Devil’s Advocates Panel
Morning Session
Ian MacRae, Finance Pensions Investment Manager, Jaguar Land Rover
Ian McKinlay, Chief Investment Officer, Lloyds Banking Group Pensions
Kevin O’Boyle, Head of Pensions, BT

08:00 – 09:00
Registration & Networking Breakfast


09:00 – 09:10
Welcome and Opening Remarks
Stephen Glover, Programme Director, DC Strategic Summit


09:10 – 09:35
Keynote Presentation: The DC Pensions Landscape
David Farrar, DC Policy Manager, Department for Work and Pensions


09:35 – 10:15
Panel: Member Engagement and Communication: What Should Best Practice Look Like?
Moderator: Ruston Smith, Chair, Tesco DC Governance Committee
Richard Butcher, Managing Director, PTL
Bethan Livesey, Head of Policy, ShareAction
Mark Rowlands, Director of Customer Engagement, NEST


10:15 – 10:55
Panel: Are Default Funds Fit for the Future?
Moderator: Terry Alleyne, Board Trustee, Citibank UK Pension Scheme
Anthony Ellis, Head of DC Investment Proposition, Hymans Robertson
Andrew Harman, Portfolio Manager – Diversified Growth Fund, First State Investments
Ben Piggott, DC Plan Secretary, Royal Mail Pension Trustees

10:55 – 11:25
Coffee Break

11:25 – 11:45
Presentation: Creating a Post-Retirement Default Fund
Emma Douglas, Head of DC, Legal & General Investment Management


11:45 – 12:25
Panel: How Can DC Schemes Best Incorporate ESG?
Moderator: Louise Farrand, Executive Director, Defined Contribution Investment Forum
John Foster, Principal Consultant, Aon
Simon Howard, Chief Executive, UKSIF
Janette Weir, Director, Ignition House


12:25 – 12:45
Presentation: Are Platforms Providing Efficiency and Access to the Right Investment Strategies?
David Hutchins, Lead Portfolio Manager, Multi-Asset Solutions EMEA, AB Global

12:45 – 14:00
Lunch

Devil’s Advocates Panel
Afternoon Session
Louise Farrand, Executive Director, Defined Contribution Investment Forum
Barry Parr, Trustee Director, Association of Member Nominated Trustees
Ben Piggott, DC Plan Secretary, Royal Mail Pension Trustees

14:00 – 14:20
Presentation: Flexible Fixed Income Investing
Lisa Coleman, Head of Investment Grade Corporate Credit, J.P. Morgan Asset Management


14:20 – 15:00
Panel: Determining Value for Money in DC Funds
Moderator: Julius Pursaill, Chair, RBS & Heineken DC Schemes
Helen Ball, Partner, Sackers
Chris Sier, Chair – Institutional Disclosure Working Group, Financial Conduct Authority
Louise Sivyer, Policy Manager – Governance, Administration & DC, The Pensions Regulator


15:00 – 16:00
Breakout Workshops
A) Master Trusts, IGCs or Trust-Based – What’s the Better Model for DC Pensions?
Facilitator: Henry Tapper, Founder & Editor, Pension PlayPen
Lee Hollingworth, Head of DC Consulting, Hymans Robertson
Bethan Livesey, Head of Policy, ShareAction
John Nestor, Independent Trustee, Capital Cranfield

B) Planning for Increased Automatic Enrolment Contributions
Facilitator: Brian Gielty, Editor, LAPF Investments
David Lunt, Head of Business Development, The People’s Pension
Rob O’Carroll, Policy Manager – Automatic Enrolment, Department for Work and Pensions
Ben Piggott, DC Plan Secretary, Royal Mail Pension Trustees

C) Beyond Pensions – Considering Overall Financial Well-Being
Facilitator: Stephen Glover, Programme Director, DC Strategic Summit
Ian MacRae, Finance Pension Investment Manager, Jaguar Land Rover
Matthew Blakstad, Head of Insight Unit, NEST
Joseph Surtees, Policy Manager, Money Advice Service

16:00 – 16:30
Coffee Break

16:30 – 16:50
Presentation: The Role of Technology in Improving Engagement in Pensions
Stewart Bevan, Head of Pensions Product, Simplitium


16:50 – 17:30
Panel: Collective DC Schemes – Could They Be the Best Way Forward?
Moderator: Henry Tapper, Founder & Editor, Pension PlayPen
David Farrar, DC Policy Manager, Department for Work and Pensions
Tim Sharp, Policy Officer, TUC
Kevin Wesbroom, Senior Partner, Aon

17:30 – 17:35
Closing Remarks


17:35 – 18:45
Drinks Reception at County Hall


18:45
Dinner in the Library Room – Gillray’s Steakhouse & Bar
Overlooking the Houses of Parliament