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GDPR - one year on

It has been one year since GDPR has been implemented and to discuss what this means for pension trustees we have Sarah Henderson, Senior Associate from Sackers to give us her insight.
Recorded Jun 17 2019 13 mins
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Presented by
Sarah Henderson, Senior Associate, Sackers
Presentation preview: GDPR - one year on

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  • Channel
  • Channel profile
  • Setting the scene Sep 29 2020 8:30 pm UTC 30 mins
    Lesley Alexander
    -Essential Jargon
    -Parties involved in pension schemes
    -Type of Trustees
  • DC benefit statements: How to communicate alarming news effectively? Jul 27 2020 10:30 am UTC 60 mins
    Barnett Waddingham
    More details coming soon. Please note that date and time is subject to change.
  • Dealing with a surge of early retirement applications Jul 24 2020 10:00 am UTC 60 mins
    Buck
    Dealing with a surge of early retirement applications following the end of lockdown / DB schemes and scams
    More details coming soon. Please note that date and timings are subject to change.
  • How to maintain a good relationship with the Pensions Ombudsman? Jul 23 2020 1:00 pm UTC 60 mins
    The Pensions Ombudsman
    More details coming soon. Please note that date and time is subject to change.
  • GMP Equalisation Jul 22 2020 10:00 am UTC 60 mins
    LCP, Addleshaw Goddard
    More details coming soon. Please note that date and time is subject to change.
  • Does your scheme require a professional trustee? Jul 21 2020 10:00 am UTC 60 mins
    TUC, PAN
    More details coming soon. Please note that date and time is subject to change.
  • The investment landscape post COVID-19/Brexit Jul 20 2020 10:30 am UTC 60 mins
    Willis Towers Watson
    More details coming soon. Please note that date and time is subject to change.
  • ESG Jul 17 2020 10:00 am UTC 60 mins
    BMO, Federated Hermes
    More details coming soon. Please note that date and time is subject to change.
  • Financial Wellbeing Jul 16 2020 1:00 pm UTC 60 mins
    Mercer
    More details coming soon. Please note that date and time is subject to change.
  • Understanding the Regulator’s approach and expectations with to scheme funding Jul 15 2020 10:00 am UTC 60 mins
    Deloitte
    More details coming soon. Please note that date and time is subject to change.
  • DB Endgame solutions and employer commitment Jul 14 2020 9:00 am UTC 60 mins
    Travers Smith, Just Retirement, K3 Advisory
    More details coming soon. Please note that date and time is subject to change.
  • Climate change and changing regulations Jun 17 2020 9:00 am UTC 60 mins
    Tim Middleton, PMI - Vicki Bakhshi and David Page, BMO Global Asset Management
    How should pension schemes assess, manage and report on climate-related risks? Hear from BMO specialists on existing practice within the industry and what trustees should consider ahead of the “Aligning your pension scheme with TCFD recommendations” consultation deadline.

    Vicki Bakhshi, Director, Responsible Investment, BMO will share her specialist insight into the climate change engagement landscape and look at whether engagement is still an effective tool for investors – across different asset classes. David Page, Director, Client Relations, will also provide unique insight into the Task Force on Climate-Related Financial Disclosures (TCFD) consultation and look at what questions trustees should be asking of their investment managers.

    Attending the webinar will contribute 60-minutes to your CPD accreditation.
  • Pension Change – Nationwide Building Society Case Study Jun 11 2020 9:00 am UTC 60 mins
    Lesley Alexander, PMI - Ian Baines, Nationwide - Jonathan Watts-Lay, Wealth at Work
    Our Insight Partner, Wealth at Work, will deliver a webinar case study in collaboration with Nationwide on their ongoing pensions change project. Ian Baines will discuss the background and decision making process to the changes from an employer’s perspective and will cover the successes and challenges in relation to engagement.

    Jonathan Watts-Lay will address the project from a Wealth at Work perspective and cover the planning and implementation of the project considering the employee/member experience. He will also go on to summarise the lessons learned from Nationwide before opening up to the audience for a live Q&A session.

    This webinar is open to all members, but will be particularly interesting to professional trustees and employers.

    Attending the webinar will contribute 60-minutes to your CPD accreditation.
  • De-risking market during the pandemic. Outlook for the BPA market in 2020 Recorded: May 29 2020 45 mins
    Sammy Cooper-Smith, Rothsay Life | Myles Pink, LCP | Tim Middleton, Pensions Management Institute
    Myles Pink from LCP will look back on the record year for BPA volumes in 2019 and comment on the outlook for volumes in 2020 and beyond. He will set out the key drivers of pension scheme demand including an overview of the long term strategies that many pension schemes are following: so-called journey planning. In discussing these drivers, Myles will comment on what impact the outbreak of Covid-19 is expected to have had on these strategies and pension scheme demand for buy-ins and buy-outs.

