The current regulatory landscape for ESG and what schemes have been doing in response to regulatory changes (as well as examples of those that have been leading the way on ESG)
The key considerations schemes need to take into account when designing an ESG strategy
Barriers to greater engagement with ESG considerations
The need for schemes to monitor the engagement and stewardship activities being undertaken on their behalf by external asset managers
Live onlineNov 193:00 pmUTC
or after on demand45 mins
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• What schemes need to be looking at now
• What PASA is currently looking at
• DB automation and web, no matter the size
• How the ‘digitally disengaged’ benefit from pens tech
• Integrated vs integral administration systems
• How STP and direct debits can improve DC administration
• Hierarchy of needs for digital administration
TPR's expectations of administrators - and their plans for the future
- Challenges facing employers, providers, advisers and service suppliers in response to technological development
- Using the data for early detection of risk and mitigation
- What will administration look like in 5 years’ time?
Charlotte Jackson, Michael Broomfield, Margaret Snowdon & James Collins
A person’s pension is one of their most valuable assets and for many it offers financial security. But, like anything valuable, a pension can become the target for illegal activities. In the current Covid-19 climate, the potential for increase pension scams and the need to help members to understand these risk has become even more important.
Hear from Project Bloom member, including speakers from The Pensions Regulator (TPR), Pensions Scams Industry Group (PSIG) and the Money and Pensions Service (MaPS) on current trends affecting pensions, initiatives aimed at combating pension scams, and how the sector and industry can work with the group to help members.
The nature of Cybercrime – phishing, ransomware, dark Web
From the general to the specific
The extent of cybercrime and its impact in the pensions sector
What pensions schemes and administrators can do to protect themselves
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.
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 and Mark Rowlands 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.
Mark Thompson has been involved in pension investment for well over 30 years and has been an innovator in the application of ESG to DC investment management. Lesley Alexander, Vice President, PMI will ask Mark to discuss from a personal perspective how he has seen ESG evolve over time, his views on regulatory change and practical applications of ESG that could be useful to PMI members who are on their own ESG journey.
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.
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.
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