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 which will be held at the De Vere Beaumont Estate Hotel in Windsor.

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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Opening Keynote: An update from the regulator

The last year has seen some big changes for the pensions industry and TPR has published strategies on our regulatory approach, climate change and equality, diversity and inclusion. Jenny will provide an overview of some of the key changes within TPR as well as a forward look of what’s coming up.

Jenny Davie, Head of Regulatory Transactions and Frontline Support, The Pensions Regulator

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Coffee and networking break
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Impact and opportunities of the world’s decarbonisation on real assets

As asset managers and pension schemes come under pressure to focus on ESG metrics, James Tarry will discuss the forces driving change in real asset investing, and how pension investors can meet their sustainability goals while capturing attractive long-term returns.

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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Stepping up to the challenge: growth and innovation in the pension de-risking market

With the introduction of the Pension Schemes Act 2021 bringing a real focus on long-term targets and journey planning, the theme ‘New challenges, better solutions’ could not be more apt. The pension de-risking landscape has changed dramatically in the past decade. Transactions have become more bespoke, with growing innovation in the market creating more options than ever before to manage risks and secure members’ benefits. As investment and de-risking strategies become more dynamic, we’ll look at the latest developments and explore what this means for trustees and their corporate sponsors. Recognising that no two pension schemes are the same, we’ll explore new and innovative approaches to maximise certainty for trustees along their journey plan.

Frankie Borrell, Head of Client Solutions, Pension Risk Transfer, Legal & General
Rachel Cutts, Origination and Execution Director, Pension Risk Transfer, Legal & General

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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?

Ali Tayyebi, Partner, Actuarial Consulting, Barnett Waddingham

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Workshop: Innovation in UK residential - creating inflation linked income

In our workshop, we will demonstrate how we turn innovation in UK residential property into secure inflation linked returns for pension schemes. Allianz Home Equity Income combines fintech and data with the country’s existing housing stock to deliver genuine diversification in residential investment, net inflation plus 2-4% income (nominal 5-8%) and is deployable with huge supply. It has first mover advantage for schemes and provides positive societal benefits for the new homeowners.

Jason Allan, Director, UK Business Development, Allianz Global Investors
Catherine McLaughlin, Director, UK Business Development, Allianz Global Investors
Conrad Holmboe, Chief Investment Officer, Wayhome

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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?

Ali Tayyebi, Partner, Actuarial Consulting, Barnett Waddingham

-
Workshop: Innovation in UK residential - creating inflation linked income

In our workshop, we will demonstrate how we turn innovation in UK residential property into secure inflation linked returns for pension schemes. Allianz Home Equity Income combines fintech and data with the country’s existing housing stock to deliver genuine diversification in residential investment, net inflation plus 2-4% income (nominal 5-8%) and is deployable with huge supply. It has first mover advantage for schemes and provides positive societal benefits for the new homeowners.

Jason Allan, Director, UK Business Development, Allianz Global Investors
Catherine McLaughlin, Director, UK Business Development, Allianz Global Investors
Conrad Holmboe, Chief Investment Officer, Wayhome

-
Workshop: Innovation in UK residential - creating inflation linked income

In our workshop, we will demonstrate how we turn innovation in UK residential property into secure inflation linked returns for pension schemes. Allianz Home Equity Income combines fintech and data with the country’s existing housing stock to deliver genuine diversification in residential investment, net inflation plus 2-4% income (nominal 5-8%) and is deployable with huge supply. It has first mover advantage for schemes and provides positive societal benefits for the new homeowners.

Jason Allan, Director, UK Business Development, Allianz Global Investors
Catherine McLaughlin, Director, UK Business Development, Allianz Global Investors
Conrad Holmboe, Chief Investment Officer, Wayhome

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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: 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?

Ali Tayyebi, Partner, Actuarial Consulting, Barnett Waddingham

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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
+44 (0)207 484 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
For general event queries contact:
Zara Bailey
Head of Event Operations
+44 (0)207 484 9920