mallowstreet Defined Contribution Indaba


Delegates are expected to attend the full event. We do understand that this is a time commitment in diaries. Please do let us know if you need to step away for a call/meeting.

The mallowstreet Defined Contribution Indaba* brings together professionals from the ever growing world of defined contribution schemes as DB diminishes to a thing of the past. The Indaba is structured to offer a comprehensive understanding of the challenges faced and opportunities available for pension funds as they continue to strive for success and nurture their portfolios to full-funding.

At this Indaba we'll hear from a selection of interactive keynote presentations and Investment Masterclasses hosted by renowned asset managers interspersed throughout the day. These managers will provide insights into what good looks like, key changes for the pensions landscape, and what challenges may be just beyond the horizon. As the responsibility of a retiree is no longer on the shoulders of the Corporate but rather the individual.

This event is FREE to attend for investment decision makers and their advisers and is accredited for CPD points by the Pensions Management Institute (PMI).

*An Indaba (pronounced in-dar-bah) is an important conference held by the izinDuna (principal people) of the Zulu or Xhosa people. The term comes from a Zulu language word meaning "business" or "matter".

At mallowstreet we adhere to a principles-based approach to ensure a meaningful and respectful experience for all attendees. We believe that upholding these principles will contribute to a thriving and inclusive professional environment. Please review our Code of Conduct here: Code of Conduct



  1. Registration & Breakfast

  2. Welcome Address and SOFI Introduction

    Dawid provides an overview of the conference, speakers, and key themes for the Indaba. He will also give and introduction to mallowstreet’s AI tool, SOFI.


    Dawid Konotey-Ahulu

  3. Exploring Pension Systems from Around the World

    Jason Becker takes us on a journey around the world exploring different pension systems. These differ significantly especially between emerging and developed markets. He will explore 5 different countries from the most developed to the least developed with populations ranging from 1.4 billion to as little as 372 thousand.


    Jason Becker, Head of DC Investment Consulting, Capita Pension Solutions

  4. Session Transition

  5. Investment Masterclass I

    Delegates split into five Investment Masterclass sessions over the course of the Indaba. 

  6. Tea, Coffee & Networking

  7. Investment Masterclass II

    Delegates split into five Investment Masterclass sessions over the course of the Indaba. 

  8. Session Transition

  9. Evolving Pensions Landscape Needs Creative DC Thinking

    The number of DB Schemes finding themselves with a surplus has increased, leaving Trustees and Employers having a decision to make about who benefits from this.

    Reena will take us through some interesting case studies of her clients who are using their DB surplus to fund DC contributions. She will provide an insight into their thinking and challenges as well as discussing how these DC Schemes operate in order to provide a seamless journey to and through retirement.


    Reena Tanna, Barnett Waddingham LLP

  10. SOFI Introduction Part 2


    Dawid Konotey-Ahulu

  11. Session Transition

  12. Investment Masterclass III

    Delegates split into five Investment Masterclass sessions over the course of the Indaba. 

  13. Lunch & Networking

  14. The Consolidation of the DC Market

    In today's dynamic financial landscape, consolidation in the Defined Contribution (DC) market is reshaping how companies manage their pension schemes. Particularly the transition from Own Trusts to Master Trusts. This presents both challenges and opportunities for employers and scheme members alike. The broader consolidation trends in the Master Trust market, and the key drivers behind this shift.  

    Samantha will delve into the implications of increased regulation and governance for DC plans, including the new Value for Money (VFM) framework, and provide actionable insights to help companies navigate the complexities of consolidation to ensure the long-term success of their DC plans. By understanding the drivers behind consolidation, navigating the regulatory landscape, and prioritising factors such as value for money and governance excellence, companies can make informed decisions when selecting a Master Trust provider.


    Samantha Pitt, Law Debenture Pension Trustees

  15. Session Transition

  16. Investment Masterclass IV

    Delegates split into five Investment Masterclass sessions over the course of the Indaba. 

  17. Tea, Coffee & Networking

  18. Investment Masterclass V

    Delegates split into five Investment Masterclass sessions over the course of the Indaba. 

  19. Session Transition

  20. DC Investment Panel


    • Colin Richardson, Director, Zedra Governance
    • Steve Charlton, Managing Director Defined Contribution EMEA and Asia, SEI
    • Jas Purewal, Senior DC Investment Consultant
  21. Closing Remarks


    Sandra Wolf, mallowstreet

  22. Drinks & Networking

  23. End