Speaker presentations

Speaker presentations

Video of the sessions and speakers' PowerPoint presentations in PDF format, where permission to circulate has been given, are available below.     

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 Wednesday 18 October

09:00

Registration opens

10:00 - 11:00

Fringe meeting 1 - VIEW DETAILS HERE

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

Trustee Learning Zone 2 - VIEW DETAILS HERE

12:00 - 13:15

Lunch in the exhibition hall

12:45 - 13:00

LEARNING HUB IN THE EXHIBITION HALL: DASHBOARD DEMO 

By enabling people to see their state, workplace and personal pensions all on one screen, the Pensions Dashboard is set to be the biggest innovation in our industry since the launch of auto-enrolment. See a live demonstration of how it works. 

Matthew Burrell, Senior Policy Adviser: DC, PLSA

Plenary 1
13:15 - 13:30

Chair's introduction and welcome

Lesley Williams, Chair, PLSA

Plenary 2
13:30 - 13:55

THE 100-YEAR LIFE - WHAT IT MEANS FOR WORK, SAVING AND RETIREMENT

The author of a globally acclaimed study sets out her vision of how increasing longevity will transform society.
Professor Lynda Gratton, Author, The 100-year Life
Chaired by: Graham Vidler, Director of External Affairs, PLSA

Plenary 3
13:55 - 14:40

THE 100-YEAR LIFE - WHAT IT MEANS FOR YOU AND ME

Industry leaders join our keynote speaker to discuss how the pensions and lifetime saving sector can respond to the challenges of the 100-year life.
Professor Lynda Gratton, Author, The 100-year Life
Andy Briggs, Chief Executive of Aviva UK Insurance and Chair, ABI
Otto Thoresen, Chair, NEST
Chaired by: Graham Vidler, Director of External Affairs, PLSA

14:40 - 15:25

Refreshment break in the exhibition hall

Plenary 4
15:25 - 15:55

CONFERENCE CHALLENGE - THE SEQUEL

The PLSA has been catching up with the participants from last year's Conference Challenge to find out what they have done in the last 12 months to improve their saving. See the results - and hear what the PLSA has been doing to help them.
Graham Vidler, Director of External Affairs, PLSA
Gregg McClymont, Head of Retirement, Aberdeen Standard Investments
Steve Webb, Director of Policy and External Communications, Royal London

Followed by presentation of the PQM Distinction award for Communications. The award recognises the best of the PQM accredited schemes that are leading the industry in how they communicate and engage with members.

PLENARY 5
15:55 - 16:40

THE FUTURE OF AUTO-ENROLMENT: WHAT AND HOW

The Government's three independent advisers on the auto-enrolment review share their assessments of the challenges ahead and set out their thoughts on how to meet them.
Chris Curry, Director, Pensions Policy Institute
Jamie Jenkins, Head of Pensions Strategy, Standard Life
Ruston Smith, Chair, Tesco Pension Trustees
Chaired by: Troy Clutterbuck, Interim Chief Executive, NOW: Pensions

16:50 - 17:50

Fringe meeting 3,4 & 5 - VIEW DETAILS HERE

17:50

Registration and exhibition closes

 Thursday 19 October

07:45

Registration opens

Plenary 6
09:00 - 09:45

hitting the target: delivering better retirement outcomes

What really needs to change over the next decade so more people get a better income in retirement? Have your say on the options identified by a PLSA steering group.
Richard Butcher, Chair, PLSA Steering Group
Martin Fahy, Chief Executive, Association of Superannuation Funds of Australia
Patrick Heath-Lay, Chief Executive, The People’s Pension
Tim Sharp, Policy Officer, TUC
Chaired by: Carol Young, Vice-Chair, PLSA DC Council

