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KEYNOTES INCLUDE:

Professor Lynda Gratton, Author, The 100-year Life
Nick Bostrom, Author of Superintelligence and AI thought leader
Matthew Taylor, Head, Independent Review of Employment Practices in the Modern Economy
Matt Frei, Journalist
Guy Opperman MP, Parliamentary Under-Secretary of State for Pensions and Financial Inclusion

Wednesday 18 October

 

09:00

Registration opens

10:00

Exhibition opens

10:00 - 11:00

FRINGE MEETING 1 - View details here

TRUSTEE LEARNING ZONE 1 - View details here

11:00 - 11:30

Refreshment break in the exhibition hall

11:30 - 12:30

FRINGE MEETING 2 - View details here

TRUSTEE LEARNING ZONE 2 - View details here

12:00 - 13:15

Lunch in the exhibition hall

Plenary 1
13:15 - 13:30

Chair's introduction and welcome

Lesley Williams, Chair, PLSA

Plenary 2
13:30 - 13:55

THE 100-YEAR LIFE - WHAT IT MEANS FOR WORK, SAVING AND RETIREMENT

The author of a globally acclaimed study sets out her vision of how increasing longevity will transform society.
Professor Lynda Gratton, Author, The 100-year Life
Chaired by:
Graham Vidler, Director of External Affairs, PLSA

Plenary 3
13:55 - 14:40

The 100-year life - what it means for you and me

Industry leaders join our keynote speaker to discuss how the pensions and lifetime saving sector can respond to the challenges of the 100-year life.
Professor Lynda Gratton, Author, The 100-year Life
Andy Briggs, Chief Executive Officer of Aviva UK Insurance and Chair, ABI
Otto Thoresen, Chair, NEST
Chaired by:
Graham Vidler, Director of External Affairs, PLSA

14:40 - 15:25

Refreshment break in the exhibition hall

Plenary 4
15:25 - 15:55

CONFERENCE CHALLENGE - THE SEQUEL

The PLSA has been catching up with the participants from last year's Conference Challenge to find out what they have done in the last 12 months to improve their saving. See the results - and hear what the PLSA has been doing to help them.
Graham Vidler, Director of External Affairs, PLSA
Gregg McClymont, Head of Retirement Savings, Aberdeen Asset Management
Steve Webb, Director of Policy and External Communications, Royal London

Plenary 5
15:55 - 16:40

The future of auto-enrolment: what and how

The Government's three independent advisers on the auto-enrolment review share their assessments of the challenges ahead and set out their thoughts on how to meet them.
Chris Curry, Director, Pensions Policy Institute
Jamie Jenkins, Head of Pensions Strategy, Standard Life
Ruston Smith, Trustee Director, The People's Pension
Chaired by:
Morten Nilsson, Chief Executive, NOW: Pensions

16:50 - 17:50

FRINGE MEETINGS 3, 4 & 5 - View details here

17:50

Registration and exhibition closes

 

Thursday 19 October

 

07:00 - 08:00

PLSA MORNING 5K RUN SPONSORED BY PTL - ALL ABILITIES WELCOME

Refreshments will be served following the run.
Open to everyone that has registered for the conference. Pre-registration is essential (to book please click
here)

07:45

Registration opens

08:00 - 08:45

Fund member breakfast – BREAKFAST WITH ADDED ‘SUPER’

Engaging hard-to-reach members, robo-advice, diversity - the leaders of Australia’s ‘Super’ funds have plenty of lessons to share on how they tackled challenges that the UK is now facing. Come and meet them.

Megan Bolton, Executive, Finance and Risk, HESTA, Martin Fahy, CEO, Association of Superannuation Funds of Australia
Nic Pollock, CEO, Decimal Advice Solutions, Paul Watson, Group Executive: Business Growth, Client Relationships and Advice, Hostplus

Open to fund members only. Pre-registration is essential (to book please click here)

08:45    

Exhibition opens

Plenary 6
09:00 - 09:45

BETTER RETIREMENT: OPTIONS FOR THE FUTURE

What really needs to change over the next decade so more people get a better income in retirement? Have your say on the options identified by a PLSA group.
Richard Butcher, Chair, PLSA Steering Group
Martin Fahy, CEO, Association of Superannuation Funds of Australia
Patrick Heath-Lay, CEO, The People’s Pension
Tim Sharp, Policy Officer, TUC
Chaired by: Carol Young, Vice-Chair, PLSA DC Council

Stream sessions 1
09:55 - 10:45

DB
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DC
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LIFETIME SAVINGS
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Close Brothers logo

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NEW HORIZONS
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Aon logo

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THE STEWARDSHIP PREMIUM

With an increasingly uncertain economic outlook, it becomes ever more important that pension funds engage with their investments to ensure that they maximise value. We look at possible strategies for asset owners who want to influence the culture, skills-base and human capital of the companies they invest in to boost sustainable long-term returns.
Catherine Howarth, CEO, Share Action
Michael Marshall, Responsible Investment Officer, West Midlands Pension Fund
Co-speaker TBC
Chaired by: Luke Hildyard, Policy Lead for Stewardship and Corporate Governance, PLSA  

SOLVING THE RETIREMENT CHALLENGE TOGETHER

How can the savings industry collectively rise to the challenge of freedom and choice and help consumers make the most of the new flexibilities? A panel of experts will discuss how high quality, value for money solutions, whether institutional or retail, can be delivered to customers. 
Speakers TBC
Chaired by: Daniel Leuty, UK Head of Strategic DC Clients, Institutional Sale, State Street Global Advisors

