Webinar archive

2019

Your insight into Cost Transparency Your insight into Cost Transparency

This webinar is sponsored and delivered by:

About

In this webinar you will learn more about cost transparency and why it’s important and hear invaluable insight into the different types of costs that can be incurred by pension schemes.

Speakers

Pat Sharman, Managing Director UK, KAS BANK
Scott Foster, Product Specialist, Cost Transparency, KAS Bank

SUITABLE FOR

Trustees and scheme managers who want to understand costs, improve governance, and keep on top of the latest regulatory developments.

The CMA review: delivering stronger governance and transparency in fiduciary management The CMA review

This webinar is sponsored and delivered by:

About

Following their investigation into the investment consulting and fiduciary management market, the CMA's proposed remedies will bring about some fundamental changes in how trustees approach and use their investment advisers and fiduciary managers.

In the context of the new duties placed both upon trustees and their fiduciary managers, this webinar reviewed these changes and highlights some of the benefits for trustees considering and using fiduciary management.

Speakers

Sarah Leslie – Director, Fiduciary Management, Russell Investments
Paul Wharton – Director, Fiduciary Management, Russell Investments

SUITABLE FOR

Pensions managers, trustees, independent trustees, CIOs and consultants. 

2018

Fiduciary manager selection and monitoring Fiduciary manager selection and monitoring

Sponsored and delivered by: 

ABOUT

In this webinar we focus on an area very much under the spotlight - how to select your fiduciary manager and what a best practice selection process looks like.  We will also look at how you should monitor your fiduciary manager going forwards. Joining us in this discussion will be one of the UK’s leading selection consultants, EY’s Rikhav Shah.

SPEAKERS

Jeff Neate, Head of Portfolio Management, Kempen
John MacDonald, Business Development Director, Kempen 
Rikhav Shah, Senior Manager, EY

WHO IS IT FOR?

Pensions Managers, Trustees, anyone interested in Fiduciary Management.

Transition, transform, transcend: delivering major improvement through administration Improving pension administration

Sponsored and delivered by:

About

This webinar explores delivering transformative service improvement through administration transitions, including:

  • Transition phase: manage the risks. The transition phase covers the standard activities involved in taking over service delivery responsibility. Because the outcomes are not completely within the new provider's control, the key focus of this phase is the management of risk.
  • Standard transformation phase: assess needs and solutions. Most transition projects will have an agreed level of standard transformation to be realised when the service goes live. The focus of this phase is the assessment of the scheme-specific needs and the extent to which the new existing operational environment will meet them.
  • Customised transformation phase: establish continuous improvement. A customised transformation will involve scheme-specific technical projects, such as data-cleansing programmes, typically after the service goes live and is in a steady state. Monitoring and maintaining change is a continual process.

SPEAKERS

Daniel Taylor, Client Director, Trafalgar House
Gillian Hickey, Implementation Project Manager, Trafalgar House

WHO IS IT FOR?

Pensions Managers, Trustees, Pensions Administrators.

Lifting the lid on fiduciary management Lifting the lid on fiduciary management

Sponsored by

This webinar provides an insight into the process for selecting a fiduciary manager and what trustees might consider during the selection process and once their selection is complete.

2017

Engaging, education and advising scheme members Engaging, education and advising scheme members

Sponsored by

This webinar explores how through engagement, education and advice trustees and employers can create an effective pathway to good member outcomes and manage risk.

A new dawn for master trusts - for better or worse? A new dawn for master trusts - for better or worse?

Sponsored by Linklaters

            

Speakers Michael Jones and Sarah Parkin, both Managing Associates from Linklaters discuss the regulatory regime for master trusts, the impact of the new regime on the market and consolidation.                  

Enabling better quality member data, understanding what good looks like for the private sector Enabling better quality member data for the private sector

Sponsored by Equiniti

Duncan Watson, Managing Director, and Peter Scott, Head of Pension Regulation & Compliance – Data Solutions at EQUINITI highlight key factors about managing pension scheme data and how those responsible can best demonstrate the value of good quality data.

Strategic asset allocation: here today, gone tomorrow Strategic asset allocation: here today, gone tomorrow

Sponsored by

Pension scheme portfolios – particularly the growth element - have long been anchored to strategic asset class allocations. However, in an increasingly fast moving economic and political environment, this session argues that such an approach is no longer fit for purpose.

Enabling better quality member data, understanding what good looks like for local authorities Enabling better quality member data for local authorities

Sponsored and presented by Equiniti:

Duncan Watson, Managing Director, and Peter Scott, Head of Pension Regulation & Compliance – Data Solutions at EQUINITI highlight key factors about managing pension scheme data and how those responsible can best demonstrate the value of good quality data.

2016