Hi [[ session.user.profile.firstName ]]

Changing the rules for the endgame

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.
Recorded May 18 2020 60 mins
Your place is confirmed,
we'll send you email reminders
Watch for free
Presented by
Tim Middleton, PMI | Jim Cielinski, Janus Henderson | Kevin Wesbroom, Capital Cranfield | Ian Mills, Barnett Waddingham
Presentation preview: Changing the rules for the endgame
Related topics:

Network with like-minded attendees

  • [[ session.user.profile.displayName ]]
    Add a photo
    • [[ session.user.profile.displayName ]]
    • [[ session.user.profile.jobTitle ]]
    • [[ session.user.profile.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
  • [[ card.displayName ]]
    • [[ card.displayName ]]
    • [[ card.jobTitle ]]
    • [[ card.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(card) ]]
  • Channel
  • Channel profile

The Pensions Management Institute

  • Cyber guidance Oct 22 2020 10:15 am UTC 60 mins
    Jim Gee | Crowe
    More details coming soon
    Save your seat
  • Cyber threats facing pension Oct 22 2020 9:00 am UTC 60 mins
    Paul McGlone | Aon, Vanessa Jaeger | Aon
    In 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.
    Save your seat
  • Panel Discussion: Switching to Master Trust - Risks & Rewards Oct 9 2020 2:00 pm UTC 60 mins
    Alan Pickering, Rav Anish & Helen Ball
    What 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?
    Save your seat
  • 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 Management
    Considering the impact of COVID-19 including the successes, challenges and what the future holds at DC and Master Trust developments.
    Save your seat
  • Improving financial resilience for defined contribution savers Oct 9 2020 11:15 am UTC 45 mins
    Jo Phillips, Director of Research and Innovation, Nest Insight
    Today 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.
    Save your seat
  • Master Trust and their approach to sustainable investment Oct 9 2020 10:15 am UTC 45 mins
    Mark Thompson, Investment Consultant
    A talk focused on ESG and sustainability in Master Trusts
    Save your seat
  • 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 Robertson
    Corporates 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.
    Save your seat
  • Update from the PMI DC Master Trust Group Oct 8 2020 3:15 pm UTC 45 mins
    Mark Baker, Lesley Carline, Maiyuresh Rajah & Graham Peacock
    TBC
    Save your seat
  • 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 LLP
    A 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.
    Save your seat
  • Panel Discussion: Administration challenges during COVID-19 Oct 8 2020 1:00 pm UTC 60 mins
    Mark Baker, Tim Phillips & Louise Sivyer
    How Robust has the Master Trust model faired. Have any cracks started to show?
    Save your seat
  • 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 Ombudsman
    The 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.
    Save your seat
  • How to achieve better outcomes for scheme members by embracing technology. Oct 8 2020 10:00 am UTC 45 mins
    Paul Goodwin & Roger Breedon, Mercer
    Increasing 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.
    Save your seat
  • Welcome address & Keynote speech Oct 8 2020 9:00 am UTC 45 mins
    Lesley Alexander & Dr Christopher Sier
    More details coming soon
    Save your seat
  • Pensions, Cyber Risk and topical DC issues Sep 30 2020 12:00 pm UTC 90 mins
    John Wilson, Spence and Partners
    Pensions 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
    Save your seat
  • Setting the scene Sep 29 2020 8:30 am UTC 30 mins
    Lesley Alexander | PMI
    Essential Jargon
    Parties involved in pension schemes
    Types of Trustees
    Save your seat
  • 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?
    Watch now
  • How can a PMI member digitise their board meetings? Recorded: Sep 22 2020 46 mins
    Robert Barham-Brown & Kaushik Shah
    When 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.
    Watch now
  • In conversation with TPR Recorded: Sep 21 2020 47 mins
    Jo Hill, The Pensions Regulator, Executive Director - Strategy and Risk
    More details coming soon.
    Watch now
  • Maintaining resilience and mental wellbeing in a high-performance culture Recorded: Sep 21 2020 61 mins
    John Binns, MBE, Vice Chair and Trustee at Mind
    Maintaining 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’.
    Watch now
  • 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 work
    The 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.
    Watch now
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.
  • Upcoming webinars (35)
  • Recorded webinars (68)
  • Subscribers (3,917)
Channel RSS feed

Register for Free

 

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Changing the rules for the endgame
  • Live at: May 18 2020 8:30 am
  • Presented by: Tim Middleton, PMI | Jim Cielinski, Janus Henderson | Kevin Wesbroom, Capital Cranfield | Ian Mills, Barnett Waddingham
  • From:
Your email has been sent.
or close