2018 speaker presentations

Videos of recorded sessions and PowerPoint presentations in PDF format, where permission to circulate has been given, are available below.

PROGRAMME

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 Wednesday 17 October

09:30

Registration opens

10:00 - 11:00

Fringe meeting 1 - VIEW DETAILS HERE

Academy Trustee Learning Zone 1 - VIEW DETAILS HERE

11:00 - 11:30

Refreshment break in the exhibition hall

11:30 - 12:30

Fringe meeting 2 - VIEW DETAILS HERE

Academy Trustee Learning Zone 2 - VIEW DETAILS HERE

12:15 - 13:15

Lunch in the exhibition hall

Plenary 1
13:15 - 13:35

Chair's introduction and welcome

Richard Butcher, Chair, PLSA

Plenary 2
13:35 - 14:15

KNOWING YOUR CUSTOMER

Scheme members are not always as engaged as our industry would hope. What can we learn from consumer-facing organisations who engage with their customers as a matter of survival? What are some of the fundamental idiosyncrasies of consumer behaviour, and how can our industry use them to our members’ benefit?

Elisabeth Costa, Director of Consumers, Economic Growth and Energy, The Behavioural Insights Team
Blair Turnbull, MD, Digital & Direct, UK & International, Aviva
Chaired by: Richard Butcher, Chair, PLSA

Plenary 3
14:15 - 15:15

effective engagement in practice - step into the pensions den

Today in the den, clever communications consultants pitch our panel of professional pensions dragons on their strategies to engage stand-offish scheme members.  Will their tactics gain traction with our panel and audience?  What are the best new ideas to convince members to participate more fully with their schemes?

Communications consultants:
Marian Elliott, Managing Director, Redington
Vincent Franklin, Co-Founder, Quietroom
Francis Goss, Chief Commercial Officer, AHC

Pensions dragons:
Mel Duffield, Pensions Strategy Executive, USS
Patrick Heath-Lay, Chief Executive Officer, The People’s Pension
Rene Poisson, Chair, JP Morgan UK Pension Plan

Chaired by: Steve Webb, Director of Policy, Royal London; former Pensions Minister
 

15:15 - 16:00

Refreshment break in the exhibition hall

Plenary 4
16:00 - 16:45

hitting the target: a vision for retirement income adequacy

The PLSA’s latest policy work focuses on helping people save enough and make the right decisions at retirement. What is the role of our industry in raising the quality and value of schemes?  Where do retirement income targets, fintech, enhanced guidance and housing wealth fit into the retirement picture?

Emma Douglas, Chair, PLSA Policy Board
Chaired by: Helen Dean, Chief Executive Officer, NEST

 

16:55 - 17:55

Fringe meeting 3, 4 & 5 - VIEW DETAILS HERE

18:00

Registration and exhibition closes

 

 Thursday 18 October

08:00

Registration opens

Plenary 5
09:00 - 09:45

is the current pensions regulatory framework fit for purpose?

The two regulators tasked with protecting the nation’s workplace pensions system discuss their evolving joint strategy, as well as what has been learned from recent scheme collapses. What happens when the FCA’s honest, fair and effective joins forces with TPR’s clearer, quicker and tougher?

David Geale, Director of Policy, Financial Conduct Authority
Lesley Titcomb, Chief Executive, The Pensions Regulator
Chaired by: Emma Douglas, Chair, PLSA Policy Board

 

Stream Session 1
09:55 - 10:45

DB
STREAM

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DE-MYSTIFYING DE-RISKING: GROUND-BREAKING APPROACHES IN THE BUY-IN AND BUYOUT MARKET

The past few years have seen a flurry of buy-ins and buyouts as schemes move to secure their members’ benefits with insurers. We examine what sits behind an insurer’s price, focusing on the practical strategies and approaches used by schemes to effect the arrangement that best suits them.

John Towner, Head of Origination and Execution, Legal & General
Chris Parrott, Head of Pensions, Heathrow Airport Holdings
Chaired by: Angus Peters, Associate Editor, Pensions Expert 

 

 

DC
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SHOULD I STAY OR SHOULD I GO?

With auto-enrolment minimum contribution rates having risen to 5% this year and set to rise to 8% in 2019, there are concerns that opt outs will rise. What do savers think about the contribution hikes?  What do they expect from their schemes? How can we encourage them to keep saving?

