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Annual Conference 2020 | 14-16 October | Liverpool

2019 Speaker presentations

Speaker presentations, videos of selected sessions and related documents from the 2019 event can be found within the session details in the programme below. 

Please note that we do not have permission to share some slides or videos.

All available videos from the conference are on our YouTube channel - subscribe to be notified whenever we add new videos.

09:30

Registration opens

Registration |

The gallery |

09:30 - 17:30

10:00

Exhibition opens

Networking |

Exhibition hall |

10:00 - 17:30

Come along and meet the exhibitors

10:00 - 11:00

DEFINING THE PARAMETERS OF TRUSTEE INVESTMENT DUTIES

Trustee Learning Zone 1 |

Charter 1 |

10:00 - 11:00

DB and DC trustees’ responsibilities on investment, stewardship and ESG
Jay Doraisamy, Co-head, Pensions, Mayer Brown
Edward Jewitt, Partner, Pensions, Mayer Brown
Chair: Rachel Pine, Events & Training Content Manager, PLSA

WHAT’S YOUR DEFINITION OF CONSOLIDATION?

Specialist session 1 |

Charter 3 |

10:00 - 11:00

A side-by-side comparison of all the DB and DC consolidation options
Tim Banks, Principal, Mercer
Jo Holden, UK Chief Investment Officer, Mercer
Philip Parkinson, Solutions Leader, Mercer
Andrew Ward, Partner, Mercer

11:00 - 11:30

Refreshment break

Networking |

Exhibition Hall |

11:00 - 11:30

11:30 - 12:30

THE COURT OF PUBLIC OPINION – REPUTATION MANAGEMENT FOR TRUSTEES AND EMPLOYERS

Trustee Learning Zone 2 |

Charter 1 |

11:30 - 12:30

Learning when and how to respond to reputational challenges
Dominic Harris, Partner, Pensions, CMS
Dan Tench, Partner, Litigation, CMS
Chair: Rachel Pine, Events & Training Content Manager, PLSA

CHALLENGING THE SPACE-TIME CONTINUUM IN DEFAULT DESIGN

Specialist session 2 |

Charter 3 |

11:30 - 12:30

Inviting all DC trustees to go Back to the Future on investment design!
Emma Douglas, Chair, PLSA Policy Board; Head of DC, LGIM
John Roe, Head of Multi-Asset Funds, LGIM

12:00 - 13:15

Lunch

Networking |

Exhibition hall |

12:00 - 13:15

#OPENPLSA - Well run schemes

#OpenPLSA |

PLSA Stand | Exhibition Hall |

12:30 - 12:50

Join us on the PLSA Stand to meet our Policy Team...
George Currie, Policy Lead: Lifetime Savings, PLSA
Joe Dabrowski, Head of DB, LGPS and Standards, PLSA
Caroline Escott, Policy Lead: Investment and Stewardship, PLSA
Tiffany Tsang, Policy Lead: LGPS and DB, PLSA

#OPENPLSA - Scale and consolidation

#OpenPLSA |

PLSA Stand | Exhibition Hall |

12:50 - 13:10

Join us on the PLSA Stand to meet our Policy Team...
Joe Dabrowski, Head of DB, LGPS and Standards, PLSA
Craig Rimmer, Policy Lead: Master Trusts, PLSA
Tiffany Tsang, Policy Lead: LGPS and DB, PLSA

13:15 - 13:20

Chair's welcome

Plenary 1 |

Exchange auditorium |

13:15 - 13:20

Welcome to Annual Conference & Exhibition 2019
Richard Butcher, Chair, PLSA; Managing Director, PTL

13:20 - 13:40

IMPROVING PENSIONS PROVISION - TOGETHER!

