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Pensions Aspects Live 2021

Pensions Aspects Live 2021

10 February 2021 | 08:30 - 16:15
Members £350.00 (+VAT) / Non-members £450.00 (+VAT)

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Pensions Aspects Live 2021

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The award-winning Pensions Aspects Live is aimed at pensions professionals and those working in aligned business areas. The event complements our member magazine, Pensions Aspects, and draws on the current issues and challenges facing employee benefit consultants, administrators, trustees, lawyers and members.

 

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    Members

    £350.00 (+VAT)
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    The Savoy

    London
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    Non-members

    £450.00 (+VAT)
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    20

    speakers

Event Details

THE BASICS

Topics of discussion:
  • Morning keynote with Blake Allison, (CEO, President & Founder), LifeCents
  • Climate change
  • Tax treatment (debate)
  • International panel
  • De-risking
  • Afternoon keynote with Andrew Gould (CISSP, CISMP), T/Detective Cybercrime Programme Lead, National Police Chief's Council, Metropolitan Police
  • Diversity and Trustee boards
  • How can trustees explain how they are meeting new regulatory standards?
Who should attend:
  • Pension Scheme Managers
  • Trustees
  • Administrators
  • Policy advisers
  • Consultants
  • Lawyers
  • Corporate IFAs
  • Investment managers
  • Actuaries
  • Communication professionals
The venue

The Savoy Hotel, Strand, London WC2R 0EZ, UK

Savoy
  • Charing Cross
    4 minute walk
  • Embankment
    6 minute walk
  • Covent Garden
    6 minute walk

Wednesday

February 10

8:30 am - 9:00 am
Registration/breakfast
9:00 am - 9:05 am
Opening remarks
Lesley Carline
Lesley Carline
PMI
President
9:05 am - 9:30 am
Morning keynote
Blake Allison
Blake Allison
CEO, President & Founder
LifeCents
9:30 am - 10:15 am
Climate change
Andrew Medhurst
Andrew Medhurst
Extinction Rebellion
Public Figure
Eva Carins
Eva Carins
Aberdeen Standard Investments
Senior ESG Analyst
  • Despite the climate crisis moving to centre stage, the majority is still far too complacent
  • Financial services are still failing to lead on the issue
  • Where's the leadership? 'Business as usual' is finished whatever we do
10:15 am - 10:50 am
Tax Treatment (Debate)
Micheal Johnson
Micheal Johnson
Centre for Policy Studies
Research Fellow
Tom McPhail
Tom McPhail
Hargreaves Lansdown
Head of Policy
Chris Parrott (Moderator)
Chris Parrott (Moderator)
Heathrow Airport
Head of Pensions and Rewards
10:50 am - 11:15 am
Networking break
11:15 am - 12:15 pm
International Panel
Carine Pilot-Osborne
Carine Pilot-Osborne
European Insurance and Occupation Pension Authority
Principal Expert
Elma Fox
Elma Fox
Irish Institute of Pensions Management
President
David Boyle
David Boyle
Mint Asset Management
Head of Sales and Marketing
David Harris
David Harris
TOR Financial Consulting Limited
Managing Director
  • Auto enrolment 12 years on with KiwiSaver
  • What’s worked and what hasn’t
  • What can other countries learn from the NZ experience
  • Pension developments in Europe
  • Corss-border pensions 
12:15 pm - 12:55 pm
De-risking
Matt Richards
Matt Richards
Pensions Insurance Corporation
Senior Actuary
Dan Naylor
Dan Naylor
Travers Smith
Partner
  • Why did 2019 break all bulk annuity records?
  • Will future years seem similar volumes? Have we reached a supply/demand imbalance?
  • What can schemes ad particularly small schemes do to ensure engagement with the insurance market?
12:55 pm - 1:55 pm
Lunch break
1:55 pm - 2:30 pm
Afternoon Keynote
Andrew Gould CISSP CISMP
Andrew Gould CISSP CISMP
National Police Chiefs’ Council, Metropolitan Police
T/Detective Chief Superintendent, National Cybercrime Programme Lead
2:10 pm - 3:30 pm
Networking break
2:30 pm - 3:10 pm
Diversity and Trustee boards
Valerie Easmon-George
Valerie Easmon-George
Islington Council
Pensions Board Member
Cllr Lorna Russell
Cllr Lorna Russell
London Borough of Camden
Vice Chair
Dominic Arthur
Dominic Arthur
Pensions & Government Recruitment Service, UK Cabinet Office
Director
David Weeks
David Weeks
AMNT
Trustee
3:30 pm - 4:10 pm
How can trustees explain how they are meeting new regulatory standards?
Vicki Bakhshi
Vicki Bakhshi
BMO Global Asset Management
Director, Responsible Investment
Stuart O'Brien
Stuart O'Brien
Sackers
Partner
4:10 pm - 4:15 pm
Closing remarks

