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Wednesday 19 October

 

09:30

Registration open

10:00

Exhibition open, refreshments served in the exhibition hall

10:00-12:50

TRUSTEE LEARNING ZONE

View details here

10:00-12:50

FRINGE MEETINGS

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12:00 - 13:15

Lunch served in the exhibition hall - View Academy Learning Hub sessions here

PLENARY 1

13:15-13:30

Chair's introduction and welcome

Lesley Williams, Chair, PLSA

PLENARY 2

13:30-14:10

SAVING MORE - THE CONFERENCE CHALLENGE
ROUND I - THE BRIEF

Which groups in our society are most likely to face low retirement incomes and what would help them understand the need to save more? We meet two teams of people from outside our industry and their expert coaches as they get to work on a 3-day ‘conference challenge’ to help people like them save more.

Gregg McClymont, Head of Retirement Savings, Aberdeen Asset Management
Graham Vidler, Director of External Affairs, PLSA
Steve Webb, Director of Policy, Royal London

PLENARY 3

14:10-14:35

LIVE LONGER, WORK LONGER?

As the government considers a further increase to the state pension age, the man in charge of reviewing it sets out the factors shaping his thinking and shares insights into his findings to date.

John Cridland, Independent Reviewer, State Pension Age
Chaired by
Joanne Segars, Chief Executive, PLSA

14:35 - 15:20

Refreshments served in the exhibition hall - View Academy Learning Hub sessions here

PLENARY 4

15:20-15:50

RETIREMENT SAVING: THE NEW GOVERNMENT’S AGENDA

On her first day in office, the new Prime Minister promised to make Britain a country that works ‘for every one of us’. In his first address to the PLSA, the new Pensions Minister explains what this means for the Government’s agenda on retirement saving

Richard Harrington MP, Parliamentary Under Secretary of State for Pensions
Chaired by
Joanne Segars, Chief Executive, PLSA

PLENARY 5

15:50-16:30

AFTER BREXIT – BRITAIN, BUSINESS AND GLOBAL TRADE

What does negotiating a new set of trade deals really involve? What are the challenges and opportunities for the UK?

Pascal Lamy, former Director-General, World Trade Organisation
Chaired by
Joanne Segars, Chief Executive, PLSA

16:35-17:50

FRINGE MEETINGS

View details here

17:55-18:20

LAUNCH OF PENSION REINVENTION ON THE PLSA STAND

After last year’s Pension Revolution film charted a seismic year in pensions and urged us to ‘remember the member’, the story now turns to the way we reinvent the savings landscape to ensure that people can benefit from having greater choice and that businesses of all sizes are equipped for the future in Pension Reinvention.  Pension Reinvention is an in-depth, online programme in partnership with ITN Productions

18:30

Close of conference for the day

 

Thursday 20 October

 

07:45

Registration open

07:00-08:00

PLSA MORNING 5K RUN SPONSORED BY PTL - ALL ABILITIES WELCOME

Refreshments will be served following the run.
Open to everyone that has registered for the conference. Pre-registration is essential (to book please click here)

08:00-08:45

PLSA FUND MEMBER BREAKFAST - ANNUAL CONFERENCE SPECIAL

Hear the latest policy updates and share your own scheme’s perspective with the PLSA’s in-house team. Buffet breakfast and good conversation included.

Open to PLSA fund members only. Pre-registration essential (to book please click here)

08:45

Exhibition open 

PLENARY 6

09:00 - 09:25

A ROLLERCOASTER RIDE - THE HIGHS AND LOWS OF THE ECONOMIC OUTLOOK

Sterling and gilt yields at record lows. High inflation. Low interest rates staying lower for longer. A huge fall in the FTSE bouncing back to record highs. The early post-Referendum economy has been distinguished by rapid peaks and troughs.  What should pension funds make of all of this and what will happen next?

Kamal Ahmed, Broadcaster
Chaired by Joanne Segars, Chief Executive, PLSA

PLENARY 7

09:25 - 10:05

UNTYING THE GORDIAN KNOT

The Chair of the DB Taskforce presents the Taskforce’s findings on the challenges facing DB schemes and debates the potential impact of these challenges on members’ benefits, the health of sponsoring employers, workplace pension provision and the wider economy.

