The AC to the DC: a comprehensive look at DC pension trends

Transcription

1 PMI Technical Seminars The AC to the DC: a comprehensive look at DC pension trends Wednesday 29th November 2017 Tower Place West, London KINDLY HOSTED BY MEDIA PARTNERS

2 Sir Steven John Webb Director of Policy Royal London - MP ( ) I have been involved in PMI annual conferences for several years, as well as taking part in regional PMI events. These events always have a range of expert speakers and provide a good opportunity for networking and stimulating new ideas. I recommend PMI and its events to anyone seeking an in-depth knowledge of pensions issues as part of their ongoing career development.

3 The Event Visit our website for more details This half-day technical seminar specifically focused on DC issues. This seminar will take a comprehensive look at: The future of DC The mastertrust vs contract conundrum Member engagement Legal implications DC governance A panel of leading industry speakers will take you through current industry thinking and discuss examples of industry best practice. Event Format Half a Day Conference 50 + Delegates Speakers Networking Session PMI Accreditation This event counts as 3 hours of CPD. Who Should Attend Delegate Fees Pensions scheme advisers Trustees Fund managers Retirement professionals Investment Managers Portfolio Managers Lawyers MEMBERS 99+VAT TRUSTEE GROUP 99+VAT NON MEMBERS 149+VAT EARLY BIRD UP UNTIL 25 TH OCTOBER

4 Speakers Simon Chinnery Jenny Holt Head of DC Client Solutions Legal & General Investment Management Head of Customer & Workplace Proposition Standard Life Darren Philp Clifford Sims Director of Policy and Market Engagement The People s Pension Pensions and investment funds partner Squire Patton Boggs Stephen Budge Mark Rowlands Principal UK DC & Financial Wellness Mercer Director of Customer Engagement NEST Tim Philips Andrew Cheseldine Head of Pension Markets Smart Pension Client Director Capital Cranfield Tim Middleton Technical Consultant PMI For content development and speaking opportunities contact events@pensions-pmi.co.uk

5 Event Schedule Visit our website for more details REGISTRATION & COFFEE Welcome from the PMI Tim Phillips Head of Pension Markets, Smart Pension Keynote address: DC trends: what investment and savings trends can we expect in 2018? Pensions freedoms: issues members face when saving for retirement or retiring How can scheme advisers and trustees help members to save more towards retirement? Should more be done to help members decumulate? Communicating with members: what legal issues are on the horizon? Member data Cyber security & GDPR Governance Simon Chinnery Head of DC Client Solutions Legal & General Investment Management Clifford Sims Pensions and investment funds partner Squire Patton Boggs Assessing value for members: How to define value for money through DC investment options Stephen Budge Principal UK DC & Financial Wellness Mercer COFFEE PANEL DISCUSSION The future of defined contribution schemes: What s on the agenda? Chair Andy Cheseldine Client Director, Capital Cranfield Darren Philp Director of Policy and Market Engagement The People s Pension Jenny Holt Head of Customer & Workplace Proposition, Standard Life Tim Middleton Technical Consultant, PMI Member Engagement global lessons and implications for the auto enrolled generation and converting saving to spending Mark Rowlands Director of Customer Engagement NEST Closing Remarks from the PMI & Lunch

6 The Venue MERCER Tower Place West London EC3R 5BU Contact If you would like to receive further details regarding sponsorship, attendance, or speaking opportunities, please contact our events team on: or call directly on Website:

7 PMI BOOKING FORM Please complete one form per delegate and return to the address or fax number below. DELEGATE DETAILS (as you wish them to appear on your badge) Event Attending Title First name Surname Job title Company Address Telephone PMI membership number Delegate Category (eg Affiliate, Student, etc) Dietary requirements Please would you kindly tell us how you heard about this seminar Postcode Declaration I have read and agree to the terms and conditions of registration and cancellation. Signed Date this form is not valid unless signed I do not wish to receive information about future PMI events and services I do not wish my mailing details to be disclosed to a third party TERMS AND CONDITIONS The PMI reserves the right to make modifications to the programme(s) and administrative arrangements in the event of special circumstances. In the event of written cancellation six weeks before the event, 80% of the fee will be refunded. No fees are refundable after this date though it will be possible to substitute a delegate OF THE SAME FEE CATEGORY up to the day of the event. If the seminar cannot be held for any reason, the PMI's liability will be limited to a refund of the appropriate seminar fee only. Confirmation of booking, final event programme and other details will be issued two weeks prior to the event date. Please note that payment must be received before the event is held. PROCESSING OF YOUR PERSONAL DATA Information provided by you on this form will be processed by PMI Services Ltd and used for the purposes of: providing the goods and services ordered by you, and for billing and accounts sending you information about our other services and offers. METHOD OF PAYMENT - please tick the appropriate box Payee Individual or Organisation OPTION 1 Cheque I enclose a cheque made payable to The Pensions Management Institute OPTION 2 BACS I have made my payment by BACS I have included the participant s name(s), company details and the invoice number (if applicable) in the transmission details. I have sent a copy of this booking form to PMI House I have sent the BACS payment to: HSBC Bank plc, 100 Old Broad Street, London EC2N 1BG Sort code Account number OPTION 3 Please debit the following account with (Total amount) Credit Card Card type: Visa Mastercard Delta Switch/Maestro Solo Amex Card number Valid from Valid until Name (as shown on card) Billing address (if different from delivery address) 3 digit security code (4 for Amex only) FEES/CATEGORIES PMI Members + 20% VAT Non Members + 20% VAT Please see Seminar/Conference details for the price of the event you are attending. The VAT reg. no. is The fee includes all seminar literature, refreshments and lunch. Please complete and return this form to: Pensions Management Institute Floor 20 Tower Old Broad Street London EC2N 1HQ Enquiries: or events@pensions-pmi.org.uk For Office Use Only Payee code = =

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