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We’re delighted to be returning on the 1st December for part three of the Professional Pensions Deskflix series in partnership with Mercer; Governance - creating resilience.

This one day virtual event will provide you with a holistic look at governance, as the recent crisis has shown, a strong governance framework is paramount for success during volatility. In the morning we will be considering the different investment governance approaches for DB schemes from
investment subcommittees, independent and sole trustees as well as fiduciary management and master trusts. We’ll also be looking at risk management providing you with the opportunity to assess your own scheme governance, where you are now and more importantly where you like would to be and how to set those targets.

In the afternoon we’ll be turning our focus to
DC schemes asking the fundamental question; what are the essential components you need in your governance framework to have retirement ready members?

 Don’t worry if you get called away by surprise, we’ll have all of the content available on demand so you can consume it anywhere, anytime.
Deskflix: login, begin, and take in. 

Programme

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Chair’s welcome

Jonathan Stapleton, Editor, Professional Pensions

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Basic, good or world class governance?

What’s your view of governance? Is it enough to meet the requirements of the Pension Regulator or can you see the benefit in going further? We will explain how world class governance could add value to your scheme, your members and your sponsor. Then we’ll challenge you to consider where you sit right now, where you want to be and how you could bridge the gap.

09:35 - 09:45 Live Q&A

Marion de Voy, UK DB Governance Leader, Mercer

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Break

Chat to the speakers or grab a drink, check some emails, make another call – but be back in 10 minutes.

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A forensic look at integrated risk management

With the Regulator soon requiring trustees to carry out and document risk assessments of their scheme we ask ‘is it time to take a more forensic approach to your integrated risk management strategy?’ We’ll show you how to objectively benchmark your scheme against best practice and your peers, set clear priorities for action and monitor your progress against your goals.

Live Q&A 10:15 - 10:25

Jenny Condron, Partner, Mercer

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Break

Chat to the speakers or grab another drink, check some more emails, make another call – but be back in 10 minutes!

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Increasing resilience through integration of ESG

The Pensions Regulator is making increasing demands on trustees’ reporting of Environmental, Social and Corporate Governance factors, with explicit reference to climate change. How can you set about ensuring that you have a resilient framework for keeping abreast of the changes? What are leading future-maker funds in this area doing to improve their resilience?

Live Q&A 10:55 - 11:05

Lucy Tusa, Senior Investment Consultant, Mercer

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Break

Chat to the speakers or grab another drink, check some more emails, make another call – but be back in 10 minutes!

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Adapting to a new environment

Charles Darwin said: it is not the most intellectual of the species that survives; it is not the strongest that survives; but the species that survives is the one that is able best to adapt and adjust to the changing environment in which it finds itself. With a world health pandemic and the ensuing economic fallout, continued pressures on (and from) sponsoring employers, and ever increasing regulation, we believe many schemes will need to adapt. We’ll explore a range of investment governance approaches from investment subcommittees, independent and sole trustees as well as fiduciary management and master trusts which can address the pressures faced by UK pensions schemes and help them survive.

11:35 - 11:45 Live Q&A

Andrew Ward, Head of Risk Transfer and DB Journey Planning, Mercer

Dan Melley, UK Commercial Leader of Investment Solutions, Mercer

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Closing remarks from the chairman - DB wrap up

Jonathan Stapleton, Editor, Professional Pensions

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Chair’s welcome

Jonathan Stapleton, Editor, Professional Pensions

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Retirement ready members

What are the essential components you need in your governance framework to have retirement ready members? We’ll explain how the decisions you make about your members’ contributions, the investment strategies you select for them and how well informed you keep them, will help boost their retirement readiness.

13:35 - 13:45 Live Q&A

Jim Doran, UK Governance Leader, Mercer
Gail Philippart, UK DC Consulting Leader, Mercer

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Break

Chat to the speakers or grab drink, check some emails, make a call – but be back in 10 minutes!

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The accumulation phase

We all know the two biggest influences in the accumulation phase are how much money is saved and how it is invested. We’ll explore how to make good governance interventions around adequacy of contributions and your scheme’s investment strategy. This will go a long way to making your members retirement ready.

14:15 - 14:25 Live Q&A

Mick Howard, Principal Consultant, Mercer

Tessa Page, Partner, UK Wealth People Leader, Mercer

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Break

Chat to the speakers or grab another drink, check some more emails, make another call – but be back in 10 minutes!

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Well informed members

The DC benefits your members are going to get won’t be close to the levels ‘DB generation’ are enjoying. We’ll explore the importance of your members having realistic expectations and how you could help them make clear-eyed decisions on their journey to attaining good outcomes.

14:55 - 15:05 Live Q&A

James Christopher, Head of Digital Communications, UK & EMEA, Mercer

Sarah Greenaway, Principal, Head of Wealth CommunicationsMercer

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Break

Chat to the speakers or grab another drink, check some more emails, make another call – but be back in 10 minutes!

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Should you buy instead of build?

After all the theory there’s still the question of the time, resource and expertise needed to build the governance framework your members need. We’ll explore some of the options available to help you.

15:35 - 15:45 Live Q&A

James Lawrence, Investment strategist, Mercer Workplace Savings

Phil Parkinson, UK DC Leader, Mercer

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Closing remarks from the chairman

Jonathan Stapleton, Editor, Professional Pensions

Speakers

Head of Digital Communications, UK & EMEA
Mercer
Partner
Mercer
UK DB Governance Leader
Mercer
UK Governance Leader
Mercer
Principal, Head of Wealth Communications
Mercer
Principal Consultant
Mercer
Investment strategist
Mercer Workplace Saving
UK Commercial Leader of Investment Solutions
Mercer
Partner, UK Wealth People Leader
Mercer
UK DC Leader
Mercer
UK DC Consulting Leader
Mercer
Senior Investment Consultant
Mercer
Head of Risk Transfer and DB Journey Planning
Mercer

W hy attend?

>> Connect with trustees and pension scheme professionals from around the UK

>> Join us from anywhere on your desktop or tablet, for free

>> Ask industry experts your burning questions, real time

>> Meet our sponsors' expert speakers




Contact us

For registration and event queries, contact:
Joshua Wrazen
Head of Events and Brand Marketing, Institutional
020 7484 9995
For programme enquiries contact:
Paige Reeves
Conference Manager
020 7484 9810