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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
Jonathan Stapleton, Editor, Professional Pensions
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
Chat to the speakers or grab a drink, check some emails, make another call – but be back in 10 minutes.
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
Chat to the speakers or grab another drink, check some more emails, make another call – but be back in 10 minutes!
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
Chat to the speakers or grab another drink, check some more emails, make another call – but be back in 10 minutes!
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
Jonathan Stapleton, Editor, Professional Pensions
Jonathan Stapleton, Editor, Professional Pensions
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, MercerGail Philippart, UK DC Consulting Leader, Mercer
Chat to the speakers or grab drink, check some emails, make a call – but be back in 10 minutes!
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
Chat to the speakers or grab another drink, check some more emails, make another call – but be back in 10 minutes!
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 Communications, Mercer
Chat to the speakers or grab another drink, check some more emails, make another call – but be back in 10 minutes!
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
Jonathan Stapleton, Editor, Professional Pensions
Speakers
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
