Webinars

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Technology in the Boardroom: The PMI/Passageways View
21 July 2020

Technology in the Boardroom: The PMI/Passageways View

Over recent months, pension trustees have had to adapt to a remote working environment, creating a host of new challenges. Not least to board meetings, which have undergone radical changes to their long-established procedures.

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Trusteeship in a Digital Age
21 July 2020

Trusteeship in a Digital Age

The onset of COVID-19 forcing lockdowns around the world has meant that businesses have had to pivot and adapt to remote working practices in order to keep continuity of service. Trusteeship is no exception to this.

Chris Roberts, Director at Dalriada Trustees will cover how COVID-19 has provided a catalyst for adapting the trusteeship experience for all trustees, the tools that are developing and the key points of trusteeship that the pandemic has uncovered.

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Bulk annuities post COVID – Getting engagement and value from insurers
25 June 2020

Bulk annuities post COVID – Getting engagement and value from insurers

The bulk annuity market seems to have withstood the impact of COVID, but what’s changed? Is the market still supply driven after COVID? How should trustees prepare assets for a bulk annuity? Will there be a return to the end of year sale? What data must be supplied to secure pricing and what can wait until after the transaction?

This session will provide practical advice for trustees considering a bulk annuity.

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Financial Wellbeing
14 June 2020

Financial Wellbeing

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DC benefit statements: How to communicate alarming news effectively
14 June 2020

DC benefit statements: How to communicate alarming news effectively

Shocks to the stock market leave people worrying that their pension pot has been hammered. When people are worried they look for simplicity and certainty. When they feel powerless they look for something they can do – anything. This leads to action – simple, certain action – that isn’t always in their best interests. You know that when the next statement lands, the figures might be alarming. You can’t hide that.

So how do you give people the bad news in a way that helps people think about the long-term? In a way that builds trust instead of damaging it? In a way that makes them feel like their pension is still worthwhile?

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When the (cashflow) facts change
14 June 2020

When the (cashflow) facts change

Aimed at helping trustees/pension managers to evaluate their approach to managing cashflow risks given the impact of Covid-19. The session will introduce key developments in the cashflow driven investment space. This will support the trustees to better manage their liquidity needs as schemes emerge from the current environment. Through a case-study trustees will learn how to building a more robust cashflow matching portfolio. The session will end with a live Q&A.

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