Modelling Retirement Incomes and Pension Savings – Building Realistic Member Assumptions and Expectations

Date:

13 July 2021 12:00 to 13:30

Venue:

Virtual Forum Seminar

Chairperson:

Meredith Gibson, Independent Trustee, Citibank (UK) Pension Plan and a Member of the MPPF Advisory Committee

Details:

How can we inform members on their retirement income expectations and what can schemes do to improve their overall outcomes? In a post Covid-19 world, what assumptions are schemes using in modellers for members and how realistic and helpful are they? Our speakers will aim to cover:

Modellers and assumptions used for projecting saving/retirement income for members
What is a sensible saving ratio to strive for members today? How do you have an open and frank discussion with members on this?
Some modellers are using assumptions such as House Ownership in retirement. Is this Realistic?
What is an appropriate contribution rate we should assume today in light of covid-19 and future investment returns?
What investment strategies should pension funds be considering?
Has Covid-19 has any effects on member behaviours and what does this mean for future saving & retirement income?
What are the implications for investment strategy of default funds?
How do you have a more holistic approach to savings?
What role should Advice and Guidance play?

Benelux Forum – Belgian Meetings.

Benelux Forum – Dutch Meetings.

International Seminar.

Irish Pension Fund Investment Forum.

Money Purchase Pensions Forum.

Nordic Forum.

Pensioen Bestuurstafel.

Pension Trustees Circle.

Private Markets Investors Forum.

Southern Africa Pension Fund Investment Forum.

Swiss International Forum.

UK Pension Fund Investment Forum.