mallowstreet Defined Contribution (DC) Indaba

Important

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 and we shall adjust your personal agenda.

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

Speakers

Program

  1. Registration & Breakfast

  2. Welcome Address and AI and its Impact on our Industry: Part 1

    David provides an overview of the conference, speakers, and key themes for the Indaba. David will also lead a brief discussion about the potential for AI to radically disrupt and transform business interactions in our industry and further afield.

    Speaker

    David Scholtz, COO, mallowstreet

  3. Pensions Dashboards Programme: Progress Update and What's Next

    As we move closer towards pensions dashboards becoming a reality, we are pleased to welcome Chris Curry, Principal of the Pensions Dashboards Programme (PDP). Chris will provide a progress update on where things are with the programme and what's coming next in 2025, covering connection, standards, user testing plans and the MoneyHelper pensions dashboard.

    Speaker

    Chris Curry, Principal Pensions Dashboards Programme

  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. Generation Rent

    Pensions are a social contract between generations, ensuring the future income requirements of members is essential, and it relies heavily on contributions and investments, as well as the financial resilience of those members. However, with younger generations continually squeezed by housing and living costs, facing low engagement in pension plans, and a decreasing rate of home ownership, it is crucial to address the policies and investments that support financial resilience. 

     

    Daniela will discuss current policy issues around housing benefits and pensions, while Tegs will take us through policy, provider and wider reforms that could help address the issue. 

    Speaker

    Daniela Silcock, Head of Policy Research, PPI and Tegs Harding, IGG, Legal & General Master Trust

  10. Session Transition

  11. Investment Masterclass III

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

  12. Lunch & Networking

  13. AI and its Impact on our Industry: Part 2

    In this short session Dawid will use SOFI to demonstrate the extraordinary power of AI and will show how we can all harness it immediately for greater productivity and efficiency.

    Speaker

    David Scholtz, COO, mallowstreet

  14. Are Better DC Outcomes Already Within Our Reach?

    Join Fiona as she explores the crucial strategies that can drive better Defined Contribution (DC) member outcomes. In this session, Fiona will discuss key areas of focus for the DC sector, including how to maintain member engagement and the most effective approaches to help scheme members plan for their long-term savings goals. Discover actionable insights that can empower your members to achieve a secure financial future.

    Speaker

    Fiona Brown, Group Head of Pensions, Rolls Royce

  15. Session Transition

  16. Investment Masterclass IV

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

  17. Tea, Coffee and Networking

  18. Investment Masterclass V

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

  19. Session Transition

  20. A Fireside Chat on Nest's view on the UK Investment

    In this armchair Q&A Mark and Dawid will delve into Nest’s view on UK investment and the opportunities of working with a new government.

    Speaker

    Mark Fawcett, NEST

  21. Closing Remarks

    Speaker

    David Scholtz, COO, mallowstreet

  22. Drinks and Networking

  23. End