The future of defined contirbution

DC Insight is back for another year. On 15 November Pensions Insight will be bringing together the biggest names in the world of defined contribution to debate the challenges pension schemes face today.

We’ll be looking at how the Pension Schemes Bill is shaking up the mastertrust sector, why the pensions dashboard is changing how we engage members, and what DC schemes can do to help members manage risk.

The one-day conference, in Central London, will also look at what different schemes are doing to raise contribution rates for DC members.

We’ll also hear from leading asset managers on the latest trends in the investment sector and explore how schemes can implement these developments into their strategies.

Delegates will also get to hear from Cass Business School’s Professor David Blake, who will outline the key lessons from his Independent Review of Retirement Incomes.

DC Insight is free to attend for pension scheme managers, trustees, governance panel members and other key decision makers from DC pension schemes.

Free places will be offered at the discretion of the event organiser.

DC Awards 2017

The DC Awards will take place on 15 November in at the etc. venues County Hall, London – right after our annual DC Insight Conference. Click here to book your table now.

Speakers

Programme

09:00
Meet and greet – tea, coffee and registration
09:30
Welcome to DC Insight
Maggie Williams, consultant editor, Pensions Insight
09:35
Keynote address | Default retirement income strategy: Implications for advisers
This session will explore retirement income strategies linked to the needs and risks of retirement. Blake will look at retirement income planning, financial strategy and the retirement income products available.
Professor David Blake, director of the pensions institute, Cass Business School, City University
10:05

Panel discussion | The auto-enrolment health check
By mid-2018, auto-enrolment will have extended to all businesses and their employees. To date, it has mostly been considered a success, but there are still many challenges ahead. This panel will explore what the next three years will mean for auto-enrolment policy:

  • How will the increases in minimum contribution levels in 2018 and 2019 affect employees, employers and providers?
  • Should auto-enrolment be extended to more workers and to the self-employed?
  • Has auto-enrolment helped employees engage with their pensions?
  • How will the asset management industry respond to increasing pension pots over time?

Chris Curry, director, Pensions Policy Institute
David Hutchins, portfolio manager – multi-asset solutions, AllianceBernstein
Richard Lee, head of combined HR solutions, Gowling WLG

Ruston Smith, group pensions director, Tesco

10:45
Advisory session | Details to be confirmed
Toby Nangle, global co-head of multi asset & head of asset allocation, EMEA Columbia Threadneedle Investment
11:10
Re-energise – tea, coffee and networking
All delegates will participate in both the workshops and the DC50 Huddles.
To keep numbers manageable and allow for a good level of interaction delegates will be divided in to two groups. Group A will participate in the workshop followed by the DC50 Huddles, and Group B will participate in the DC50 Huddles followed by the workshop. Content for both elements will be repeated.
You will be told your group when you collect your badge at registration on arrival.
11:40
Workshop | Session details to be confirmed
David Bint, global investment specialist, multi-asset investment team, Aberdeen Standard Investments
Andrew Dickson, investment director, Aberdeen Standard Investments
12:15
Workshop | Session details to be confirmed
David Bint, global investment specialist, multi-asset investment team, Aberdeen Standard Investments
Andrew Dickson, investment director, Aberdeen Standard Investments
11:40
Huddles | Top 50 DC schemes – best in class
Case study with representatives from some of Pensions Insight’s Top 50 DC schemes. This is your chance to speak with and learn from some of the UK’s top DC practitioners.
12:15
Huddles | Top 50 DC schemes – best in class
Case study with representatives from some of Pensions Insight’s Top 50 DC schemes. This is your chance to speak with and learn from some of the UK’s top DC practitioners.
12:50
Refuel – lunch and networking
13:50
Advisory session | What are the key challenges in managing retirement assets for a defaulted majority?
In this session we assess why less risk is appropriate at retirement, why different multi-asset strategies are required to carry a saver to-and-through retirement, and why cashflow management is key as longevity risk increases.
Simon Chinnery, head of DC client solutions, Legal & General Investment Management
14:15
Advisory session | Back to the future
Over the past decade, developments such as auto-enrolment and introduction of new flexibilities have transformed the pensions market almost beyond recognition. Today, a multitude of uncertainties, both political and economic, have made it difficult to predict what lies in store over the coming years. But, of one thing we can be sure, the need for high quality governance and the ability of providers to deliver increasingly personalised benefits and communications. This presentation shares SEI’s learnings and experiences from its almost unique standpoint of running a Master Trust for 10 years along with our hopes and predictions for the future.
David Snowdon, pensions manager and DC solutions director, SEI Investments
14:40
Advisory session | DC – Gauging true value for money
What should trustees consider when assessing value for money? We present a robust framework that can measure whether value for money has been delivered historically and equally importantly whether it will continue to do so, and consider whether a better outcome could be achieved if more was spent on investment.
Karen Watkin, portfolio manager – multi-asset solutions, AllianceBernstein
15:05
Advisory session | Scheme support for members – educate or default
Members need support whether they are deciding on how much to contribute, where to invest or how to take their DC money. However as a pension scheme you only have a limited budget for member education and support, so how do you decide where to educate with an aim to get members to engage and where it is OK to let your default do the heavy lifting?
Aon’s DC scheme survey 2017 shows what schemes are offering in support of their members. How do you compare?
Steven Leigh, senior DC consultant, Aon
15:30
Re-energise – tea, coffee and networking
15:55
Advisory session | Risk, what risk? The importance of embedding risk-awareness in a DC default strategy
With equity markets continuing to trend relentlessly upwards, those DC schemes invested in diversified growth funds may be looking wistfully over their shoulders at the seemingly rich returns they are forgoing. However, while it is easy to be lured by the appeal of participating more wholeheartedly in a stock-market rally, there are a number of risks which DC schemes may wish to heed.
Brendan Mulhern, global strategist, real return team, Newton Investment Management
16:20
Panel discussion | The fintech that will drive the pensions dashboard
Last March the pension dashboard prototype was revealed, but what happens between now and the 2019 launch? How can they make sure their data is in shape to feed into it, and can they use it as a tool to engage members? This session will look at how schemes can work with the dashboard to boost their members’ retirement.
Ian McKenna, director, Finance & Technology Research Centre
Margaret Snowdon, chair, PASA; and Dashboard Steering Group Member
Rob Yuille, assistant director – head of retirement policy, Association of British Insurers
17:00
Keynote address | Ed Balls, former MP and cabinet minister
17:30
Summary and close of conference
Maggie Williams, consultant editor, Pensions Insight

Programme and speakers correct at time of publication but subject to change.

Sponsors

DC Insight is an unmissable opportunity to showcase your credentials as a defined contribution expert.  Our programme is packed with opportunities to build brand awareness, generate leads and demonstrate thought leadership – contact Keith Dalton, publisher on 020 7618 3438 to build your perfect package.

Headline sponsor

Supported by

Sponsors

Venue

etc. venues County Hall
Westminster Bridge,
Belvedere Road,
London SE1 7PB
www.etcvenues.co.uk

15 November 2017

09:00 – 17:30

Contact us

Sponsorship

Keith Dalton
Publisher
020 7618 3438
keith.dalton@nqsm.com

Kavita Brown
Commercial director
020 7618 3099
kavita.brown@nqsm.com

Shaun Weeks
Sales executive
020 7618 3062
shaun.weeks@nqsm.com

Speaker & programme enquires

Rocio Sarriegui
Senior live content development manager
020 76183463
rocio.sarriegui@newsquest.co.uk

Event management

Natalie Richards
Head of events
020 7618 3062
natalie.richards@nqsm.com