Name: Does your scheme require a professional trustee?
Start: 2020-07-21T13:00:00Z
End: 2020-07-21T13:00:58.000Z
Location: BrightTALK
Rating: 4.92

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 long wait is nearly over – but are you actually ready?

The Pension Regulator’s revised Defined Benefit Funding Code of Practice is due to be published this summer, applicable for schemes with valuations from September 2024. Updated covenant guidance will also be published, setting out how TPR expects trustees to assess the information to be provided (by law) in the new Statement of Strategy. Do you know how to calculate your period of covenant reliability, or your covenant longevity? Or why these metrics now matter so much?

Understanding the Funding Code will be key to setting the right strategy for your scheme and complying with the updated Funding and Investment Strategy Regulations published earlier this year. 

Hear from Cardano’s Emily Goodridge, Chris Heritage and Cal Bellairs-Taylor on the latest developments, and the practical steps to take now to prepare.

Covenant and the new Funding Code

With more people saving into pensions than ever before, pension schemes are serving an increasingly diverse population of savers. Implementing the right Diversity Equity and Inclusion (DEI) Strategy, can have wide reaching benefits - from better decision making, through to inclusive design and engagement and ultimately driving improved member outcomes. 

In the wake of the Pensions Regulators’ published guidance, governing bodies are being asked to improve schemes’ DEI - the Scottish Widows Master Trust has made meaningful strides in this area, successfully embedding a wide-ranging and comprehensive DEI framework which can be adapted and implemented by any governing body. 
Sandy Dhlamini, ED&I lead at the Pensions Regulator joins Sharon Bellingham, Master Trust Lead at Scottish Widows, for an enlightening discussion. 
DEI is not a one-size-fits-all, but this session will help you to create and embed an EDI strategy that works for you and your members.

Navigating DEI – insight and good practice for inclusive pension schemes

This webinar is for anyone interested in finding out more about the upcoming 11th PMI Student Essay Competition. The webinar will cover the details of this year's competition, who is eligible to take part and why you should register. The judges will be on hand to share their handy writing tips and advice on what they are looking for and you will hear from some of our previous winners and what this has meant to them. 
The webinar will be followed by a Q&A so all listeners are fully informed of the competition requirements before registering.

PMI Student Essay Competition (Sponsored by ITM) - 2024 Launch webinar

Discussion topics
• How does the ESoG change the role of a Pensions Manager?
• To what extent is the Pensions Manager / Scheme Secretary part of the Governing Body and where are the gaps?
• How can Trustee ‘prevent’ the conflict of using an in-house Pensions Manager as a leader for the Risk Management Function?
• Addressing the Risks of Lack of Succession Planning in Pension Schemes
• Early ESoG scheme analysis results

Pensions Management in an ESoG nutshell

Join us for a webinar with Chris Robinson from boost who will discuss how to create an award winning entry for the Pinnacle Awards. Boost is the world’s first award entry consultancy with a 25-strong, mostly in-house, team of award entry writers, impact evaluation consultants, graphic designers and project managers, who’ve helped over 300 companies around the world to win over 1,800 awards

How to write an award winning entry for PMI’s Pinnacle Awards

Join us for an exclusive webinar where we delve into the highlights of the DC & Master Trust Symposium 2024, hosted by the PMI. On April 30th, Tim Middleton, PMI’s Director of Policy and External Affairs, will reveal key insights from the event, offering a analysis of its findings.

Key take aways from DC & Master Trust Symposium

The webinar is open to any PMI member interested in participating in the Mentoring and Development Programme and seeking further information before submitting an application form. The webinar will feature an introduction from the programme sponsor, People's Partnership, a detailed outline of the programme structure, and an online demonstration of the Institute of Leadership's Leadership Programme. This is a requirement for all mentees to complete. The session will be followed by a 15-minute Q&A  to address any specific questions you may have.

PMI's Mentoring and Development Programme

In this recording, Claire Bews, Integrated Solutions Credit Portfolio Manager, outlines why we believe an opportunity now exists to enhance their strategic credit proposition for many UK pension schemes by reallocating some of their corporate credit allocation to other fixed income assets.

Strategic credit: expanding the universe beyond corporate

The Defined Benefit (DB) Pensions Conference is a pivotal event focused on navigating the complexities and challenges within the realm of defined benefit pensions. Set against the backdrop of an ever-evolving financial landscape, the conference aims to provide a comprehensive exploration of critical topics shaping the pensions industry.

Industry experts and thought leaders will converge to discuss strategies for managing risks, optimising investment portfolios, and ensuring the sustainability of defined benefit pension schemes. Attendees can expect insightful sessions on regulatory updates, technological advancements, and innovative solutions that impact pension fund management.

The conference serves as a platform for networking, fostering collaborations, and sharing best practices among professionals in the field. With a keen emphasis on practical insights, the event offers a unique opportunity for pension scheme trustees, investment managers, and advisors to stay abreast of the latest trends, exchange ideas, and gain a deeper understanding of the challenges and opportunities associated with defined benefit pensions.

