mallowstreet Defined Contribution Congress 2025

Join an exclusive group of senior industry peers and seize the opportunity to form lasting connections with fellow DC Pension professionals set in an environment that encourages meaningful conversations.


"It was a fantastic opportunity to learn, get inspired and to enjoy the company of some brilliant individuals in our industry, all in beautiful surroundings. It was a real privilege to attend."


Alongside captivating keynote sessions, delegates will engage in intimate Investment Masterclasses led by expert asset managers to explore proven strategies, uncover new insights, and broaden knowledge. These sessions provide a unique opportunity for personalised learning and direct interaction.


Step away from the city's hustle and embrace a tranquil setting designed to inspire creativity and strategic thinking, this Congress offers the ideal combination of professional growth and rejuvenation.


Attendance at the Congress is by invitation only and there is no delegate fee charged, if you would like to join us please do register and the team will be in touch. Delegates need only arrange their own transport.


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 and Check In

  2. Lunch

  3. Welcome Address and Industry Observations

    Dawid provides an overview of the conference, speakers, and key themes for the Congress.

    Speaker

    Dawid Konotey-Ahulu CBE DL, Co-founder, mallowstreet

  4. Session Transition

  5. A Fireside Chat with Steve Charlton

    With over 30 years’ experience in the pensions industry, Steve brings deep expertise in defined contribution (DC) schemes. In this keynote session, he will explore the evolving DC landscape, focusing on two of the sector’s most pressing challenges: Private market investment and delivering genuine value for money to members. Expect practical insight, informed commentary and reflections on where DC policy and practice are heading next.

    Speaker

    Steve Charlton, Managing Director Defined Contribution EMEA and Asia, SEI

  6. Session Transition

  7. Investment Masterclass I

    Delegates split into six Investment Masterclass sessions over the course of the Congress

  8. Tea, Coffee, and Networking

  9. Keynote Presentation

    Speaker

    Michael Robinson, Head of Investment Development, Ageon Master Trust

  10. Session Transition

  11. Collective risk sharing in CDC schemes – What Does Fairness Look Like?

    Tegs will set the scene on CDC, its benefits to members and some considerations in scheme design before moving into a fireside chat exploring key questions in more detail. Key themes will include DC pensions adequacy, how governance differs in CDC schemes, fairness of scheme design and communication.

    Speaker

    Tegs Harding, Professional Trustee, IGG, Royal Mail CDC, L&G Master Trust

  12. Delegate Leisure Time

  13. Evening Activity

  14. Evening Dinner

  15. Evening Drinks

  16. Breakfast

  17. Morning Mindfulness (Optional)

    Being Positively Aware - Meditate with David to Become Calm and Focussed Before the Conference.

    Speaker

    David Butcher, Mindful Pensions Limited

  18. Welcome to Day 2

    Speaker

    Dawid Konotey-Ahulu CBE DL, Co-founder, mallowstreet

  19. Default Investment Strategies: Performance, Trends and Market Shifts

    With wide dispersion in provider default strategy performance, is it time we took performance leaderboards more seriously—or is there a deeper story behind the numbers? In this insightful session, Reena unpacks the multiple lenses through which default performance should be viewed.


    As we look to the future, she’ll explore what the next generation of default design could look like. With private markets dominating the innovation narrative, the big questions remain: will they truly add value—and which providers are positioned to get it right?

    Speaker

    Reena Tanna, Partner, DC Investment, Barnett Waddingham

  20. Session Transition

  21. Investment Masterclass II

    Delegates split into six Investment Masterclass sessions over the course of the Congress. 

  22. Tea, Coffee, and Networking

  23. Investment Masterclass III

    Delegates split into six Investment Masterclass sessions over the course of the Congress. 

  24. Session Transition

  25. Innovation Panel Discussion

     

    Speaker

    Antonia Balaam, Ageon Stewart Patterson, Lifesight WTW

  26. Lunch

  27. Mansion House Panel Discussion

    Speaker

    Panellists: Kim Brown Veronica Humble Jo Sharples

  28. Session Transition

  29. Investment Masterclass IV

    Delegates split into six Investment Masterclass sessions over the course of the Congress. 

  30. Tea, Coffee, and Networking

  31. Investment Masterclass V

    Delegates split into six Investment Masterclass sessions over the course of the Congress. 

  32. Session Transition

  33. Evolving Member Engagement by Pushing the Boundaries and Meeting your Members in their Digital Playground

    Scottish Widows have been at the forefront of member engagement evolution embracing AI, gaming and Tik Tok. In this session we’ll share some of the award winning engagement experiences that have revolutionised our engagement story – then have an open question session with our Master Trust strategic lead Sharon Bellingham on how the Trustees interact with these new initiatives.

    Speaker

    Sharon Bellingham & Robert Cochran, Scottish Widows

  34. Delegate Leisure Time

  35. Evening Drinks

  36. Evening Dinner

  37. Evening Drinks & Congress Quiz

  38. Breakfast

  39. Morning Mindfulness (Optional)

    Being Positively Aware - Meditate with David to Become Calm and Focussed Before the Conference.

    Speaker

    David Butcher, Mindful Pensions Limited

  40. Welcome to Day 3

    Speaker

    Dawid Konotey-Ahulu CBE DL, Co-founder, mallowstreet

  41. Can DC Members Invest With Impact?

    With ESG and positive sustainable outcomes a clear and increasing priority for generations of DC members, bfinance explores the dark green end of the investment spectrum: positive impact investing. Investor trend data and a case study of a DC impact equity search illustrates why and how positive non-financial impact can be sought in listed equities, without sacrificing financial returns.

    Speaker

    Martha Brindle, Senior Director, Public Markets – Equities, bfinance

  42. Session Transition

  43. Investment Masterclass VI

    Delegates split into six Investment Masterclass sessions over the course of the Congress.

  44. Tea, Coffee, and Networking

  45. Mindfulness: Soft Skill Hard Results

    In this session, David will explain and take us through the what, how and why of mindfulness, discuss its value to the pensions industry and how it enhanced his performance as a trustee.

    Speaker

    David Butcher, Mindful Pensions Limited

  46. Close of Congress

    Speaker

    Dawid Konotey-Ahulu CBE DL, Co-founder, mallowstreet

  47. Lunch and Networking

  48. Departure

  49. End