Speakers

Hear from the experts

Lesley Carline
Lesley Carline
PMI
- President
Blake Allison Keynote
Blake Allison
CEO, President & Founder
- LifeCents
Andrew Medhurst
Andrew Medhurst
Extinction Rebellion
- Public Figure

After a 30 year career in financial services with HSBC (global markets), Lloyds Bank (risk and compliance) and Smart Pension/NEST (pensions), Andrew decided in late 2018 that convincing young people to save for their retirement didn't make much sense in a world that appeared to be heading for 'societal collapse', perhaps within a decade. The emergence of Extinction Rebellion in offered an alternative path and so he resigned in January 2019 to volunteer full time. Last year he was arrested three times and now leads the XR UK finance team.

Eva Carins
Eva Carins
Aberdeen Standard Investments
- Senior ESG Analyst

Eva Cairns is the lead on climate change in our ESG Investing team and is responsible for climate change research and engagement as well as analysis of fossil fuel heavy sectors such as oil & gas, utilities and transportation. She is also responsible for TCFD reporting (investments related) which includes providing data on portfolio carbon footprinting and climate change scenario analysis. In 2019, Eva published a paper on ‘Climate change - Our approach for Investments’ and a white paper on ‘Investing in a Changing Climate’. Before joining the ESG team, Eva worked at Standard Life Investments and managed a team of Business Analysts, focused on projects related to the investment process, risk and research. Eva joined Standard Life in 2010 from Halcrow Group Ltd (now CH2M Hill), a global consultancy, where she worked as an Economist focused on environmental and socio-economic impact assessment of energy and transport projects. Eva graduated with a MSc in Economics with Distinction from the University of Edinburgh where her dissertation focused on the social cost of carbon. She also obtained the Professional Risk Management (PRM) certification in 2014.

Micheal Johnson
Micheal Johnson
Centre for Policy Studies
- Research Fellow

Michael is a Research Fellow at the Centre for Policy Studies (CPS) and a policy advisor to Smarterly, the workplace savings platform.  He trained with JP Morgan in New York and, after 21 years in investment banking, joined Towers Watson, the actuarial consultants.  Subsequently he was responsible for the running of David Cameron’s Economic Competitiveness Policy Group.

 

Michael is the author of more than 40 pensions-focused papers, sometimes supported by both Conservative and Labour peers.  A number of his proposals have been implemented, including the scrapping the annuitisation requirement (“freedom and choice”), the pooling of the LGPS’s funds, and the introduction of the Lifetime ISA and bonus.  He has long advocated replacing all tax relief with a bonus disconnected from tax-paying status; the introduction of a default decumulation pathway to support the disengaged (“auto-protection”); and that there should be a single, public, mandatory pension dashboard.   More recently he detailed proposals for a Workplace ISA to compete with occupational pension products. 

 

Michael is occasionally consulted on pension reform by serving Ministers, shadow Ministers and the Cabinet Office.  He has given oral and written evidence to Select Committees in both Houses of Parliament. 

 

Tom McPhail
Tom McPhail
Hargreaves Lansdown
- Head of Policy

Tom has worked in financial services since 1986. In 2002he joined Hargreaves Lansdown as the head of pension research. He now leads the company’s policy work, working with the pensions research team and technical experts across the business. He is one of the industry’s foremost experts on retirement issues and is one of the media’s go-to commentators for explaining pensions and retirement planning. Tom is also heavily involved in the wider retirement services industry, chairing working groups and making frequent contributions to government and regulatory consultations.

Chris Parrott (Moderator)
Chris Parrott (Moderator)
Heathrow Airport
- Head of Pensions and Rewards

Chris has managed occupational pension schemes since 1982. He is a Fellow of the Pensions Management Institute and a member of the Institute’s Council.

He is also sits on the European Advisory Council of the Association of Investment Management Sales Executives, on the Pensions Committee of the Hundred Group and is a previous winner of the Engaged Investor

‘Pensions Manager of the Year’ award (2011 and 2014). Chris regularly acts as a judge for a number of industry awards, including the European Pension Awards where he has been chair of the judging panel since 2010.

