PTC September 2023

Dates:

24 September 2023 17:00 to 25 September 2023 16:00

Venue:

Malmaison York, 2 Rougier Street, York YO90 1UU

Chairperson:

Various Members of the PTC Advisory Committee

Details:

Programme Outline

Sunday

Topical Legal & Investment Update

An update on current legal and regulatory changes that impact pension fund investment and governance for DB and DC schemes.
Pension Issues and Investment Risks to consider in today’s changing environment for Trustees and CIOs
Risk Transfer & Insurance – What should trustees consider?

Monday

Investing in an Era of Changing Return, Risk & Diversification Assumptions – How Can You Stay on Top of it All?

Many of the assumptions often used as a cornerstone for setting strategic asset allocation, risk and returns objectives now seem to be in a state of change.
What are some of the drivers and how should you be considering this new investing environment as you set your own investment objectives and asset allocation?
With increased interest rates and yield, should schemes now re-consider fixed income investing?
What are the latest projections for the risk premia of various asset classes?
What can you do when diversification using traditional asset classes doesn’t work?

Inflation & Rising Interest Rates – A ‘Trapped Surplus’ Problem?

Keynote Talk

Pension Scheme Administration – Latest Developments in Market & Trustee Issues

With the pension landscape forever changing, what are the key challenges facing pension funds regarding their scheme administration?
What are the key considerations for schemes to outsource or do in-house administration?
With some stand-alone administrators pulling out of the marketplace, just how is the market evolving and how can pension funds choose the right administrator and what criteria should be considered when selecting a provider?
How cost-effective is outsourcing administration?
How will the technological advancements impact administration and will it help reduce costs?
Member interaction and experience with Administrators – How can this be best managed and measured?