An Active Approach to Optimal Member Outcomes
 
30/10/2013
08:30 - 09:00Registration and Refreshments
09:00 - 09:10Chairman's Welcoming Remarks
Michael Imeson, Associate Editor, Financial Times Live

09:10 - 09:30Trends in the UK DC landscape

Rod ParisChief Investment Officer, Standard Life Investments, discusses the changing DC landscape including ongoing economic uncertainty and regulatory changes, and importantly how asset managers are responding to ensure member outcomes are optimised.

09:30 - 10:15Innovations in investment strategies

Experts discuss developments in DC investment strategies, including the role of diversified, multi-asset strategies in achieving better outcomes for members. They will also address the issue of overcoming barriers to transferring DB investment strategies and solutions to DC schemes.

Panellists:  
  • Ian MacRae, Finance Pensions Investment Manager, Jaguar Land Rover
  • Neil Morgan, Independent trustee, Allenbridge
  • Ryan Taylor, Senior DC Investment Consultant, Aon Hewitt
  • Ian Tonks, Professor of Finance, University of Bath School of Management

10:15 - 10:40Coffee Break

10:40 - 11:25Active management in the transition from the accumulation to the decumulation phase

Presenters will discuss the need for more innovative solutions in the transition from the accumulation to the decumulation phase - arguably the most important stage in the pension cycle - to ensure members can preserve the return potential as they near retirement.

Q&A:
  • Brian Henderson, Partner, UK DC and Savings Leader, Mercer
  • Chris Nichols, Investment Director, Standard Life Investments

11:25 - 12:10The importance of active member engagement

The move from DB to DC schemes requires many more decisions on the part of the individual pension policy holder and a changing role for company pensions and human resource managers. In turn, asset managers must become far more active in member engagement, governance and education.What skills and processes are needed, and what works?

Panellists:
  • Melanie Duffield, Head of Research and Strategic Policy, NAPF
  • Jamie Jenkins, Head of Workplace Policy, Standard Life
  • Rona Train, Senior Investment Consultant, Hymans Robertson LLP
  • Carol Young, Pensions Manager, Heineken

12:10 - 12:20Chairman's closing remarks
Michael Imeson, Associate Editor, Financial Times Live
12:20Networking lunch