Devil’s Advocates Panel
Morning Session
Louise Farrand, Executive Director, Defined Contribution Investment Forum
Ian McKinlay, Chief Investment Officer, Lloyds Banking Group Pensions
Ben Piggott, DC Plan Secretary, Royal Mail Pension Trustees

08:00 – 08:50
Registration & Networking Breakfast


08:50 – 09:00
Welcome and Opening Remarks
Stephen Glover, Programme Director, DC Strategic Summit


09:00 – 09:25
Keynote Presentation: The DC Pensions Landscape
David Farrar, DC Policy Manager, Department for Work and Pensions


09:25 – 10:05
Panel: Member Engagement and Communication: What Should Best Practice Look Like?
Moderator: Ruston Smith, Chair, Tesco DC Governance Committee
Richard Butcher, Chair, PLSA
Catherine Howarth, Chief Executive, ShareAction
Mark Rowlands, Director of Customer Engagement, NEST


10:05 – 10:25
Presentation: To be advised


10:25 – 11:05
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, Senior Portfolio Manager, Multi Asset Solutions, First State Investments

11:05 – 11:35
Coffee Break

11:35 – 11:55
Presentation: Creating a Post-Retirement Default Fund
Emma Douglas, Head of DC, Legal & General Investment Management


11:55 – 12:35
Breakout Workshops
A) Trustee Boards or IGCs – What’s the Better Model for DC Pensions?
John Nestor, Independent Trustee, Capital Cranfield
Catherine Howarth, Chief Executive, ShareAction

B) Planning for Increased Auto-Enrolment Contributions
Ben Piggott, DC Plan Secretary, Royal Mail Pension Trustees

C) Accessing Higher Return Assets: The Opportunities and Constraints


12:35 – 12:55
Presentation: Are Platforms Providing Efficiency and Access to the Right Investment Strategies?
David Hutchins, Lead Portfolio Manager, Multi-Asset Solutions EMEA, AB Global

12:55 – 13:55
Lunch

Devil’s Advocates Panel
Afternoon Session
Kevin O’Boyle, Head of Pensions, BT
Ian MacRae, Finance Pensions Investment Manager, Jaguar Land Rover
Barry Parr, Trustee Director, Association of Member Nominated Trustees

13:55 – 14:35
Panel: Determining Values 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


14:35 – 14:55
Presentation: Flexible Fixed Income Investing
Lisa Coleman, Head of Investment Grade Corporate Credit, J.P. Morgan Investment Management


14:55 – 15:35
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


15:35 – 16:05
Coffee Break

16:05 – 16:45
Panel: The Purpose of ESG in DC Plans
Moderator: Louise Farrand, Executive Director, Defined Contribution Investment Forum
John Foster, Principal Consultant, Aon


16:45 – 17:25
Panel: The Role of Technology in Improving Engagement and Member Outcomes
Stewart Bevan, Head of Pensions Product, Simplitium

17:25 – 17:30
Closing Remarks


17:30 – 18:45
Drinks Reception


18:45
Dinner