Mastering the Evolving DC Pensions Landscape
DC Masterclass session hosted by Invesco
Join us for the first of three interactive Masterclasses designed to bring you up to speed on the rapidly changing defined contribution (DC) pensions landscape. This session will delve into the shift from passive to active retirement planning and the integration of savings and pension strategies, emphasising the growing need for flexibility, personalisation, and regulatory alignment.
Our solutions-driven approach, supported by digital innovation and global insights, is crucial to enhancing member outcomes. We will explore three main access pathways: advised, guided and default, highlighting the importance of consistent and adaptable frameworks. By addressing diverse member needs across all retirement stages, this Masterclass aims to foster more resilient and inclusive retirement planning.
-
Fees
free for members and non-members -
2
speakers -
1 hour
of CPD -
Online
BrightTALK
Event Details
THE BASICS
- Understand the transformation from defined benefit to defined contribution pensions.
- Recognise the importance of flexibility and personalisation in retirement planning.
- Learn about the three main access pathways 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, Mary is part of the UK Institutional team at Invesco, focused on working closely with key stakeholders within DC to champion better member outcomes and promote Invesco’s full range of investment strategies across all asset classes.
Prior to joining Invesco in January 2022, Mary worked for Russell Investments in a variety of roles within the institutional business. She started off in the operations and quickly worked her way into the institutional team focusing on developing and maintaining relationships with UK pensions schemes with primary focus on Fiduciary Management. Previously she worked in Client communications, marketing, and product development teams for organisations like Henderson (now Janus Henderson), Premal Group and Advanced Real capital. She has had a range of roles in retail and consultancy while raising her family.
Mary graduated from Bayes Business School in 2012 in BSc (Hons) in Investment and Financial Risk Management and has passed levels 1 and 2 of the CFA.
Georgina Taylor is Head of Client Investment Solutions for EMEA (Europe, Middle East, and Africa) at Invesco, based in Henley-on-Thames. Her team develops and manages asset allocation strategies and comprehensive portfolio solutions across institutional and private client channels. In this role, Ms. Taylor and her team leverage Invesco’s fundamental, systematic, and alternative strategies to deliver precise, tailored outcomes to unique investor needs.
Ms. Taylor joined Invesco in 2013. Prior to joining the firm, she served as head of equity strategy for the Europe, Middle East and Africa regions at State Street Global Markets, where she was involved in enhancing the macro input to specific State Street products and presenting these to clients. Ms. Taylor began her career in 2001 as an equity strategist at HSBC, followed by a similar role at Goldman Sachs in 2004, where she was involved in global equity and asset allocation research. Ms. Taylor then gained asset management experience at Legal & General Investment Management, contributing to the overall asset allocation outlook for the firm and its multi-asset funds.
Ms. Taylor earned a BSc (Hons) degree in economics from the University of Bath.
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 the PLSA, bringing a strong background in both professional development and industry engagement.
Thank you to Invesco UK for your support
