Download Report

DAY ONE: WEDNESDAY 13 MAY 2015
09:30
Registration and coffee
10:00
Welcome and keynote presentation | Rt Hon David Willetts MP
A Conservative politician with a keen interest in pensions, David will give his reactions to the general election and take questions from the audience.
10:35
Keynote panel | Rt Hon David Blunkett MP and Rt Hon David Willetts MP
Labour politician the Rt Hon David Blunkett MP will join David Willetts on stage to discuss their reactions to the general election and share their
predictions for the next government and beyond.
11:05
Coffee and networking
Defined benefit: The route to a better balance sheet | East Suite
11:35
Session 1: Crisis or opportunity?
Defined contribution: The future of savings | West Suite
11:35
A panel of trustee chairs give their verdict on the election results.
Session 1: Are we moving in the wrong direction?
Experts from around the world debate whether the UK is ignoring
international experience.
Robin Ellison, chair, Carillion Pension Scheme
Rory Murphy, chairman, MNOPF
Sarah Smart, chair, The Pensions Trust
Eunice Dreelan, director of investment development,
Irish Life Investment Management
David Harris, managing director, TOR Financial
Gerard Riemen, managing director, Federation of the Dutch
Pension Funds
Stephen Utkus, director, Vanguard Center for Retirement Research
Guest chair: Bob Campion, head of institutional business
& business development, Charles Stanley Pan Asset
Guest chair: Asees Ahuja, senior consultant, OECD
Sponsored by
12:15
Room change
12:20
Session 2: Fiduciary management
Sponsored by
12:20
Session 2: Managing Risk in DC: Does one size fit all?
Simon simplifies DC risks in a modern world of over engineering.
Simon Chinnery, Head of UK Defined Contribution
for J.P. Morgan Asset Management
Sponsored by
12:50
Room change
12:55
Session 3: Transfers & Pension Increase Exchange:
Delivering member advice
12:55
Session 3: Details to follow
Sponsored by
Are transfer exercises back in fashion? Along with PIE, these mass
advice exercises can be costly. Premier explains how cost effective
member advice can be achieved compliantly and within budget.
Ian Gutteridge, sales and marketing director, Premier
Sponsored by
13:25
Lunch and networking
14:15
Jargon begone! | We present your new pensions dictionary – and give you the tools to break through the wall of jargon
Presented by Rhys Williams, strategy director, Quietroom
14:45
Room change
www.workplacepensionslive.co.uk #WPL2015
Please note: programme and speakers may be subject to change
DAY ONE: WEDNESDAY 13 MAY 2015 – AFTERNOON CONTINUED
Defined benefit: The route to a better balance sheet | East Suite
14:50
Session 4: Active strategy, passive investing
How can you deliver more for less? This session explores how
working with a fiduciary manager can help deliver a better long-term
investment strategy – and reduce cost.
Defined contribution: The future of savings | West Suite
14:50
Room change
15:25
Session 5: Details to follow
Sponsored by
Britt Hoffman-Jones, head of UK DC, P-Solve
15:25
Richard Dowell, head of clients,
Cardano
Session 5: Supporting DC members with defaults and
choices up to and into retirement
With the Freedom and Choice reforms now in place, we will discuss
DC savers’ understanding of, and preferences for, income drawdown
and other retirement income solutions, drawing on recent Pensions
Policy Institute research sponsored by State Street Global Advisors.
Alistair Byrne, senior DC investment
strategist, State Street Global Advisors
15:55
Coffee and networking
16:20
Session 6: Interactive DB investment strategy setting
16:20
This interactive session will take you through the key aspects to
consider when designing DB investment strategies. It will also
consider the influence of different economic scenarios and how these
may impact the investment strategies chosen.
Sponsored by
16:50
Room change
16:55
Session 7: Systematic Macro: Achieving
diversification in an institutional portfolio
There are many strategies that claim to offer diversification away
from the bulk of the asset class exposures in the average pension plan
– however, very few achieve it. Systematic Macro or Managed Futures
have delivered, throughout the cycles, on their objective of solid
risk-adjusted returns uncorrelated to the traditional equity and credit
betas. This session hopes to demystify this strategy.
Sponsored by
17:25
Room change
17:30
WPL presents a very special episode of Dragons’ Den
Sponsored by
Session 6: DC investments: A time of change
The pace of change in the DC marketplace is presenting a number of
challenges for trustees and employers, not least on the investment
front. Retirement freedom and flexibility means different members
will want different things from their retirement savings – how should
DC investment options be structured to ensure members can achieve
their specific goals? In this session we’ll take a look at how you
can best help your DC members get the most out
Sponsored by
of their investments, with a fresh approach to
Lifestyle design and a robust governance structure.
