13:40 – 14:00
Meet and Greet


14:00 – 14:10
Welcome and Introduction

Stephen Glover
Programme Director
DC Strategic Summit


14:10 – 14:30
Presentation and Q&A: Critical Developments in DC Pensions

Speaker
Magnus Spence
Managing Director – Global Distribution Solutions
Broadridge Financial Solutions

DC is the most dynamic sector in UK pensions. Our speaker will provide an update on how the DC landscape is changing overall, and in light of the extraordinary challenges of 2020. There will be a focus on projections for asset growth, the fortunes of key sectors of the market, evolution of default strategies and investment products, consolidation trends, and where the money is on the move.


14.30 – 14.50
Presentation and Q&A: The Macro View of Markets

Speaker
Esty Dwek
Head of Global Market Strategy
Natixis Investment Managers

Our speaker will explore the medium-term outlook for the markets and strategies of greatest interest to DC schemes, as well as those that are likely to become more prominent in the future. This will take into account forecasts for growth and the global economy, tempered by the risk factors imposed by the Covid-19 crisis.


14.50 – 14.55
Enter Discussion Groups


14.55 – 15.35
Breakout Discussion Groups:

Group 1
Maximising Returns Within the Investment Budget

Facilitators
Denise Le Gal, Trustee Director, J.P. Morgan Chase UK Retirement Plan
Ben Piggott, DC Plan Secretary, Royal Mail Pension Trustees
Mark Thompson, Member of the IGC, Zurich Insurance

Topics

  • Investment budgets vary significantly among DC schemes
  • Passive vs Active Allocations – The Barbell Concept
  • Use of Illiquids and Platform Access

Group 2
Maximising Value for Members

Facilitators
Andy Cheseldine, Professional Trustee, Capital Cranfield Trustees
Andy Seed, Head of DC Solutions, Aviva Investors
Chris Sier, Chairman, ClearGlass
Louise Sivyer, Principal – Policy, The Pensions Regulator

Topics

  • Are we closer to a common methodology for measuring VFM?
  • Concentrating on value as much as costs
  • Who is driving VFM standards
  • The challenges that remain

15.35 – 15.45
Return to Plenary and Feedback from Breakout Discussions

15.45 – 16.05
Presentation: Optimally Incorporating ESG in DC Pensions

Speaker
Andy Seed
Head of DC Solutions
Aviva Investors

Trustee and IGC chairs are required to give a detailed annual statement on how ESG factors are effectively being addressed and implemented in their DC scheme and within their individual investment strategies. Our speaker will explore optimal methodologies for integrating ESG in DC plans and the latest thinking from across the marketplace.


16.05 – 16.10
Enter Discussion Groups


16.10 – 16.50
Breakout Discussion Groups:

Group 1
Managing the Biggest Risk of All – Climate Change

Facilitators
David Farrar, ESG and Climate Governance, Department for Work and Pensions
Harald Walkate, Head of Corporate Social Responsibility & ESG, Natixis Investment Managers
Janette Weir, Managing Director, Ignition House

Topics

  • Climate change and RI are big drivers of member engagement
  • How can climate risks be controlled under various scenarios
  • Identifying exposures to climate risks in individual and portfolio investments
  • Opportunities thrown up by climate change
  • How policymakers are responding

Group 2
Consolidation Across DC Pensions

Facilitators
Alyshia Harrington-Clark, Policy Lead – Defined Contribution, PLSA
Rob O’Carroll, Automatic Enrolment and NEST Policy, Department for Work and Pensions
Henry Tapper, CEO, AgeWage
Rob Yuille, Head of Long Term Savings Policy, Association of British Insurers

Topics

  • Single trusts consolidating into master trusts
  • The challenges of consolidating small pots
  • Cost and scale benefits of consolidation

16:50 – 17:00
Return to Plenary and Feedback from Breakout Discussions


17.00 – 17:30
Close and Online Networking