Strategic Asset Allocation: ESG’s new frontier
Strategic Asset Allocation and ESG are closely linked. That’s because social change – changes associated with environment, social and governance issues – should shape the way we allocate capital to generate long-term returns. The relationship works the other way too. We suggest that SAA can direct private capital to where it’s most needed to help alleviate our pressing social problems. In this webinar, Craig Mackenzie will seek to examine some of the more important aspects of that relationship and offer some practical investment solutions.
Recorded
Apr 8 2020
29 mins
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Presented by
Craig Mackenzie, Head of Strategic Asset Allocation, Global Capital, Aberdeen Standard Investments
Craig Mackenzie, Head of Strategic Asset Allocation, Global Capital, Aberdeen Standard Investments
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Cyber guidance Oct 22 2020 10:15 am UTC 60 mins
Jim Gee | CroweMore details coming soon -
Cyber threats facing pension Oct 22 2020 9:00 am UTC 60 mins
Paul McGlone | Aon, Vanessa Jaeger | AonIn our keynote session, Paul McGlone and Vanessa Jaeger from Aon, will provide attendees with an overview of the cyber threats facing pension schemes and guidance on what actions trustees and pension managers should be taking to minimise these risks.
The session will address a broad range of issues including understanding and establishing your risk profile, the role of trustees, the reliance on and assessment of third party providers, preparing an incident response plans, regulator expectations and the merits of cyber insurance. It will also provide a framework to bring all of this together into a manageable cyber policy. -
Panel Discussion: Switching to Master Trust - Risks & Rewards Oct 9 2020 2:00 pm UTC 60 mins
Alan Pickering, Rav Anish & Helen BallWhat is the real value for money proposition? Are MTs a flawless solution for the industry?
What are the risks to existing trustees in terms of maintaining their independence and obligations to scheme holders?
With various providers now offering Master Trusts services. What are the key considerations for schemes considering working with a Master Trust service provider? -
2020 a significant year for DC and Master Trusts Oct 9 2020 1:00 pm UTC 45 mins
Emma Douglas, Head of DC, Legal & General Investment ManagementConsidering the impact of COVID-19 including the successes, challenges and what the future holds at DC and Master Trust developments. -
Improving financial resilience for defined contribution savers Oct 9 2020 11:15 am UTC 45 mins
Jo Phillips, Director of Research and Innovation, Nest InsightToday and long into the future, most UK households will feel the financial impact of the coronavirus pandemic. With many experiencing dramatic changes in their circumstances as a result of unemployment, furloughing on reduced income, or loss of self-employed earnings, the pandemic has shone a light on the need for both short and longer term savings.
In this session, Jo Phillips will share insights on UK household income, debt, consumption and savings behaviours before and during Covid-19, and discuss the savings tools and approaches that could support people as they look to recover and rebuild financial resilience. Examples include the sidecar savings model currently being trialed by Nest Insight. Join this talk to find out more about the trial and the unit’s upcoming research. -
Master Trust and their approach to sustainable investment Oct 9 2020 10:15 am UTC 45 mins
Mark Thompson, Investment ConsultantA talk focused on ESG and sustainability in Master Trusts -
Moving to Master Trust – the end of your governance responsibilities? Oct 9 2020 9:00 am UTC 60 mins
Laura Andrikopolous, Head of Governance Consulting, Hymans RobertsonCorporates often see one of the benefits of moving to Master Trust as a reduction in the governance burden. But are there risks to a transfer and forget governance strategy?
Hymans Robertson increasingly see their corporate clients setting up Governance Committees to oversee Master Trust participation, holding the provider to account and in some cases, contemplating the little chartered water of a Master Trust to Master Trust transfer.
In this talk they explore how this newer type of DC Governance body differs from the traditional single-trust body and our experiences of how these Committees work in practice. -
Update from the PMI DC Master Trust Group Oct 8 2020 3:15 pm UTC 45 mins
Mark Baker, Lesley Carline, Maiyuresh Rajah & Graham PeacockTBC -
Legal best practice when transferring a scheme to a DC Master Trust Oct 8 2020 2:15 pm UTC 45 mins
Paul Lawrence, Managing Associate (Pensions), Linklaters LLPA talk focussing on the good and “not so good” aspects we have seen in terms of the legal documentation and process when transferring a scheme to a DC Master Trust. -
Panel Discussion: Administration challenges during COVID-19 Oct 8 2020 1:00 pm UTC 60 mins
Mark Baker, Tim Phillips & Louise SivyerHow Robust has the Master Trust model faired. Have any cracks started to show? -
The Pensions Ombudsman volunteer programme – making a difference Oct 8 2020 11:00 am UTC 60 mins
Paul Day | The Pensions Ombudsman, Tony Attubato | The Pensions OmbudsmanThe Pensions Ombudsman (TPO) will be introducing and promoting their volunteer programme and encouraging professionals in the pensions industry to sign up. The volunteer programme is well established and currently has around 200 volunteers from across the pensions industry. Volunteers are a major asset to the TPO. They play an integral role in helping the TPO to resolve informally complaints from the public about their personal pension.
