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Apr20
DC and Master Trust Symposium
20 Apr 08:30 AM to 20 Apr 05:30 PM
Public Event
Hosted By tylerwinklevoss
Cryptocurrency
Conference
DC and Master Trust Symposium
20 Apr 2023
The Waldorf Hilton London, London, UK
DC and Master Trust Symposium
The DC and Master Trust Symposium draws on our expertise on topics related to DC governance, workplace pension provision, investment, the pension dashboard and more. It is a must-attend event for employers, trustees, DC pension fund members and any pension professional working within the DC pension market.
Event Details
THE BASICS
Topics of discussion:
More details to follow.
Watch the DC and Master Trust Symposium 2022 highlights here.
Who should attend:
Pension scheme managers
Trustees
Administrators
Policy advisers
Consultants
Lawyers
Corporate IFAs
Investment managers
Actuaries
Communication professionals
Scheme secretaries
Financial directors
HR representatives
Agenda
08:30 - 09:00
Registration and networking breakfast
09:00 - 09:05
Welcome
09:05 - 09:40
Topic TBC
Emma Botton
Tesco
Group Brand, Proposition and Marketing Director
More details to follow.
09:40 - 10:25
Legal obstacles to a satisfactory member journey
Gareth Craft
Gareth Craft
Linklaters
Managing Associate, London
Jack Gillions
Jack Gillions
Linklaters
Associate, London
Gareth Craft and Jack Gillions from the Linklaters Pensions team will discuss some of the key legal hurdles Trustees need to overcome, viewed through the lens of the member’s perspective and experience, on transfers to a DC master trust and when entering the decumulation phase. They will look at some of the key practical and regulatory issues faced by Trustees when giving guidance to help members navigate the options during the decumulation phase, along with the potential legal risks of introducing decumulation options into a scheme at retirement.
10:25 - 10:45
Coffee break
10:45 - 11:20
The Return of Inflation Risk - Lessons from 2022 for DC Investors
Jos North
Jos North
Ruffer LLP
Investment Director
2022 was the year inflation returned with a vengeance. This new regime is not just about higher average inflation, but also higher inflation volatility. There was nowhere to hide as equities and bonds fell together making traditional diversifying techniques redundant - particularly painful later in the lifecycle. We will explore what this means for DC portfolios, taking tangible lesson from 2022.
11:20 - 11:55
“Teamwork Makes the Dream Work” – How the TPR and FCA are working together on pensions matters
Helen Ball
Helen Ball
Sackers
Partner
Adeline Chapman
Adeline Chapman
Sackers
Partner
The Pensions Regulator and the Financial Conduct Authority are close cousins. They are both regulators who deal with pensions but approach it from a different angle. Until recent years they have not been operating in the same territory but now the barrier between these territories is fading. How is this affecting providers, employers and pension scheme trustees right now? Will the new consumer duty mean that some mastertrusts find themselves being regulated by more than one regulator? What influence could this have on the development of the pensions industry in the future? This session will bring the various strands together to look at where the collaboration between the two regulators might be heading and what impact this could have on us all.
12:00 - 12:35
Breakout session: Income Adequacy Panel Discussion
Anish Rav
Anish Rav
Smart Pensions
Director of Retirement
George Currie
George Currie
LCP
Consultant
Kim Gubler
Kim Gubler
KGC Associates
Director
12:00 - 12:35
Breakout session
12:35 - 13:35
Lunch
13:35 - 14:10
Breakout session
Henrietta Pacquement, CFA
Henrietta Pacquement, CFA
Allspring Global Investments
Senior Portfolio Manager, Head of Global Fixed Income
More details to follow.
13:35 - 14:10
Breakout session
More details to follow.
14:15 - 14:50
Panel Discussion: Accessing private markets for defined contribution schemes
Antony Esposito
Antony Esposito
Partners Group (UK) Limited
Head of UK Consultant Relations, Client Solutions
Joshun Sandhu
Joshun Sandhu
Mobius Life
Head of Investments
Steve Budge
Steve Budge
LCP
Partner
Andrew Warwick-Thompson
Andrew Warwick-Thompson
Scottish Widows Master Trust
Chair of Trustees
This panel will discuss how DC schemes, both single employer and master trusts, can incorporate private markets investments into default portfolio allocations today. Conversation topics will include how to overcome challenges such as charge cap considerations, daily pricing, liquidity management and performance fees in a DC world. Lastly, this session will also address continued government encouragement by reducing barriers to access such private markets investments for DC investors.
14:50 - 15:10
Coffee break
15:10 - 15:45
Topic TBC
More details to follow.
15:45 - 16:30
Keynote speech
More details to follow.
16:30 - 17:30
Drinks reception