Ashok Gupta, Chair, DB Taskforce
Tim Sharp, Policy Officer, Economics and Social Affairs Department, TUC
Co-speakers tbc
Chaired by
Joanne Segars, Chief Executive, PLSA

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10:10 - 11:05

BEHIND THE INSURANCE CURTAIN - DEMYSTIFYING BUYOUTS

What key factors are affecting insurer pricing in 2016? How do insurers price a transaction and how can you structure a transaction to make the economics work for the pension scheme?

Uzma Nazir, Actuary, Origination, Pension Insurance Corporation
Elizabeth Sumner, UK Group Pensions Manager, Total UK Pension Scheme
Chaired by Sandra Wolf, Editor, Pensions Expert

DC PENSIONS – WHAT DO MEMBERS REALLY WANT?

The pension freedoms have opened up a world of choice for savers and new obligations for employers and trustees. They have brought a renewed focus on when members expect to retire and how they expect to take their funds, what support members want and the support they really need and how members make decisions about their DC pension. Understanding these is critical to delivering a scheme that matches member needs.

Jerry Gandhi, Pensions Manager UK & Ireland, Schneider Electric
Sophia Singleton, Partner and Head of DC Consulting, Aon Hewitt
Chaired by Carol Young, PLSA DC Council

LIFETIME ISA – WHAT, HOW AND WHY

Hear the latest on the Government’s proposals for the Lifetime ISA, and take part in the debate about how the mix of workplace saving could evolve to serve the interests of employees and employers in the future.
Fiona Brown, Head of Group Pensions, Thomas Cook
Marcus Hurd, Head of Account Management, Xerox HR Services
Chaired by Dermot Courtier, PLSA DC Council

INTER-GENERATIONAL FAIRNESS IN A CHANGING WORKPLACE

The world of work is changing. Young people entering the workplace are increasingly experiencing a diversified range of terms of employment, career paths and workplace saving to the traditional models. What challenges does this raise in terms of intergenerational fairness, and what will it take to remain a competitive business and an attractive employer in the changing world?

Dr Paul Redmond, Director of Student Life, Manchester University
Ruston Smith, Group Director - People, Pensions and Insurable Risk, Tesco
Chaired by: David Astley, PLSA DC Council

11:05 - 11:40

Refreshments served in the exhibition hall - View Academy Learning Hub sessions here

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SESSION 2

 

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11:40-12:15

WILL THE ECONOMY OR THE ELECTIONS DERAIL THE BULL MARKET?

Global financial markets face pressures from weak economic growth, rising populism and aging monetary policy.  What does this mean for investment returns – and how should investors be positioned? We will discuss these and other market themes that we think will shape the investment landscape in the next five years.

Jim McDonald, Chief Investment Strategist, Northern Trust
Chaired by Susan Martin, PLSA DB Council

DIVERSIFIED GROWTH FUNDS – IS TIMING EVERYTHING FOR DC SAVERS?

The use of Diversified Growth Funds (DGFs) in DC lifestyle strategies has grown massively over the past few years but for many members the results have been underwhelming. Trustees and scheme sponsors have many issues to address when introducing a DGF relating to the type of fund, the timing of its introduction and the ongoing governance commitment. Getting these right will make the difference for members between a disappointment and a solid investment.

Robert Bennett, Senior Manager, Pensions Investments, Siemens
Chris Inman, Principal Consultant, Aon Hewitt
Chaired by Simon Lee, PLSA DC Council

SAFEGUARDING ALL SAVERS

If good governance is so important for some pension schemes, should we apply the same lessons across the full range of retirement savings? If so, how? What should governance look like in the new generation of master trusts? And what difference can we expect it to make?
Fiona Matthews, Managing Director, Lifesight, Willis Towers Watson
Ian Pittaway, Senior Partner, Sackers and Chair, APPT
Chaired by Richard Butcher, Chair, PLSA DC Council

HANDLING HAZARDS AND HOTSPOTS

We offer practical help on potential disputes in a risk-management journey plan.  This includes new breeding grounds for pension disputes and managing and mitigating emerging trouble spots.

