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Setting the scene

-Essential Jargon
-Parties involved in pension schemes
-Type of Trustees
Live online Sep 29 8:30 am UTC
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Presented by
Lesley Alexander
Presentation preview: Setting the scene

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  • Setting the scene Sep 29 2020 8:30 am UTC 30 mins
    Lesley Alexander
    -Essential Jargon
    -Parties involved in pension schemes
    -Type of Trustees
  • Investing in and sponsoring pensions in 2020; some topical challenges discussed Sep 23 2020 3:00 pm UTC 60 mins
    Andrew Cheseldine and Nathan Robinson (NW regional chair)
    Talk details to be confirmed
  • DB schemes and scams Jul 28 2020 9:00 am UTC 60 mins
    Buck
    More details coming soon. Please note that date and time is subject to change.
  • ESG Jul 27 2020 1:30 pm UTC 60 mins
    Stuart O'Brien, Partner, Sackers
    More details coming soon. Please note that date and time is subject to change.
  • RetirementMatters – financial education that bridges the gap to retirement Jul 27 2020 10:30 am UTC 30 mins
    Gareth Tancred, PMI | Jonathan Watts-Lay, 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 and Jonathan Watts-Lay, Director, WEALTH at work to find out how RetirementMatters can help you strengthen your financial future.
  • Financial Wellbeing Jul 27 2020 9:00 am UTC 60 mins
    TBC
    More details coming soon. Please note that date and time is subject to change.
  • GMP Equalisation Jul 24 2020 9:00 am UTC 60 mins
    Charlotte Cartwright, Legal Director, Eversheds Sutherland
    More details coming soon. Please note that date and timing is subject to change.
  • Impact on the markets of different COVID-19 exit strategies Jul 22 2020 9:00 am UTC 60 mins
    Alan Baker, Law Debenture | Adam Saron, Clara-Pensions | Antony Barker, The Pension SuperFund
    This webinar brings together speakers from The Pensions Superfund, Clara-Pensions and Law Debenture to discuss consolidation, as a potential exit strategy for pension schemes. Speakers will examine the new TPR interim regime and discuss how DB consolidation is likely to develop particularly in light of Covid-19 developments. The panel will answer pertinent questions including: Under what circumstances might a trustee board consider consolidation? What are the risks? And when is consolidation likely to begin.
  • Does your scheme require a professional trustee? Jul 21 2020 1:00 pm UTC 60 mins
    Steve Delo, PAN Trustees
    In conversation with Steve Delo of PAN Trustees. Tim Middleton, Director of Policy and External Affairs at the PMI will be putting topical questions to Steve in relation to the benefits and challenges of appointing a professional trustee to a pension scheme.

    The discussion will look at the role of trustees more generally and examine potential risks and issues that can develop at Board level. Speakers will consider different models and approaches that can be implemented to maximise efficiencies for a scheme. There will also be the opportunity to put your own questions forward during a live Q&A session.
  • The investment landscape post COVID-19/Brexit Jul 20 2020 9:00 am UTC 60 mins
    Craig Baker and Katie O'Sullivan, Willis Towers Watson
    More details coming soon. Please note that date and time is subject to change.
  • DC benefit statements: how to communicate alarming news effectively? Jul 17 2020 1:30 pm UTC 60 mins
    Joe Craig, Development Lead, Quietroom
    More details coming soon. Please note that date and time is subject to change.
  • Understanding the Regulator's approach and expectations regarding scheme funding Jul 17 2020 9:00 am UTC 60 mins
    Fiona Frobisher, Head of Policy, The Pensions Regulator
    Fiona Frobisher will discuss the Pension Regulator’s approach to scheme funding in light of changing circumstances:

    • What changes has the regulator made to how it regulates scheme funding in light of Covid19?
    • What does the regulator expect the impact of changes to the economy to be on schemes and savers?
    • What is happening in the consultation on scheme funding code?
    • How do superfunds fit into the picture?
  • Employer covenant – Balance in the Bounce Back Jul 16 2020 10:30 am UTC 60 mins
    Lesley Alexander, PMI | Richard E Farr, Managing Director, Lincoln Pensions | Judith Anunda, Director, Lincoln Pensions
    Pensions managers and trustees are facing a difficult situation: although employer affordability is starting to benefit from lockdown restrictions easing, many employers have been left financially vulnerable and at risk of a second wave. Some have sought to defer pension contributions. This situation is difficult to balance with increasing pressure on trustees to act prudently from TPR’s new code of funding consultation and the Pension Schemes Bill.

