Speaker presentations
Speakers' PowerPoint presentations in PDF format, where permission to circulate has been given, are available below.


Registration open, refreshments served

09:30 - 09:40


Richard Butcher, Chair, PLSA

Plenary 2
09:40 - 09:50

launch of plsa annual survey 2017

Graham VidlerDirector of External Affairs, PLSA

09:50 - 10:30


The FCA created the Institutional Disclosure Working Group to define cost disclosure standards for asset managers and other suppliers for institutional asset owners. The Chair of the working group discusses the status of its work, including the Terms of Reference, membership, engagement with stakeholders and initial direction, as well as its potential impact.
Christopher Sier, Chair, Institutional Disclosure Working Group, Financial Conduct Authority
Chaired by Richard Butcher, Chair, PLSA

10:30 - 11:10

the future shape of pension savings

Capturing the thinking encompassed in the PLSA’s ‘Hitting the Target’ report, we focus on current trends in pension savings, exploring the idea that many future pensioners are unlikely to amass adequate retirement savings. We also examine the DWP’s Green Paper on DB pensions to understand the direction of travel for pension savings in the UK.

Kate Bell, Head of Economic and Social Policy, Trades Union Congress
Christopher Brooks, Senior Policy Manager, Consumer and Community, Age UK
Romi Savova, Chief Executive Officer, PensionBee
Chaired by Graham VidlerDirector of External Affairs, PLSA

11:10 - 11:40

Refreshment break
11:40 - 12:10


The shadow pensions minister discusses the need for the pensions industry to align itself to the requirements of current and future pensioners, and will explain how improved cost transparency and the creation of larger investment pools will help to support this goal.

Alex Cunningham, Member of Parliament, Stockton North; Shadow Pensions Minister
Chaired by Graham Vidler, Director of External Affairs, PLSA

Stream Session 1
12:15 - 13:00


Sponsored by


What are the best approaches for schemes looking to close their funding gaps? We’ll examine various approaches to this issue, through leading-edge risk reduction techniques and investment solutions along with a case study illustrating their efficacy.

Rory MurphyTrustee Chairman, Merchant Navy Officers Pension Fund
Pieter Steyn, Head of Delegated Investment Services, Willis Towers Watson

Chaired by Joe Dabrowski, Head of Governance and Investment, PLSA





Sponsored by

The ‘D’ Word: Decumulation choices for scheme members

Decumulation is of critical importance for DC scheme members. We look at two case studies highlighting innovative decumulation options for DC pensions.

Rene Poisson, Chair, JPMorgan UK Pension Plan
Matthew Webb, Head of Benefits, EMEA and APAC, Thomson Reuters

Chaired by Mel Duffield, Head of Pension Strategy and Insight, Universities Superannuation Scheme




Sponsored by

Capital efficiency in a low yield world: making every pound pop

UK pension schemes may find themselves in situations where they wish they could do more with their assets, either in terms of generating returns or managing risk. The reality is that, with a bit of ingenuity, many schemes could actually make their assets work harder. We will discuss a variety of techniques to boost capital efficiency to help schemes get more bang for their buck.

Jesal Mistry, Senior Investment Consultant, Hymans Robertson
David Morton, Head of DB Investment Consulting, Hymans Robertson

Chaired by Caroline Escott, Investment and DB Policy Lead, PLSA

13:00 - 14:00


14:00 - 14:40

planning for change: where governance goes next

Best practice in pension scheme governance comes from many sources and covers an ever-widening range of areas. We discuss what's coming next from European and UK legislators and The Pensions Regulator, and how to ensure your trustee board is ready for future changes.
Andy Cork, Senior Associate, Allen & Overy
Chaired by Joe Dabrowski, Head of Governance and Investment, PLSA

Stream Session 2
14:45 - 15:30


Sponsored by

People-powered governance

Governance bodies populated by capable people will take good decisions, giving themselves the best possible chance of achieving good outcomes for scheme members. But how do we define capable people, and how do we attract them?

Mark Boyle, Chair, The Pensions Regulator
Janet Brown, Partner, Sackers
Susan Hoare, Partner, Retirement Practice, Aon
Chaired by Bill Trythall, Committee Member, Association of Member Nominated Trustees


Sponsored by

Global trends for Defined Contribution

The results of a global retirement income survey are presented, with an eye toward understanding how the UK’s schemes compare with those of more developed DC markets. We will examine the key trends for schemes and see if UK plans are aligned with them, or moving in other directions and discuss why this may be.

Nico Aspinall, Chief Investment Officer, B&CE
Madeline Forrester, Managing Director, UK Institutional Business, MFS

Chaired by Nigel Peaple, Deputy Director DC, Lifetime Savings and Research




Sponsored by

Earth to trustees

Climate change will have major implications for pension funds, whether through regulatory changes in response to the Paris agreement or investment risks and opportunities. An expert panel consider the PLSA’s new guidance and how schemes can react.

Sandra Carlisle, Head of Responsible Investment specialists, HSBC Global Asset Management
Natalie Shippen, Lawyer, Company and Financial, Client Earth
Faith Ward, Chief Responsible Investment Officer, Brunel Pension Partnership

Chaired by Luke Hildyard, Policy Lead for Stewardship and Corporate Governance, PLSA



15:30 - 16:00

Refreshment break

Plenary 7
16:00 - 16:30

the third levy triennium

As the Pension Protection Fund completes its review of how the levy should operate for the next three years, we explore the context of its approach, what will actually be changing and steps trustees may wish to consider.
Chris CollinsChief Policy Adviser, Pension Protection Fund
Chaired by Richard Butcher, Chair, PLSA

Plenary 8
16:30 - 17:00

members' perspectives for TRUSTEES

One of the nation's leading personal finance journalists discusses key concerns about retirement and pensions from the perspective of scheme members, including views on pension freedoms, the sufficiency of auto-enrolment and the cashing in of final salary pensions.

Merryn Somerset Webb, Editor in Chief, MoneyWeek
Chaired by Richard Butcher, Chair, PLSA

17:00 - 17:05

CHAIR'S closing remarks

Richard Butcher, Chair, PLSA