PTC January ’24 – Hertfordshire

Dates:

8 January 2024 16:00 to 9 January 2024 15:30

Venue:

Fanhams Hall, Fanhams Hall Road, Ware, Herts SG12 7PZ

View in Google Maps

Chairperson:

Various Members of the PTC Advisory Committee

Details:

Topical Legal & Investment Issues Update
- An update on current legal and regulatory changes that impact pension fund investment and governance for DB and DC schemes.
- DB Funding Code Update
- Update on TCFD & now potentially TNFD
- Evolving role of Trustees
- Mansion House reforms
- Value for Money Update
Equality, Diversity & Inclusion (EDI) – What does this practically mean for Trustee Boards?
- What exactly does effective EDI mean and look like for Trustee boards?
- What are the benefits and how should any success of EDI be measured?
- What role should Chair of Trustees play to develop and maintain an EDI policy?
- With the increased pace of development in this area, how can you ensure you are prepared?
- How can understanding EDI help with member engagement and communication?
Pension Schemes Investing in UK Plc – Does it make sense?
- With the Mansion House reforms highlighting the Government desire to encourage pensions schemes to invest in UK plc including Venture Capital and infrastructure, what should schemes be doing?
- How practical is this and does is make sense for schemes?
- What vehicles and solutions are available to take advantage of any opportunities?
- What are some of the key challenges for schemes when considering less liquid and private market type investments?
- What exactly is Productive finance?
- What cost considerations do schemes need to take into account?
Keynote Presentation
DC Pension Scheme Defaults and Decumulation Options – Latest thinking
- 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?
- What is the latest thinking on drawdown and other post-retirement solutions?
- What role should annuities play for delivering better retirement incomes vs drawdown in today’s environment of higher rates/inflation?
- Will drawdown and annuity products combine in the future to provide economic efficiency together with certainty of later life income?
- Should you offer more than one default, aimed at different cohorts of members and how should any transition between defaults work in practice?
- 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 outcome?

Belgium Forum.

DC Pensions Forum.

Institutional Investor Marketing Forum.

Institutional Investors Circle.

International Seminar.

Irish Pension Fund Investment Forum.

Nordic Forum.

Pensioen Bestuurstafel Forum.

Pensioen Investment Forum.

Pension Trustees Circle.

Private Markets Investors Forum.

Southern Africa Pension Fund Investment Forum.

Swiss International Forum.

UK Pension Fund Investment Forum.

Belgium Forum.

DC Pensions Forum.

Institutional Investor Marketing Forum.

Institutional Investors Circle.

Irish Pension Fund Investment Forum.

Nordic Forum.

Pensioen Bestuurstafel Forum.

Pensioen Investment Forum.

Pension Trustees Circle.

Private Markets Investors Forum.

Southern Africa Pension Fund Investment Forum.

Swiss International Forum.

UK Pension Fund Investment Forum.