Mark Rowlands, sales and marketing leader, Mercer
Jonathan Anayi, head of UK clients,
Winton
Sponsored by
It’s not just about the budget, it’s about setting
yourself up to govern in a rapidly-changing world.
You must be prepared to challenge convention,
for example using fiduciary management or
focusing on the later years.
Bob Campion, head of institutional business,
Charles Stanley Pan Asset
John Redwood, chairman of the investment committee,
Charles Stanley Pan Asset
Sponsored by
15:20
Session 4: Not so easy, DC
16:55
Session 7: Scheme governance:
Reduce risks and deliver better outcomes
Trustees and corporate governance groups are facing new risks (given
pension freedoms) in the oversight of their workplace DC pensions
schemes. This session will look at what these risks are and how they
can be minimised whilst also acting in the best interest of members
and improving their outcomes.
Mark Futcher, partner and head of DC,
Barnett Waddingham
Sponsored by
Dragons:
Bill Galvin, chief executive, USS
Steve Delo, trustee chair, The People’s Pension
Darren Philp, director of policy and market engagement, B&CE
Jane Wilson, Pensions Manager, Caterpillar (UK)
18:00
Summary and drinks reception
19:00
Close of day one
www.workplacepensionslive.co.uk #WPL2015
Please note: programme and speakers may be subject to change
DAY TWO: THURSDAY 14 MAY 2015
09:30
Registration and coffee
10:00
Welcome and keynote presentation: | Stephanie Flanders, managing director, chief market strategist,
J.P. Morgan Asset Management
The UK’s economic future in the aftermath of the General Election.
Defined benefit: The route to a better balance sheet | East Suite
10:35
Session 1: View from the coalface
Defined contribution: The future of savings | West Suite
10:35
This session will explore the role of unions on trustee boards, and
the conflicts union members may face in their interactions with
employers and members.
Twentysomethings tackle the retirement conundrum.
Iona Bain, journalist and author of the Young Money blog
Sophia Morrell, executive committee, Young Fabians
Camilla de Ste Croix, senior policy officer, ShareAction
Claire Turner, head of policy & research, Joseph Rowntree
Foundation
Sponsored by
John Gray, Tower Hamlets Pension Fund
Bill Trythall, director, USS
Guest chair: Rory Murphy, chairman, MNOPF
11:05
Coffee and networking
11:35
Session 2: DB to DC transfers
Session 1: Gen Y oh why?
11:35
Session 2: Navigating the maze to freedom
Since the Chancellor declared pensions freedom and flexibility
for all, we have had another budget and a general election. Helping
you navigate the DC maze, this session will share how other schemes
are reacting and consider what the election means for pension funds.
Sponsored by
Sponsored by
12:05
Room change
12:10
Session 3: Details to follow
12:40
Room change
12:45
Keynote presentation | Robert Cole, assistant editor, Reuters Breakingviews
The experienced financial journalist decodes the secrets of the City
13:15
Lunch and networking
14:05
Session 4: Tax relief: a pensions minefield
12:10
13:55
Everyone agrees that tax relief is over complicated. Many ways are
being proposed to simplify tax relief – from scrapping it altogether to
a government review. Why is tax relief so complicated? What are the
most complicated areas? What are the main ideas being suggested to
simplify it? And which is most likely to gain favour?
Session 3: Details to follow
Session 4: Who wants to be a super DC Trustee?
Here’s your chance to test your DC knowledge against our DC quiz
master for the chance to win some novel prizes.
Chris Wagstaff, head of pensions and investment education,
Threadneedle Investments
Sponsored by
David Fairs, chairman of the Association of Consulting Actuaries
Michael Johnson, research fellow, Centre for Policy Studies
Adrian Waddingham, partner, Barnett Waddingham
14:35
Room change
14:40
Ask the Legal Eagles panel
Sponsored by
Emma Douglas, head of DC solutions,
Legal & General Investment Management
14:30
Session 5: Details to follow
This interactive session is your chance to interrogate top pensions
lawyers on the rapidly changing regulatory landscape. From the
Pensions Regulator’s imminent changes to its approach to DB funding,
to new default fund charges cap, schemes have a lot on their plate.
Tamara Calvert, partner, DLA Piper
Clare Grice, partner, Mills & Reeve
Jenni Kreser, partner, Silverman Sherliker
Ferdinand Lovett, senior associate, Sackers
15:10
Room change
15:15
Keynote address | Nick Hewer
Nick, host of Countdown and ex-Apprentice star gives a personal perspective on his impression of the pensions industry.
15:45
Coffee and networking
16:15
Close of conference
www.workplacepensionslive.co.uk #WPL2015
Please note: programme and speakers may be subject to change