Gregg McClymont, Director of Policy and External Affairs, The People’s Pension 
Tim Sharp, Policy Officer for Pensions, TUC
Janette Weir, Director, Ignition House
Chaired by: Alistair Byrne, Head of European DC Investment Strategy, State Street Global Advisors

 

 

savER ENGAGEMENT
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'RE' Defined contribution schemes: distilling the language of saver enGAGEMENT 

Could the key to saver engagement lie within the words used to describe the benefits and costs to members?  The results of a ground-breaking study of language reveal the words to use, and the words to lose, to engage scheme members with their retirement savings.

Gary DeMoss, Director of Invesco Consulting
Scott West, Head of Invesco Consulting
Chaired by: Stephanie Baxter, Deputy Editor, Professional Pensions

 

PENSION VISION
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2025: A PENSIONS ODYSSEY

Journey into the future to understand what may be in store for schemes.  How will this year’s DWP announcements impact tomorrow’s retirees? What is ahead for the DB and DC landscapes following consolidation? How will CDC be part of the picture?  How will this impact on how investment strategies have evolved?

Matthew Arends, Partner, Aon
Tim Giles, Senior Partner and Head of Investment UK & Ireland, Aon
Daniela Silcock, Head of Policy Research, Pensions Policy Institute
Chaired by: Tiffany Tsang, Policy Lead: LGPS and DB, PLSA

 

 

10:45 - 11:30

Refreshment break in the exhibition hall

Stream Session 2
11:30 - 12:05

DB
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LONG TERM RISKS IN A SHORT TERM WORLD

The game has changed. Maturing schemes, cashflow negativity, consolidation and high profile failures have placed DB under greater scrutiny than ever before.But do we have the appropriate decision making framework to ensure member benefits are maximised in the future in an uncertain environment?

Graham Moles, Head of Portfolio Solutions, Legal & General
Chris Clifton, Group Pensions Manager, Electrolux
Chaired by: Joe Dabrowski, Head of DB, LGPS and Standards, PLSA 

 

 

DC
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CAN ACTIVE INVESTMENT STEWARDSHIP IMPROVE OUTCOMES FOR DC MEMBERS?

As long-term holders of assets across the world, schemes can influence companies to create shareholder value and improve outcomes for members. What role do corporate engagement and active stewardship play in improving returns and reducing risks for DC members? Can good stewardship help increase members’ engagement with their retirement savings?

Kaisie Rayner, Senior Manager, Responsible Investment & Fund Development, Investment Strategy & Execution, Scottish Widows
Robert Walker, EMEA Head of Asset Stewardship, State Street Global Advisors
Anne-Marie Williams, Investor Engagement Manager, ShareAction
Chaired by: Caroline Escott, Policy Lead: Investment and Stewardship, PLSA

 

 

 

savER ENGAGEMENT
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BUILDING A CULTURE OF FINANCIAL CONFIDENCE

Today’s young people may face a more challenging retirement than that of their parents and grandparents.  How can we get young people engaged with their finances? Why is this so critically important right now? What will it take to build a nation of engaged financial consumers?
Robert Gardner, Co-Founder of Redington and RedSTART
Mick McAteer, Founder and Director, Financial Inclusion Centre
Chaired by: Iona Bain, Young Money commentator and author

 

 

PENSION VISION
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SAVINGS: THE GENERATION GAME

Retirement adequacy is a global challenge and pensions are only part of the broader financial wellness puzzle.  What does it feel like to be saving for retirement today, if you are new in the workforce or nearing retirement age?  What actions must be taken to secure everyone’s retirement future?
Sophia Singleton, Partner and Head of DC Consulting, Aon
Hannah Lewis, Director, Behave London
Chaired by: George Currie, Policy Lead: Lifetime Savings, PLSA

 

 

Plenary 6
12:15 - 13:00

OUtlook from westminsteR

The pensions minister discusses the latest thinking from the DWP on the UK’s pensions industry, including the potential for collective defined contribution, the possibility that trustees will have a legal imperative to consider ESG issues, and his ideas for a midlife MOT to encourage saving and retirement planning. 
Guy Opperman MP, Pensions Minister
Chaired by: Emma Douglas, Chair, PLSA Policy Board