    In this panel discussion, we will explore how a constructive employer-trustee relationship centred around information sharing and journey planning can be used to align a sponsor’s strategic needs with successful outcomes for members.
  • Bulk annuities post COVID – Getting engagement and value from insurers Jul 16 2020 9:00 am UTC 45 mins
    Rob Mechem, Just, Director of DB Business Development
    The bulk annuity market seems to have withstood the impact of COVID, but what’s changed? Is the market still supply driven after COVID? How should trustees prepare assets for a bulk annuity? Will there be a return to the end of year sale? What data must be supplied to secure pricing and what can wait until after the transaction?
    This session will provide practical advice for trustees considering a bulk annuity.
  • Planning for the Endgame Jul 15 2020 9:00 am UTC 60 mins
    Daniel Gerring, Sebastian Reger & Charlotte Feld from Travers Smith
    Planning for the endgame has become a priority for DB trustees as insurers, asset managers, and consultants, as well as third party consolidators and capital-backed structures, bring to market different solutions to manage pension liabilities to maturity. How do trustees determine which path is right for their scheme? What are the trustees’ legal responsibilities?
  • Pension fund de-risking Jul 14 2020 9:00 am UTC 60 mins
    James Butcher, Senior Solution Designer, Insight Investment
    This session considers how pension funds have adapted over time in response to evolving strategic challenges, learning from experiences presented by the recent market volatility resulting from COVID-19 and looking forward, further adaptations that may be required to limit uncertainty around meeting long term funding objectives.
  • An Overview of Longevity Pricing Recorded: Jun 23 2020 31 mins
    Howard Kearns, Longevity Pricing Director, Insight Investment
    Despite the ongoing impact of the COVID-19 pandemic, longevity remains a key risk for many pension schemes. In this webinar Insight Investment will provide an introduction to longevity risk and the techniques that pension schemes can use to mitigate it. They’ll also discuss how the reinsurers, the institutions who take on longevity risk, determine their longevity risk pricing and how the unfolding COVID-19 crisis might affect their approach.

    This webinar is open to all members, but will be of specific interest to professional trustees and those looking to get a greater understanding of longevity and its impact on schemes.

    Attending this webinar will contribute 45 minutes towards your CPD requirements.
  • When the (cashflow) facts change Recorded: Jun 18 2020 57 mins
    Tim Middleton, PMI | Ajeet Manjrekar, River & Mercantile | April LaRusse, Insight Investment
    Aimed at helping trustees/pension managers to evaluate their approach to managing cashflow risks given the impact of Covid-19. The session will introduce key developments in the cashflow driven investment space. This will support the trustees to better manage their liquidity needs as schemes emerge from the current environment. Through a case-study trustees will learn how to building a more robust cashflow matching portfolio. The session will end with a live Q&A.

    In this session we will cover:
    - Managing cashflow risks in an uncertain world
    - Liquidity challenges facing pension trustees today
    o Liability driven investment
    o Cashflow matching
    - Innovation in cashflow driven investing
    o Pooled solutions to meet your income needs
    o Outlook for credit markets
    - Delivering a more robust portfolio

    Attending this webinar will contribute 60-minutes towards your CPD requirements.
  • Climate change and changing regulations Recorded: Jun 17 2020 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 DWP’s “Aligning your pension scheme with TCFD recommendations” consultation deadline on 2 July 2020.

    Join BMO Global Asset Management as they look at how climate change has been brought into focus for many pension funds – be it through macroeconomic events or increasingly prominent regulations. Vicki Bakhshi, Director, Responsible Investment, BMO will share her specialist insight into the climate change engagement landscape; look at the range of tools available to investors; and address the question of whether engagement can really make a difference. David Page, Director, Client Relations, will also provide unique insight into the Pensions Climate Risk Industry Group Guide for Trustees on Aligning your Pension Scheme with the TCFD Recommendations 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 Recorded: Jun 11 2020 60 mins
    Lesley Alexander, PMI - Ian Baines, Nationwide - Jonathan Watts-Lay, WEALTH at work
    We are pleased to invite you to a webinar on ‘Pension Change: a case study in creating positive member engagement during a Defined Benefit pension scheme closure’.

    DB schemes are under increasing pressure to manage their costs and liabilities and the number of schemes considering their options are growing. A major challenge many will face is communicating changes to members who already have little contact with their pension scheme and limited understanding of how their benefits are provided. This timely case study shows how one DB scheme successfully achieved their goals, which should appeal to professional trustees, advisers and employers alike.

    Ian Baines, Head of Pensions at Nationwide Building Society, will provide the background and an overview of the decision making process from an employer’s perspective. This will cover the successes and challenges in maintaining positive engagement and relations during a highly emotive process affecting 5,000 active scheme members.

    Jonathan Watts-Lay, Director, WEALTH at work, will look at the employee experience including the support employees were offered and the lessons learned from this and other similar projects.

    The session will then be opened to the audience for a live Q&A session.

    Attending the webinar will contribute 60 minutes to your CPD accreditation.
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.

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  • Title: Setting the scene
  • Live at: Sep 29 2020 8:30 am
  • Presented by: Lesley Alexander
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