    Sammy Cooper-Smith from Rothesay Life will go on to set out the perspective of the insurer by providing an overview of what drives value-for-money in the supply of insurance de-risking capacity to pension schemes. He too will comment on the impact of Covid-19 on these drivers. In particular, Sammy will focus on the impact of the pandemic on longevity reinsurance pricing and on the prices of assets that insurers invest in to support buy-ins and buy-outs.

    Attending this webinar will contribute 60-minutes towards your CPD requirements.
  • GMP Equalisation: grasping the nettle Recorded: May 21 2020 90 mins
    Stewart Winter, Equiniti - John Wilson, Spence and Partners - Donna Dickie, Hymans Robertson - Simon Borhan, Linklaters LLP
    There is massive unrest in the marketplace around this specific regulation, with a lot of uncertainty and a good deal of hesitancy from schemes to be pro-active in preparing for GMP Equalisation. Although this is no excuse for firms to continue postponing the problem – they must start assessing their data and getting on with the corrections that they will inevitably have to carry out.

    Bringing together the "4 pillars" (administrator, actuary, lawyer, trustee) to discuss the challenges of GMP Equalisation we will cover;

    • Admin
    - Data issues
    - On-going admin
    - Pragmatic versus pedantic consideration (combined with actuarial)

    • Actuarial
    - Complexities of the calculations/methodologies
    - Pragmatic versus pedantic considerations
    - Liability impact
    - Approach on the calculation of equalisation, i.e. from first principles or forms approach
    - Historic look back to PPF

    • Trustee
    - Perspective from a custodian position
    - Consideration of members and effect on the scheme
    - Employer considerations around decision making
    - The tax implications

    • Legal
    - The legal debate
    - Where we are, what’s current and what is to be expected/predicted

    • Overall
    - Joined up advisory approach to resolve the issue
    - Strap in for the long journey, it ain’t gonna be a short one

    By attending this webinar you will achieve 90-minutes towards your CPD requirements.
  • PMI London Regional Group webinar - A “crisis of covenants” Recorded: May 20 2020 62 mins
    Amanda Burden, PI Partnership Group (London Regional Group Chair)
    A panel discussion on the challenges facing companies and how to assess their covenant
  • Changing the rules for the endgame Recorded: May 18 2020 60 mins
    Tim Middleton, PMI | Jim Cielinski, Janus Henderson | Kevin Wesbroom, Capital Cranfield | Ian Mills, Barnett Waddingham
    With many mature Defined Benefit schemes preparing for a buy-out, what is the scale of disruption caused by COVID 19? How should portfolios be reconstructed, and how long will it take to recover?

    By attending this webinar you will achieve 45-minutes towards your CPD requirements.
  • PMI NW Regional Group -The Future of Master Trusts and Single-Employer Trusts Recorded: May 14 2020 48 mins
    Paul Budgen - Smart Pensions
    Nathan Robinson (PMI Norther West regional chairman) and Paul Budgen (Smart Pensions) will be discussing and taking questions on the future of master trusts and single-employer trusts
  • Pensions Dashboards Programme - Status Update and Data Policy Papers Recorded: May 14 2020 66 mins
    Lesley Carline, PMI | Richard Smith, PDP | Chris Curry, PDP | Chris Connelly, PASA
    This webinar is an opportunity for the Pensions Dashboards Programme to update the PMI on the progress being made within the Dashboards project. Speakers from PDP and PASA will cover recent policy papers on key data challenges and successes for the programme. Given the current COVID-19 circumstances, MaPS is not asking for industry input at the current time. They would, however, be interested in any informal feedback should members wish to give it.

    Attending this webinar will contribute 60-minutes to your CPD accreditation.
  • DC Pensions 2025 – An odyssey Recorded: May 11 2020 30 mins
    Anish Rav, Head of Client Strategy, Atlas Master Trust | Tim Middleton, Director of Policy and External Affairs, PMI
    At this uncertain time, it is difficult to see even a few weeks ahead. However, it is important to continue to have a longer term vision and retain at least some focus on what retirement savings are likely to look like in a few years’ time.

    This webinar will look at, and speculate to some extent, on what lies ahead for DC pension provision and considers what it might look like in 2025. The webinar will look at the main aspects of DC provision in the UK including Delivery Vehicle, Governance, Service Delivery, and Investment as well as Member Experience and Communications. Most importantly it will consider the role that it will play in giving individuals the financial futures they deserve.

    By attending this webinar you will achieve 30-minutes towards your CPD requirements.
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  • Title: GDPR - one year on
  • Live at: Jun 17 2019 10:35 am
  • Presented by: Sarah Henderson, Senior Associate, Sackers
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