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1 Pensions Emerging Markets Asset Auto-Enrolm Insight Strategy Emerging Markets Asset-backed contribution Schemes Strategy Retirement Investing Policy Fiduciary Managmen Insight Events 2014

2 Main Heading About Professional Pensions i Professional Pensions is committed to delivering the latest market trends, opinions, legislative and regulatory updates and product information to our delegates; in order to provide the insights they need and to discuss key developments affecting their working processes. Each event includes the opportunity for interaction and debate between delegates and speakers as they share unique insights, case studies and innovations. Our events are supported by the editorial expertise behind our publications, including Professional Pensions, Workplace Savings and Benefits, Retirement Planner and Financial Director, as well as our specialist team in event production, marketing and logistics. The PP Briefings are more intimate event formats, ranging from succinct breakfast updates, to evening networking and cocktail receptions, to interactive workshops and industry roundtables: There is something for everyone. Operating in an inclusive and engaging format to ensure beneficial contact and networking between all participants Facilitating high-level discussion and analysis; allowing you to engage on a real and meaningful level and develop fruitful relationships

generate lots of questions and engagement.

3 Main Heading Very topical and useful well chaired and an exceptionally nice atmosphere and lively throughout which helped generate lots of questions and engagement. Taking away some good pointers and ideas to work on. Carolyn Ray, Pensions Executive, BAE Systems

4 Main Heading Professional Pensions offers you a series of events through breakfast and lunch briefings, half day and full day events. Forums Professional Pensions has a series of forums scheduled for 2014 giving sponsors the chance to provide speakers at these events to promote their organisations and network with existing and potential clients. Awards The Professional Pensions UK Pensions Awards as well as Pension Scheme of the Year Awards are now in their 17th year and established as the pensions industry s leading awards ceremonies, attracting hundreds of the industry s leading figures and providing sponsors with an ideal opportunity to promote their brand in front of both their clients and peers. Roundtables Roundtables are available for sole and part sponsorship. The purpose of this format is to encourage debate and discussion between Trustees and Pension Scheme Managers. It provides the opportunity for sponsors to engage with delegates directly.

5 Main Heading Our Delegates Very good event. These always generate more & more questions. Professional Pensions always have their finger on the pulse of pension topics. Alan Marnes, Trustee, Samuel Jones

6 Overall interesting & informative. Some thought provoking ideas & issues. Doug Chalmers, Pension Trustee, Lend Lease Ltd Professional Pensions connected over 2000 delegates from leading Pension Funds including: Action for Children Pension Fund Fujitsu AgustaWestland Ltd G4S Alliance Boots General Dynamics United Kingdom BAA GlaxoSmithKline BAE Systems Inchcape Motors Pension Trustee Ltd BASF plc Johnson Fleming Ltd BP UK Pensions & Benefits Kingfisher Plc British American Tobacco UK Pension Fund Borough of Lambeth British Steel Pension fund Marks and Spencers BT Michelin Pension Trust Ltd Cancer Research UK National Grid Capgemini UK Plc Panasonic Manufacturing UK Ltd Croydon Council Philips Electronics UK Limited De Beers UK Ltd RWEnpower Engineering Council UK Skanska UK plc Environment Agency Transport for Essex Pension Fund Virgin Media Everything Everywhere Ltd VISA EUROPE Our Events are exclusively for: Pension Trustees Pensions Scheme Managers/Directors Directors of Treasury Directors of Finance Chief Executives Finance Directors HR Directors Compensation & Benefits Managers

7 Our Events 2014 February March April May June Administration and Communication Forum Administration and Communication Forum North (UK) Risk Reduction Forum At Retirement Options UK Pensions Awards Pensions and Benefits UK Fiduciary Management Focus Pension Scheme of the Year Awards Reception July September October November December Pension Scheme of the Year Awards Winners Dinner Pensions in Action Trustee Masterclass Defined Contribution Conference Pensions Innovation Conference Investment Conference Investment and Risk Conference North (UK)

8 new for 2014 Administration and Communication Forum February 2014, March 2014, North (UK) The Administration and Communication Forum is specifically designed for trustees, pension fund managers and senior members working within pension administration and communication. This Forum provides an update on recent movements and changes in communication and administration, and related regulation going forward. The programme also informs attendees on how to face approaching communications and administration challenges and introduces new ways of thinking. The Forum s interactive format encourages questions and audience interaction, whilst the networking time over a full day will broaden delegate s network of like-minded colleagues. Risk Reduction Forum March 2014, A Forum designed to update and educate trustees, pension fund managers and senior pension fund scheme representatives on the recent movements concerning pension scheme risks, liability growth and investment strategies going forward. The Forum programme includes: A high level keynote address from an industry leader A high profile case study where delegates can learn from the practical experience of others An interactive panel session providing delegates with the opportunity to respond interactively to specific risk reduction issues

