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22 October 2020 08:45

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10:15

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mallowstreet University Digital Roundtable: Re-thinking Risk Management for Pre and Post Retirement

2020 has certainly been a tumultuous year so far. Investment markets have been rediscovering volatility, and members approaching retirement have also seen an addition of significant volatility to their potential retirement benefits.

As pension scheme members approach retirement and also start taking an income, appetite for risk falls, and the need for risk management increases. In this current market environment, of heightened market volatility and record low interest rates, is diversification alone a sufficient risk management strategy? Could there be a place to complement with alternative approaches? 

In this session, we discuss the importance of considering member outcomes in the lead up to retirement. Specifically, how dynamic hedging could be an attractive alternative approach to complement asset diversification.

This morning session is accredited for CPD points by the Pensions Management Institute (PMI) and is exclusively for pension fund decision makers and their advisers.

Program

Time Description
08:45

Login & Access Meeting

The University Roundtable will take place online via a 'Zoom' meeting (a widely used webcast meeting provider). We will provide further information, including an access link and password to all attendees in advance of the event.
08:55

Welcome & Introductions

09:00

Presentation

In this session, we discuss the importance of considering member outcomes in the lead up to retirement, and consider how dynamic hedging could be an attractive alternative approach, to complement asset diversification.
10:10

Questions & Close

10:15

End

Speakers

  • Neil Dissanayake

    Neil is a Principal and Director of European Trading for Milliman, where he leads the London team for their global hedging platform, the Milliman Financial Risk Management group.

    His team is responsible for the management of European exposures for Milliman’s global hedging clients, which are primarily portfolios of insurance guarantees or risk-managed investment funds. This includes ongoing monitoring of client risk, and executing derivative trades in a wide range of equity, bond, currency and interest rate markets to rebalance hedge positions.

    He has an insurance actuary by background, and has a wealth of experience in designing, implementing and managing derivatives-based hedging strategies for insurance companies. In particular, he has a leading expert on retirement income guarantees for multi-asset unit-linked funds, and managing financial risk for those in retirement decumulation. He is also active in thought leadership and responding to industry consultations.

  • Ian Colquhoun

    Ian has worked for Global Financial Services Companies in both the Retirement and Mutual Fund markets, with experience of building and running businesses the UK and Europe.

    In the retirement market Ian has been involved with some of the UK’s largest Defined Contribution schemes and their investment structures and has experience of working with Fund Managers on both Defined Benefit and Defined Contribution products.

    Ian’s roles have included Managing Director/Board Member of a UK and European Fund Manager, where he was also CF1 for the business, UK Managing Director of Corporate Pensions business for Global Insurance company, and Non-Executive Director of large UK Independent Financial Advisor.