Please note: programme is subject to change

Programme

-
Welcome and Opening Remarks
Speaker
Editor-in-Chief
Professional Pensions
-
TCFD 101: Never Fear, The Future Is Here!

After going through the process of TCFD reporting, Charlotte O'Leary, CEO of Pensions for Purpose, has accumulated some tips and tricks on how to make the process as smooth as possible.

This session will address:

  • The dos and don’ts of TCFD reporting
  • How other organisations are finding the process
  • Using the outcome of TCFD reporting to benefit your members
  • The future of TCFD reporting
  • The introduction of TNFD
Speaker
CEO
Pensions for Purpose
-
Video Content: Sponsored by Schroders Solutions

A five-minute food for thought session from our very own speakers.  

-
The Push and Pull Factors Leading to a Fiduciary Management Transformation

The push and pull factors on trustees and pension schemes inevitably become the push and pull factors on their fiduciaries. The inevitable push of regulation, the pull of better expertise, governance, and oversight. In this session our speakers explore the key factors leading to a transformation in the Fiduciary Management industry and how pension schemes are investing. 

Speakers
Head of UK Client Solutions
Schroders Solutions
Head of Group Pensions and Investments
Schroders Solutions
-
Break
-
Big Things for Small Schemes: How Small Schemes Can Access The Benefits of Fiduciary Management

Historically small schemes have struggled to access fiduciary management; however technological innovation, new solutions, lower fees, and increased regulatory focus on consolidation and the path to a low dependency state mean that this is changing.

The session will address:

  • How the new DB funding code may impact small schemes
  • Alignment with broader scheme governance models
  • Determining an appropriate long term objectives for small schemes and what that means for investment strategy
  • Once you’ve achieved your objective – what next?
Speaker
Head of Delegated Solutions
Legal and General Investment Management (LGIM)
-
Managers Through the Looking Glass: Keeping on Top of Performance

Finding a great fiduciary manager is the first hurdle on the journey to success. But what comes next? With schemes progressing towards endgame, how can you be sure your fiduciary manager is still the right match for you? For your scheme to succeed, it is vital that standards are maintained. However, the market is not clear on what looks good when it comes to monitoring fiduciary managers.

This session will address:

  • How to monitor the performance of a fiduciary manager
  • How have the CMA reviews affected evaluation?
  • What does the future of fiduciary management evaluation look like?
Speaker
Head of FM Evaluation
Barnett Waddingham
-
Low Risk Investment Strategies: Weathering Recent Storms

In recent years increasing numbers of defined benefit pension schemes have reached their long term funding objective and adopted a low risk cash-flow driven investment (“CDI”) strategy. Key investments risks relate to credit and leverage and the events of recent years have provided an acid test of their robustness.

In this session, Nathan and Elizabeth will discuss:

  • What are the key features of CDI strategies and why are they an appropriate part of a low dependency strategy?
  • What is the role of a Fiduciary Manager within a CDI investment strategy?
  • How have these strategies weathered recent storms?
  • How can clients and fiduciary managers still integrate ESG in more credit based approaches?
Speakers
UK DB Director
Mercer
Senior Investment Consultant
Mercer
-
Break
-
Impact Investing: The future of Fiduciary Management

ESG is at the forefront of every discussion. But have pension schemes missed a trick by turning a blind eye to impact investing? How can fiduciary management support pension assets to create a positive impact for the world?

In this session, Oliver MacArthur, will explore:

  • Objectives for impact investing strategies?
  • Benefits of Impact Investing?
  • How can fiduciary managers convince trustees that they add value?
  • What does the future of impact investing in fiduciary management look like?
Speaker
Senior Consultant
Aon
-
Investment Implications of the Net Zero Challenge

Transitioning to a low carbon global economy: The investment required and the role institutional investors and fiduciary managers can play.

During the discussion we will cover:

  • Share views on the opportunities and challenges of a growing industry that has the potential to strengthen economic growth and secure greater energy independence, while reducing the impacts of climate change.
  • This transition presents an enormous challenge given the significant capital required to transform economies that have been reliant on an energy system that has been largely fossil-fuel based.
  • A successful transition will require close coordination between investors and asset managers
Speaker
MD & Head of UK Fiduciary Management
Goldman Sachs Asset Management
-
Uncertain Economic Times: The Benefits of Fiduciary Management

Interest rates are rising, inflation is predicted to rise to around 10% this year and the geo-political outlook looks increasingly uncertain. But can fiduciary management help schemes navigate this uncertainty to deliver on their promises to members? One of the biggest challenges in the fiduciary space going forward is the interest rates rising. Schemes are left to question whether they need to buy insurance, or if it is a wasted cost.

This session will address:

  • How current events are impacting the market
  • How schemes should be hedging interest rate and inflation risk at the current time?
  • How can fiduciary management benefit schemes in uncertain times?
Speaker
Chair
MNOPF Trustees Ltd
-
Fiduciary Evaluators: A Market Perspective

The firms that oversee and evaluate fiduciary managers are increasingly playing an important role. In this session, we hear from three evaluators about key market trends and how fiduciary management is changing in the current regulatory and economic environment.

This session will address:

  • Key trends in fiduciary management
  • Challenges in the current economic environment
  • Falling fees and what this means for the fiduciary management industry
Speakers
Managing Director
IC Select
Head of FM Evaluation
Barnett Waddingham
Head of Fiduciary Management
PwC
-
Closing Remarks
Speaker
Editor-in-Chief
Professional Pensions