Carine Pilot-Osborne
Carine Pilot-Osborne
European Insurance and Occupation Pension Authority
- Principal Expert

Carine Pilot Osborn is a Principal Expert on Pensions at the Policy Department of the European Insurance and Occupational Pensions Authority (EIOPA). Her areas of work include investment governance, DC scheme design and cross-border issues. Carine led the work to support national competent authorities’ implementation of the IORP II Directive in the area of governance, risk management and ESG. She is now working on the development of a Supervisory Handbook for Pensions. Before joining EIOPA, she worked in a number of roles at the UK Department for Work and Pensions, including as Economic Advisor to the workplace pensions reforms and as Head of Research at the Personal Accounts Delivery Authority to establish NEST, a workplace pension scheme set up by government to facilitate auto-enrolment reforms.

Elma Fox
Elma Fox
Irish Institute of Pensions Management
- President

Elma joined ITC in 2005 and is responsible for managing services to our group pension clients. Elma has considerable experience in the areas of pensions and trusteeship and delivers the Group’s Trustee Training programme.

Currently Elma sits on the Council of the Irish Association of Pension Funds and is a member of their benefits committee. Elma previously worked with large life and pension organisations both in Ireland and Australia. She graduated with a degree in Business Studies and French and completed the exams to be an Associate of the Irish Institute of Pension Managers. Elma holds a Pensions Diploma and a Diploma in Financial Advice from the Life Assurance Association of Ireland. Elma is currently studying for a Diploma in International Employee Benefits, through the Pensions Management Institute in the UK and the International Employee Benefits Association.

To contact Elma please call (01) 614 8069 or email elma.fox@independent-trustee.com

David Boyle
David Boyle
Mint Asset Management
- Head of Sales and Marketing

David is well known for his passion regarding financial capability with some 37 years' in the financial services industry. 

Previously David worked for the Commission for Financial Capability (CFFC). Highlights from the role included working on the changes to KiwiSaver as part of the Retirement Income Policy Review, being part of the Government steering group to review the Financial Adviser Act, helping to get financial capability in schools, and getting the good word out any way possible to help New Zealander’s improve their overall financial wellbeing.

Before moving to CFFC, David held General Manager roles with ANZ Wealth in distribution and funds management and was a member of its leadership team.

He is a board member for Stand for Children, an NGO that supports children whose family life puts them at risk, and Play It Strange, a small charity that brings song writing and music alive in schools. He also writes for the preeminent music website Radio 13 reviewing the latest albums and concerts.

At Mint David is responsible for growing the brand and funds under management.

 

David Harris
David Harris
TOR Financial Consulting Limited
- Managing Director
Matt Richards
Matt Richards
Pensions Insurance Corporation
- Senior Actuary
Dan Naylor
Dan Naylor
Travers Smith
- Partner

Dan specialises in pensions and pensions insurance and advises pension scheme trustees, pension scheme sponsors, insurance companies and parties to major corporate transactions. He advises the trustees of schemes of all sizes and sponsored by employers in a wide range of sectors. Dan has particular expertise in relation to pensions de-risking transactions including buy-in/buyout solutions and longevity risk transactions.

Dan has significant experience in the negotiation of long-term funding and security agreements for defined benefit pension schemes that have pension de-risking as a long-term objective and advising trustees how to achieve best outcomes in distressed scenarios.

Dan's recent pensions de-risking work includes acting for the Trustees of the Nortel Pension Plan in connection with their £2.5bn PPF plus buy-out (Trustee appointment), acting for Rothesay Life in relation to the £3.8bn buy-in to buy-out transaction in relation to ASDA Group Pension Scheme (Insurer appointment) and acting for British American Tobacco PLC on the £3.4bn buy-in in relation to the British American Tobacco UK Pension Fund with Pension Insurance Corporation (Employer appointment).

Dan has been an active participant in industry forums (including the Association of Pension Lawyers Education and Seminars Committee). Dan is a member of the Bulk Annuities and Longevity Swaps Member Interest Group of the Institute and Faculty of Actuaries and is a regular speaker at conferences and seminars, most recently on the subject of 'distressed schemes' and case studies in relation to the Nortel buyout. He is also a regular contributor to pensions publications.  Chambers and Partners report that Dan is "very bright, articulate and innovative" and "provides good common-sense application of regulations".