Stream Session 1
09:55 - 10:45

DB STREAM

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THE STEWARDSHIP PREMIUM

Stewardship is becoming integral to long-term investment practices. Pension funds need to engage with the companies they invest in, either directly or through an asset manager, to maximise the value of their investments. How can influence over the strategy, culture and sustainability of investee companies be exerted to achieve better outcomes for scheme members?
Catherine Howarth, CEO, Share Action
Leon Kamhi, Head of Responsibility, Hermes Investment Management
Michael Marshall, Responsible Investment Officer, West Midlands Pension Fund
Chaired by: Luke Hildyard, Policy Lead for Stewardship and Corporate Governance, PLSA

 

DC STREAM

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SOLVING THE RETIREMENT CHALLENGE TOGETHER

How can the savings industry collectively rise to the challenge of freedom and choice and help consumers make the most of the new flexibilities? A panel of experts will discuss how high quality, value for money solutions, whether institutional or retail, can be delivered to customers.
Nico Aspinall, CIO, B&CE
Phil Blows, Account Manager, Wealth Wizards
Laura Myers, Partner, Head of DC Investment, LCP
Chaired by: Daniel Leuty, UK Head of Strategic DC Clients, Institutional Sales, State Street Global Advisors

 

LIFETIME SAVINGS STREAM

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GETTING ENGAGED

Hear the latest research showing how much (or how little) employees engage with their savings, the difference financial education can make and the challenges to be tackled in the future.
Jeanette Makings, Head of Financial Education, Close Brothers
Simon Williams, Senior Financial Planner, Close Brothers
Chaired by: Simon Lee, Head of M&S Pension Trust and Chief Investment Officer, Marks and Spencer

 

NEW HORIZONS STREAM

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PENSIONS BEYOND THE HORIZON

Even with pension savings set to exceed £1 trillion by 2030, many individual members are still set for inadequate retirement incomes. We will look at how UK schemes will need to adapt over the next 5 years to deliver new investment, engagement and governance solutions for their members – learning from what has already worked well (or not so well) elsewhere in the world, as well as looking at the key developments expected here in the UK.
Skip McMullan, Chair, Bank of America Merrill Lynch Pension Scheme
Sophia Singleton, Partner and Head of DC Consulting, Aon
Chaired by: Tim Gosling, Policy Lead, DC, PLSA

 

10:45 - 11:30

Refreshment break in the exhibition hall

11:05 - 11:20

LEARNING HUB IN THE EXHIBITION HALL: BRITONS! COST TRANSPARENCY NEEDS YOU!

Cost transparency will be soon be taken to new levels. Does this mean more vague and misleading messages or can we learn from our Dutch allies and gain ground? Join us in the fight for clearer information on pension costs. Briefing will commence at 11:05 sharp. 
Johan Cras, Managing Director, Kempen

Stream Session 2
11:30 - 12:05

DB STREAM

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SCAMS - IF NOT NEW LEGISLATION, THEN WHAT?

With new anti-scams legislation looking unlikely, what alternative steps can pension schemes and regulators take to protect scheme members from the scammers?
Jamey Johnson, Chief Officer, Pension Wise
Margaret Snowdon, Chair, Pension Liberation Industry Group
Chaired by: James Walsh, Policy Lead: Engagement, EU and Regulation, PLSA

DC STREAM

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Media partner

 

"GAPS" - THE GENDER AND PENSIONS SAVINGS SHORTFALL

In partnership with The People's Pension State Street Global Advisors has undertaken research to improve retirement for women. The research demonstrates the engagement power of targeted communications and points to improvements in DC investment outcomes.
Nigel Aston, Global Head of Defined Contribution Proposition & Strategy, State Street Global Advisors
Darren Philp, Director of Policy and Market Engagement, The People’s Pension
Lauren Potts, Policy and Insight Specialist, The Pensions Advisory Service
Chaired by: Lesley Williams, Chair, PLSA

 

LIFETIME SAVINGS STREAM

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Media partner

 

LISA, FRIEND OR FOE

Is there a case for the lifetime ISA in the workplace or is it not relevant to employee needs?
Iona Bain, Founder, Young Money Blog and Author of Spare Change
Sarah Luheshi, Deputy Director, PPI
Chaired by: Jonathan Stapleton, Editor-in-Chief, Professional Pensions

