Day Two

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Breakfast and free working time
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Welcome address

Jonathan Stapleton, Editor-in-Chief, Professional Pensions

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Keynote: The Future of Work

Richard Watson, Author, Lecturer and Scenario Thinker

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How do we get to fully funded?

In the wake of the new DB funding code Trustees will be expected to navigate their way through setting an investment strategy for a scheme, but given the ongoing uncertainty, it could be challenging for some trustees and sponsors to work out the best course of action in relation to their scheme. How should you invest with scheme requirements plus compliance on regulatory expectations, how much will the new regime cost, when will it be implemented and how flexible it will be.

Ian Mills, Partner and Senior Investment Consultant, Barnett Waddingham

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Helping long term renters into homeownership

It’s harder than ever for aspiring homeowners to get onto the property ladder. House prices have risen faster than wages to x8 average salaries. 20 years ago it was x4. Demand for appropriate homes continues to grow, compounding the problem and leading to more people renting in the private sector, and for longer. Some commentators might question this problem and assert that the UK is unnecessarily obsessed with homeownership, but they are missing the point. While renting works for a lot of people - it doesn’t work for everyone - particularly those who value stability, security and predictability. This demand provides an entry point for institutional investors to help families to buy homes and put down roots, while at the same time creating a stream of inflation linked returns to pay member benefits. In this discussion we will be presenting research that looks behind the headlines and investigates the longer-term impact of renting and how Wayhome & Allianz Global Investors’ partnership can alleviate that pressure.

Conrad Holmboe, Chief Investment Officer, Wayhome

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Networking and refreshments
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Workshop: How can pension funds use real assets to futureproof their strategies

Not all pension schemes have the same final long-term objectives and sustainability targets. Join this session to understand how we design and implement sustainable real asset solutions for schemes of all shapes and sizes.

Moiz Khan, Head of Insurance & Pension Solutions, Aviva Investors
James Tarry, Senior Portfolio Manager, Alternative Income, Aviva Investors
Joachim Sudre, Client Solutions Manager, UK & Ireland Institutional, Aviva Investors

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Workshop: How do you get the best experience from the pension de-risking market?

Demand from pension schemes for de-risking solutions has increased significantly over the last 4 years. At the same time, market volatility over the last 18 months has helped to drive some of the best pricing in the history of the buy-in and buyout market. In order for pension schemes to be in a strong position to take advantage of what can be a crowded market place with short-lived pricing opportunities, factors such as having clear objectives, being transaction-ready and early market engagement are increasingly important. In this interactive session we’ll explore how trustees can get the best experience when approaching the market – we’ll share case studies and some top tips and insights on how to prepare for approaching the market, capture insurer engagement and obtain attractive pricing in a busy environment.

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

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Workshop: Net Zero Masterclass

Why should pension schemes consider net zero investing? And how does this affect trustees who have not made the pledge? We will discuss real world examples of companies included/excluded from many “Paris Aligned” strategies that we may want to rethink. This Masterclass will discuss why we shouldn’t look to invest in just low-carbon companies today but understand which companies are going to benefit from the transition and which companies are exposed to transition risk. Has your portfolio been able to embrace net zero and/or climate risk management without impacting your return potential?

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

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Workshop: Net Zero Masterclass

Why should pension schemes consider net zero investing? And how does this affect trustees who have not made the pledge? We will discuss real world examples of companies included/excluded from many “Paris Aligned” strategies that we may want to rethink. This Masterclass will discuss why we shouldn’t look to invest in just low-carbon companies today but understand which companies are going to benefit from the transition and which companies are exposed to transition risk. Has your portfolio been able to embrace net zero and/or climate risk management without impacting your return potential?

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

-
Workshop: How can pension funds use real assets to futureproof their strategies

Not all pension schemes have the same final long-term objectives and sustainability targets. Join this session to understand how we design and implement sustainable real asset solutions for schemes of all shapes and sizes.

Moiz Khan, Head of Insurance & Pension Solutions, Aviva Investors
James Tarry, Senior Portfolio Manager, Alternative Income, Aviva Investors
Joachim Sudre, Client Solutions Manager, UK & Ireland Institutional, Aviva Investors

-
Workshop: How do you get the best experience from the pension de-risking market?

Demand from pension schemes for de-risking solutions has increased significantly over the last 4 years. At the same time, market volatility over the last 18 months has helped to drive some of the best pricing in the history of the buy-in and buyout market. In order for pension schemes to be in a strong position to take advantage of what can be a crowded market place with short-lived pricing opportunities, factors such as having clear objectives, being transaction-ready and early market engagement are increasingly important. In this interactive session we’ll explore how trustees can get the best experience when approaching the market – we’ll share case studies and some top tips and insights on how to prepare for approaching the market, capture insurer engagement and obtain attractive pricing in a busy environment.

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

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Workshop: How do you get the best experience from the pension de-risking market?

Demand from pension schemes for de-risking solutions has increased significantly over the last 4 years. At the same time, market volatility over the last 18 months has helped to drive some of the best pricing in the history of the buy-in and buyout market. In order for pension schemes to be in a strong position to take advantage of what can be a crowded market place with short-lived pricing opportunities, factors such as having clear objectives, being transaction-ready and early market engagement are increasingly important. In this interactive session we’ll explore how trustees can get the best experience when approaching the market – we’ll share case studies and some top tips and insights on how to prepare for approaching the market, capture insurer engagement and obtain attractive pricing in a busy environment.

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

-
Workshop: Net Zero Masterclass

Why should pension schemes consider net zero investing? And how does this affect trustees who have not made the pledge? We will discuss real world examples of companies included/excluded from many “Paris Aligned” strategies that we may want to rethink. This Masterclass will discuss why we shouldn’t look to invest in just low-carbon companies today but understand which companies are going to benefit from the transition and which companies are exposed to transition risk. Has your portfolio been able to embrace net zero and/or climate risk management without impacting your return potential?

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

-
Workshop: How can pension funds use real assets to futureproof their strategies

Not all pension schemes have the same final long-term objectives and sustainability targets. Join this session to understand how we design and implement sustainable real asset solutions for schemes of all shapes and sizes.

Moiz Khan, Head of Insurance & Pension Solutions, Aviva Investors
James Tarry, Senior Portfolio Manager, Alternative Income, Aviva Investors
Joachim Sudre, Client Solutions Manager, UK & Ireland Institutional, Aviva Investors

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Closing remarks

Jonathan Stapleton, Editor-in-Chief, Professional Pensions

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Lunch

Please note: programme is subject to change