Plenary 2 |

Exchange auditorium |

13:20 - 13:40

Working in partnership with our members
Julian Mund, Chief Executive, PLSA

13:40 - 14:25

LOOKING AHEAD TO 2020

Plenary 3 |

Exchange auditorium |

13:40 - 14:25

Three of our industry's leading lights tell it like it is!
Helen Dean, Chief Executive, NEST Corporation
Bill Galvin, Chief Executive, USS
Margaret Snowdon OBE, President, Pensions Administration Standards Association
Chair: Richard Butcher, Chair, PLSA; Managing Director, PTL

14:25 - 15:10

REFRESHMENT BREAK IN THE EXHIBITION HALL

Networking |

Exhibition hall |

14:25 - 15:10

ESG AND STEWARDSHIP GUIDANCE FOR PENSION FUND TRUSTEES

Learning Hub |

Stand 502 | Exhibition hall |

14:35 - 14:50

Caroline Escott, Policy Lead: Investment and Stewardship, PLSA
Chair: Joe Dabrowski, Head of DB, LGPS and Standards, PLSA

15:10 - 15:40

The power of pensions

Plenary 4 |

Exchange auditorium |

15:10 - 15:40

A FTSE 100 CEO discusses how our industry can improve society
Nigel Wilson, Group Chief Executive, Legal & General
Chair: Laura Myers, Member, PLSA Policy Board; Head of DC, LCP

15:40 - 16:20

CREATING ENGAGEMENT ON A MASSIVE SCALE

Plenary 5 |

Exchange auditorium |

15:40 - 16:20

What will it take to get savers engaged with their savings?
Steph McGovern, Business Broadcaster
Chair: James Walsh, Head of Member Engagement, PLSA

16:30 - 17:30

INVESTING IN LIFETIME MORTGAGES

Specialist session 3 |

Charter 3 |

16:30 - 17:30

Everything trustees’ need to know about this growing asset class
Thomas Kenny, Director of Pricing and Property, Retail, Just
Rob Mechem, Head of Business Development, Just DB Solutions
Chair: Caroline Escott, Policy Lead: Investment and Stewardship, PLSA

STAYING IN CONTROL

Specialist session 4 |

Charter 2 |

16:30 - 17:30

Exercising good governance over your fiduciary manager
Rosalind Scott-Douglas, Fiduciary Manager, Schroders
Hannah Simons, Head of Fiduciary Management, Schroders
Chair: Samuel Condry, Policy Lead: Standards, PLSA

HOW THE UK SAVES: 2019

Specialist session 5 |

Charter 4 |

16:30 - 17:30

A thorough examination of our nation’s saving habits
Matthew Blakstad, Assistant Director, NEST Insight
Cynthia Pagliaro, Senior Research Analyst, Vanguard Centre for Investor Research
Chair: Simon Sarkar, Head of Research, PLSA

07:00 - 08:00

PLSA MORNING 5K RUN SPONSORED BY PTL

Networking |

The Gallery |

07:00 - 08:00

All abilities welcome.

08:30

Registration and exhibition opens

The Gallery |

Exhibition Hall |

08:30 - 19:30

09:00 - 09:55

Supporting Savers’ Retirement Plans: How Much Do They Need?

Plenary 6 |

Exchange auditorium |

09:00 - 09:55

The launch of the Retirement Living Standards - a whole new way to plan for retirement
Chris Curry, Director, Pensions Policy Institute
Lizzy Holliday, Head of DC, Master Trusts and Lifetime Savings, PLSA
Matt Padley, Research Fellow, Loughborough University
Michael Watkins, Head of Proposition Development, Smart Pension
Carol Young, Director of Reward & Employment, RBS
Chair: Emma Douglas, Chair, PLSA Policy Board; Head of DC, LGIM

10:05 - 10:50

FULL FUNDING AND BEYOND

DB STREAM SESSION 1 |

Charter 1 |

10:05 - 10:50

A thorough look at the technical aspects of funding
Paul McGlone, Partner, Aon
Vicky Paramour, Trustee, Dairy Crest
Chair: Tiffany Tsang, Policy Lead: LGPS and DB, PLSA

