Programme

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Chair’s opening remarks


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Opening keynote: update from The Pensions Regulator

An update on TPR’s new Corporate strategy: Pensions of the Future, the consultation on the new single code of practice, and what the Pension Schemes Act means for DC schemes.

Louise Sivyer, Policy Principal, The Pension Regulator’s Regulatory Policy Directorate

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DC Master Trusts

Regulatory pressures on smaller DC schemes are expected to accelerate the consolidation trend. Many schemes will have to either wind up the scheme or identify the improvements they plan to make to the scheme to keep it open. This session will go through what this will mean for the future of the DC market, how to pick a provider and how partnering with a master trust leads to better member outcomes without loss of control.

Shabna Islam, Head of DC Provider Relations, Hymans Robertson

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Networking break
Please grab a drink, talk in the event chat and visit some of our sponsor booths
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Intelligent design: How clever investments can help manage volatile markets
Planning for retirement can be fraught with difficulties, but this doesn’t have to be the case in a world where intelligent investment design and technology can help you manage certain risks. During periods of huge uncertainty, such as what we experienced over 2020, greater knowledge and accessibility of your finances allows you to more easily make important financial decisions. Hear how SEI’s intelligently designed retirement funds, combined with our open banking app, finally gives members control of their retirement.

Steve Charlton, SEI Master Trust & DC Managing Director, EMEA and Asia

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The Complete Retirement Story: From confusion to confidence

How can pension schemes ensure that they instil confidence in their members at crucial decision making events?

Jessica Rigby, Director of Strategy, Evolve Pensions

Paul Bannister, CEO, Evolve Pensions

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Closing remarks from the chair
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Chairs welcome


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What is value for money

You can’t have a DC pension’s event without discussing value for money, but have we ever really agreed on a definition. The recent FCA proposals in its value for money consultation raised many questions from the industry, challenging how realistic it is to compare value for money. This session will consider bench marking, comparing fees on tailored default funds and ultimately is good value just delivering good member outcomes?

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Investment pathways

It is a real challenge to get people from 100% inertia to become fully engaged by time they get to retirement. This session hopes to showcase how you can better assist savers with complex decisions regarding pot access at the point of retirement, by mapping a pre/post retirement journey that a member could consider, looking at a flexible drawdown offering and other routes that can be taken.

Trevor Greetham, Head of Multi-Asset, RLAM

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Networking break

Please grab a drink, have a look round the exhibition hall and contribute to the event chat.

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Target date fund approach vs bespoke lifestyle solutions

This session will analyse an effective comparison of competing DC arrangements assessing all the costs in their entirety, illustrating how and why differences between the two approaches arise and highlighting the pros and cons.

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Closing keynote panel
Successfully engaging people with pensions and wider financial education / saving under one umbrella.
• What initiatives work well and cater for the different life stages people are at?
• Improving member engagement – how can we get rid of the perception that “Pensions is boring”.
• Auto enrolment – is 8% enough. What next?

Andy Cheseldine, Professional Trustee, Capital Cranfield

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Close of conference