EVENTS
Pension Conference 2022
Managing Risk and Supporting Members
7-21 June
We are excited to open registration for the 2022 Pension Conference Series, a hybrid, multi-city event throughout the month of June.
Virtually or in person, experience an agenda filled with insights, variety and conversation.
Schedule
London: 9 June 2022 - live stream
Bristol: 16 June 2022 - live stream
Who should attend?
Trustees of pension schemes and pensions, HR and finance professionals who make decisions about or govern their company’s pension scheme. You can expect to leave with clear actions and 4.5 CPD points for full day attendance.
Why attend?
Whether you decide to attend in-person or join from the comfort of your own desk attending this free conference will offer you the opportunity to hear experts’ views and ideas on how to manage defined benefit and defined contribution pension schemes - and will give you a space to learn from and network with peers.
Safety information in relation to COVID-19. For in-person events Government and Aon guidance will be adhered to, noting we anticipate a return to full capacity at our venues. Should Government or Aon policy change, the Pension conference will revert to a fully virtual event. This is a free event: in-person attendance is on a first come first service basis.
Agenda
09:50 - 10:05
Chair's Opening
10:05 - 10:30
Post-Pandemic Investing - Where Now?
Whilst many parts of the world continue to struggle with COVID-19, the developed world is ‘seemingly’ moving gradually into a post-pandemic phase. What will this mean for your portfolios? In this interactive session, we will take you through our asset allocation views and allow plenty of time for your questions.
10:30 - 11:15
GMP and Retirement Complexity – A Member’s Perspective
This session puts you in the shoes of a member and explores how the perceived complexity of GMP equalisation can be used as a catalyst for promoting member engagement and choice.
11:15 - 11:40
Morning Break
11:40 - 12:05
Own Risk Assessment and Why Maturity Matters
Own Risk Assessments (ORAs) will become the basis for pension scheme risk management in the future. In this session we explore how ORAs can create a framework for better understanding and ultimately managing the funding and investment risks that are most relevant to your scheme. Often driven by scheme maturity, our specialists will explore the measurement and management of risks you may not be aware your scheme is even exposed to.
12:05 - 12:30
Managing your End Game Risks
Aon’s latest Global Pension Risk Survey showed that, for the first time, more pension schemes are targeting buyout than self-sufficiency. But which risks will insurers take on and what steps can trustees and companies take now to minimise the likelihood of gaps at buyout? This session will use case studies to illustrate options available for pension schemes of varying sizes.
12:30 - 12:45
Going Beyond Equality to Equity
A session looking at what we mean by equity and why it is fundamental to creating a truly diverse and inclusive pension scheme.
Including practical suggestions on addressing equity issues and what it takes to provide each trustee or member with what they need to be successful.
12:45 - 13:00
The Power of Pooling
Collective DC (CDC) delivers an income for life from DC savings - with the first wave of CDC legislation now in place, this session looks at what the future holds for CDC schemes in the pension decumulation space. Our research reveals how collective pension solutions will sit alongside existing decumulation options, and the value this will bring to all pension savers in retirement.
13:00 - 14:00
Lunch break
14:00 - 14:15
Chair's Update
Highlights of topical pensions issues that are not covered anywhere else on the agenda.
14:15 - 14:40
Delivering Sustainability – What does it Take?
Visibility and awareness of Environmental, Social and Governance (ESG) issues in the public mainstream is rapidly increasing. This session will look at how pension scheme trustees can address increased member scrutiny on how their funds are invested.
14:40 - 15:00
Financial Wellbeing: The Forgotten 80 Percent
Many companies recognise that a financially healthy workforce is a key driver for business success. This session challenges traditional thinking on financial education and looks at how behavioural finance can be used to engage the 80 percent of employees who are yet to access financial wellbeing support.
15:00 - 15:45
Member Engagement: What’s the Point?
Join this facilitated discussion which investigates the widely held view that more engagement automatically delivers a better outcome for members.
