Trustee roundatables online series
Trustee roundatables - online series
-
Fees
free for members and non-members -
Online
BrightTALK -
1 hour
of CPD per session -
4
speakers
Event Details
THE BASICS
- Pension scheme managers
- Trustees
- Administrators
- Policy advisers
- Consultants
- Lawyers
- Corporate IFAs
- Investment managers
- Actuaries
- Communication professionals
- Scheme secretaries
- Financial directors
- HR representatives
Agenda
2020 saw the ultimate stress test for UK pension schemes. Covid-19, coupled with increasingly complex investment markets, highlighted that many trustee boards lack the agility and specialist expertise now needed to effectively manage DB scheme.
We ask, has the UK DB pension industry become too cumbersome, and if so, how do we make it fit for the future?
For many trustee boards, an ever-increasing focus on volatility has come at the expense of adequacy and affordability. For many UK DB pension schemes, this will have introduced a new risk, the risk of not meeting the pension promises made to their members.
We ask, what should the UK pension industry’s approach to risk be in order to redress the balance and achieve long term sustainability?
As we start the shift to ‘generation DC’, we all need to think in broader terms about wealth accumulation. To do this, the pension industry needs to do more for members to help them navigate complexity, accumulate wealth, and manage their finances.
We ask, how can we create a better member experience that demonstrably benefits the scheme member and the employer?
In 2019 the UK became the first major economy in the world to pass laws to end its contribution to global warming by 2050. The size of the UK’s pension sector means that it can be a positive force for real change.
We ask, how can the industry play a greater role in wider ESG debates and take a leadership role in the UK’s transition to a zero-carbon economy?
Speakers
Hear from the experts
Dan is a Partner and UK Head of Fiduciary Management for Mercer. He is responsible for bespoke investment solutions for clients, developing commercial relationships and overseeing the execution of Mercer’s investment solutions, distribution and growth strategy. Dan sits on Mercer’s UK Growth Leadership Committee, Wealth Leadership Team and the Investment Solutions European Leadership Committee. Dan has 25 years’ experience in investment consulting, institutional asset management and business development, including 17 years at Mercer. He started his career with Mercer in New York in 1997 before transferring to London in 2000. During this time, he led the launch and development of Mercer’s UK Delegated Solutions business from inception in 2006 through 2014. For the last 3 years, Dan was Head of Europe, Middle East and Africa (EMEA) at Putnam Investments leading its institutional client development. Prior to this, he was Global Head of Consultant Relations at Winton Capital Management. Dan is a Director of AIMSE Europe.
Dan graduated with honours from the University of Notre Dame, IN, USA, and is a CFA charter holder.