be taken to incorporate illiquids within your scheme investment strategy?
ESG investing can thrive with a proactive approach, but not as solely a data and metrics exercise. DC schemes can move forward and recognise the investment opportunities available in the companies making a difference. Not only to gain from, but also as a way of driving change and focus on real world outcomes. By integrating ESG principles into our investment analysis and practice, we can look beyond the data and see ESG as an opportunity, not a problem. In this session, uncover what actual ESG investing is and how regulators have used transparency demand to drive change, the limitations of ESG ratings and understand long-termism & the importance of governance.
Nick Roy, Aegon’s Client and Partnership Director, will explore the latest innovations in scheme governance and member engagement. Enhancing member’s relationship with their employer and pension provider.
Are world events, rising living costs and COVID-19 causing distracted DC savers to deprioritise environmental and social issues? In this session, Legal & General will share its latest member research on ESG and discuss with Tumelo CEO Georgia Stewart, how we might overcome the greenwash scepticism that may be coming between people and their pension plans.
We are joined by the newly appointed President of the Society of Pension Professionals, Steve Hitchiner.
Matthew Swynnerton from DLA Piper will give us an update on all the need-to-know legislative changes and expectations relevant to DC schemes in the next year. Expect to hear about stronger nudge, pension scams, dashboards, and more upcoming developments.
This session will be the rare opportunity to hear from one of the largest DC schemes in the world. Join us, as we discover how AustralianSuper made their successes of investing a significant portion of it’s assets in private markets. Explore the reason of decision-making process on whether to invest directly through in-house or external managers, and how investing the private markets has kept member charges at a reasonable level. When you’re at the top, what does the future hold and how can you go up?
Finish the day and join us for a drink and a chance to network with your industry peers.