We ask should schemes work harder to encourage members to make decisions, or are there times when better outcomes could be achieved by leaving the decision making to the experts?
We will consider how to better understand scheme members, what engagement techniques really work, the role of technology, and how trustees and sponsors can establish a strategy to meet achievable and measurable objectives.
15:45 - 16:00
Chair's Closing
16:00 - 17:00
Drinks and Networking
09:50 - 10:05
Chair's Opening
10:05 - 10:30
Post-Pandemic Investing - Where Now?
Whilst many parts of the world continue to struggle with COVID-19, the developed world is ‘seemingly’ moving gradually into a post-pandemic phase. What will this mean for your portfolios? In this interactive session, we will take you through our asset allocation views and allow plenty of time for your questions.
11:40 - 12:05
Own Risk Assessment and Why Maturity Matters
Own Risk Assessments (ORAs) will become the basis for pension scheme risk management in the future. In this session we explore how ORAs can create a framework for better understanding and ultimately managing the funding and investment risks that are most relevant to your scheme. Often driven by scheme maturity, our specialists will explore the measurement and management of risks you may not be aware your scheme is even exposed to.
12:30 - 12:45
Going Beyond Equality to Equity
A session looking at what we mean by equity and why it is fundamental to creating a truly diverse and inclusive pension scheme.
Including practical suggestions on addressing equity issues and what it takes to provide each trustee or member with what they need to be successful.
14:00 - 14:15
Chair's Update
Highlights of topical pensions issues that are not covered anywhere else on the agenda.
14:15 - 14:40
Delivering Sustainability – What does it Take?
Visibility and awareness of Environmental, Social and Governance (ESG) issues in the public mainstream is rapidly increasing. This session will look at how pension scheme trustees can address increased member scrutiny on how their funds are invested.
10:30 - 11:15
GMP and Retirement Complexity – A Member’s Perspective
This session puts you in the shoes of a member and explores how the perceived complexity of GMP equalisation can be used as a catalyst for promoting member engagement and choice.
12:05 - 12:30
Managing your End Game Risks
Aon’s latest Global Pension Risk Survey showed that, for the first time, more pension schemes are targeting buyout than self-sufficiency. But which risks will insurers take on and what steps can trustees and companies take now to minimise the likelihood of gaps at buyout? This session will use case studies to illustrate options available for pension schemes of varying sizes.
12:45 - 13:00
The Power of Pooling
Collective DC (CDC) delivers an income for life from DC savings - with the first wave of CDC legislation now in place, this session looks at what the future holds for CDC schemes in the pension decumulation space. Our research reveals how collective pension solutions will sit alongside existing decumulation options, and the value this will bring to all pension savers in retirement.
14:40 - 15:00
Financial Wellbeing: The Forgotten 80 Percent
Many companies recognise that a financially healthy workforce is a key driver for business success. This session challenges traditional thinking on financial education and looks at how behavioural finance can be used to engage the 80 percent of employees who are yet to access financial wellbeing support.
15:00 - 15:25
Member Engagement: What’s the Point?
A discussion which investigates the widely held view that more engagement automatically delivers a better outcome for members.
15:25 - 15:40
Chair's Closing
Our Speakers
Andy Fryer
Andy Nichols
Andy Partridge
Andy Peach
Calum Mackenzie
Chintan Gandhi
Craig Campbell
David Lindsay
Derry P
Jon Handford
Katherine Patel
Kelly Hurren
Koray Yesildag
Lara Kennard
Lauren Ramsey
Lucinda Downing
Lynda Whitney
Madalena Cain
Matthew Arends
Mike Edwards
Nathalie Hyatt
Olly Walker
Paul McGlone
Rebecca Peake
Richard Morgan
Shelley Fryer
Shromi Jeyakumar
Sophie Moore
Steve Leigh
Susan Austen
Susan Hoare
Tom Yorath
Tony Pugh
Zoe Boothroyd