13:00 - 14:15

Lunch in the exhibition hall

LEARNING HUB
13:10 - 13:25

ACHIEVING TOTAL TRANSPARENCY TO UNDERSTAND VALUE FOR MONEY

Cost transparency tells one part of an involved and complex story about investing. To achieve trust, the investment industry and fiduciary managers must move beyond this to include service and performance transparency.  Join us for practical insights on what trustees should be asking in order to understand value for money.
Johan Cras, Managing Director, Kempen Capital Management
Charlotte Tyrwhitt-Drake, Institutional Relations Director, Kempen Capital Management
Chaired by: Caroline Escott, Policy Lead: Investment and Stewardship, PLSA

Stream Session 3
14:15 - 15:05

DB
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Next steps in the CMA market investigation

In July the CMA publishes its provisional decision on its market investigation into investment consultants and fiduciary management, prior to the statutory deadline of March 2019. What has the CMA learned about the investment consultant market, and what are next year’s proposed remedies likely to entail for trustees, managers and others?

Fred Berry, Lead Investment Consultant, The Pensions Regulator
Alison Gold, Project Director, Competition and Markets Authority
Chaired by: Caroline Escott, Policy Lead: Investment and Stewardship, PLSA

 

 

DC
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MASTER TRUST REGULATION: IMPLICATIONS For SINGLE EMPLOYER TRUSTS

The new master trust authorisation regime will introduce new consumer protections and pose many challenges for master trust pension schemes. What will the impact of this reform be on the master trust market and how may it affect other parts of the occupational DC sector? 
Adrian Boulding, Director of Policy, NOW: Pensions
Rachel Brougham, Trustee Executive, BESTrustees
Darren Philp, Head of Policy, Smart Pension
Chaired by: Anna Copestake, Partner, ARC Pensions Law

 

 

savER ENGAGEMENT
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THREE STEPS TO BETTER ENGAGEMENT – SIMPLER STATEMENTS, TARGETS AND THE PENSIONS DASHBOARD

Of the many initiatives to transform the way people engage with their pension savings, these three stand out from the crowd.  But how do they fit together, what difference will they actually make for savers and what are the challenges for schemes in making it all happen?

Yvonne Braun, Director of Policy, Long-Term Savings and Protection, Association of British Insurers
Guy Opperman MP Pensions Minister
Nigel Peaple, Director of Policy and Research, PLSA
Ruston Smith, Chair, Tesco Pension Fund; Chair, Advisory Board, Smart Pension
Chaired by: Francois Barker, PLSA DC Council

 

 

 

PENSION VISION
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GENERATION AUTO-ENROLMENT

The PLSA unveils new research on those new to saving via automatic enrolment. Hear their views on working, saving and retirement income, and understand their thoughts on pensions versus property, the role of employers in workplace pensions and their thoughts on working and saving in later life.   
Robin Armer, National Business Development Manager, NEST
Nicky Day, Head of Insight & Analytics, The People's Pension
Amy Mankelow, Director of Communications, NOW: Pensions
Alex Turk, Research Manager, ICM Unlimited
Chaired by: Simon Sarkar, Head of Research, PLSA

 

 

Stream Session 4
15:15 - 15:50

DB
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SETTING A PPF STANDARD FOR ASSURANCE, SERVICE AND TECHNOLOGY

Widely credited with leading the DVLA’s successful digital and business transformation, the new head of the PPF discusses his ideas on increasing the organisation’s use of digital technology to aid scheme members, as well as his ideas on the current state of the UK’s DB pensions.

Oliver Morley, Chief Executive, Pension Protection Fund
Chaired by: Joe Dabrowski, Head of DB, LGPS and Standards, PLSA  

 

 

DC
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TOWARD THE CREATION OF A DECUMULATION NATION

From selecting a drawdown or annuity product, to understanding tax implications and retirement income needs, selecting and executing a decumulation strategy is complicated. MPs have joined the PLSA in suggesting a default drawdown model, while others believe only individual solutions will suffice.  What are the latest ideas and developments in decumulation?
Martijn Vos, Managing Director Pensions & Insurance, Ortec Finance
Chris Wagstaff, Head of Pensions and Investment Education, Columbia Threadneedle Investments
Chaired by: Tiffany Tsang, Policy Lead: LGPS and DB, PLSA

 

 

savER ENGAGEMENT
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ESG AS A MEANS TO INCREASE SAVER ENGAGEMENT

The overwhelming majority of defined contribution members remain in their scheme’s default investment option, perhaps not paying attention to its contents. If savers believed they could contribute to positive outcomes while growing their pot, would we see greater engagement? What are the best ways to communicate this information? 

