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Breakfast and Free Working Time
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Welcome and Opening Remarks
Speaker
Editor-in-Chief
Professional Pensions
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Embracing TCFD: Practical Steps to Adopting and Benefiting from The TCFD Framework
While larger schemes are reporting on their climate-related risk as part of the UK Government’s TCFD requirements, those schemes currently not in scope can leverage the lessons learnt and approaches taken by the industry.
Kerry Perkins, Head of Capital Markets at Accounting for Sustainability, who runs an Asset Owners Network for pension scheme chairs, will provide top tips in embedding climate-related considerations into your strategic and investment decision-making processes.
This session will include:
  • The ‘business case’ to identifying and reporting on climate-related risks and opportunities
  • Case study examples of schemes that have addressed specific TCFD-related challenges
  • An overview of further resources, initiatives and collaborations that can be of use
Speaker
Head of Capital Markets
Accounting for Sustainability (A4S)
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The Importance of Education: Protecting Your Members During Retirement

2020 was the biggest year for cyber-attacks. Two years on, research has proved that most trustees still fear their members approaching retirement will be targeted by scammers. There are also concerns that members may not understand the tax implications of accessing their pensions and, the risks they face if they transfer out of their DB pension. Not to mention, the growing anxiety members' money will run out too soon and, the lack of engagement of members once they retire.

This session will address: 

  • How can trustees ensure better engagement with retired members? 
  • How can we educate members further about their pensions in an effective way?
  • How can we keep members safe from scammers during retirement?
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Diversity, Equality, and Inclusion: How Can We Get Back on Track?

One in five DB schemes see diversity issues as a "governance burden" and are unlikely to act until they are formally required to do so. Additionally, a surprising number of schemes have admitted they struggle to prioritise DEI compared to other issues. It has also been reported that the hurdles to taking more action are recruitment, engagement, and recourses. This suggests the pensions industry is way behind others. So, how can we get back on track?

This session will address: 

  • How can schemes practically address DEI issues?
  • How can schemes implement strategies to improve on their DEI issues.
  • What are the ways schemes can get over DEI hurdles?
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Alternatives: The Key to A Successful Buyout Strategy

Pension schemes are becoming better funded, meaning they can take their clients to their end goal. However, are there better ways out there to guide schemes to endgame? Planning to get schemes over the finish line is critical for success, but how are schemes achieving this? Are alternatives key for a smooth buyout journey?

This session will address:

  • What's new in the buyout market?
  • The do's and don'ts of a successful buyout plan
  • Using alternatives in strategy plans and endgame solution
  • What does the future of alternatives in buyout look like?
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Networking and Refreshments
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Building Better Buy and Maintain Credit Portfolios: Optimisation for Both Now and In The Future

Demand for Buy and Maintain credit strategies is rising as a growing number of schemes approach their endgame.

Along with de-risking, schemes are taking advantage of the flexibility offered by Buy and Maintain to build portfolios tailor-suited to their specific needs. Whether capturing yield enhancement, matching cashflows to meet liabilities, or making sure the carbon profile of the investments reflects a scheme’s ESG strategy; successfully implementing a custom Buy and Maintain strategy requires an open dialogue between trustees and fund managers to agree on a strategy.

This session will focus on the questions that schemes need to ask Buy and Maintain managers to ensure their Buy and Maintain credit investments are best aligned to their needs and values - at implementation and in the future

Speakers
Head of UK Institutional
Janus Henderson Investors
ACA, CFA Portfolio Manager
Janus Henderson Investors
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Session Sponsored by Schroders (Title TBC)

Content TBC

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Breaking Down GMP Equalisation: Clarification for a Trouble-Free Future

On the 28th of April, a bill making provision about the amendment of pension schemes to provide for the conversation of rights to a GMP was granted. It aimed to amend and clarify existing GMP conversation legislation and The Pensions Schemes Act 2022. By 27th June the association's GMP equalisation working group outlined decisions trustees need to make in order to implement equalising past transfers out for the effects of GMP. For many trustees, GMP equalisation is a convoluted subject, yet it is so important. So, how can we break down GMP equalisation to make it more understandable?

