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Registration and Arrival Breakfast
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Welcome and Opening Remarks
Speaker
Editor-in-Chief
Professional Pensions
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Poli'ticking' the Boxes: A Political Market Analysis

With looming Stagflation, inflation is the primary issue facing the UK's economy. Suitable inflation protection is becoming increasingly urgent for portfolios. DC members' benefits will have to maintain purchasing power, whilst DB members are at risk with their fixed pensions. Inflation is playing out in all aspects of the integrated risk management triangle.

This session will address:

  • A political analysis of our economy in the era of Stagflation
  • How can we practically address inflation now?
  • Predictions of how inflation will impact the market in future
  • How can we prepare for a high inflation future?
Speaker
Associate Editor
The Times
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Coffee and Networking Break
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Navigating The Bond Market and Piloting a Soft Landing

Sustaining growth while taming inflation is the key challenge currently facing the major central banks. But how can one make sense of the many issues currently facing global bond markets and the resulting uncertainty?

Helen Anthony, senior portfolio manager in the Janus Henderson Global Bonds team, will help make sense of the noise by sharing how her team use scenario analysis to help position their global bond portfolios. She will also explain the returns investors can expect from key bond sectors, including global government bonds and investment grade credit, should these scenarios play out.

Speaker
Portfolio Manager
Janus Henderson
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The Push and Pull Factors on Pension Scheme Assets, Large and Small

Pension scheme assets are migrating - driven by a host of "push" and "pull" factors. Regulation is a "push" into more sustainable investments and lower risk strategies. In turn, schemes feel the "pull" of better relative opportunities in private assets and the governance benefits of Fiduciary Management. These longer-term factors sit in the near-term context of heightened volatility and a weakening economic environment. Many schemes have been "pushed" to sell assets at inopportune times to meet liquidity needs, skewing their portfolios. In this session our speaker illuminate the challenges faced by schemes today, large and small.

Speakers
Head of UK Client Solutions
Schroders Solutions
Head of Group Pensions and Investments
Schroders Solutions
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Buyout With the Old and In With the New: A Fresh Perspective to Support Your Members

With huge changes in market conditions this year, many schemes have seen improvements in their buyout positions. In return, endgame planning is high up on the agendas for both trustees and sponsors. Whilst being good news for some, many members face a cost-of-living crisis and the concept of their pension scheme “winding up” in the future could provoke uncertainty for them. With the period before buyout possibly being the last chance to provide members access to additional benefit options or improved support, it is important we help them make the most appropriate choices for their circumstances. Part of this journey for many will include dealing with historic data issues or benefit rectification exercises, not to mention the changes required from GMP equalisation; all of which could lead to changes in the benefits that members will receive from their scheme. How can we turn this journey into a positive from a member perspective, and a chance to improve overall member experience?

This session will address:

  • How do you take members with you to buy-out, in a way they can understand and get behind?
  • How do you factor in and improve communication? 
  • What options can members take, and how can you ensure this is the best possible option for them?
  • Advising what to do after rectification and GMP equalisation and how you can include this in your buyout plan
Speaker
Senior Actuarial Consultant
Hymans Robertson
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Lunch
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Seeing the Wood for the Tree: Discussing How People Determine if a Stock is ‘Good’ or ‘Bad’ from a Sustainability Perspective

In this session we’ll be discussing how people determine if a stock has strong - or weak -ESG credentials and challenging the way we think about this. Until recently, investing sustainably has often involved looking at the current credentials of a company and determining if they display ‘do no harm’ ESG credentials, or negative credentials. In this discussion, we'll look at how you incorporate a forward-looking approach to a company’s sustainability credentials to ensure your investments are delivering real world change.

Speaker
Portfolio Manager
River and Mercantile
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Streamline Your Strategy: The Importance of End-to-end Planning for Your Journey to Settlement

With many schemes now finding themselves closer to buyout as a result of recent improvements in funding levels, endgame planning has never been more important. With many workstreams to tackle on the journey, having a clear strategy and a finger on the pulse of the risk settlement market can lead to optimal outcomes for Trustees, sponsors and members. This discussion will explore the options available when setting your endgame strategy, along with the common pitfalls to avoid.

Speakers
Senior Consultant
Aon
Partner
Aon
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Streamline Your Strategy: The Importance of End-to-end Planning for Your Journey to Settlement

With many schemes now finding themselves closer to buyout as a result of recent improvements in funding levels, endgame planning has never been more important. With many workstreams to tackle on the journey, having a clear strategy and a finger on the pulse of the risk settlement market can lead to optimal outcomes for Trustees, sponsors and members. This discussion will explore the options available when setting your endgame strategy, along with the common pitfalls to avoid.

Speakers
Senior Consultant
Aon
Partner
Aon
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Seeing the Wood for the Tree: Discussing How People Determine if a Stock is ‘Good’ or ‘Bad’ from a Sustainability Perspective

In this session we’ll be discussing how people determine if a stock has strong - or weak -ESG credentials and challenging the way we think about this. Until recently, investing sustainably has often involved looking at the current credentials of a company and determining if they display ‘do no harm’ ESG credentials, or negative credentials. In this discussion, we'll look at how you incorporate a forward-looking approach to a company’s sustainability credentials to ensure your investments are delivering real world change.

Speaker
Portfolio Manager
River and Mercantile
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An Update from The Regulator

Nicola will cover current policy issues including Climate change and TCFD requirements, developments in relation to CDC, implementing the Pension Schemes Act and current work at TPR.

Speaker
Executive Director of Frontline Regulation
The Pensions Regulator
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Closing Remarks
Speaker
Editor-in-Chief
Professional Pensions
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Free Time and Networking
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Drinks Reception and Gin Tasting
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Dinner

Please note: programme is subject to change