DIVERSIFIED PRIVATE CREDIT FOR DC

DC Stream Session 1 |

Charter 3 |

10:05 - 10:50

Understanding this important asset class for defined contribution schemes
Mark Fawcett, Chief Investment Officer, NEST Corporation
Julien Halfon, Head of Pension Solutions, BNP Paribas Asset Management
Chair: Angus Peters, Editor, Pensions Expert

HARNESSING TECHNOLOGY FOR SUPERIOR DB ENGAGEMENT

Engagement Tech Stream Session 1 |

Charter 4 |

10:05 - 10:50

Tech can make life a lot easier for DB trustees and savers!
Paula Evans, Head of Pensions and Benefits, UK and Ireland, Fujitsu
Gareth Strange, Senior Director, Willis Towers Watson
Chair: George Currie, Policy Lead: Lifetime Savings, PLSA

PLANNING FOR INVESTING'S 'NEW NORMAL'

New Horizons stream Session 1 |

Charter 2 |

10:05 - 10:50

Preparing for whatever the global economy sends our way
Roger Boulton, Investment Committee Chair, Church of England Pensions Board
Jeremy Lawson, Chief Economist and Head of Aberdeen Standard Investments Research Institute
Chair: Caroline Escott, Policy Lead: Investment and Stewardship, PLSA

10:50 - 11:35

Refreshment break

Networking |

Exhibition Hall |

10:50 - 11:35

NAVIGATING THROUGH TO THE ENDGAME

Learning Hub |

Stand 502 | Exhibition hall |

11:00 - 11:15

Daniel Gerring, Head of Pensions, Travers Smith; D&I Advisory Board, PLSA
Joseph Wren, Senior Associate, Travers Smith
Chair: Tiffany Tsang, Policy Lead: LGPS and DB, PLSA

#openplsa - Meet our Chair and CEO

#openplsa |

PLSA Stand | Exhibition Hall |

11:00 - 11:30

Join us on the PLSA Stand to meet our Chair and CEO...
Richard Butcher, Chair, PLSA; Managing Director, PTL
Julian Mund, Chief Executive, PLSA

11:35 - 12:20

GMP EQUALISATION: NAVIGATING DIFFICULT DECISIONS AND DARK CORNERS

DB stream Session 2 |

Charter 1 |

11:35 - 12:20

A full explanation of GMP equalisation including options for completing it
Geraldine Brassett, Chair, GMP Working Group PASA; Client Relationship Director, Capital Employee Solutions
Tom Yorath, Partner, Aon
Chair: Anna Rogers, Senior Partner, ARC Pensions Law

DC INVESTMENT IN ILLIQUID ASSETS – MORE THAN JUST A COST THING

DC Stream Session 2 |

Charter 3 |

11:35 - 12:20

Can DC illiquid investment become more efficient?
Simon Chinnery, Head of DC Client Solutions, LGIM
Philip Dawes, Head of Sales, UK & Ireland, BNP Paribas Asset Management
David Farrar, Senior Policy Manager, Investment and Governance, DWP
Robert Waugh, Board Member, Cost Transparency Initiative; CEO & Co-CIO, RBS Pension Fund
Chair: Caroline Escott, Policy Lead: Investment and Stewardship, PLSA

THE ROLE OF TECHNOLOGY IN MEMBER ENGAGEMENT FOR DC SCHEMES

Engagement Tech Stream Session 2 |

Charter 4 |

11:35 - 12:20

Delivering pensions engagement into savers’ hands
David Bird, Head of Proposition Development, Willis Towers Watson
Dianne Day, Trustee, Carillion DC Pension Schemes
Chair: Craig Rimmer, Policy Lead: Master Trusts, PLSA

WHAT DOES THE FUTURE HOLD FOR DB INVESTING?

