Please note: programme is subject to change
Indulge in a delightful breakfast experience at Fanhams Hall.
As you begin your day, we kindly request that you use this time to complete your check-out process. Rest assured, your belongings will be in excellent care with Fanhams Hall while you immerse yourself in the second day of enriching sessions at our Autumn Trustee Senate.
Jonathan Stapleton, Editor- in-chief, Professional Pensions
With many DB schemes now in surplus and the government’s response to the Options for DB Schemes consultation refining the way surplus can be extracted, Trustees are now having to navigate complex surplus questions over whether to extract surplus and the most effective way in doing this.
This session will address:
- How surplus can be used to benefit both the member and sponsor
- Practical approaches to surplus extraction
- How to use and invest surplus productively when aiming for longer term run-on
- How will the government’s response to its options for DB Schemes consultation impact pension professionals and sponsors
Successfully navigating the bulk annuity market requires careful planning, risk management, and strategic engagement with insurers. This session will offer practical insights and expert guidance on mapping your route to endgame.
This session will address:
- The current state of the bulk annuity market and how to best position yourself
- How new market entrants compare to established providers, and how this has evolved the market
- What are the key trends shaping the future of the endgame market
- Real world insights
An ideal opportunity to connect with fellow trustees and relish refreshments provided by Fanhams Hall, for first class company and a second to none experience!
Day 2 Boardrooms
As pension schemes are facing increasing complexity, many are turning to outsourcing models. Whether the goal is to enhance governance, navigate the endgame, improve access to private markets, or strengthen decision-making, outsourcing is emerging as more than just a support mechanism.
This session will address:
- Fiduciary manager and OCIO explainer and update
- Benefits and limitations of adopting these models and what to consider
- Real world case studies demonstrating the impact of these models
Is Collective Defined Contribution (CDC) set to become the pension model of the future? Join this session for a CDC update exploring whether this is solution provides better retirement outcomes, and what this development could mean for employers, trustees, and members.
This session will address:
- What is CDC and what does it offer for members in comparison with DB and DC schemes.
- What are the different CDC models emerging in the market
- What are the key advantages and disadvantages of CDC models
- The Dutch experience of CDC and key takeaways from this
Pension schemes are facing rising regulatory scrutiny and increasing digital administrative pressure with data emerging as the backbone of effective scheme administration. This session will delve into how to effectively enhance data to be meet competing demands whilst delivering better member outcomes.
This session will address:
- The competing data demands for pension schemes and why data accuracy matters
- What technological processes are there that can improve member records
- How to improve records in the most proportionate and cost-effective manner
- How to provide an effective member experience, ensuring self-managed records and future accuracy
- Cutting through the noise, what can AI really do for pensions.
Pension schemes are facing rising regulatory scrutiny and increasing digital administrative pressure with data emerging as the backbone of effective scheme administration. This session will delve into how to effectively enhance data to be meet competing demands whilst delivering better member outcomes.
This session will address:
- The competing data demands for pension schemes and why data accuracy matters
- What technological processes are there that can improve member records
- How to improve records in the most proportionate and cost-effective manner
- How to provide an effective member experience, ensuring self-managed records and future accuracy
- Cutting through the noise, what can AI really do for pensions.
- Fiduciary manager and OCIO explainer and update
- Benefits and limitations of adopting these models and what to consider
- Real world case studies demonstrating the impact of these models
Is Collective Defined Contribution (CDC) set to become the pension model of the future? Join this session for a CDC update exploring whether this is solution provides better retirement outcomes, and what this development could mean for employers, trustees, and members.
This session will address:
- What is CDC and what does it offer for members in comparison with DB and DC schemes.
- What are the different CDC models emerging in the market
- What are the key advantages and disadvantages of CDC models
- The Dutch experience of CDC and key takeaways from this
Boardroom 3
- What is CDC and what does it offer for members in comparison with DB and DC schemes.
- What are the different CDC models emerging in the market
- What are the key advantages and disadvantages of CDC models
- The Dutch experience of CDC and key takeaways from this
Pension schemes are facing rising regulatory scrutiny and increasing digital administrative pressure with data emerging as the backbone of effective scheme administration. This session will delve into how to effectively enhance data to be meet competing demands whilst delivering better member outcomes.
This session will address:
- The competing data demands for pension schemes and why data accuracy matters
- What technological processes are there that can improve member records
- How to improve records in the most proportionate and cost-effective manner
- How to provide an effective member experience, ensuring self-managed records and future accuracy
- Cutting through the noise, what can AI really do for pensions.
As pension schemes are facing increasing complexity, many are turning to outsourcing models. Whether the goal is to enhance governance, navigate the endgame, improve access to private markets, or strengthen decision-making, outsourcing is emerging as more than just a support mechanism.
This session will address:
- Fiduciary manager and OCIO explainer and update
- Benefits and limitations of adopting these models and what to consider
- Real world case studies demonstrating the impact of these models