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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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Value Investing for The 21st Century: How Can You Invest to Deliver Positive Change and True Alpha?

After riding the tailwinds from bullish markets for several years, sustainable investing - which has traditionally been done on either an exclusionary or ‘top scorers’ basis - has been affected by the recent shift in the macro environment. Many long-term ESG darlings, particularly those in the clean tech, electric vehicle and consumer segments, have suffered share price falls as the cost of capital rises. At the same time, conventional wisdom around the exclusion of particular sectors, such as defence, tobacco and large parts of the oil and gas sector, is being challenged. We believe that sustainable investing needs to incorporate a range of approaches. Done effectively with truly active management, it allows investors to uncover companies that not only provide compelling valuation opportunities, but also help deliver real world change by identifying the enablers and supporting positive transformation through engagement.

Speaker
Portfolio Manager
River and Mercantile
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The Risk Settlement Market: An In-depth Look

As many schemes approach full funding on a solvency basis, the risk settlement market is facing increasing demand for transactions of all shapes and sizes. This session will share insights from our recent Risk Settlement Survey into what’s driving demand and how insurers are responding together with top tips on how to make sure your scheme stands out from the crowd in a busy market.

Speaker
Senior Consultant
Aon
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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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Navigating The Key Sustainability Issues Facing Schemes in 2022

In the last few years, ESG and Climate Risk have risen in prominence on the trustee agenda. In this interactive session we will discuss the key findings of the Schroders UK Sustainability Institutional Investor Study 2022. The workshop will provide trustees with some useful insights to understand where their scheme sits relative to the wider UK Institutional Market and help them fulfil their responsibilities.

Speakers
Business Development Manager
Schroders Solutions
Head of Sustainability, UK
Schroders Solutions
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The Effective System of Governance: Tackling the Practicality
Governance is at the heart of the role of the Trustee and is key to success. With The Pensions Regulator asking schemes for an own risk assessment, and an annual return to keep track of progress, Trustees are being put under more pressure than ever. Enough speculating, it's time to tackle the practicality behind The Effective System of Governance.
This session will address:
  • What is the most ideal governance structure- Is there even one?
  • The do's and don'ts of completing an own risk assessment
  • Explaining the internal audit function – how do you plan to tackle this?
  • How do we make governance fit for the future?
Speaker
Partner and Governance Consulting Lead
Hymans Robertson
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Navigating The Key Sustainability Issues Facing Schemes in 2022

In the last few years, ESG and Climate Risk have risen in prominence on the trustee agenda. In this interactive session we will discuss the key findings of the Schroders UK Sustainability Institutional Investor Study 2022. The workshop will provide trustees with some useful insights to understand where their scheme sits relative to the wider UK Institutional Market and help them fulfil their responsibilities.

Speakers
Head of Sustainability, UK
Schroders Solutions
Business Development Manager
Schroders Solutions
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The Effective System of Governance: Tackling the Practicality
Governance is at the heart of the role of the Trustee and is key to success. With The Pensions Regulator asking schemes for an own risk assessment, and an annual return to keep track of progress, Trustees are being put under more pressure than ever. Enough speculating, it's time to tackle the practicality behind The Effective System of Governance.
This session will address:
  • What is the most ideal governance structure- Is there even one?
  • The do's and don'ts of completing an own risk assessment
  • Explaining the internal audit function – how do you plan to tackle this?
  • How do we make governance fit for the future? 
Speaker
Partner and Governance Consulting Lead
Hymans Robertson
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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
-
The Effective System of Governance: Tackling the Practicality

Governance is at the heart of the role of the Trustee and is key to success. With The Pensions Regulator asking schemes for an own risk assessment, and an annual return to keep track of progress, Trustees are being put under more pressure than ever. Enough speculating, it's time to tackle the practicality behind The Effective System of Governance.

This session will address:

  • What is the most ideal governance structure- Is there even one?
  • The do's and don'ts of completing an own risk assessment
  • Explaining the internal audit function – how do you plan to tackle this?
  • How do we make governance fit for the future? 
Speaker
Partner and Governance Consulting Lead
Hymans Robertson
-
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
-
Navigating The Key Sustainability Issues Facing Schemes in 2022

In the last few years, ESG and Climate Risk have risen in prominence on the trustee agenda. In this interactive session we will discuss the key findings of the Schroders UK Sustainability Institutional Investor Study 2022. The workshop will provide trustees with some useful insights to understand where their scheme sits relative to the wider UK Institutional Market and help them fulfil their responsibilities.

Speakers
Head of Sustainability, UK
Schroders Solutions
Business Development Manager
Schroders Solutions
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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