New horizons stream Session 2 |

Charter 2 |

11:35 - 12:20

New research shines a light on the future of DB funding
Mark Foster, Global Head of Outcome-based Product Strategy & Solutions, Aberdeen Standard Investments
Tim Pike, Head of Modelling, Pensions Policy Institute
Chair: Anna Copestake, Partner, ARC Pensions Law

12:30 - 13:15

Keynote address from the Pensions Minister

Plenary 7 |

Exchange auditorium |

12:30 - 13:15

The pensions minister addresses the conference and a panel of experts discuss the pensions bill.
Guy Opperman MP, Minister for Pensions and Financial Inclusion
Nicola Mark, Member, PLSA Policy Board; Head of Norfolk Pension Fund
Gregg McClymont, Director of Policy and External Affairs, The People's Pension
Laura Myers, Member, PLSA Policy Board; Head of DC, LCP
Carol Young, Director of Reward & Employment, RBS
Chair: Emma Douglas, Chair, PLSA Policy Board; Head of DC, LGIM

13:15 - 14:30

Lunch in the exhibition hall

Networking |

Exhibition hall |

13:15 - 14:30

CREATING THE RETIREMENT LIVING STANDARDS

Learning Hub |

Stand 502 | Exhibition Hall |

13:25 - 13:45

The research behind the Retirement Living Standards
Matt Padley, Research Fellow, Loughborough University
Claire Shepherd, Research Associate, Loughborough University
Chair: Simon Sarkar, Head of Research, PLSA

#OpenPLSA - Effective engagement: Retirement Living Standards

#OpenPLSA |

PLSA Stand | Exhibition Hall |

13:30 - 13:50

Join us on the PLSA Stand to meet our Policy Team...
George Currie, Policy Lead: Lifetime Savings, PLSA
Daniel McKissack, Senior Policy Adviser: DC
Craig Rimmer, Policy Lead: Master Trusts, PLSA

#OpenPLSA - Meet our Membership Engagement Team

#OpenPLSA |

PLSA Stand | Exhibition Hall |

13:50 - 14:10

Join us on the PLSA Stand to meet our Membership Engagement Team...
James Walsh, Head of Member Engagement, PLSA
Laura Webb, Director of Membership Engagement

#OpenPLSA - Pension quality mark

#OpenPLSA |

PLSA Stand | Exhibition Hall |

14:10 - 14:30

Join us on the PLSA Stand to meet our Policy Team...
Samuel Condry, Policy Lead: Standards, PLSA
Jacqueline Shoard, Administration Executive

14:30 - 15:10

ADDRESSING THE ANNUAL AND LIFETIME ALLOWANCES

DB Stream Session 3 |

Charter 1 |

14:30 - 15:10

Addressing the challenges to employers from the AA and LTA
Rachel Brothwood, Director of Pensions, West Midlands Pension Fund
Daniel Gerring, Head of Pensions, Travers Smith; D&I Advisory Board, PLSA
James Mason, Senior Consultant, Aon
Chair: Tiffany Tsang, Policy Lead: LGPS and DB, PLSA

RESEARCH PRESENTATION: GENERATION AE – PHASE TWO

DC stream Session 3 |

Charter 3 |

14:30 - 15:10

Auto-enrolment’s growing up – are savers' attitudes also maturing?
Adrian Boulding, Director of Policy, NOW: Pensions
Tim Gosling, Head of Pensions Policy, The People’s Pension
Ric Tizard, Head of Customer Insight, NEST Corporation
Alex Turk, Associate Director, ICM Unlimited
Chair: Lizzy Holliday, Head of DC, Master Trusts and Lifetime Savings, PLSA

PENSIONS DASHBOARD: CONCEPT TO REALITY

Engagement Tech stream Session 3 |

Charter 4 |

14:30 - 15:10

Bringing the pensions dashboard to life
Chris Curry, Principal, Pensions Dashboards Industry Delivery Group, Money and Pensions Service
Ellie McKinnon, CEO, The Cheviot Trust
Guy Opperman MP, Minister for Pensions and Financial Inclusion
Nigel Peaple, Director of Policy and Research, PLSA
Chair: Jonathan Stapleton, Editor-in-Chief, Professional Pensions

