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Past meetings : Pension Trustees Circle

Details of all recent past meetings and speakers are set out below.  In addition, details of older past meetings are available on request from Meeting Responses. You can also download our Meeting History here.

Topic: PTC

Dates: from 7 January 2018 16:30 to 8 January 2018 16:00

Venue: Down Hall Hotel, Herts - Click here to view map

Details: Sunday evening
  • Legal & Investment Update including Auto Enrolment Review, Master Trusts and the implications of some key EU investment and legal regulations coming into force such as MiFID II and GDPR
  • Cash Flow Management - Key Considerations and Issues including the role of Cash Flow Driven Investing
  • Key Administration Challenges for Pension Funds: In-Sourcing vs Outsourcing of Benefit and Investment Administration and Accounting
  • Keynote – Dame Katharine Barker, Chairman of Trustees, British Coal Staff Superannuation Fund. Kate served as a member of the Bank of England’s Monetary Policy Committee between 2001 and 2010. Kate also held the position of Chief Economic Adviser for the Confederation of British Industry from 1994 to 2001. Kate is currently a non-executive director of the Man Group and Taylor Wimpey plc.
  • The Fixed Income Investment Challenge – Unconstrained and/or Absolute Return Strategies in your Portfolio?

Topic: Open Forum: Making Britain Great Again! Key Economic and Investment Opportunities and Challenges & Christmas Reception

Date: 14 December 2017

Venue: Vintners Hall - Click here to view map

Details: Just what challenges lie ahead and can pension funds take advantage of investment opportunities that may arise amongst the uncertainty over the coming years as Britain plans to leave the EU? Our speakers considered the outlook and the key risks and opportunities for both traditional and private market assets such as private equity and infrastructure which pension funds can invest in to improve their performance as well as make Britain Great again! In keeping with the Christmas spirit, we aimed to offer some magical delights that pension funds can practically consider as part of their future investment and strategy.