mallowstreet Defined Contribution Congress 2026

Join an exclusive gathering of senior industry peers and take the opportunity to forge lasting connections with fellow DC pension professionals in an environment designed to foster meaningful conversations.


"I thoroughly enjoyed the Mallowstreet event - it was exceptionally well-organised with a great line up of sessions delivered by industry experts. There was plenty of time to connect and have meaningful conversations with other attendees."


In addition to engaging keynote sessions, delegates will participate in intimate Investment Masterclasses led by expert asset managers — exploring proven strategies, uncovering fresh insights, and expanding their knowledge. These sessions offer a rare opportunity for personalised learning and direct interaction.


Step away from the bustle of the city and immerse yourself in a tranquil setting crafted to inspire creativity and strategic thinking. This Congress perfectly blends professional development with rejuvenation.

Attendance is by invitation only, and there is no delegate fee. If you would like to join us, please register your interest and our team will be in touch. Delegates are only required to 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

  2. Lunch

  3. Welcome Address

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

    Speaker

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

  4. Are Retirement Defaults a Piece of Cake?

    Guided Retirement will require DC schemes to provide default solutions designed to deliver a regular retirement income. The market’s default choices should match real human behaviour: most members value stability, struggle with complex decisions later in life, and often respond to uncertainty by underspending. Retirement CDC (R-CDC) is a compelling default candidate; it is designed to convert DC savings into a lifelong income with managed adjustments over time.


    There are always trade-offs against alternative retirement options, especially around issues like flexibility. This will be a practical discussion about how trustees and providers can get comfortable with an R-CDC default through governance, transparent trade-offs and a clear choice framework.

    Speaker

    Stewart Patterson, Managing Director & Harriet Hayward, Senior Director, LifeSight (WTW)

  5. Session Transition

  6. Investment Masterclass I

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

  7. Tea, Coffee, and Networking

  8. Investment Masterclass II

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

  9. Session Transition

  10. From Great Outcomes to Robust Governance: Managing Private Markets in DC

    As DC schemes continue to evolve, the role of private markets is shifting from optional to essential, with fantastic member engagement stories. Yet managing these allocations within daily-dealt environments remains a challenge.


    In this session, Karim will be joined by Michael Robinsonand they will explore how Aegon UK are providing these stories to members, and working with J.P. Morgan to ensure that private markets are managed robustly in DC default strategies, focusing on the practical realities of managing illiquid assets — from liquidity management and governance to delivering improved member outcomes — and what this means for schemes looking to move beyond traditional asset allocations.

    Speaker

    Karim Lequel, Private Market Investment Specialist, J.P. Morgan, in collaboration with Aegon

  11. Delegate Leisure Time

  12. Connect, Converse, and Construct: Pit Stop Challenge, The Orangery

  13. Evening Dinner

  14. Evening Drinks

  15. Breakfast

  16. Welcome to Day 2

    Speaker

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

  17. Value for Money in DC: From Frameworks to Real Outcomes

    Value for Money has quickly moved from a regulatory concept to a defining lens through which DC schemes are being assessed. But beyond frameworks and disclosures, what does good actually look like in practice?


    In this session, Jo will explore how schemes and providers can move from measuring inputs and costs to demonstrating real member outcomes. Drawing on Aon’s work across schemes of different sizes and structures, she will examine how governance, investment strategy, and member engagement all contribute to delivering value.

    Speaker

    Jo Sharples, Chief Investment Officer, Aon DC Solutions, and Senior Partner, Aon

  18. Session Transition

  19. Investment Masterclass III

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

  20. Tea, Coffee, and Networking

  21. Single Trust Panel: Control, Customisation, and Competing for Relevance

    Single trust schemes continue to offer a high degree of control and flexibility, but face increasing pressure from scale-driven master trusts and rising governance expectations. This panel will explore how single trusts are evolving to remain competitive, where they can genuinely differentiate, and what the future holds for schemes choosing to retain independence in an increasingly consolidated market.


    Panellists:

    John Chillman, Nestle Pension Fund

    Simon Riviera, Vidett

    Speaker

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

  22. Session Transition

  23. Investment Masterclass IV

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

  24. Session Transition

  25. Keynote Presentation

  26. Lunch

  27. Master Trust Panel: Scale, Scrutiny, and the Next Phase of Growth

    Master trusts have become central to the UK DC landscape, combining scale with increasingly sophisticated investment and governance structures. This panel will examine how leading master trusts are navigating the next phase of growth — balancing efficiency with personalisation, responding to increased scrutiny around value, and continuing to evolve their offering in a more competitive and outcome-focused environment.


    Panellists:

    Rahil Ram, Cushon Master Trust

    Sharon Bellingham, Scottish Widows Master Trust

    Speaker

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

  28. Session Transition

  29. Investment Masterclass V

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

  30. Tea, Coffee & Networking

  31. Investment Masterclass VI

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

  32. Session Transition

  33. Driving Engagement: From Communication to Action

    Engagement remains one of the most persistent challenges in DC, with many members still disengaged from their pension savings until it is too late to act. In this session, Scottish Widows will explore how engagement is evolving beyond traditional communication and look at trends where members are seeking support from social media and AI instead of schemes - we'll consider some of the challenges and opportunities this represents.

    Speaker

    Robert Cochran, Scottish Widows Master Trust

  34. Delegate Leisure Team

  35. Evening Drinks

  36. Evening Dinner

  37. Evening Drinks & Congress Quiz

  38. Breakfast

  39. Welcome to Day 3

    Speaker

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

  40. Keynote Presentation

  41. Session Transition

  42. Investment Masterclass VII

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

  43. Tea, Coffee & Networking

  44. Investment Masterclass VIII

  45. Session Transition

  46. The Chess Club and Drama Club of DC Investing

    Drawing on forty years of serving pension fund members and investing their savings, Sally will look at how the world of DC pension investing has evolved. The presentation will cover the behavioural and financial elements which sit behind our current DC landscape, how much is invested and how members are engaging with their savings. She will dive into what factors and insights these have influenced Nest’s investment strategy and what the future might hold.

    Speaker

    Sally Bridgeland, Chair, Nest Invest

  47. Close of Congress

    Speaker

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

  48. Lunch & Networking

    Speaker

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

  49. End