 

NEW HORIZONS STREAM

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Media partner

 

FUTURE FIDUCIARY MANAGEMENT AND WHAT IT MEANS FOR THE PENSIONS LANDSCAPE

Fiduciary management has evolved hugely since it was first launched in the UK over a decade ago. What next for this increasingly diverse investment and governance solution and what impact will it have on the DB and DC UK pensions landscape?
Sion Cole, Senior Partner & Head of European Distribution - Delegated Consulting Services, Aon
Paul Wilson, Director, HR Trustees
Chaired by: Nicola Mark, PLSA DB Council

 

Plenary 7
12:15 - 13:00

Next Steps for DB

Following two Select Committee inquiries, a spring Green Paper and with a White Paper on its way, what will the future hold for DB schemes, and what should their priorities be?

Charlotte Clark, Director, Private Pensions and Stewardship, DWP
Chris Hogg, Chief Executive, Royal Mail Pensions Trustees
Lesley Titcomb, Chief Executive, The Pensions Regulator
Chaired by: Frank Johnson, Chair, PLSA DB Council

13:00 - 14:15

Lunch in the exhibition hall

Stream Session 3
14:15 - 15:05

DB STREAM

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what role does the scheme actuary play in driving your long-term strategy?

As schemes look to improve their funding positions, remove risks and implement longer term journey plans, the need to become more strategic is paramount. The role of the Scheme Actuary is evolving from one that is predominantly compliance-based to one that is also more strategic. We present a live case study highlighting how the right Scheme Actuary can play a vital part in achieving your scheme’s goals.  

Colin Downie, Senior Consultant, Willis Towers Watson
Chaired by: Colin Richardson, Director, PTL | PLSA DB Council

 

DC STREAM

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VALUE FOR MONEY AND DEFAULT FUNDS

Judging value for money is more of an art than a science. Should it remain an art or should it acquire more of a scientific edge.
Andy Cheseldine, Client Director, Capital Cranfield
Paul ToddDirector, Investment Development & Delivery, NEST Corporation
Chaired by: Carol Young, Vice Chair, PLSA DC Council

 

LIFETIME SAVINGS STREAM

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Media partner

 

THE MILlENNIALS CHALLENGE

Are Millennials really facing a worse financial future than previous generations and, if so, what can be done to help them?
David Finch, Senior Economic Analyst, Resolution Foundation
Saq Hussain, Director - Workplace Savings & Benefits, PwC
Jeanette MakingsHead of Financial Education, Close Brothers
Chaired by: Tim Gosling, Policy Lead, DC, PLSA

 

NEW HORIZONS STREAM

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Media partner

 

three VISIONS OF PENSIONS REGULATION

What might pensions regulation look like in five years time and what should schemes do about it now?
Fiona Frobisher, Head of Policy, The Pensions Regulator
Roger Mattingly, Managing Director, Pan Trustees
Will Sandbrook, Strategy Director, NEST
Chaired by: Nigel Peaple, Deputy Director DC, Lifetime Savings and Research

 

Stream Session 4
15:15 - 15:50

DB STREAM

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end game for db pensions: settlement vs run-off

Managers of maturing pension schemes have two main choices when it comes to meeting their liabilities over the long term. Either they enter into a transaction to secure the liabilities with an insurer, or they hold a portfolio of income generating assets similar to those an annuity provider might hold to fund the benefits to be paid as they fall due. We debate the pros and cons of each of these options.
Ian Aley, Head of Transactions, Willis Towers Watson
Lok Ma, Head of Solutions, Willis Towers Watson
Chaired by: Sandra Wolf, Editor, Pensions Expert

DC STREAM

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THE PENSIONS DASHBOARD

What will the dashboard mean for DC schemes and how can DC schemes best prepare?
Adrian Boulding, Director of Policy, NOW: Pensions
Carolyn Jones, Head of Pensions Product, Fidelity International
Mark Rowlands, Director of Customer Engagement, NEST
Chaired by: Nigel Peaple, Deputy Director DC, Lifetime Savings and Research