COST TRANSPARENCY INITIATIVE: CLEARLY IMPROVING OUTCOMES

New Horizons stream Session 3 |

Charter 2 |

14:30 - 15:10

How understanding investment costs can lead to better outcomes
Joe Dabrowski, Head of DB, LGPS and Standards, PLSA
Mark Sherwin, Senior Adviser, Financial Reporting, Investment Association
Robert Waugh, Board Member, Cost Transparency Initiative; CEO & Co-CIO, RBS Pension Fund
Chair: Alyshia Harrington-Clark, Policy Lead: DC, PLSA

15:20 - 16:00

CONSOLIDATION/SCALE IN DB SCHEMES

DB stream Session 4 |

Charter 1 |

15:20 - 16:00

A comparison of the types of DB consolidation
Des Healy, Defined Benefit Consolidation Lead, Department for Work and Pensions
Wendy Hunter, Partner, Squire Patton Boggs
Naomi L’Estrange, Managing Director, 20-20 Trustees
Chair: Nigel Peaple, Director of Policy and Research, PLSA

DC DECUMULATION

DC stream Session 4 |

Charter 3 |

15:20 - 16:00

The deep dive on drawdown
Claire Altman, Chief Corporate Officer, Smart Pension
Matthew Webb, Head of Global Benefits, Refinitiv
Jackie Wells, Independent Consultant
Chair: Lizzy Holliday, Head of DC, Master Trusts and Lifetime Savings, PLSA

GOING MOBILE – FINTECH FOR PENSIONS

Engagement Tech stream Session 4 |

Charter 4 |

15:20 - 16:00

The bells and whistles helping savers across the retirement journey
Martin Freeman, Head of Technology Product, Smart Pension
Tim Jablonski, Product Director, EValue
Stephen Jackson, Pension Proposition Manager, Aviva
Chair: George Currie, Policy Lead: Lifetime Savings, PLSA

RETIREMENT INEQUALITY - EXAMINING THE PENSIONS GENDER GAP

New horizons stream Session 4 |

Charter 2 |

15:20 - 16:00

Thought the gender pay gap was a big issue? There's more to it than meets the eye.
Paddy Greene, Head of Policy, Money and Consumer Rights, Which?
Jane Portas, Partner, PWC; Co-Founder, Insuring Women’s Futures, Chartered Institute of Insurance
Elizabeth Renshaw-Ames, Trustee Chief Executive Officer, HSBC Bank Pension Trust
Daniela Silcock, Head of Policy Research, Pensions Policy Institute
Chair: Craig Rimmer, Policy Lead: Master Trusts, PLSA

16:00 - 16:45

Refreshment break

Networking |

Exhibition hall |

16:00 - 16:45

#OpenPLSA - Adequate contributions

#OpenPLSA |

PLSA Stand | Exhibition Hall |

16:10 - 16:30

Join us on the PLSA Stand to meet our Policy Team...
George Currie, Policy Lead: Lifetime Savings, PLSA
Lizzy Holliday, Head of DC, Master Trusts and Lifetime Savings, PLSA

INCREASING YOUR TRUSTEE BOARD'S EFFECTIVENESS

LEARNING HUB |

STAND 502 | EXHIBITION HALL |

16:10 - 16:25

Turbocharge your trustee board!
Dipesh Mehta, Manager, KPMG
Claire Whittaker, Head of Trustee Board Effectiveness, Director, KPMG
Chair: Samuel Condry, Policy Lead: Standards, PLSA

16:45 - 17:00

Building an environment of trust in pensions

Plenary 8 |

Exchange auditorium |

16:45 - 17:00

How can we help to increase savers' trust in the pensions system?
Richard Butcher, Chair, PLSA; Managing Director, PTL

17:00 - 17:45

Views on World-class DB schemes

Plenary 9 |

Exchange auditorium |

17:00 - 17:45

We've gone around the world to contrast and compare the best DB systems
Mary Cover, Managing Director, Pension Strategy & Enterprise Risk, Ontario Teachers' Pension Plan
Theo Langejan, Head of Brussels Office and Special Adviser to the Board, Dutch Federation of Pension Funds
Michelle Ostermann, Managing Director, Investments, RPMI Railpen
Chair: Brian Henderson, Director of Consulting, Mercer