Defined Benefit (DB) Pensions Conference 2024

Join us for an exclusive webinar as we extract the essence of the Defined Benefit Pensions Conference 2024, hosted by the PMI. On 21 March, PMI’s Director of Policy and External Affairs, Tim Middleton, will unveil key takeaways from this premier gathering of industry leaders, providing a concise exploration of the conference's insights.

Attendees can expect to gain invaluable insights into the evolving legislative landscape that directly impacts defined benefit pensions

Key take aways from DB conference

When you’re having friends round for dinner you’ll most likely do some research on what you’re going to cook – does anyone have a food allergy, are they vegetarian, teetotal or have other dietary needs? If it’s a special occasion you’ve probably made additional plans – baking a celebration cake or favourite dessert. By doing the research and having a solid plan in place you’re setting yourself and your guests up for an evening to remember! When it comes to communicating with members about their pension, taking the same approach to preparation and planning means those individuals have the information they need to make educated decisions that are right for them. We want to make sure everyone has the retirement they’ve saved for and where possible don’t miss out on those special events. 

Steph Gold and Rachel Harold from Barnett Waddingham’s in-house creative communications team, DrumRoll, will discuss how a communication strategy can not only maximise engagement but also go above and beyond what we have to do as a regulatory standard to meet the needs of our members.

Member communications – fail to plan, plan to fail.

Join us for an insightful webinar discussing the results of the "Navigating the Key Issues Facing Schemes 2024" survey, conducted by the Pensions Management Institute (PMI) in partnership with Schroders Solutions.

In this webinar, industry experts will delve into key findings from the survey, providing a comprehensive analysis of the current challenges and opportunities in the pension schemes landscape. They'll discuss a range of topics, including the impact of the higher interest rate environment and the impact of politics on pension schemes.
This is a unique opportunity to gain insights into the trends shaping the UK pension industry and to hear from leading experts on strategies for navigating these complex issues. Whether you're a trustee, an advisor, or simply interested in the pensions landscape, this webinar is a must-attend event.

Don't miss out on this opportunity to stay informed and engage with industry leaders. Register now to secure your spot!

Navigating the key issues facing schemes in 2024

“Decoding ESG for Trustees" is for those seeking clarity and insight into the realm of Environmental, Social, and Governance (ESG) considerations. In the face of evolving global challenges and heightened awareness of sustainability issues, pension trustees need a clear understanding of how to align their fiduciary responsibilities with long-term value creation through ESG integration.

Demystifying ESG for Trustees

Embark on a journey to understand PMI qualifications in our upcoming webinar this January. Join Vanessa, James & Sheetal as they delve into the intricacies of the Spring sittings, revision groups, and the mechanics behind exam administration. Whether you're a student preparing for exams or an educator shaping the learning experience, this session is tailored to provide valuable insights and actionable strategies. There will also be a chance for question and answers. See you there!

Navigating spring sittings, revision Groups, and exam dynamics

PREMIER - In this video, Matthew Stephenson explores the lessons learnt by pension schemes from 2022's gilt crisis and provides a practical example of how Insight approaches risk management.

The big lessons learned: enhancing pension scheme strategy to increase certainty

The PMIs annual ESG & Climate Summit will bring together experts in the fields of sustainability, impact investment, TCFD and stewardship to discuss the latest developments in ESG for the pensions industry. We will also have input from outside the world of pensions to hear about the environmental challenges facing communities and wildlife because of climate change.

ESG and Climate Summit 2023

In this session, Brendan Walshe from TPR will explore best practice for schemes in meeting the regulator’s expectations for climate-related risk reporting. We will consider the need to strengthen governance practices and enhance reporting mechanisms, ensuring a resilient, sustainable future for the planet and the pensions industry.

Scheme governance and reporting of climate-related risks

Explore the interface between ESG, Climate and investor fiduciary duties with Catherine Howarth, Chief Executive of ShareAction. Catherine will discuss the implications of the current anti-ESG backlash for UK schemes and their members as well as the tensions for trustees between net zero commitments and their legal duties.

Is Fiduciary Duty now a ‘Dirty Word’? If so, how might we rescue it?

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.

Does your scheme require a professional trustee?

Pensions

Small businesses and enterprises alike are competing for not only market share, but also for the best employees to move their businesses forward. Competitive salary and benefits packages are the foundation of high employee satisfaction. Join this community to keep up with changing regulations and learn how to optimize workforce costs with competitive yet cost-effective employee benefits and compensation plans.

Benefits and Compensation

Human resources is intrinsically linked to business success and requires a thoughtful balance of a variety of complex issues. The human resources community on BrightTALK is made up of thousands of professionals in human resources exchanging human resources best practices and advice. Watch hundreds of on-demand webinars for immediate information or participate in upcoming live webinars and have your questions answered by respected HR thought leaders.

Human Resources

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

UK Wealth Managers

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.

Institutional Investors

Get powerful financial planning and analytics insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge and drive optimal financial performance for your company.

Financial Planning and Analysis

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Does your scheme require a professional trustee?

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