Gary DeMoss, Director of Invesco Consulting
Daniel Summerfield, Head of Corporate Affairs, USS 

Scott West, Head of Invesco Consulting
Chaired by: Caroline Escott, Policy Lead: Investment and Stewardship, PLSA

 

 

PENSION VISION
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NEW KIDS ON THE BLOCK – ATTRACTING YOUNGER PEOPLE TO PENSION TRUSTEESHIP

Trustee board diversity extends beyond gender and ethnicity to a host of other areas, including member age.  Auto-enrolment has seen a pronounced rise in younger scheme members, making it essential to have fresher board representation.  How can trustee boards make themselves attractive to younger prospective trustees?
Lucas Calleja, Trustee Director, British Airways Retirement Plan
Anna Darnley, Trustee, Accenture 
Alison Hatcher, Global Head Corporate Sector, Client Strategy, HSBC
Chaired by: Lesley Williams, Board Member, PLSA

 

 

15:50 - 16:35

Refreshment break in the exhibition hall

Plenary 7
16:35 - 17:20

db changes?

The UK’s defined benefit schemes are in a transformative period, with buyouts and consolidation becoming more popular and innovative models taking shape.  The regulator is clarifying its position as well. What does the future of DB look like?  How must schemes evolve to prepare for the future?  

Sue Applegarth, Chief Executive, SAUL Trustee Company
David Fairs, Executive Director for Regulatory Policy, Analysis and Advice, The Pensions Regulator
Adam Saron, Chief Executive Officer, Clara Pensions

Luke Webster, Co-Founder and Chief Executive Officer, The Pension SuperFund
Chaired by: Chris Hogg, Chief Executive, National Grid Pension Trustees

Plenary 8
17:20 - 18:00

introducing great britain's next savers

Generation K – those aged 15-24 – are just entering the work force.  Characterised by tech savviness, anxiety about their economic future and distrust of institutions, this group’s attitudes toward money and finance may surprise you. A leading economist presents research on our next generation of savers and how to engage them.

Noreena Hertz, economist and author
Chaired by: Richard Butcher, Chair, PLSA

 

18:00 - 20:00

Drinks reception in the exhibition hall

 

 Friday 19 October

08:15

Registration opens

Plenary 9
09:30 - 10:15

FREEDOM OF CHOIce - Today and tomorrow

The pensions freedoms have led to record withdrawals, but is there more to it than savers simply taking cash? We hear the latest intelligence from the frontline of pensions freedom and get an insight into how consumer demand and the products available might develop in the future.
Brian Henderson, Partner, Head of Consulting, Mercer
Tom McPhail, Head of Retirement Policy, Hargreaves Lansdown
Laura Myers, Partner, Head of DC, LCP
Chaired by: Richard Butcher, Chair, PLSA

Plenary 10
10:15 - 11:00

behind the scenes of brexit

One of the nation’s best-respected journalists discusses various aspects of Brexit, and offers up his own ideas based on conversations he has had with the many politicians, policymakers and business leaders whom he has interviewed on his Sunday morning show.  What is the direction of travel for the United Kingdom’s exit of the European Union?
Andrew Marr, broadcaster and author
Chaired by: James Walsh, Policy Lead: Engagement and EU, PLSA 

11:00 - 11:45

Refreshment break in the exhibition hall

PLENARY 11
11:45 - 12:20

A FAIR DEAL ACROSS THE GENERATIONS

The Intergenerational Commission’s ground breaking report analysed the UK’s specific issues with regard to the economic prospects of different generations, along with policy suggestions to tackle its most pressing findings. What needs to change for pensions to be part of the solution for intergenerational inequality?  How can this be achieved?
Rt Hon Lord David Willetts, Executive Chair, Resolution Foundation

Chaired by: Nigel Peaple, Director of Policy and Research, PLSA

Plenary 12
12:20 - 13:00

SHAPING A GROWTH MINDSET IN OUR MEMBERS AND OURSELVES

Embracing a growth mindset sees people continually looking for answers and solutions. Less concerned with how much they know than about how quickly they can learn, those who adopt this way of thinking make better decisions. How can promoting a growth mindset improve the state of saver engagement in our industry?

Matthew Syed, author and journalist

Chaired by Richard Butcher, Chair, PLSA

13:00 - 13:05

closing remarks

Richard Butcher, Chair, PLSA

 

13:05 - 14:00

Lunch in the exhibition hall

14:00

Close of conference and exhibition

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.