Morning Sessions


Devil’s Advocates: Morning Panel
David Hare, IGC Chair, Phoenix Life
Matthew Webb, Head of Benefits, LSEG


08:30 – 09:00
Registration & Networking Breakfast

09:00 – 09:05
Welcome and Opening Remarks

Louise Farrand
Executive Director
Defined Contribution Investment Forum

09:05 – 09:45
Keynote: In conversation with Stephen Timms MP
Co-hosts of the V-FM Pensions Podcast, Darren Philp and Nico Aspinall speak to Stephen Timms MP, Chair of the Work and Pensions Select Committee on what Value for Money means to him and his Committee. Audience Q+A will provide an excellent opportunity for attendees to pose their own questions to Stephen. The session will also be recorded as a podcast and published the same week.

Nico Aspinall
V-FM Podcast

Darren Philp
V-FM Podcast

Stephen Timms
Work and Pensions Select Committee

09:45 – 10:25
Panel: LTAFs: the answer to the private markets riddle or a damp squib?
LTAFs were launched with great fanfare – but so far only a handful have launched. What’s delaying progress in this area? Are schemes finding other ways to access private markets? Will the path to greater access to private markets be smoother once schemes are bigger?

Louise Farrand
Summit Chair

Steve Budge

Imran Razvi
Senior Policy Adviser
The Investment Association

Mike Weston
Independent Trustee

Elena Zhmurova
Independent Consultant

10:25 – 10:45
Presentation: Private Debt
The private debt universe continues to grow and evolve. Where are the opportunities for DC investors and how could private debt make a difference to portfolio outcomes?

Karen Lam
Head of Investment Specialists, Private Credit
M&G Investments


10:45 – 11:15
Coffee Break


11:15 – 11:50
Roundtable: Putting the S in ESG
The social element of ESG tends to be less well understood and acted on by pension schemes than the E and the G. However, the recent publication of the Guide from the Taskforce on Social Factors has given pension schemes greater clarity on how to approach social investments. In this roundtable discussion, we’ll examine social factors, exchange our ideas and progress reports in small groups.

11:50 – 12:10
Presentation: Private credit
With the strong regulatory tailwinds driving the shift into private markets, private credit remains the easiest and proven likely first step for schemes to enter these attractive asset classes. Following a period of volatility, high interest rates and inflation post-covid, the war in Ukraine and Liz Truss’s antics, how is it best to access the benefits of private credit and how did it fare?

Murtaza Merchant
Managing Partner
MV Credit

Alex Thompson
Vice President
Loomis Sayles

12:10 – 12:50
Panel: Reinventing decumulation
Researchers are following people through their retirement years. Their observations should help pension schemes to learn important lessons about how to help people navigate their later lives. What does the industry need to do to make decumulation better? What solutions are emerging to smooth the path from accumulation into decumulation?

Louise Farrand
Summit Chair

James Fouracre
Director – UK Institutional

Hugo Gravell
Senior Investment Consultant
Barnett Waddingham

Emma Watkins
Managing Director, Retirement & Longstanding
Scottish Widows

Janette Weir
Ignition House

12:50 – 13:00
Devil’s Advocates Summaries


13:00 – 14:00

Afternoon Sessions


Devil’s Advocates: Afternoon Panel
Terry Alleyne, Trustee Chair of Administration Committee, Citibank UK Pensions
Maggie Rodger, Co Chair, AMNT UK Pensions


14:00 – 14:30
Afternoon Keynote: An update on the DC regulatory landscape
This session will cover the latest on TPR’s direction of travel in relation to trustees and DC schemes – including what TPR will be expecting of trustees, and how TPR is setting itself up for the changing nature of the pensions market.

Louise Davey
Interim Director of Regulatory Policy, Analysis and Advice
The Pensions Regulator

14:30 – 14:50
Presentation: Unlocking the Potential of LTAFs
Balancing private market investment characteristics with practical considerations.

Mark Meiklejon
Head of Real Asset Investment Specialists
Aviva Investors

14:50 – 15:20
Panel: Space investment and finance: the new asset class that’s out of this world
Space investment is a new and exciting frontier for pension schemes. But what is space investment and how can you access this all-new asset class? Our speakers will introduce space investment and explain why pension schemes should have it on their radar.

Louise Farrand
Summit Chair

Sally Bridgeland
Independent Chair and Non-Executive Director

Nayen Pankhania
Strategy and Investment Director
Satellite Applications Catapult

15:20 – 15:40
Coffee Break


15:40 – 16:00
Presentation: Introduction to the Lifetime Savings Initiative
The Lifetime Savings Initiative brings together industry leaders from across the savings and pension landscape to understand the fundamental challenges people face in navigating their lifetime savings journey – including saving for a rainy day, housing, and long term savings (pensions). In this session we will find out more about their work to identify the key pinch points for everyday people and the change that they are hoping to drive across the industry to create a more equitable and sustainable national savings model.

Britt Hoffman-Jones
The Lifetime Savings Initiative

16:00 – 16:40
Roundtable: Quick wins to make the pensions system better
A few speakers will introduce their top pensions quick win, before we break out into roundtable discussion groups. At the end of the session, we’ll regroup to discuss the quick wins that the industry could introduce today to transform the pensions system and savers’ retirement outcomes.

16:40 – 17:20
Panel: The master trust power panel
Master trusts are growing fast, and all eyes are on them as they tackle the challenges of the day and seek to lay the right foundations for future success. A panel of master trust leaders tell us what’s top of their agendas – and what’s on their worry lists.

Louise Farrand
Summit Chair

David Butcher
Independent Trustee

Eve Read
Senior Director of Strategic Delivery
Smart UK

Suzanne Rose
UK DC Leader

Andrew Warwick-Thompson
Professional Trustee

17:20 – 17:30
Devil’s Advocate Summaries

17:30 – 17:35
Chair’s Closing Remarks

Louise Farrand
Executive Director
Defined Contribution Investment Forum


17:35 – 18:30
Drinks Reception