Pensions Conference 2022

09:50 - 10:05

Chair's Opening

10:05 - 10:30

Post-Pandemic Investing - Where Now?

Whilst many parts of the world continue to struggle with COVID-19, the developed world is ‘seemingly’ moving gradually into a post-pandemic phase. What will this mean for your portfolios? In this interactive session, we will take you through our asset allocation views and allow plenty of time for your questions.

10:30 - 11:15

GMP and Retirement Complexity – A Member’s Perspective

This session puts you in the shoes of a member and explores how the perceived complexity of GMP equalisation can be used as a catalyst for promoting member engagement and choice.

11:15 - 11:40

Morning Break

11:40 - 12:05

Own Risk Assessment and Why Maturity Matters

Own Risk Assessments (ORAs) will become the basis for pension scheme risk management in the future. In this session we explore how ORAs can create a framework for better understanding and ultimately managing the funding and investment risks that are most relevant to your scheme. Often driven by scheme maturity, our specialists will explore the measurement and management of risks you may not be aware your scheme is even exposed to.

12:05 - 12:30

Managing your End Game Risks

Aon’s latest Global Pension Risk Survey showed that, for the first time, more pension schemes are targeting buyout than self-sufficiency. But which risks will insurers take on and what steps can trustees and companies take now to minimise the likelihood of gaps at buyout? This session will use case studies to illustrate options available for pension schemes of varying sizes.

12:30 - 12:45

Going Beyond Equality to Equity

A session looking at what we mean by equity and why it is fundamental to creating a truly diverse and inclusive pension scheme.

Including practical suggestions on addressing equity issues and what it takes to provide each trustee or member with what they need to be successful.

12:45 - 13:00

The Power of Pooling

Collective DC (CDC) delivers an income for life from DC savings - with the first wave of CDC legislation now in place, this session looks at what the future holds for CDC schemes in the pension decumulation space. Our research reveals how collective pension solutions will sit alongside existing decumulation options, and the value this will bring to all pension savers in retirement.

13:00 - 14:00

Lunch break

14:00 - 14:15

Chair's Update

Highlights of topical pensions issues that are not covered anywhere else on the agenda.

14:15 - 14:40

Delivering Sustainability – What does it Take?

Visibility and awareness of Environmental, Social and Governance (ESG) issues in the public mainstream is rapidly increasing. This session will look at how pension scheme trustees can address increased member scrutiny on how their funds are invested.

14:40 - 15:00

Financial Wellbeing: The Forgotten 80 Percent

Many companies recognise that a financially healthy workforce is a key driver for business success. This session challenges traditional thinking on financial education and looks at how behavioural finance can be used to engage the 80 percent of employees who are yet to access financial wellbeing support.

15:00 - 15:45

Member Engagement: What’s the Point?

Join this facilitated discussion which investigates the widely held view that more engagement automatically delivers a better outcome for members.

We ask should schemes work harder to encourage members to make decisions, or are there times when better outcomes could be achieved by leaving the decision making to the experts?

We will consider how to better understand scheme members, what engagement techniques really work, the role of technology, and how trustees and sponsors can establish a strategy to meet achievable and measurable objectives.

15:45 - 16:00

Chair's Closing

16:00 - 17:00

Drinks and Networking

09:50 - 10:05

Chair's Opening

10:05 - 10:30

Post-Pandemic Investing - Where Now?

Whilst many parts of the world continue to struggle with COVID-19, the developed world is ‘seemingly’ moving gradually into a post-pandemic phase. What will this mean for your portfolios? In this interactive session, we will take you through our asset allocation views and allow plenty of time for your questions.

11:40 - 12:05

Own Risk Assessment and Why Maturity Matters

Own Risk Assessments (ORAs) will become the basis for pension scheme risk management in the future. In this session we explore how ORAs can create a framework for better understanding and ultimately managing the funding and investment risks that are most relevant to your scheme. Often driven by scheme maturity, our specialists will explore the measurement and management of risks you may not be aware your scheme is even exposed to.

12:30 - 12:45

Going Beyond Equality to Equity

A session looking at what we mean by equity and why it is fundamental to creating a truly diverse and inclusive pension scheme.

Including practical suggestions on addressing equity issues and what it takes to provide each trustee or member with what they need to be successful.

14:00 - 14:15

Chair's Update

Highlights of topical pensions issues that are not covered anywhere else on the agenda.

14:15 - 14:40

Delivering Sustainability – What does it Take?

Visibility and awareness of Environmental, Social and Governance (ESG) issues in the public mainstream is rapidly increasing. This session will look at how pension scheme trustees can address increased member scrutiny on how their funds are invested.

10:30 - 10:55

GMP and Retirement Complexity – A Member’s Perspective

This session puts you in the shoes of a member and explores how the perceived complexity of GMP equalisation can be used as a catalyst for promoting member engagement and choice.

12:05 - 12:30

Managing your End Game Risks

Aon’s latest Global Pension Risk Survey showed that, for the first time, more pension schemes are targeting buyout than self-sufficiency. But which risks will insurers take on and what steps can trustees and companies take now to minimise the likelihood of gaps at buyout? This session will use case studies to illustrate options available for pension schemes of varying sizes.

12:45 - 13:00

The Power of Pooling

Collective DC (CDC) delivers an income for life from DC savings - with the first wave of CDC legislation now in place, this session looks at what the future holds for CDC schemes in the pension decumulation space. Our research reveals how collective pension solutions will sit alongside existing decumulation options, and the value this will bring to all pension savers in retirement.

14:40 - 15:00

Financial Wellbeing: The Forgotten 80 Percent

Many companies recognise that a financially healthy workforce is a key driver for business success. This session challenges traditional thinking on financial education and looks at how behavioural finance can be used to engage the 80 percent of employees who are yet to access financial wellbeing support.

15:00 - 15:25

Member Engagement: What’s the Point?

A discussion which investigates the widely held view that more engagement automatically delivers a better outcome for members.

15:25 - 15:40

Chair's Closing