Please note: programme is subject to change

Programme

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Welcome and Opening Remarks
Speaker
Editor-in-Chief
Professional Pensions
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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
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Video Content: Sponsored by Schroders Solutions

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

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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
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Video Content TBC

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

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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 managers use pension scheme assets to do something impactful for the world? Challenge what is outdated and welcome the future ahead of you.

This session will address:

  • ESG objectives when it comes to impact investment
  • What are the 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?
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Video Content TBC

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

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Managers Under 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?
  • How to recognise inadequate decision making and how to move forward
  • What does the future of fiduciary management evaluation look like?
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Video Content TBC

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

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Fearless Fiduciary: Tackling the Challenges with Serving Larger Schemes

Larger schemes are moving to fiduciary management. However, with schemes of a bigger scale, is it appropriate to keep the same approach when appointing and monitoring fiduciary managers? With such responsibility, are you confident enough to decipher who will thrive as your schemes chosen fiduciary manager?

This session will address: 

  • What should trustees consider when appointing a fiduciary manager to take on a scheme of a larger scale?
  • What are the challenges of working with a larger scheme and what are the solutions?
  • What was the transition period into fiduciary management like for (National Grid?) and how could you improve to make the process smoother.
  • To what extent do you delegate to your FM, to your outsourced CIO team and in house team?
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Video Content TBC

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

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Changing Fiduciary Manager Isn't Easy… But It Is Possible

So, you have chosen a fiduciary manager, monitored their performance, but now it’s time to change. Many scheme’s requirements will naturally change as the investment strategy simplifies and de-risks, meaning your fiduciary manager may not be the right fit anymore. So, how do you know what questions to ask, when it’s time to change and how to ensure the smoothest transition process for your team?

This session will address:

  • What type of fiduciary manager is best suited to your scheme?
  • What are the indicators that it is time to review the fiduciary mandate and potentially the manager?
  • When should you change fiduciary manager?
  • What factors to consider if you do decide to change fiduciary manager?
  • What are the challenges with changing fiduciary manager?
  • How can you ensure a smooth handover process?
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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
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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
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Closing Remarks