Andrew Gould CISSP CISMP Keynote
Andrew Gould CISSP CISMP
National Police Chiefs’ Council, Metropolitan Police
- T/Detective Chief Superintendent, National Cybercrime Programme Lead
Valerie Easmon-George
Valerie Easmon-George
Islington Council
- Pensions Board Member
Cllr Lorna Russell
Cllr Lorna Russell
London Borough of Camden
- Vice Chair

Lorna Russell is Vice-Chair of the London Borough of Camden’s £1.6bn pension fund, having been a trustee for the fund since 2014. She has a particular interest in ESG issues, and is currently working with the other trustees to embed the UN’s sustainable development goals into the fund’s investment policies.

Outside of her role on the pension fund, she is a communications consult and local government councillor.

 

Dominic Arthur
Dominic Arthur
Pensions & Government Recruitment Service, UK Cabinet Office
- Director

Dominic is Director of Pensions and Government Recruitment Service at Cabinet Office. He was previously Director of Strategy & Change for Civil Service HR until February 2020.

In his role as Director Strategy and Change, Dominic was responsible for setting the strategic direction and managing the corporate delivery and large programme delivery for HR Function in the Civil Service as well as leading the development of the next iteration of the Civil Service People Strategy (2020 to 2025) for the UK Civil Service’s circa 420,000 workforce. His team also set the standards for the HR function across government, helping to build the capability and talent of all HR professionals; the team also led on innovation by collaborating with world-leading technology partners; and support the delivery of major projects and programmes through the management of governance structures in CSHR.

Dominic’s portfolio was accountable for a full range of strategic and corporate services, including finance, commercial and supplier engagement, programme and project delivery (including PMO), functional capability and talent, communications, and business management.

Dominic has been SRO for various HR and shared services programmes in the Cabinet Office. He recently completed an 18-month programme with University of Oxford’s Said Business School, qualifying as a holder of the renowned Major Programmes Leadership Academy (MPLA) qualification.

Prior to joining the Cabinet Office, Dominic worked in HR, Pensions and Consulting roles in the private sector. He began his career at Norwich Union (now Aviva) in pensions and actuarial roles. He moved to Aon Consulting in 2007 where he held various senior management roles, before being headhunted to head up the BAE Systems Pension Scheme at Equiniti in 2015.

Dominic has been appointed Director for Civil Service Pensions and Government Recruitment Service (GRS) and started in February 2020, with the remit of delivering on Governments Major Pensions Programme (McCloud) and leading transformation of recruitment experience in the civil service. 

Dominic’s favourite pastime is spending time with his young family. He is passionate about football, both watching and playing. He is a season ticket holder and supporter of Norwich City FC, which he has done for many years through thick and thin.

David Weeks
David Weeks
AMNT
- Trustee
Vicki Bakhshi
Vicki Bakhshi
BMO Global Asset Management
- Director, Responsible Investment
Stuart O'Brien
Stuart O'Brien
Sackers
- Partner

Sponsors and exhibitors

Aberdeen Standard Investments
Aberdeen Standard Investments
Booth 12
-

Aberdeen Standard Investments is dedicated to helping investors around the world reach their desired investment goals and broaden their financial horizons. We seek to provide world-class investment expertise across a breadth of markets and asset classes. Our full range of solutions span equities, multi-asset, fixed income, liquidity, sovereign wealth funds, real estate and private markets. Coupled with a range of investment approaches, from quantitatively-managed ‘smart beta’ to highly active alpha-seeking strategies, we transform new investment ideas into practical investment products designed to deliver real value for money to investors. We have one of the world’s largest teams of investment professionals with approximately 1,000 portfolio managers, analysts and product, risk and trading specialists located globally ensuring close proximity to our clients and the markets in which we invest. In addition, we have 500 client specialists working closely with investors and professional advisors to understand their goals and deliver innovative, world class investment solutions. Today, we manage £525.7 bn (€587.6bn bn/US$669.1 bn) of assets on behalf of governments, pension funds, insurers, companies, charities, foundations and individuals across 80 countries (as at 30 June 2019). The largest active asset manager in the UK, we are also one of the top five asset managers headquartered in Europe and one of the biggest active asset managers worldwide not owned by a bank. As a responsible global investor, we leverage our scale and market leadership to raise standards in both the companies and industries in which we invest, and drive best practice across the asset management industry.

