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.

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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?

-
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

Please note: programme is subject to change