Webinar archive

2020 

Covid-19 Disruption: Top tips for DB, DC and LGPS Covid-19 Disruption: Top tips for DB, DC and LGPS

As the Covid-19 pandemic disrupts the world, the UK’s pension schemes must contend with challenges to their administration, funding, governance, investment and communications areas. This is our first-in-a-series webinar to gain expert insight into these and get your specific questions answered.

We also discuss our in-progress survey on the virus’s impact on schemes, as well as the conversations we’ve been having with our fund members and Government departments.

Speakers

Joe Dabrowski, Head of DB, LGPS and Standards, PLSA
Stewart Hastie, Partner, Isio Group
Neil Mason, Member, PLSA Policy Board; Head of Pensions, Surrey County Council
Laura Myers, Member, PLSA Policy Board; Head of DC, LCP
Hosted by: Rachel Pine, Events & Training Content Manager, PLSA

2019

The Governance Gap: what does great governance look like? The Governance Gap:

This webinar is sponsored and delivered by:

With the growing focus on good governance, how do trustees and consultants meet best practice and ensure good outcomes for pension beneficiaries? What is great governance and what is being missed?

The Pensions Regulator provides guidance on best practice around governance, focused on people, structure and processes, all of which bring their challenges. Our discussion looks at the ‘governance gap’ – areas that trustees and their advisors should give thought to that currently may not be fully addressed – and we go ‘under the bonnet’ to identify how using new technology can improve governance outcomes. 

What you'll learn

  • A high level overview of the key elements of pension scheme governance
  • What trustees and their consultants might be missing – what to look for
  • How new technology can improve governance outcomes and add value to end investors

Cost transparency uncovered - a start-to-finish case study Cost transparency uncovered - a start-to-finish case study

This webinar is sponsored and delivered by:

Post the launch of the Cost Transparency Initiative templates, this webinar looks at the latest insights into cost transparency for UK pension funds and offers useful perspectives on UK data trends. The speakers, Pat Sharman and Scott Foster of CACEIS take us through a case-study from start to finish, sharing their perspectives on collating, analysing and reporting on cost transparency data, including preparing for the DC chair’s statement.

What you'll learn

You will gain a broad and practical understanding of cost transparency as you are walked through a UK pension scheme case study.  

Governance considerations: is fiduciary management right for your pension scheme? Is fiduciary management right for your pension scheme?

This webinar is sponsored and delivered by:

Many trustees seek clarity on what fiduciary management actually entails, and if it is appropriate for their specific scheme.  Appointing a fiduciary manager is essentially a governance decision, by which the execution of the trustees’ investment strategy is implemented by a specialist fiduciary partner. In this webinar Paul Wharton from Russell Investments and Peter Daniels from Barnett Waddingham discuss the key considerations for trustees to ensure they make the right governance choice.  They also discuss the role of an impartial, third-party evaluator in providing helpful and constructive input to the trustees at this critical juncture in a scheme’s life.  

What you'll learn

  • The governance process and regulation applied to trustees
  • Who the appropriate parties are to implement an investment strategy
  • Where the responsibilities of trustees, advisers and fiduciary managers begin and end

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.