Menu

With the DC sector undergoing the most meaningful transformation since the announcement of Auto Enrolment, plan managers, trustees and pension sponsor representatives are faced with key decisions around the choice of investment solutions, platform design and member communication strategies.

The sixth annual DC Pension Design & Investment, Europe report will brought together pension plan managers and others deemed responsible for plan member’s welfare, to assess through a variety of white papers, roundtable debates and interviews to debate new approaches and ideas for achieving the best outcomes for their members.

Download
Report Free

Share with others:

SECTION 1

RE-SHAPING THE DEFINED CONTRIBUTION SECTOR

1.1 WHITE PAPER:
Championing consumer rights, encouraging investment product innovation and engaging the workforce: what are the Ministers objectives for 2016?

  • Confirmed: Baroness (Ros) Altmann, CBE, Pensions Minister, UK Government

1.2 WHITE PAPER:
How can new regulations and charge controls ensure good governance, trustee compliance and good member outcomes in a changing DC landscape?

  • Confirmed: Andrew Warwick-Thompson, Executive Director for DC Governance & Admin, The Pensions Regulator

SECTION 2

THE IMPACT OF NEW FLEXIBILITIES IN THE MARKET

2.1 ROUNDTABLE DISCUSSION:
From the provision point-of-view and the way members are engaging and taking their benefits, what is the likely long-term impact of pension reforms?

Moderator:

  • Confirmed: Pádraig Floyd, Financial journalist, Money Journey Media

Panellists:

  • Confirmed: Peter Strudwick, Pension and Benefits Partner, LV=
  • Confirmed: Barry Parr, Co-Chair, Association of Member Nominated Trustees
  • Confirmed: Dale Critchley, Pensions Technical Manager, Friends Life

2.2 INTERVIEW:
Handling the transfer out from accumulation to life-time income stage – how much responsibility should schemes take for member transfer to the retail environment?

Interviewer:

  • Confirmed: Dale Critchley, Pensions Technical Manager, Friends Life

Interviewee:

  • Confirmed: Jane Wilson, UK Pension, Payroll & Savings Manager, Caterpillar EAME

SECTION 3

DEFAULT FUNDS – DELIVERING VALUE

3.1 ROUNDTABLE DISCUSSION:
What is the role of the default arrangement in a world of ‘Freedom and Choice’ for retirement income?

Moderator:

  • Confirmed: Colin Browne, Publisher, Clear Path Analysis

Panellists:

  • Confirmed: Jonathan Lipkin, Associate Director/Pensions and Research, Investment Management Association
  • Confirmed: Henry Tapper, Director, First Actuarial
  • Confirmed: Dermot Courtier, Head of Group Pensions, Kingfisher

SECTION 4

DC ASSET GROWTH AND INVESTABLE ASSET CLASSES

4.1 INTERVIEW:
Can alternatives become mainstream inclusions or will they remain peripheral and un-nerving?

Interviewer:

  • Confirmed: Nick Reeve, Assistant European Editor, Chief Investment Officer Magazine

Interviewee:

  • Confirmed: John Chilman, Group Reward & Pensions Director, First Group

Baroness (Ros) Altmann CBE

Pensions Minister, UK Government

Henry Tapper

Director, First Actuarial

Andrew Warwick-Thompson

Executive Director for DC Governance & Admin, The Pensions Regulator

Dermot Courtier

Head of Group Pensions, Kingfisher

Jonathan Lipkin

Associate Director/Pensions and Research, Investment Management Association

John Chilman

Group Reward & Pensions Director, First Group

Aviva provides around 34 million customers worldwide with insurance, savings and investment products. We are the UK’s largest insurer and one of Europe’s leading providers of life and general insurance. We combine strong life insurance, general insurance and asset management businesses under one powerful brand. We are committed to serving our customers well in order to build a stronger, sustainable business, which makes a positive contribution to society, and for which our people are proud to work. Aviva UK & Ireland provides workplace savings and benefits solutions to employers, trustees and advisers, including:
  • Auto-enrolment ready Group Pensions and investment strategies
  • Group Life, Income Protection and Critical Illness
  • Healthcare
  • Workplace Reward and Benefits solutions.

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

  • Contributing a thought piece on an issue raised in the market research
  • Participating in or moderating a roundtable with other industry leaders
  • Participating as an interviewer or interviewee
  • Producing a case study white paper written with a client or supplier
  • Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 1931 487 or send a message

Savvy Investor is the world’s fastest growing professional network for institutional investors, curating the best pensions and investment white papers from around the web and tailoring research to the interests of individual members. Launched in March 2015, the site already has over 15,000 members, including pension funds, asset owners, investment managers and investment consultants.
Alpha Journal is a digital publication with a global focus on alternative investment funds targeted at a readership of institutional investors and asset managers. The editor, Margie Lindsay, created a reputation while executive editor of Hedge Funds Review for producing well-written, authoritative content, with access to the biggest names in the industry and an eye on exciting emerging managers.

.

Since 2012 the portfolio institutional awards recognise excellence in institutional investors. The awards honour investors who are exemplary and forward thinking in how they manage their investments or a particular investment type or area in 10 categories. Only institutional investors are eligible for nomination; asset managers and other financial service providers are not eligible for nomination but can sponsor the event. Each award category is judged by specially selected category juries, supervised by an academic panel. The annual awards gala dinner is by invitation-only – for asset owners, investment consultants and sponsor representatives.
Mallowstreet is a Private social network for pension trustees, managers and advisors.