 

LIFETIME SAVINGS STREAM

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Media partner

 

MONEY IN THE WORKPLACE

Is a workplace ISA right for your employees and what are the practical challenges and benefits of offering one?
Tom McPhail, Head of Retirement Policy, Hargreaves Lansdown
Debi O'Donovan, Director, Reward and Employee Benefits Association
Chaired by: Dermot Courtier, PLSA DC Council

 

NEW HORIZONS STREAM

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Media partner

 

YOUR TOP FIVE TIPS ON CYBER SECURITY

Worried about cyber threats to your scheme? Or worried that you don't know what cyber threats are - never mind what to do about them? This session is for you.
Ian Bell, Head of Pensions, RSM
Chaired by: John Dembitz, PLSA Board

15:50 - 16:35

Refreshment break in the exhibition hall

16:00 - 16:15 

LEARNING HUB IN THE EXHIBITION HALL: A STANDARD SMPI ON A SINGLE PIECE OF PAPER 

We send millions of SMPIs to members every year.  Everyone does their own thing - different terminology, different numbers calculated in different ways. This leaves members confused and makes it impossible to compare. We’ve developed a simple model. We’d like to know what you think of it.
Mark Scantlebury and Rhys Williams, Quietroom

16:00 - 16:20

db - JOIN THE PLSA POLICY TEAM ON THE PLSA STAND TO ANSWER ANY OF YOUR QUESTIONS 

Plenary 8
16:35 - 17:10

PENSIONS AND SAVING IN THE GIG ECONOMY AND BEYOND

How is digital technology disrupting the world of work? What does it mean for workers and businesses? And what does workplace-based saving look like when the workplace is in the cloud?
Matthew Taylor, Head, Independent Review of Employment Practices in the Modern Economy
Chaired by: Graham Vidler, Director of External Affairs, PLSA

Plenary 9
17:10 - 17:45

THE GOVERNMENT’S AGENDA

The new Minister sets out his priorities.
Guy Opperman MP, Parliamentary Under-Secretary of State for Pensions and Financial Inclusion
Chaired by: Graham Vidler, Director of External Affairs, PLSA

17:45 - 19:30

Drinks reception in the exhibition hall

Join the PLSA and exhibitors for drinks, food and a few surprises!

19:30

Exhibition and registration closes



 Friday 20 October

08:15

Registration opens

Plenary 10
09:15 - 10:00

ARTIFICIAL INTELLIGENCE AND THE FUTURE OF MANKIND

Are we set for a future of superhuman machine intelligence? And will we be able to control it before it controls us?
Professor Nick Bostrom, Director of the Future of Humanity Institute & Director of the Strategic Artificial Intelligence Research Centre, Oxford University
Chaired by:
Graham Vidler, Director of External Affairs, PLSA

Plenary 11
10:00 - 10:25

PAST, PRESENT AND FUTURE

Our new Chair sets out his plans for an association built on the strength and engagement of its 1,300 members.
Richard Butcher, Chair, PLSA
Chaired by: Lesley Williams, Immediate Past Chair, PLSA

10:25 - 11:10

Refreshment break in the exhibition hall

Plenary 12
11:10 - 12:00

DASHBOARDS AND BEYOND: A FINTECH AND ENGAGEMENT SHOWCASE

Can we turn retirement saving from a process into an experience? This highly visual session shows what saving might look and feel like in the future.
Neil Bage, Founder, Be-IQ
Marc Hommel, Head of UK, Wobi
Michael Lightfoot, Director of Platform Solutions, Aquila Heywood
Chaired by: Emma Douglas, PLSA DC Council

Plenary 13
12:00 - 12:45

THE NEW WORLD DISORDER

On a crucial day in the Brexit negotiations one of the most experienced observers of UK and international affairs sets out his guide to decoding the future of politics, business and economics.
Matt Frei, Journalist Chaired by: Richard Butcher, Chair, PLSA

Pensions and Lifetime Savings Association reserves the right to amend the programme.
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.