Virtual Forum Seminar: Improving Member Outcomes: Investment Strategies and Default Funds

Date:

19 January 2021 12:00 to 13:00

Venue:

Virtual Forum Seminar

Chairperson:

Matthew Webb, Global Head of Benefits, Refinitiv

Details:

Our panel of speakers addressed:

Are current DC default funds/strategies really fit for purpose; are they sustainable and offering the best possible value for members’ hard-earned savings as they approach retirement?
Should you offer more than one default, aimed at different cohorts of members and how should any transition between defaults work in practice?
How often should you re-evaluate your default fund strategies?
With new regulations on inclusion of ESG risks and consideration of illiquid assets within DC Default Funds, how should this be done in practice?
What is the latest thinking on lifestyle, target date funds, diversified growth funds and other default strategies?
What role should active management play in delivering better member outcomes?
How should the Charge Cap be considered when designing Default Fund strategies?
What are the practical implications of changing a default fund or strategy?
How many members really self-select, and does it actually lead to better outcomes than being in a default strategy?