Name: Preparing for a bulk annuity - case study and practical guide
Start: 2022-03-15T10:00:00Z
End: 2022-03-15T10:00:56.000Z
Location: BrightTALK
Rating: 3.6

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 revised Funding Code is due to be published this summer, with updated covenant guidance.
Hear from Cardano’s Emily Goodridge, Chris Heritage and Cal Bellairs-Taylor on the latest developments, and the steps to take now to prepare.

Covenant and the new Funding Code

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?

Join Aliza Ayaz in a fireside chat with PMI CEO, Gareth Tancred. Aliza will delve into the vital role of young voices in addressing ESG challenges within financial services and discusses the positive impact young perspectives can have in driving innovation. She will also highlight a concerning lack of diversity in financial leadership particularly around ESG and discusses the frustrations she has faced in the industry to date. Aliza hopes to engage and empower young beneficiaries by simplifying ESG communications and making the space more accessible. Don't miss this session on the intersection of climate activism, diversity, and the power of youth in shaping the future of finance.

Climate Activism: The Role of Young People

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.

The forum will be an opportunity to share knowledge and expertise to help grow sustainability within the industry and to network with leaders in the ESG space. We look forward to creating a platform for in-depth and constructive discussions in this topical and fast-moving area.

A guide to preparing for and securing a bulk annuity for ENTs and MNTs

• Why prepare for a bulk annuity? 
• Preparation checklist 
• Timeline 
• Case study on a full scheme buy-in

Preparing for a bulk annuity - case study and practical guide

Pensions

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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

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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.

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Preparing for a bulk annuity - case study and practical guide

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