Successfully navigating the journey to your scheme’s chosen endgame requires careful planning, risk management, and strategic engagement with insurers. This session will look in depth at the best practices, common pitfalls, and key considerations for pension schemes preparing for endgame.

This session will address:

• The current landscape of the bulk annuity market and how to best position yourself to make the most of these evolving dynamics
• A look at the new insurers entering the market and how do these fair when compared with the more traditional players
• What are some future trends for the evolving market
• Real world insights into what works when transitioning to endgame

The professional trustee market is evolving rapidly with an increasing shift towards professional trustee appointments across a range of schemes. This session will provide an in-depth analysis of current market trends, factors driving demand, and the opportunities and challenges ahead for the professional trustee market.

This session will address:

• What are the current trends in professional trustee appointments and what are boards looking for
• What are the key opportunities and challenges for the professional trustee market in an evolving pensions landscape
• What has influenced the expansion of the professional trustee market and where are the areas for future growth
  

The government has demonstrated clear intentions to unlock DB surpluses. As a result, conversations around scheme surpluses and the approach to surpluses are evolving and it is important to stay up to date. Therefore, this session will delve into how best to use surplus productively to unlock value for both schemes and members.

This session will address:

• How the Chancellor’s recent proposals on DB pension scheme surpluses could impact pensions
• How to use and invest surplus productively whilst balancing fiduciary duties
• How to best extract surplus
• How do surplus reforms affect the professional trustee market
• How can surplus be best used to benefit the members and sponsors
  

Corporate sole trusteeship is transforming the professional trustee landscape, with increasing adoption across the pension landscape. With the recent explosion in appointments this session will delve into why this model has become so dominant, exploring the trends shaping corporate sole trusteeship, the opportunities and challenges ahead, and how the market could evolve in response to industry changes.

This session will address:

• What factors have driven the shift toward corporate sole trusteeship for schemes
• How will sole trusteeship evolve alongside DB regulatory developments and other pension market developments
• Insights into key growth areas and appointment trends
• How to best demonstrate the efficiency and governance of a sole trustee
  

The professional trustee market is evolving rapidly with an increasing shift towards professional trustee appointments across a range of schemes. This session will provide an in-depth analysis of current market trends, factors driving demand, and the opportunities and challenges ahead for the professional trustee market.

This session will address:

• What are the current trends in professional trustee appointments and what are boards looking for
• What are the key opportunities and challenges for the professional trustee market in an evolving pensions landscape
• What has influenced the expansion of the professional trustee market and where are the areas for future growth

Successfully navigating the journey to your scheme’s chosen endgame requires careful planning, risk management, and strategic engagement with insurers. This session will look in depth at the best practices, common pitfalls, and key considerations for pension schemes preparing for endgame.

This session will address:

• The current landscape of the bulk annuity market and how to best position yourself to make the most of these evolving dynamics
• A look at the new insurers entering the market and how do these fair when compared with the more traditional players
• What are some future trends for the evolving market
• Real world insights into what works when transitioning to endgame