AHC
AHC
Booth: 9
-

AHC is an award-winning creative communications consultancy. We specialise in the design and delivery of engaging pension communications. Our highly-skilled in-house team delivers communications that get attention, simplify the complex and lead to measurable improvements in understanding and engagement. Our innovative solutions include: • Communications strategy • Scheme branding and creative design • Interactive modelling tools • Print and digital scheme communications • Scheme change communications • Personalised statements (print, digital and video) • Film and animation • Virtual reality With offices in the UK, USA and Australia, AHC works with organisations to communicate to members of pension, 401K and superannuation schemes. Our values of integrity, partnership and understanding are at the heart of all we do, as we continue to strive, with our clients, to make a long-term difference to the lives people lead.

Just
Just
Booth: 2
-

Just Defined Benefit Solutions

Formed in 2012, we’ve an enviable track record of more than 160 bulk annuities, worth  £5bn and covering over 25,000 members and policyholders. What do we offer trustees?

 

Part of the FTSE 250 listed Just Group with a focus on bulk annuities.

A secure counterparty that’s independently rated for Insurer Fiancial Strength by Fitch as A+ (stable).

We offer a range of services for our DB policyholders to engage and support them through their retirement journey.

We focus on the smaller scheme transactiion space.

We offer a choice of pricing options covering standard and medical solutions.

Transaction winning pricing delivered by our capital efficient business model, asset sourcing capability and deployment of medical underwriting.

A dedicated DT Team that focuses on bulk annuities every working day.

 

For more information see our website or contact any member of our Business Development Team: www.wearejust.co.uk/definedbenefit

Money & Pensions Service
Money & Pensions Service
Booth: 6
-

The Money and Pensions Service (MaPS) brings together three respected financial guidance bodies: the Money Advice Service, The Pensions Advisory Service and Pension Wise. MaPS is an arm’s-length body sponsored by the Department for Work and Pensions, established at the beginning of 2019, and also engages with HM Treasury on policy matters relating to financial capability and debt advice.

OnBoard
OnBoard
Booth: 1
-

At Passageways, we inspire and enable teams to perform better, together.  We do that by delivering a remarkable, collaborative experience by leveraging technology, talent and insightful analytics. OnBoard, the next-generation board portal from the Passageways technology suite, is a meeting solution that can be used on any device, anywhere, that makes preparing and running board meetings easy. A board portal that is future ready, now! OnBoard leverages next generation technologies to drive user engagement and generate efficiencies and cost savings for your organisation.

 

OnBoard: A board portal for a cloud world!

 

passageways.com

Pension Protection Fund
Pension Protection Fund
Booth: 3
-

The Pension Protection Fund protects millions of people who belong to defined benefit pension schemes in the UK and manages over £32 billion of assets on behalf of its 250,000 members. Eligible pension schemes have to pay an annual PPF levy, which is calculated based on a scheme’s insolvency risk and level of underfunding. To reduce levy bills, schemes or sponsoring employers can make deficit-reducing payments and pledge contingent assets. The PPF also works with trustees to understand and mitigate the sorts of challenges faced when there’s an increased risk of the employer failing.  PPF representatives are on hand to give you practical advice about using the new insolvency risk portal, contingency planning for trustees, and to hear your questions and feedback.

The Pensions Ombudsman
The Pensions Ombudsman
Booth: 10
-

The Pensions Ombudsman deals with complaints and disputes concerning the administration and management of occupational and personal pension schemes. We consider complaints about the Pension Protection Fund and some decisions made by the Financial Assistance Scheme. We deliver a fair, impartial and free service. We examine the facts in each case and have legal powers to make decisions that are final and enforceable in court, with no financial limit on the awards we make. We are not a consumer champion or part of the pension profession and are independent of Government. We employ a highly skilled workforce, dealing with approximately 1,300 complaints and 6,000 enquiries each year.

WEALTH at work
WEALTH at work
Booth: 4
-

WEALTH at work is a specialist provider of financial education and guidance in the workplace supported by regulated advice for individuals. We help employees understand how to maximise their workplace savings and benefits in the context of their overall financial position, by delivering financial education and guidance which is tailored to their needs. This involves targeting different segments of the workforce to enhance employee engagement. Our regulated advice service helps individuals to understand their personal financial situation, whether they’re saving for their future or selecting their retirement income options. This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement.

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Pensions Aspects Live 2019

Pensions Aspects Live is the leading pension conference in London. The event takes place at the world largest engineering institute, IET the Savoy Place. The conference will attract over 400 industry professionals - it also features: a 20 booth exhibition, multi-streamed programme, a business match making service and much more.