This session will address: 

  • Breaking down GMP equalisation
  • What are the hurdles of GMP equalisation?
  • Clarifying your queries
  • What does the future of GMP equalisation look like?
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Session Sponsored by Schroders (Title TBC)

Content TBC

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Breaking Down GMP Equalisation: Clarification for a Trouble-Free Future

On the 28th of April, a bill making provision about the amendment of pension schemes to provide for the conversation of rights to a GMP was granted. It aimed to amend and clarify existing GMP conversation legislation and The Pensions Schemes Act 2022. By 27th June the association's GMP equalisation working group outlined decisions trustees need to make in order to implement equalising past transfers out for the effects of GMP. For many trustees, GMP equalisation is a convoluted subject, yet it is so important. So, how can we break down GMP equalisation to make it more understandable?

This session will address: 

  • Breaking down GMP equalisation
  • What are the hurdles of GMP equalisation?
  • Clarifying your queries
  • What does the future of GMP equalisation look like?
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Building Better Buy and Maintain Credit Portfolios: Optimisation for Both Now and In The Future

Demand for Buy and Maintain credit strategies is rising as a growing number of schemes approach their endgame.

Along with de-risking, schemes are taking advantage of the flexibility offered by Buy and Maintain to build portfolios tailor-suited to their specific needs. Whether capturing yield enhancement, matching cashflows to meet liabilities, or making sure the carbon profile of the investments reflects a scheme’s ESG strategy; successfully implementing a custom Buy and Maintain strategy requires an open dialogue between trustees and fund managers to agree on a strategy.

This session will focus on the questions that schemes need to ask Buy and Maintain managers to ensure their Buy and Maintain credit investments are best aligned to their needs and values - at implementation and in the future

Speakers
Head of UK Institutional
Janus Henderson Investors
ACA, CFA Portfolio Manager
Janus Henderson Investors
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Breaking Down GMP Equalisation: Clarification for a Trouble-Free Future

On the 28th of April, a bill making provision about the amendment of pension schemes to provide for the conversation of rights to a GMP was granted. It aimed to amend and clarify existing GMP conversation legislation and The Pensions Schemes Act 2022. By 27th June the association's GMP equalisation working group outlined decisions trustees need to make in order to implement equalising past transfers out for the effects of GMP. For many trustees, GMP equalisation is a convoluted subject, yet it is so important. So, how can we break down GMP equalisation to make it more understandable?

This session will address:

  • Breaking down GMP equalisation
  • What are the hurdles of GMP equalisation?
  • Clarifying your queries
  • What does the future of GMP equalisation look like?
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Building better Buy and Maintain credit portfolios: Optimisation for both now and in the future

Demand for Buy and Maintain credit strategies is rising as a growing number of schemes approach their endgame.

Along with de-risking, schemes are taking advantage of the flexibility offered by Buy and Maintain to build portfolios tailor-suited to their specific needs. Whether capturing yield enhancement, matching cashflows to meet liabilities, or making sure the carbon profile of the investments reflects a scheme’s ESG strategy; successfully implementing a custom Buy and Maintain strategy requires an open dialogue between trustees and fund managers to agree on a strategy.

This session will focus on the questions that schemes need to ask Buy and Maintain managers to ensure their Buy and Maintain credit investments are best aligned to their needs and values ¬– at implementation and in the future

Speakers
Head of UK Institutional
Janus Henderson Investors
ACA, CFA Portfolio Manager
Janus Henderson Investors
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Session Sponsored by Schroders (Title TBC)

Content TBC

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The, Not So, Daunting Dashboard: Clarifying Your Concerns

By April 2023 through to September 2024, The Pensions Dashboard will have become a reality as we enter a whole new world for the pensions industry. It is key to tackle any concerns immediately as trustees will be liable for not getting this right. Many trustees rightfully have concerns regarding this. However, today is your chance to clarify your concerns, so your scheme can transition comfortably into 2023!

Speaker
Principal
Pensions Dashboard Programme
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Closing Remarks
Speaker
Editor-in-Chief
Professional Pensions
Lunch

Please note: programme is subject to change