17:45 - 18:15

diversity + Inclusion = Success

Plenary 10 |

Exchange auditorium |

17:45 - 18:15

How do you break barriers? By hitting them hard!
Dame Inga Beale, Director, London First; Former Chief Executive, Lloyd's of London
Chair: Alison Hatcher, Board Director, PLSA; Global Head of Pensions Client Strategy, HSBC

18:15 - 19:30

PLSA Drinks reception

Networking |

Exhibition hall |

18:15 - 19:30

08:15

Registration opens

Registration |

The gallery |

08:15 - 14:20

08:30 - 09:00

PLSA Annual General Meeting

AGM |

Exchange room 1 |

08:30 - 09:00

08:45

Exhibition opens

Networking |

Exhibition Hall |

08:45 - 14:20

09:15 - 10:10

Pensions debate with Fiona Bruce

Plenary 11 |

Exchange auditorium |

09:15 - 10:10

The debate is on, with a panel of pensions and personal finance experts!
Iona Bain, Founder, Young Money Blog and Agency
Chris Curry, Director, Pensions Policy Institute
Paul Lewis, Financial journalist
Nigel Peaple, Director of Policy and Research, PLSA
Steve Webb, Director of Policy, Royal London; former pensions minister
Chair: Fiona Bruce, Journalist and presenter

10:10 - 11:00

Getting inside the DB funding regime

Plenary 12 |

Exchange auditorium |

10:10 - 11:00

TPR wants to hear from you on the DB funding consultation
Jenny Condron, Chair, Association of Consulting Actuaries; Partner, Mercer
David Fairs, Executive Director for Regulatory Policy, Analysis and Advice, TPR
Rob Orr, Head of Technical and Comms, SAUL Trustee Company
Chair: Joe Dabrowski, Head of DB, LGPS and Standards, PLSA

11:00 - 11:45

Refreshment break

Networking |

Exhibition hall |

11:00 - 11:45

Contributions and value for money - A formula for high-quality outcomes?

Learning Hub |

Stand 502 | Exhibition Hall |

11:10 - 11:25

Ensuring the best outcomes for savers
Mike Nixon, Head of Pensions, Leonardo
Lesley Williams, Past Chair, PLSA; Chair, PQM Standards Committee
Chair: Samuel Condry, Policy Lead: Standards, PLSA

#OpenPLSA - Meet the Chair of our Policy Board and Director of Policy & Research

#OPenPLSA |

PLSA Stand | Exhibition Hall |

11:10 - 11:30

Join us on the PLSA Stand to meet the Chair of our Policy Board and Director of Policy & Research...
Emma Douglas, Chair, PLSA Policy Board; Head of DC, LGIM
Nigel Peaple, Director of Policy and Research, PLSA

11:45 - 12:30

World-class DC schemes

Plenary 13 |

Exchange auditorium |

11:45 - 12:30

Defining how the best defined contribution systems work
Martin Fahy, Chief Executive Officer, ASFA
Catherine Harvey, Senior Policy Adviser, AARP Public Policy Institute
Gregg McClymont, Director of Policy and External Affairs, The People's Pension
Chair: Richard Butcher, Chair, PLSA; Managing Director, PTL

12:30 - 13:15

DEAL OR NO DEAL?

Plenary 14 |

Exchange auditorium |

12:30 - 13:15

A behind-the-scenes update on politics, Brexit and more!
Nick Robinson, Political broadcaster and journalist
Chair: Richard Butcher, Chair, PLSA; Managing Director, PTL

13:15 - 13:20

Closing remarks

Plenary |

Exchange audtorium |

13:15 - 13:20

Richard Butcher, Chair, PLSA; Managing Director, PTL

13:20 - 14:20

Lunch and close of conference

Networking |

Exhibition hall |

13:20 - 14:20