Risk & Scheme Funding Forum

Seeing the wood for the trees

PPF chief finance officer and chief actuary Lisa McCrory noted funding has been extremely volatile over the course of the year, branding 2020 "a challenging time for DB schemes". Scheme funding in the DB universe has worsened, the latest PPF purple book revealed aggregate funding levels dropped to 94.9% as at March 2020 from 99.2% the previous year, a drop the PPF said is primarily the result of market movements.

Professional Pensions Risk and Scheme Funding breakfast briefing aims to help pension professionals see the wood for the trees. This concise digital breakfast briefing will consider will consider three elements of risk and scheme funding – looking at how improved governance can deliver better outcomes for both members and sponsors; assessing whether scheme journey plans are really as robust as they seem; and discussing how schemes can plan to access the bulk annuity market and secure insurer engagement.

All of the sessions are quick fire and the allow plenty of time for questions so you can interaction with our expert speakers, plus you can catch up on any content you miss as all the sessions will be available on demand.


This event is working towards the International Standard ISO 20121 and follows guidance set out by the Sustainable Event Alliance (SEA)

Who should attend?

Professional Pensions welcomes delegates from the following job types:


Pension Scheme Managers

Pension Scheme Administrators

Pensions Communication Specialists

Chairs of Trustees

HR Directors/Managers


Financial Directors



*Please note that complimentary places are reserved for inhouse pension and benefit professionals


Welcome from the chair

Jonathan Stapleton, Editor, Professional Pensions

Better governance for members

Better governance delivers better outcomes for members and sponsors and is vital to pension risk management. This session considers the future of scheme governance, looking back on the impact of the pandemic and forward to implications of the consultations on social policies in pension schemes and the single code of practice. It will cover the latest trends and regulatory requirements including the concept of governing bodies, diversity & inclusion, member communications, the role of governance technology, pension scams and how improving governance efficiency plays a significant role in a scheme’s journey, whether it remains open or you’re heading to buy out or consolidation.

Louise Webb, Client Director, Punter Southall Governance Services

Journey planning – what next?

The pensions industry has fared surprisingly well over the last year, but is the real impact still to come? The unprecedented scope and scale of furloughs, quantitative easing and major corporate bailouts schemes may be hiding the reality that some journey plans are not as robust as may have been anticipated.

  • Is your employer sustainable?
  • Do we expect to see the journey plans of scheme changing

Chris Ramsey, Scheme Actuary, Barnett Waddingham

Planning to access the bulk annuity market

Despite Covid, the bulk annuity market has been busy and we expect demand for quotations to build into 2022. Smaller transactions will be competing for insurer attention so what are the lessons they need to take on board and secure a transaction?

  • What have we learnt from Covid?
  • What are the challenges when planning for a bulk annuity?
  • How can we help trustees get their sponsor onside?
  • What smaller schemes must do to help secure insurer engagement?

Prash Mehta, Business Development Manager, Just Group

Closing remarks

Jonathan Stapleton, Editor, Professional Pensions

Delegate Registration

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For registration queries contact:
Ellie Harris
Marketing Executive
+44 (0)20 7484 9713
For programme queries contact:
Paige Reeves
Conference Manager
+44 (0)20 7484 9810
For sponsorship queries contact:
Liam Barrett
Sales Director
+44 (0)207 484 9977