Programme List - Defined Contribution Conference 2019
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Programme

08:45 –09:15

Delegate registration

09:15 – 09:25

Chair’s opening remarks

Stephanie Baxter, Deputy Editor, Professional Pensions

09:25 – 09:50

Opening keynote:  An update from the Regulator

Louise will outline what DC schemes can expect from the clearer, quicker and tougher regulator. She will also provide an update on master trust authorisation and DC consolidation.

Louise Sivyer, Policy Manager, Regulatory Policy Directorate,The Pensions Regulator

09:55 – 10:20

The role of pensions in financial wellbeing

Much as we may all think of pensions being at the centre of finances, in reality Aon's research shows that an individual's wider financial situation has a huge impact on both their capacity to save and also their expectations of pension provision. We believe that both trustees and employers need to take this wider financial wellbeing into account when designing and implementing their pension scheme solutions. Benefit designs act as a significant behavioural anchor on how much people think they should save. Changing patterns of retirement and retirement benefits, potentially change the support that employees need.

Steven Leigh, Senior Consultant, Aon

10:25 – 10:50

The future of multi-asset investment: Sustainable long-term active asset allocation

To ensure DC scheme members meet their required outcome, there is a need to define a long-term view of the potential returns from assets and how active multi-asset allocation can help to deliver that outcome. We will discuss why a long-term active strategy is best placed to navigate the global macro picture as we move into the later stages of the economic cycle. We also recognise sustainability considerations as an increasingly important field of investment, now and for the future. We will explore how sustainable factors can be fully embedded into a multi-asset investment process without compromising on fee and performance.

Merrick Styles, Multi-Asset Fund Manager, Schroders

10:50 – 11:15

Morning networking break

11:15– 11:40

Customised Defaults: Under the Hood of DC Investing

Auto enrolment has driven employee contributions to new heights; now Authorisation is driving down the number of Master Trust providers. In this new landscape, the focus must turn to investments and how employers and trustees secure the best possible outcomes for their employees and members. What is a custom default? Can a fund of fund approach provide real diversification when held up against the manager of manager model? How can the industry best harness all of the knowledge earned from the DB legacy? We get under the hood of DC investing in this talk, from assessing the right default for the right population to the cost of getting it wrong.

Steve Charlton, Defined Contribution Managing Director (EMEA & Asia) - SEI Institutional Group

11:45 – 12:10

Is responsible investment just the latest fad?

Responsible investments have been high on the agenda for the last few years, but there is now a myriad of terms, often used interchangeably, to describe the increased awareness of corporate governance failings and environmental concerns. This session will go through the difference between responsible investing and ethical investing, understanding and analysing the information crucial to the long-term sustainability of an investment and how responsible investing can engage younger members.

Rona Train, Partner, Hymans Robertson

12:15– 12:40

Generating advantages via active data management

Data too often finds its way on to the agenda when something has gone wrong, once it is more costly to put right. This ad hoc approach can lead to weakness and errors. But when data informs or leads the agenda, it unlocks efficiencies, stronger governance and decreases risk. Whether reporting data scores, consolidation or future digital transformation - data is key.

Duncan Howorth, Executive Chairman, ITM

12:40– 13:40

Lunch

13:40 – 14:05

The Governance Revolution - Moving Beyond Box-ticking

Anish will discuss Atlas' forthcoming white paper on the ‘Governance Revolution'. He will demonstrate why schemes should put governance at the very heart of their operations, what lessons can be learned from the corporate world and how effective, proactive and relevant governance, which focuses on enhancement as well as protection, drives improved member outcomes and value creation.

Anish Rav, Head of DC Strategy, Capita

14:10 – 14:35

Defining the Future of DC Investing - building a better DGF

Despite concerns over performance and value for money, many DC plans continue to utilise DGFs as a core part of their Default Strategy. This session will look at how the design and management of DGFs needs to evolve to better align with the needs of UK DC savers.

David Hutchins, Portfolio Manager - Multi Asset Solutions, AllianceBernstein

14:35– 14:55

Afternoon networking break

14:55 – 15:20

Decumulation challenges and potential solutions

The financial landscape for future retirees will most likely be more challenging, requiring different savings and spending behaviours. The post-retirement drawdown investment options are important as they directly influence the default fund investment strategies adopted by pension schemes. However, volatility has a significant impact on member outcomes and the sustainability of the drawdown pension. This session will consider the challenges schemes face when targeting drawdown and the potential solutions.

 

15:25 – 15:50

Closing keynote: Case study - successful engagement

15:50 – 16:00

Closing remarks from the chair

 



* Please note this programme is subject to change