Trustee Senate 2021

New challenges, better solutions


Professional Pensions presents the Trustee Senate 2021, after a one-year postponement due to Covid-19 we’ve decided to bring back this exclusive two-day residential event at a venue to be confirmed.

This residential event has been designed to create an environment where a select group of Trustees can meet and spend quality time with their peers and a small group of sponsors. We hope this event will provide the opportunity of invaluable conversations for the top Trustees in the country providing plenary speaking sessions, interactive workshops, sit down lunches, dinner and more. The Trustee Senate agenda has been carefully curated through delegate research with an advisory board, tailored to suit Independent Trustees, Chair of Trustees, Chairs of Investment Sub-Committees and Trustees.

Taking place on the 30th September – 1st October we aim to assess the latest changes in pensions for the leading Trustees in the UK. We’ll explore the current issues that are affecting schemes and present key learnings borne from this unprecedented 18 months. How has member communication been affected? What can we do to become dashboard ready? What can be done to make things as simple as possible for Trustees navigating the new DB funding code? How do we sift through the greenwashing to create a truly ESG strategy?

This event will facilitate the time for Trustees to come together and analyse the challenges ahead, agree on the best solutions and hear from sponsors showcasing their thought leadership on an array of topics at the heart of the industry.

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

The Trustee Senate agenda has been carefully curated through delegate research with an advisory board, tailored to suit Independent Trustees, Chair of Trustees, Chairs of Investment Sub-Committees and Trustees (representing schemes with £500m+ assets under management)


Day One

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Registration and arrival breakfast
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Welcome address

Jonathan Stapleton, Editor-in-Chief, Professional Pensions

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Guest Keynote: TBA
Further details TBA
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Coffee and networking break
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Beyond Covid: Impact and Opportunities in Secure Income Real Assets

With continued demand from pensions schemes for secure income real assets, this talk will look at where the best opportunities can be found. Against the backdrop of a global economy that remains on track for a rapid and broad-based economic recovery, following the severe economic contraction experienced in 2020/21, James Tarry (Fund Manager, Alternative Income) will consider what this means for pension schemes allocating to illiquid secure income real assets.

James Tarry, Senior Portfolio Manager, Alternative Income, Aviva Investors

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Avoiding net zero led greenwashing

The UK pension scheme regulator is pushing for greater integration of climate risk management by trustees and CIOs. It is vital therefore to understand how to successfully achieve this whilst avoiding greenwashing. This session will discuss what the key considerations are when assessing climate risk integration and/or committing to net zero from an investment perspective. Has your equity and bond portfolio managed to avoid greenwashing?

Dr Thomas Hohne-Sparborth, Senior Sustainability Analyst, Lombard Odier

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What does an optimum hedging strategy look like?

Leveraged LDI investments, FX hedging, interest rate target hedge ratios, there are many hedging mechanisms available. This session will consider the costs of liability matching, tactical hedging before annual valuations and the effects of hedging on your cash flow, asking the fundamental questions; how much should you hedge and do Trustees have the right skills to monitor these transitions.

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Lunch
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Workshop: Trustee Masterclass

The pandemic has challenged the status quo of how many businesses are run but has this now presented us with an opportunity? This session will look at how Trustees can run more effective meetings looking at frequency and virtual options. Does this open up more opportunities for people who were previously excluded, could this increase the opportunity for diversity on Trustee boards?

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Workshop: Guidance vs advice

The line between advice and guidance is sometimes a tricky one to toe. As pension transfers have highlighted there can be significant risks in members seeing their own advice with FCA cracking down on many advice firms advising on DB transfers. This workshop will look at signposting and financial guidance programmes.

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Workshop: Communicating with members

Communicating effectively with members has always been an issue for pension schemes. How often do you communicate with your members? What is the right form of communication – apps/emails. What about members who are illiterate? Communications have moved on but have members? This workshop will tackle how best to consult members, for what purpose and how much emphasis you should put on the results.

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Workshop: Communicating with members

Communicating effectively with members has always been an issue for pension schemes. How often do you communicate with your members? What is the right form of communication – apps/emails. What about members who are illiterate? Communications have moved on but have members? This workshop will tackle how best to consult members, for what purpose and how much emphasis you should put on the results.

-
Workshop: Trustee Masterclass

The pandemic has challenged the status quo of how many businesses are run but has this now presented us with an opportunity? This session will look at how Trustees can run more effective meetings looking at frequency and virtual options. Does this open up more opportunities for people who were previously excluded, could this increase the opportunity for diversity on Trustee boards?

-
Workshop: Guidance vs advice

The line between advice and guidance is sometimes a tricky one to toe. As pension transfers have highlighted there can be significant risks in members seeing their own advice with FCA cracking down on many advice firms advising on DB transfers. This workshop will look at signposting and financial guidance programmes.

-
Workshop: Guidance vs advice

The line between advice and guidance is sometimes a tricky one to toe. As pension transfers have highlighted there can be significant risks in members seeing their own advice with FCA cracking down on many advice firms advising on DB transfers. This workshop will look at signposting and financial guidance programmes.

-
Workshop: Communicating with members

Communicating effectively with members has always been an issue for pension schemes. How often do you communicate with your members? What is the right form of communication – apps/emails. What about members who are illiterate? Communications have moved on but have members? This workshop will tackle how best to consult members, for what purpose and how much emphasis you should put on the results.

-
Workshop: Trustee Masterclass

The pandemic has challenged the status quo of how many businesses are run but has this now presented us with an opportunity? This session will look at how Trustees can run more effective meetings looking at frequency and virtual options. Does this open up more opportunities for people who were previously excluded, could this increase the opportunity for diversity on Trustee boards?

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Closing Keynote

Ian King, Broadcaster and Business Journalist

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Free time and networking
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Drinks reception
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Dinner

Covid-19

The health and safety of our attendees and staff is our top priority and so we will continue to monitor developments in relation to the Covid-19 pandemic and will follow Government guidance on public gatherings.

We are currently working with all our venues, as well as catering, AV and production contractors to ensure that we provide a safe environment for all at the event.


Contact

For registration queries contact:
Joshua Wrazen
Head of Events and Brand Marketing, Institutional
+44 (0)20 7484 9995
For programme queries contact:
Joe McLean
Event Content Manager
+44 (0)207 484 9867
For sponsorship queries contact:
Liam Barrett
Sales Director
+44 (0)207 484 9977