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Future meetings : Pension Trustees Circle

The Circle holds three main residential meetings each year, two within easy reach of London, usually in January and July and a further seminar in the north within easy reach of Leeds, usually in September. The seminars start late afternoon of the first day, finishing the following afternoon. Additional events include a special Summer Party in June, an International Seminar in September and an Open Forum & Reception in early December.

The main meetings are held at prestigious hotels and each earn 9.0 hours PMI Continuing Professional Development (CPD) credit while the annual NAPF and Open Forum Seminars each earn 2.5 hours credit.  Please note all our Seminars are held under the Chatham House Rule.

Topic: Summer Party

Date: 27 June 2019 from 18:00 to 21:00

Venue: HMS Belfast - Click here to view map


Topic: PTC Seminar

Dates: from 7 July 2019 17:00 to 8 July 2019 16:00

Venue: Compleat Angler, Marlow, Bucks - Click here to view map


Outline Programme

Sunday 7 July

Hot Topic - Is the End Game Approaching for the Existing Trustee Board Governance Model?
This session will consider the new standards for trustees and chairs that the Regulator is expecting and how onerous it might be for the non-professional trustee.

Monday 8 July

How Should Maturing Pension Funds Tackle their Next Valuation?
This session will look at setting schemes’ technical provision assumptions and recovery plan requirements, if needed, in the light of the Regulator’s integrated risk management approach and increased emphasis on longer term funding and investment targets.

Buy-in, Buy-out, Consolidation, What’s Driving Trustee Decisions and What Options are really Available?
In this session, we will examine the key legal issues which determine what is possible and consider the different options schemes can utilise, with case study examples.

Keynote Address – Introduced by The Lord Balfe, Chairman of the Board, MEPs Pension Fund.

ESG and Responsible Ownership –How Do You Manage the New Reporting Regulations and Can an ESG Approach Deliver Returns?

In this session, as well as changes in SIP reporting and the proposed FRC amends to the stewardship code, we will also discuss whether following an ESG strategy can really deliver enhanced returns and how to include it in fixed income strategies.

This list is regularly updated as full information becomes known

Click below to go directly to the Future Meeting page of other Forums where brief details of the next event can be found.  Members should log-in to obtain full details of all future meetings and to register.

UK Pension Fund Investment Forum
Money Purchase Pensions Forum
Benelux Forum – Belgian Meetings
Benelux Forum – Dutch Meetings
Irish Pension Fund Investment Forum
Pensioen Bestuurstafel
Nordic Forum
Private Markets Investors Forum
Swiss International Forum
Southern Africa Pension Fund Investment Forum
International Seminar