Victoria Leigh, Head of Pensions Litigation, Squire Patton Boggs
Chaired by Kevin O'Boyle, PLSA DC Council

PLENARY 8

12:20-12:55

AUTO ENROLMENT – WHAT’S NEXT?

Auto enrolment shows early signs of being a real policy success and master trusts have played a central role in making it work for new savers and their employers. The 2017 review of auto enrolment will shape the future of the policy area and test all those involved in the sector. How can master trusts help set the agenda?

Emma Douglas, Head of DC, Legal and General Investment Management
Patrick Heath-Lay, Chief Executive, The People’s Pension
Morten Nilsson, Chief Executive, NOW: Pensions
Otto Thoresen, Chair, NEST Corporation
Chaired by:
Josephine Cumbo, Pensions Correspondent, Financial Times

12:55 - 14:00

Lunch served in the exhibition hall - View Academy Learning Hub sessions here

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SESSION 3

 

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14:00-14:55

THE SIZE OF THE CHALLENGE - 21ST CENTURY DB

The DB Taskforce delve into the evidence they have been gathering about the challenges facing DB and the public perception of those challenges.

Paul Trickett, PLSA DB Taskforce
Janette Weir, Managing Director, Ignition House
Kevin Wesbroom, PLSA DB Taskforce
Chaired by Joe Dabrowski, Head of Investment & Governance, PLSA 

PENSION SCAMS: PROTECTING MEMBERS’ INTERESTS

The “Royal London” judgement has complicated the protection of member assets by trustees. How should schemes respond and what can schemes do to stem any flow of member money to dubious pension schemes?

Ian Bell, Head of Pensions, RSM 
Martin Mannion, Head of Trustee Services, John Lewis Partnership
Chaired by Stephen Bowles, PLSA DC Council

WEALTH IN THE WORKPLACE – WHAT DO PEOPLE REALLY WANT?

A group of employees give their own views on how they would like to save through the workplace – and how they would like their employers and government to help.

Minh Tran, Senior Consultant, Willis Towers Watson
A panel of employees
Chaired by Jenny Roper, Deputy Editor, HR Magazine

INSIGHT INTO INFRASTRUCTURE INVESTMENT

As increasing numbers of pension funds look at infrastructure to diversify assets to better match longer term liabilities, what new themes are there in accessing this asset class? We consider fund pooling, direct and co-investment infrastructure solutions and review what lessons can be learned from the UK and other countries.
Catherine McKenna, Partner, Squire Patton Boggs
Mike Weston, Chief Executive, Pensions Infrastructure Platform
Chaired by Robert Brown, PLSA DB Council

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DB
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15:00-15:35

BUY-INS AND BUYOUTS - THE INSIDE TRACK

Considering a buy-in or buyout for your scheme? This is your opportunity to get bang up-to-date on the latest case studies from the bulk annuity market.

Jay Shah, Head of Origination, Pension Insurance Corporation
Chaired by Janet Brown, PLSA DB Council

PENSIONS DASHBOARD – GETTING IT TOGETHER

The Chancellor has announced that the pensions industry must create a pensions dashboard by 2019. This will allow members to see all their pension savings from different schemes and providers in the same place. This is a challenging task but has the potential to offer real benefits to savers. We discuss how the industry can bring the dashboard to life.

Darren Philp, Director of Policy and Market Engagement, The People’s Pension
Rob Yuille, Manager, Retirement Policy, ABI
Chaired by Rob Booth, PLSA DC Council

GOOD BEHAVIOUR

How can we use behavioural interventions to help people help themselves by saving more and taking good decisions about their personal finances?

Professor James Devlin, Professor of Financial Decision-making, Nottingham University Business School
Chris Wagstaff, Head of Pensions & Investment Education, Columbia Threadneedle, and Senior Visiting Fellow, Finance Faculty, Cass Business School
Chaired by John Stevenson, PLSA DC Council

FROM NERO TO ZERO: ARE WE FIDDLING WHILE GILTS BURN?

