Targeting better member outcomes
Targeting better member outcomes
Training by Phoenix Corporate Investment Services
With increased focus on delivering value for Defined Contribution (DC) pension savers, many fund managers are working hand in hand with investment only platforms to access innovation and maximise member outcomes.
One example is the use of Target Date Funds (TDFs), which can be tailored to meet a wide range of investment objectives, from accessing private market assets to incorporating Environmental, Social and Governance (ESG) considerations into scheme portfolios. Whole of Life TDFs can also provide decumulation options for members as they move towards and through retirement.
In this training session, we’ll talk you through the use of Target Date Funds in DC investment strategies. We’ll also look at some of the TDF solutions that fund managers and platform providers are implementing to address current and future investment challenges while delivering improved outcomes for scheme members at all stages of the savings lifecycle.
-
Fees
free for members and non-members -
4
speakers -
1 hour
of CPD -
Online
BrightTALK
Event Details
THE BASICS
- Understanding the role of investment only platforms in building flexible, innovative solutions for DC pension savers.
- Understanding Target Date Funds, including how they can be accessed and managed via a platform
- Using Target Date Funds to access private market investment opportunities
- Using Target Date Funds to integrate ESG considerations
- Implementing Whole of Life Target Date Fund solutions
- Pension Scheme Managers
- Trustees
- Administrators
- Policy advisers
- Consultants
- Lawyers
- Corporate IFAs
- Investment managers
- Actuaries
- Communication professionals
Jess manages the Phoenix Corporate Investment Services team and is responsible for the strategic direction of the investment only platform. Working closely with a number of large DC, DB and Master Trust clients and their consultants, she oversees key propositional and service enhancements to meet the ongoing needs of schemes and their members.
Kieron oversees the entire client journey for a number of DC, DB and Master Trust schemes on the platform, including on-boarding, future fund restructures and ongoing client servicing. Working one-on-one with clients, their consultants and fund managers to establish requirements from the outset, he plays an integral role in supporting them to meet their strategic and investment objectives.
Michelle is a Managing Director in AB’s Institutional Client Group. She is responsible for the firm’s UK defined contribution (DC) client relationships and the distribution strategy for AB’s DC solutions in EMEA. Previously at AB, she served as Director of Consultant Relations.
Ross Langley is the Head of Delivery and Operational Strategic Partnerships for AB’s UK Defined Contribution solutions. He is responsible for the development of AB’s service offering for UK target-date funds, and for the implementation and operational delivery of these products.