9 new for 2014 At Retirement Options April 2014, Financial advice is important in ensuring people make appropriate retirement choices, but the advent of RDR means the average worker is finding it difficult to access this advice. Employers are increasingly stepping into the breach by providing access to retirement information/advice through the use of annuity portals or building relationships with advisers. This briefing will share key facts and discuss how employers, HR and benefits managers and trustees can work with financial advisers to proactively engage in developing solutions for their organisations that improve member outcomes over the long-term. UK Pensions Awards 1st May, Grosvenor House Hotel, Pensions and Benefits UK 20th to 21st May, Queen Elizabeth 2nd Conference Centre, The awards recognise providers that offer the highest level of innovation, performance and service to occupational pension schemes and their members. The UK Pensions Awards 2014 will see improvements and refinements introduced for this year ensuring the awards are the leading and most exciting awards of the year. The improvements will include a number of new categories; a live judges Q&A during the entry process; a finalist drinks reception and new table & sponsorship packages for the glittering awards ceremony. Professional Pensions looks forward to celebrating excellence in the pensions profession with you. Professional Pensions and Workplace Savings & Benefits are delighted to announce a major new annual conference bringing together the pensions and benefits communities. The conference brings a whole new approach to the visitor and partner experience. Full details of this exciting new initiative are available from your account handler.

10 Fiduciary Management Focus June 2014, The Professional Pensions Fiduciary Management Focus is a half-day event designed to give pension scheme representatives a thorough review of fiduciary management. It provides a great platform to hear from and question the UK s leading fiduciary managers. From the basics through to the latest thinking, the conference covers everything pension schemes need to know about selecting, using and assessing a fiduciary manager. The Focus begins with an optional morning workshop detailing the essentials to fiduciary management. The remainder of the day provides delegates with in-depth coverage of fiduciary management via presentations, a case study and group discussions led by the foremost minds in the industry. new for 2014 Pension Scheme of the Year Awards Reception 20th May 2014, Winners Dinner July 2014, The Scheme awards aim to find the country s best pension funds and managers. We are delighted to announce an all-new format for The awards will continue to recognise scheme excellence as they always have by judging entries to the awards categories. The changes are to how the excellence of schemes will be celebrated. A drinks reception for all entrants will be held on 20th May 2014 in Central. The finalists and winners will be announced at the drinks reception. The winners will then be invited to an exclusive networking winners dinner to be held in Central in the summer. The new format scheme excellence awards and celebration will be supported by six exclusive commercial partners.

11 new for 2014 Pensions In Action July 2014, Professional Pensions is delighted to introduce Pensions in Action, an innovative event format providing a range of scheme case studies along with solution providers to explain the issues raised in the case studies. Professional Pensions delegates have asked to hear more real-life experiences from other schemes and here they are! This new and fresh event format allows participating sponsor-speakers to participate in panel sessions and to discuss the lessons learned from plenary scheme case studies in an afternoon boardroom setting, where you will interact in small groups to be able to present and debate with the delegates in a more private setting. Pensions in Action brings together Pension Scheme Managers and Directors, Trustees and Financial Directors, providing an exciting opportunity to combine in-depth recent scheme experiences with invaluable networking opportunities. Trustee Master Class September 2014, The Trustee Masterclass will give senior UK trustees the opportunity to network, debate and learn from both their peers and leading industry experts. It will be the perfect platform to help them build and cement their network of trusted advisers and allow sponsors to offer advice on the criteria framing their adviser selection choices. Participating sponsors will have the opportunity to demonstrate their knowledge of the challenges that trustees face, contribute to thought leadership discussions and debate issues of importance that have been decided by trustees themselves. The event format has been designed to ensure maximum benefit and contact time between participants. Facilitating high-level discussion and analysis allowing you to engage on a real and meaningful level to gain insights and develop fruitful relationships. Sponsors will also be supplied with a comprehensive post-event delegate feedback report to aid thorough and conducive follow-up with clients and provide insights to boost your relationship development pipelines.

12 new for 2014 new for 2014 Defined Contribution Conference September 2014, Pensions Innovation Conference October 2014, The Professional Pensions Defined Contribution Conference is an exciting new event designed to encourage positive decision making, help improve investment governance and aid in the general smooth-running of DC pension schemes. This event provides a succinct programme that offers a practical checklist to benchmark DC scheme s investment, governance and administration processes. Sponsors can profile themselves as solution providers to key scheme decision makers from UK DC schemes. Practical, to-the-point sessions will be delivered covering the key aspects required to provide high-quality DC pension provision to scheme members, this one day event will reflect the growing importance of DC provision. This informative one-day conference is designed to showcase new pioneers of the pensions industry. Throughout the day, sponsors will inform and empower the delegates by explaining their new solutions for some of the challenges and processes of running a pension scheme. The offered innovations can replace or run alongside, and complement existing proven solutions employed by schemes or funds. The attendees will consist of senior in-house pension professionals. In addition to the ground-breaking initiatives that will be showcased by sponsorspeakers, delegates will also hear from the innovation categories winning pension schemes category at the Pensions Scheme of the Year Awards.

