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As the DC market grows with scheme consolidations and an increase of members there are still lots of questions around market capability and investment strategy. This deskflix episode will consider:

• How did the Master Trusts fair during market volatility 
• Do investment strategies provide good value for members
• Is the default fund fit for purpose
 • How is ESG being implemented into DC investing


 Join us for our Deskflix episode addressing 'The Future of DC'. A live event with the chance to interact with our expert speakers, your peers, and visit the sponsor booths during the breaks to ask those all important questions, all from the comfort of your own desk (and let’s face it, the coffee is better there).

Don’t panic 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, take it in.


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




Programme

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Opening Remarks

Jonathan Stapleton, Editor, Professional Pensions

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Opening keynote: An update from the Pensions Regulator

Louise Sivyer, Policy Manager, Regulatory Policy Directorate, The Pensions Regulator

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Future of DC

The DC market continues to evolve at an unprecedented pace, whilst primarily driven by the needs of trustees and employers, there is no doubt legislation and policy reform have played a significant hand in this as well. The emerging shift towards Master Trust solutions in the workplace market and the increased emphasis on ESG are just some of the examples of thematic changes, but there are many other key factors that will shape and impact the future direction of the market that we should also consider. With DC forecasted to overtake DB as the primary source of pension provision in the workplace market, Jenny Holt will look at some of the key factors and initiatives that are driving this shift in the marketplace, as well as exploring other potential areas that will dictate the Future of DC.

Jenny Holt, Proposition Director, Phoenix Group 

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Live Q&A with Jenny Holt

Live Q&A with Jenny Holt

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Improving retirement outcomes by putting members first

Improving retirement outcomes by putting members first As the DC market grows with scheme consolidations and an increase of members there are still lots of questions around the extent to which the current market is delivering value for members, how this should be assessed and where we should go next. In this session, Callum Stewart will consider:

  • How you can assess whether current approaches are delivering appropriate outcomes for your members
  • How we can learn from history in a more effective way by focussing on individual member cohorts
  • Where we should go next to improve outcomes 

Callum Stewart, DC Investment Consultant and Responsible Investment specialist, Hymans

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Live Q&A with Callum Stewart


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How to implement ESG into investment decisions

Last year’s change in regulation brought environmental, social and governance (ESG) considerations firmly onto the radar of DC Trustees and independent governance committees but even before that we saw an increase in ESG related decision making, driven by corporate positioning and philosophy. Investing through an ESG lens takes four main forms, exclusions (or screening), optimisation or tilting towards a stated objective, thematic investment to invest in particular E, S or G sectors and finally impact which aims to deliver a measurable positive ESG outcome. DC in the UK is heavily predicated on the use of indexed investment into traditionally weighted indices, in part due to the cost-effective nature of these products and ESG integration is becoming an increasing relevant consideration when selecting index solutions. Join Manuela Sperandeo, as she determines the many ways for ESG criteria to be brought into an investment portfolio, how to define the category, assess it in the context of investment strategy, and implement it in the context of DC portfolios.

Manuela Sperandeo, EMEA head of Factor, Sustainable and Thematic Index Products, BlackRock

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Live Q&A with Manuela Sperandeo
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Morning break: Caffeine hit

We invite you to stroke the dog, have a stretch and get yourself a cuppa!

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A Default for All Climates

The recent market volatility and general uncertainty around the COVID-19 pandemic have caused DC pension scheme members to worry as they see their savings dip. Is there a way to intelligently construct a default to prevent a significant loss of retirement income? SEI’s Default Investment Options (DIOs) are constructed to weather market declines. Our investment experts use their knowledge to back our innovative portfolio design which works to protect members’ savings in market downturns.

Steve Charlton, DC Managing Director, EMEA and Asia, SEI

Louise Whyte, DC Regional Director, SEI

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Live Q&A with Steve Charlton & Louise Whyte
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Closing keynote: It’s not about engagement, it about being engaging

Michelle Cracknell, Pension Trustee and Non-Executive Director

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Closing remarks

Jonathan Stapleton, Editor, Professional Pensions

Speakers

DC Managing Director, EMEA and Asia
SEI
Pension Trustee and Non-Executive Director
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Proposition Director
Phoenix Group - Standard Life
Policy Manager, Regulatory Policy Directorate
The Pensions Regulator
EMEA head of Factor, Sustainable and Thematic Index Products
BlackRock
DC Investment Consultant and Responsible Investment specialist
Hymans Robertson
DC Regional Director
SEI

Contact us

For sponsorship queries:
Liam Barrett
Sales Director
+44 (0)207 484 9977
For programme enquiries contact:
Paige Reeves
Conference Manager
+44 (0)20 7484 9810
For registration and event queries, contact:
Joshua Wrazen
Head of Events and Brand Marketing, Institutional
+44 (0)20 7484 9995