We will consider the impact of zero and negative interest rate policy on economic volatility, and what this means for our capital markets and ultimately for pension savers. Using research on the construction of long-term capital market assumptions, we will look at the structural impact of current interest rate policy.

James Duberly, Director, Pensions Investments, BBC
Sorca Kelly-Scholte, Head of EMEA Pensions Solutions & Advisory, J.P. Morgan Asset Management
Chaired by Thomas Mercier, PLSA DB Council

15:35-16:15

Refreshments served in the exhibition hall - View Academy Learning Hub sessions here

PLENARY 9

16:15-16:35

REINVENTING SAVING

12 months on from the launch of the Pensions and Lifetime Savings Association and the pace of change in retirement savings has been even faster than anyone could have expected. The PLSA’s Chief Executive considers what the future of pensions and lifetime savings looks like now and sets out the PLSA’s plans to help its members prepare.
Joanne Segars, Chief Executive, PLSA

PLENARY 10

16:35-17:15

THE STATE OF THE NATION

Migration, China, the US Presidency, the aftermath of that referendum - the politics and economics of 2016 could hardly have done more to generate uncertainty for long-term investors. One of the most experienced observers of the global scene asks – where does Britain stand today?

Andrew Neil, Journalist and Broadcaster
Chaired by
Joanne Segars, Chief Executive, PLSA

17:15 - 17:25

SAVING MORE – THE CONFERENCE CHALLENGE
PROGRESS REPORT

With less than 24 hours to go in the conference challenge our teams gives us an update. What are the barriers to saving more and what are the emerging ideas for tackling them?

17:25-17:35

Launch of three PLSA made simple guides

Low Volatility Equity Investing sponsored by Acadian
Exchange Traded Funds sponsored by BlackRock
Sourcing Secure Income from Private Assets sponsored by BlackRock

18:00

Close of conference for the day

19:30-23:00

CONFERENCE GALA DINNER AT LIVERPOOL ANGLICAN CATHEDRAL
SPONSORED BY AHC

After-dinner entertainment: The Overtones
Dress code: lounge suits
 

  

Friday 21 October

 

 08:15

Registration  open

08:30-09:00

PLSA AGM

09:00

Exhibition open

Plenary 11

09:20-10:05

WHAT WE CANNOT KNOW

Is it possible that we will one day know everything? Or are there fields of research that will always lie beyond the bounds of human comprehension? Knowing when we can’t know can be as important as knowledge itself for an industry that seeks certainty.

Marcus du Sautoy, Simonyi Professor for the Public Understanding of Science and Professor of Mathematics, New College, Oxford
Chaired by 
Joanne Segars, Chief Executive, PLSA

Plenary 12

10:05-10:45

SAVING MORE – THE CONFERENCE CHALLENGE
ROUND II – THE PITCH

Time’s up! Our two teams pitch their ideas on helping people like them understand the need to save more and you vote to choose the winner.

Chaired by  Sarah Pennells, Founder, SavvyWoman.co.uk

10:45 - 11:30

Refreshments served in the exhibition hall - View Academy Learning Hub sessions here

Plenary 13

11:30-12:10

THE ECONOMIC CRIME THREAT TO THE UK

Sophisticated money laundering is a key threat to the reputation of the UK financial service sector. We hear how the National Crime Agency works with partners across the financial sector to close down opportunities for criminals and ensure investors can have confidence in the UK’s markets.

Donald Toon, Director of Economic Crime Command, National Crime Agency
Chaired by: 
Lesley Williams, Chair, PLSA

Plenary 14

12:10-12:55

CAN SHAKESPEARE HELP BRITAIN SAVE?

400 years after his death, what can Shakespeare teach the pensions and lifetime savings sector about clear and compelling communication?

Sir Lenny Henry, Comedian, Actor and Charity Activist
Chaired by Lesley Williams, Chair, PLSA

12:55-13:00

CLOSING COMMENTS

Lesley Williams, Chair, PLSA

13:00-14:00

Lunch in the exhibition hall and close of conference

Pensions and Lifetime Savings Association reserves the right to amend the programme.
This conference qualifies for up to 7 hours CPD under the PMI CPD Scheme and may qualify for CPD hours under the schemes of other professional bodies.