mallowstreet Defined Contribution 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.

The Defined Contribution Indaba* is a chance for senior figures from the UK’s largest DC pension funds to discuss key asset classes and investment opportunities for 2022 and beyond. You will hear from a selection of keynote speakers and take part in four interactive Investment Masterclass sessions specifically tailored for defined contribution pension funds.


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".

Speakers

Program

  1. Registration & Breakfast

  2. Welcome Address

  3. The Decumulation Challenge Ahead of Us

    The UK DC pensions industry has focused on accumulating assets but that’s only the first part of the challenge – people want and expect a pension which delivers a monthly payment once they retire. The calculations on how much to take and when are complex and the consequences of miscalculation are high. Elizabeth will outline how Nest is approaching the problem for its 10m members.

    Speaker

    Elizabeth Fernando, Deputy CIO, Nest

  4. Session Transition

  5. Investment Masterclass I

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

  6. Tea, Coffee & Networking

  7. Investment Masterclass II

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

  8. Session Transition

  9. Expert Panel Discussion and Q&A

    Speaker

    Panelists: Susan Gostick, Esther Hawley, Victoria Panormo, and Philip Smith

  10. Lunch & Networking

  11. An Introduction to the Work of the TPR Investment Advisory Team

    With an MT emphasis on Master trusts, Geoff gives a whistle-stop tour of the key issues the team are currently focused on including;

    ·       Master trust Authorisation and Supervision

    ·       ESG & Climate Change

    ·       Governance frameworks and conflicts of interest

    ·       Performance fees in a DC environment

    ·       Productive Finance Working Group

    ·      Value for Money

    Speaker

    Geoff Cheetham, Independent Investment Consultant, The Pensions Regulator

  12. Session Transition

  13. Investment Masterclass III

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

  14. Tea, Coffee & Networking

  15. Case Study: The Aviva Staff Pension Scheme

    Steven will provide an overview of the new default lifestyle investment strategy for the Aviva Staff Pension Scheme. The strategy was launched in October 2021 and was designed around the PLSA’s Retirement Living Standards. The strategy includes a 10% allocation to illiquid real assets and integrates ESG and Climate risk management throughout. Steven will discuss the key features of the strategy and the process the Board went through to design and implement the strategy.

    Speaker

    Steven Catchpole, Pensions Investment Director, Aviva Staff Pension Scheme

  16. Closing Remarks

  17. Drinks & Networking

  18. End