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As more and more people choose to stay in work until later life, defined contribution (DC) pension plans are working through communication and engagement strategies to address the challenge of longevity. Despite its successes, auto enrolment has failed to create awareness around adequate retirement incomes.

The DC Pension Design & Investment Europe 2020 will illustrate how DC schemes are encouraging members to take control of the trajectory of their retirement. In light of a very compelling master trusts framework, the report considers whether stand-alone DC trusts will continue to be viable. Regulatory protection of individual savers has made it nearly impossible for DC pensions schemes to access illiquid and private market assets and there are calls on policymakers to resolve this.

Meanwhile, private markets specialists have collaborated with DC pension plans to create some open-ended investment vehicles with daily valuations and dealings, which this report will explore. DC pension plans are not exempt from the pressures around ESG and climate risk, so the report is completed with an examination of the challenges in integrating ESG into default funds.

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SECTION 1


CHANGING DEMOGRAPHICS

1.1 INTERVIEW: Addressing the challenge of longevity: How should DC plans be preparing for older workers?
Interviewer:
- Zoi Fletcher, Senior Content Producer, Clear Path Analysis
Interviewee:
- John Chilman, Chief Executive Officer, RPMI, Independent Trustee Directors, Nestle UK Pension Fund

SECTION 2


ACCESS TO ILLIQUIDS AND PRIVATE MARKETS

2.1 WHITEPAPER: Matching investments and liquidity: DC schemes seeking access to higher-returning assets
- Brian McMahon, Managing Director, Alternative Investment Services EMEA, BNY Mellon

2.2 ROUNDTABLE DEBATE: Given the constraints on liquidity in the DC space, how best to plan and time access to illiquid and private market assets?
Moderator:
- Zoi Fletcher, Senior Content Producer, Clear Path Analysis
Panellists:
- Alexandra Martinez, Investment Committee, Trustee, Royal National Institute for the Blind DB scheme
- Ben Piggott, Defined Contribution Plan Secretary, Royal Mail Pension Trustees
- James Giles, Pensions Investment and Risk Manager - DB and DC pension plans, Co-op Group

SECTION 3


ADEQUATE RETIREMENT INCOMES

3.1 INTERVIEW: How can communication & engagement strategies redress the shortcomings of automatic enrolment in creating awareness around adequate retirement incomes?
Interviewer:
- Zoi Fletcher, Senior Content Producer, Clear Path Analysis
Interviewee:
- Khalid Iqbal, Group Pensions Manager, MAN Truck & Bus UK

SECTION 4


THE RISE OF MASTER TRUSTS

4.1 INTERVIEW: Are stand-alone DC trusts viable in the light of evolving master trusts and what are the transition challenges of making the move?
Interviewer:
- Zoi Fletcher, Senior Content Producer, Clear Path Analysis
Interviewee:
- Jerry Gandhi, Pensions Manager UK & Ireland, Schneider Electric, Director, 20-20 Trustees

4.2 INTERVIEW: Consolidation and moves from own to master trusts and unbundled structures
Interviewer:
- Zoi Fletcher, Senior Content Producer, Clear Path Analysis
Interviewee:
- Dean Handley, Senior Relationship Manager, BNY Mellon

SECTION 5


ENVIRONMENTAL SOCIAL & GOVERNANCE FUNDS

5.1 INTERVIEW: How are DC plans engaging members on ESG and integrating ESG factors into their defaults?
Interviewer:
- Zoi Fletcher, Senior Content Producer, Clear Path Analysis
Interviewee:
- Dimitri Senik, Member of Investment Committee, PwC Switzerland Pension Fund

Dimitri Senik

Member of Investment Committee, PwC Switzerland Pension Fund

Dean Handley

Senior Relationship Manager, BNY Mellon

Jerry Gandhi

Pensions Manager UK & Ireland, Schneider Electric, Director, 20-20 Trustees

Khalid Iqbal

Group Pensions Manager, MAN Truck & Bus UK

James Giles

Pensions Investment and Risk Manager - DB and DC pension plans, Co-op Group

Ben Piggott

Defined Contribution Plan Secretary, Royal Mail Pension Trustees

Alexandra Martinez

Investment Committee, Trustee, Royal National Institute for the Blind DB scheme

Brian McMahon

Managing Director, Alternative Investment Services EMEA, BNY Mellon

John Chilman

Chief Executive Officer, RPMI, Independent Trustee Directors, Nestle UK Pension Fund

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries. As of Sept. 30, 2019, BNY Mellon had $35.8 trillion in assets under custody and/or administration, and $1.9 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com.

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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

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