DC Masterclass: From Policy to Practice - delivering stronger retirement outcomes
From Policy to Practice: delivering stronger retirement outcomes
DC Masterclass session hosted by Invesco
The UK pensions landscape continues to evolve, with new reforms aimed at reducing unsuitable retirement decisions. Central to these changes are two newly proposed pathways - default and supported - designed to guide members more effectively through their retirement journey. Complementing this is the FCA’s proposed ‘targeted support’ framework, which seeks to bridge the gap between guidance and regulated advice.
In this session, we’ll unpack what these developments mean for trustees and workplace pension providers, including the implications for existing solutions and the need for innovation. However, greater clarity is still needed around trustee engagement, particularly within occupational schemes. With regulatory deadlines fast approaching, we’ll explore practical solutions and how stakeholders can prepare for what’s ahead.
-
Fees
free for members and non-members -
2
speakers -
1 hour
of CPD -
Online
BrightTALK
Event Details
THE BASICS
- Understand the evolving defined contribution pensions landscape
- Recognise the importance of flexibility and personalisation in retirement planning.
- Learn about default strategies and their pathway for pension savings.
- Appreciate the role of regulation and digital platforms in shaping future pension strategies.
- Gain insight into the value of a solutions-based, partnership-driven approach in improving retirement outcomes.
- Pension Scheme Managers
- Trustees
- Administrators
- Policy advisers
- Consultants
- Lawyers
- Corporate IFAs
- Investment managers
- Actuaries
- Communication professionals
Based in London, Ryan is part of the UK Defined Contribution team at Invesco, focused on working closely with key stakeholders within DC.
Before joining Invesco, Ryan served as a Defined Contribution Sales Manager, where he managed consultant accounts and promoted the SEI Master Trust proposition to the market. In his previous roles, he worked as a Sales Associate in SEI’s Institutional Investor Unit, supporting the entire sales process, and prior to that, he was an RFP Analyst.
Ryan holds a Master of Science in Management from Warwick Business School and a Bachelor of Science in Accounting and Management from Essex Business School.
Graham Hook is Head of UK Government Relations and Public Policy. He joined Invesco in November 2018.
Prior to joining Invesco, Graham was a government special advisor for six years, working in four different government departments. His last government role was special advisor on policy issues to the Chancellor of the Exchequer, Philip Hammond MP in Her Majesty's Treasury. Graham began his career working in the UK Parliament.
Graham earned a BA with honors in history from Warwick University and an MPhil in international relations from Cambridge University
Lisa Hampton is the Training Manager at PMI, where she overseas training courses, collaborates with trainers, and serves as the key contact for all learners. With 16 years of experience in the pensions industry, Lisa previously worked as Marketing Manager at Pensions UK (PLSA), bringing a strong background in both professional development and industry engagement.
Thank you to Invesco UK for your support