There are a number of benefits to volunteering including, excellent networking opportunities and career development prospects. The training volunteers receive can be used towards their CPD hours. Firms may also incorporate the TPO volunteer programme within their Corporate Social Reasonability (CSR) and/or pro-bono initiatives. For more information, please visit TPO's website. -
How to achieve better outcomes for scheme members by embracing technology. Oct 8 2020 10:00 am UTC 45 mins
Paul Goodwin & Roger Breedon, MercerIncreasing the relevance of retirement savings by bringing them into the same picture as an individual’s current accounts and credit card debt, mortgage and property value.
Helping your members make better financial decisions for their today and their future.
Case study on the recent launch of Mercer Money and its impact for employers and employees. -
Welcome address & Keynote speech Oct 8 2020 9:00 am UTC 45 mins
Lesley Alexander & Dr Christopher SierMore details coming soon -
Pensions, Cyber Risk and topical DC issues Sep 30 2020 12:00 pm UTC 90 mins
John Wilson, Spence and PartnersPensions and Cyber Risk, Jim Gee - Partner and National Head of Forensic Services at Crowe UK LLP and Visiting Professor and Chair of the Centre for Counter Fraud Studies at University of Portsmouth
Topical DC issues – Callum Stewart, DC Investment Consultant and Responsible Investment Specialist at Hymans Robertson -
Setting the scene Sep 29 2020 8:30 am UTC 30 mins
Lesley Alexander | PMIEssential Jargon
Parties involved in pension schemes
Types of Trustees -
Investing in and sponsoring pensions in 2020; some topical challenges discussed Recorded: Sep 23 2020 42 mins
Andrew Cheseldine and Nathan Robinson (NW regional chair)The “Chinese puzzle”
No, not Covid (or at least, not just Covid) but “May you live in interesting times”.
On the assumption we think there will be a future (certain political leaders seem quite keen to pick a fight at the moment), how should we save for our future retirement?
We face increasing volatility in world investment markets along with uncertainty in healthcare, employment and politics. How do we protect our members against:
• Market volatility driven by Covid
• Trump v China (and anyone who isn't Trump) antagonism
• The decimation of the hospitality and retail sectors
• A no-deal Brexit
• Potential pressure on interest rates
• Not to mention tax policies?
But before we decide to put all our money under the mattress, what would be the downside of no exposure to markets and can we afford to take that risk?
What can we learn from historic volatility without just locking ourselves away for a few years? -
How can a PMI member digitise their board meetings? Recorded: Sep 22 2020 46 mins
Robert Barham-Brown & Kaushik ShahWhen asked, 57% of board members recognised that there was room for improvement in the management of their board meetings. Is digitalisation of board meetings the answer?
To find out we ask a PMI member who has implemented this change! So, if you would like to learn how the digitalisation of your board meetings can improve its overall effectiveness, join Robert Barham-Brown, OnBoard Solution Expert and Kaushik Shah Pensions Trustee on 22 September, at 1pm BST for a live webinar. Kaushik will share his experience with Robert of pre and post digitalised board meetings. -
In conversation with TPR Recorded: Sep 21 2020 47 mins
Jo Hill, The Pensions Regulator, Executive Director - Strategy and RiskMore details coming soon. -
Maintaining resilience and mental wellbeing in a high-performance culture Recorded: Sep 21 2020 61 mins
John Binns, MBE, Vice Chair and Trustee at MindMaintaining resilience and mental wellbeing in a high-performance culture: Thriving whilst working remotely
Year on year, our Annual Lecture have brought the industry together to discuss thought-provoking and challenging ideas about what the future might hold, not just for the industry but for society as a whole. Our speaker for 2020 is, John Binns, a mental health advocate who will be delivering a speech on ‘Maintaining mental wellbeing: thriving and surviving in a pressurised world’. -
RetirementMatters – financial education that bridges the gap to retirement Recorded: Aug 6 2020 16 mins
Lesley Carline, President, PMI | Gareth Tancred, Chief Executive, PMI | Jonathan Watts-Lay, Director, WEALTH at workThe PMI is delighted to announce the launch of a new retirement focused financial education service to help employees and pension scheme members understand how to make the most of their lifetime savings and benefits. This unique educational programme is supported by WEALTH at work, a specialist provider of financial education and guidance in the workplace.
Join Gareth Tancred, Chief Executive, PMI, Lesley Carline, President, PMI and Jonathan Watts-Lay, Director, WEALTH at work to find out how RetirementMatters can help you strengthen your financial future.
Pensions insight and learning
A channel for pensions professionals, offering industry insight and lifelong learning to our members and the wider industry.
The PMI is the largest professional body for pensions professionals in the UK.
The PMI is the largest professional body for pensions professionals in the UK.
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- Title: Strategic Asset Allocation: ESG’s new frontier
- Live at: Apr 8 2020 10:00 am
- Presented by: Craig Mackenzie, Head of Strategic Asset Allocation, Global Capital, Aberdeen Standard Investments
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