Trustee Learning Zone presentations

10:00 - 11:00

Sponsored by:

Trustee learning session 1

Managing Risk by Helping Members

Two years on from Pension Freedom and Choice members still don't have the necessary information and support to make informed decisions at retirement. While no trustee will deny they hold a duty of care for their scheme members, many trustees are reluctant to go too far down the road of helping scheme members. However, not helping members also involves risk.  Join us to explore trustee responsibility post Pension Freedom and Choice and find out what practical steps trustees can follow. 
Philip Brown, Head of Policy, LV= Corporate Solutions
Scott Storti, Corporate Development Manager, LV= Corporate Solutions
Carolyn Saunders, Head of Pensions and Long Term Savings, Pinsent Masons

11:00 - 11:30

Refreshment break in the exhibition hall

11:30 - 12:30

Sponsored by:



We will explore the legal principles of trustee decision-making and the process that trustees should follow in order to reach a decision that stands up to legal scrutiny, and then apply these principles and process to a case study covering an employer's proposal to change a defined benefit scheme's indexation measure from RPI to CPI.
Jay Doraisamy, Partner, Mayer Brown
Giles Bywater, Senior Associate, Mayer Brown

12:00 - 13:15

Registration and exhibition closes