See you next year

DC Insight, the sector’s leading DC conference, returned to London on 15 November for its fifth year. Across a packed agenda leading figures from the pensions world shared insights and explored solutions to the key challenges facing schemes.

Thanks you to all of our sponsors and speakers for supporting the event, and to all of the delegates who contributed to the debate.

“Excellent day” Technical manager – Mattioli Woods

“Informative, good mix of people” Pension saver engagement – ShareAction

“Very interesting, with good speakers and topics. Also, good networking” – Pension manager – DH private equity partners

“Very good and Informative” Pension manager – Fluor ltd

“Good range of speakers and interactions, good areas” Pension admin manager – Nationwide

“Informative with Interesting speakers” Member nominated trustee – Veolia

“High quality event with excellent speakers & panel members” Trustee – Harry Taylor Consulting

We look forward to seeing you at next year’s event. Email events@pensions-insight.co.uk to register your interest for DC Insight 2018.

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, chairman of Tesco Trustee Board and other non exec roles

10:45
Advisory session | The role of diversified growth funds in DC pensions: turn off the autopilot as the weather worsens
For the past thirty years a static asset allocation that mixed bonds and equities in fixed quantities has produced spectacular risk-adjusted returns. This historical fact has become the foundation stone for DC lifestyle fund design. In this presentation, Toby Nangle argues that the period during which common wisdom has been built was an historical freak and suggests alternative ways to invest.
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 DC 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 DC Huddles, and Group B will participate in the DC 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 | Rethinking DC default design
David will discuss DC default design and some of the principal challenges for DC pension providers. In this workshop, we will ask:

  • ● Can DC members interests be determined from their behaviour?
  • ● Should all DC members be treated equally?
  • ● Should DC plans be responsive to different risk requirements?

David Bint, global investment specialist, multi-asset investment team, Aberdeen Standard Investments
Andrew Dickson, investment director, Aberdeen Standard Investments
Greg McClymont, head of retirement savings, Aberdeen Standard Investments

12:15

Workshop | Rethinking DC default design
David will discuss DC default design and some of the principal challenges for DC pension providers. In this workshop, we will ask:

  • ● Can DC members interests be determined from their behaviour?
  • ● Should all DC members be treated equally?
  • ● Should DC plans be responsive to different risk requirements?

David Bint, global investment specialist, multi-asset investment team, Aberdeen Standard Investments
Andrew Dickson, investment director, Aberdeen Standard Investments
Greg McClymont, head of retirement savings, Aberdeen Standard Investments

11:40
Huddles | DC schemes – best in class
Case study with representatives from top DC schemes. This is your chance to speak with and learn from some of the UK’s top DC practitioners.
Lauren Ford, pensions manager, Co-op
Olenka Kaczmarczyk, pension and benefits consultant, Lubrizol Limited
Darren O’Neil, senior manager – pensions, Nationwide Building Society
Nick Wood, pensions manager, Action for Children
Sponsored by Pension Quality Mark
12:15
Huddles | DC schemes – best in class
Case study with representatives from top DC schemes. This is your chance to speak with and learn from some of the UK’s top DC practitioners.
Lauren Ford, pensions manager, Co-op
Olenka Kaczmarczyk, pension and benefits consultant, Lubrizol Limited
Darren O’Neil, senior manager – pensions, Nationwide Building Society
Nick Wood, pensions manager, Action for Children
Sponsored by Pension Quality Mark
12:50
Refuel – lunch and networking
13:50
Advisory session | Key findings from the DC top 50 report
This presentation will look at some of the key findings from the DC top 50 report and seek to place them in the wider DC context. In particular, Governance, AE and the emergence of ESG into the mainstream.
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.
Steve Charlton, defined contribution managing director (EMEA & Asia), SEI Institutional Group
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 & drinks reception
Maggie Williams, consultant editor, Pensions Insight

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

Sponsors

 

Headline sponsor

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Sponsors

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