13 Investment Conference November 2014, In this current economic climate, schemes are looking to manage their funding risks pro-actively and take a strategic approach when choosing from the array of new investment opportunities on offer. This full-day conference provides a convenient platform for senior decision makers within public and private sector pension schemes to interact with industry leaders and explore the leading asset classes. Sponsoring speakers will present the investment options available to improve funding levels or revamp portfolios, a range of risk reduction strategies to improve the long-term outlook for schemes and much more. new for 2014 Investment and Risk Conference December 2014, North (UK) The Investment and Risk Conference is designed to update trustees, pension fund managers and senior pension fund and benefit scheme representatives on the recent movements concerning pension scheme risks, liability growth and investment strategies going forward. It provides a convenient platform to explore the leading asset classes, the investment options available to improve funding levels or revamp portfolios, a range of risk reduction strategies to improve the long-term outlook for schemes and much more. The Forum programme includes: A high level keynote address from an industry leader A high profile case study where delegates can learn from the practical experience of others An interactive panel session providing delegates with the opportunity to respond interactively to specific risk reduction issues

Roundtable events Professional Pensions hosts a series of roundtable events throughout the year, focusing on particular areas and key topics in the pensions market to promote our clients as thought

Each roundtable is hosted by the editor Jonathan Stapleton and forms the basis of a four page spread in the main issue of Professional Pensions the following month.

14 Roundtable events Professional Pensions hosts a series of roundtable events throughout the year, focusing on particular areas and key topics in the pensions market to promote our clients as thought leaders. Professional Pensions roundtables allow key providers in the industry to demonstrate their expertise on a predetermined issue, as well as promoting key staff as experts within their field. Each roundtable is hosted by the editor Jonathan Stapleton and forms the basis of a four page spread in the main issue of Professional Pensions the following month. Up to four delegate participants for each hour long debate are sourced via the Professional Pensions marketing team. Our debates have included Chair of Trustees, CIOs, and Pension Scheme Managers from some of the biggest schemes in the UK. Previous debates include topics such as Risk Reduction, Inflation, and Fiduciary Management and have been sponsored by the likes of BlackRock, Standard Life Investments, and BNP Paribas.

15 Main Heading Our Editorial and Events Team ipad 9.20am

Content and Editorial Team Jonathan Stapleton Editor, Professional Pensions & Workplace Savings and Benefits Jonathan is Editor of both Professional Pensions and Workplace Savings and Benefits.

Jonathan has 12 years experience in journalism, beginning his career writing for a magazine dealing with the debt and capital markets of Russia and East/Central Europe before beginning to write about

16 Content and Editorial Team Jonathan Stapleton Editor, Professional Pensions & Workplace Savings and Benefits Jonathan is Editor of both Professional Pensions and Workplace Savings and Benefits. He has responsibility for Professional Pensions and Workplace Savings and Benefits magazines and the websites professionalpensions.com and wsandb.co.uk. Jonathan has 12 years experience in journalism, beginning his career writing for a magazine dealing with the debt and capital markets of Russia and East/Central Europe before beginning to write about pensions in He obtained the PMI s Retirement Provision Certificate at the end of 2009 and was named SPC Journalist of the Year in Helen Morrissey Editor of Retirement Planner and Deputy Editor of Professional Pensions In 2006 Helen took up the editorship of Retirement Planner magazine, a monthly title aimed at financial advisers who specialise in the retirement market. In 2008 Helen was asked to expand her role by taking on the institutional features editor role which involves managing the features section of Professional Pensions. She writes and commissions articles across a range of different retirement topics but specialises in the at-retirement and post retirement areas. In addition to this Helen is Deputy Editor of Professional Pensions and gets involved in research projects. She often chairs online Conjecture debates and industry conferences.

Events Team Elizabeth Thomas Senior Conference Manager Elizabeth began her career in 2004 with SPG Media, before moving over to conferences in 2005.

In 2010 Elizabeth joined Incisive Media s Financial Services Division, working on institutional and retail investment markets and events.

17 Events Team Elizabeth Thomas Senior Conference Manager Elizabeth began her career in 2004 with SPG Media, before moving over to conferences in Over the years she has focused on researching, developing and topic-generating conference content for Pensions, Investment, Property, Pharmaceutical, Technology and Legal sector events. In 2010 Elizabeth joined Incisive Media s Financial Services Division, working on institutional and retail investment markets and events. Sarika Sandhu Head of Events Marketing From studying Marketing and Management at University, Sarika has gone on to have a career of over 10 years marketing events at the top two leading Publishing houses. She has successfully launched many international events in a variety of sectors recruiting the very best delegates.

18 Our Sponsors Thank you to our previous sponsors

SRP Americas Indexed Insurance Forum The Embassy Club, Des Moines September 2018

SRP Americas Indexed Insurance Forum 2018 The Embassy Club, Des Moines 18 19 September 2018 CONTENTS OUR SPONSORS Welcome GOLD SPONSOR Who You Will Meet Derivatives Masterclass Conference Agenda Previous