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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.

Pension Trustees Circle

Past meetings

PTC July ’24 – Berkshire

Dates:

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

Venue:

The Swan, Streatley, High Street, Streatley-on-Thames RG8 9HR

View in Google Maps

Chairperson:

Various Members of the PTC Advisory Committee

Details:

  • Risk Management Issues & Legal/Investment Update
    • An update on current legal and regulatory changes that impact pension fund investment and governance for DB and DC schemes.
    • ESOG & Risk Management
    • Cyber Risks
    • Update on the buyout and risk transfer market
  • Designing an Effective DC Solution – Pre, At & Post Retirement 
    • Are current DC default funds/strategies really fit for purpose – how do you consider the retirement solutions?
    • 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?
    • How should schemes be using member choice options to best engage and deliver better outcomes for their members?
    • 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?
    • Active vs passive management consideration.
    • Member Advice & Guidance at retirement and decumulation solutions to consider.
  • Schemes Back to Surplus Again! – What Should Schemes, Trustees and Employers Do Now?
    • Can sponsors get access to this surplus? What legal issues arise?
    • How can members and sponsors share this over-funding?
    • Discretionary increases? How feasible are these? What impact would this have on any plans for buy-ins?
    • Long term vs short term inflation – Is it really a surplus?
    • Surplus to fund DC contributions?
    • What are the implications on markets especially gilt and credit if surpluses do get used to move for buy-out and buy-in solutions?
  • Keynote Presentation. Rob Yuille, Assistant Director, Head of Long Term Savings Policy at Association of British Insurers (ABI).With the Election now called for 4 July, Rob will give an ABI perspective, where possible, on key pension policy issues post-election.  What is likely to be in store post-election for issues such as DB Consolidation, Pension Investment Agenda such as Mansion House Reforms, Dashboards, Auto Enrolment policy, Value for Money and Pension Tax.
  • DB Consolidation – The New Possible Market & Landscape
    • With the DB industry now starting to consider consolidation, especially with Clara now approved and talks of the PPF as a consolidator, what does the future hold?
    • What are the practical considerations for trustees including administration and governance considerations? What are the pros and cons?
    • What will the new consolidated world look like?
    • What issues should schemes be considering now?
    • How will any surplus impact the overall strategy for schemes considering a move to a consolidator?

 

 

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