GETTING ENGAGED

Hear the latest research showing how much (or how little) employees engage with their savings, the difference financial education can make and the challenges to be tackled in the future.
Jeanette Makings, Head of Financial Education, Close Brothers
Co-speakers TBC
Chaired by: Simon Lee, PLSA DC Council

DC BEYOND THE HORIZON

Even with DC savings set to exceed £1 Trillion by 2030, many people are still set for inadequate retirement incomes. What lessons can we learn from elsewhere in the world about investment, engagement and governance? And what key developments can we expect here in the UK?
Skip McMullan, Chair, Bank of America Merrill Lynch Pension Scheme
Sophia Singleton, Partner and Head of DC Consulting , Aon Hewitt
Chaired by: Tim Gosling, Policy Lead, DC, PLSA

10:45 - 11:30

Refreshment break in the exhibition hall

Stream sessions 2
11:30 - 12:05

DB
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DC
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LIFETIME SAVINGS
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Close Brothers logo

Media partner:

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NEW HORIZONS
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Aon logo

Media partner:

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SCAMS - IF NOT NEW LEGISLATION, THEN WHAT?

With new anti-scams legislation looking unlikely, what alternative steps can pension schemes and regulators take to protect scheme members from the scammers?
Jamey Johnson, Chief Officer, Pension Wise
Margaret Snowdon, Chair, Pension Liberation Industry Group
Chaired by: James Walsh, Policy Lead: Engagement, EU and Regulation, PLSA

"GAPS" - THE GENDER AND PENSIONS SAVINGS SHORTFALL

In partnership with The People's Pension State Street Global Advisers has undertaken research to improve retirement for women. The research demonstrates the engagement power of targeted communications and points to improvements in DC investment outcomes.
Speakers TBC
Chaired by: Nigel Aston, Senior Managing Director, Head of European Defined Contribution, State Street Global Advisers

LISA, FRIEND OR FOE

Is there a case for the lifetime ISA in the workplace or is it not relevant to employee needs?
Iona Bain, Founder, Young Money Blog and Author of Spare Change
Sarah Luheshi,  Deputy Director, PPI
Chaired by: Jonathan Stapleton, Editor-in-Chief, Professional Pensions

FUTURE FIDUCIARY MANAGEMENT AND WHAT IT MEANS FOR THE PENSIONS LANDSCAPE

Fiduciary management has evolved hugely since it was first launched in the  UK over a decade ago. What next for this increasingly diverse investment and governance solution and what impact will it have on the DB and DC UK pensions landscape?
Sion Cole, Senior Partner & Head of European Distribution - Delegated Consulting Services, Aon Hewitt
Paul Wilson, Director, HR Trustees
Chaired by: Nicola Mark, PLSA DB Council

Plenary 7
12:15 - 13:00

NEXT STEPS FOR DB

Following two Select Committee inquiries, a spring  Green Paper and with a White Paper on its way, what will the future hold for DB schemes, and what should their priorities be?
Chris Hogg, Chief Executive, Royal Mail Pensions Trustees
Lesley Titcomb, Chief Executive, the Pensions Regulator
Co-speaker TBC
Chaired by:
Frank Johnson, Chair, PLSA DB Council

13:00 - 14:15

Lunch

Stream sessions 3
14:15 - 15:05

DB
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Media partner:

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DC
STREAM

Sponsored by

Logo

Media partner:

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LIFETIME SAVINGS
STREAM

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Close Brothers logo

Media partner:

logo

NEW HORIZONS
STREAM

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Aon logo

Media partner:

Logo

GETTING EQUIPPED FOR THE ROAD AHEAD

The low-yield, low-return environment is making DB funding decisions tougher than ever. Employer and trustees are increasingly having to consider the use of guarantees or contingent assets - plus a wider range of 'end game' solutions. How should you navigate this increasingly complex environment? And how might the mood music from the DB Green Paper affect it all?

Speakers TBC
Chaired by: Colin Richardson, PLSA DB Council

VALUE FOR MONEY AND DEFAULT FUNDS

Judging value for money is more of an art than a science. Should it remain an art or should it acquire more of a scientific edge.
Nico Aspinall, Director, Nico Aspinall Consulting
Andy Cheseldine, Client Director, Capital Cranfield
Chaired by: Carol Young, Vice Chair, PLSA DC Council

THE MILENNIALS CHALLENGE

Are Millennials really facing a worse financial future than previous generations and, if so, what can be done to help them?
David Finch, Senior Economic Analyst, Resolution Foundation
Saq Hussain, Director - Workplace Savings & Benefits, PwC
Co-speaker TBC
Chaired by: Mel Duffield, PLSA DC Council

FOUR VISIONS OF PENSIONS REGULATION

What might pensions regulation look like in five years time and what should schemes do about it now?
Fiona Frobisher, Head of Policy, The Pensions Regulator
Roger Mattingly, Managing Director, Pan Trustees
Will Sandbrook, Strategy Director, NEST
Co-speaker TBC
Chaired by: Nigel Peaple, Deputy Director DC, Lifetime Savings and Research 

Stream sessions 4 15:15 - 15:50

DB
STREAM

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Media partner:

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DC
STREAM

Sponsored by

Logo

Media partner:

logo

LIFETIME SAVINGS
STREAM

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Close Brothers logo

Media partner:

logo

NEW HORIZONS
STREAM

Sponsored by

Aon logo

Media partner:

Logo

The road to GMP reconciliation, equalisation and conversion

How can schemes get past the finishing post on GMP reconciliation exercises? What should they be doing in the light of the Government consultation on equalisation? And does conversion offer an opportunity to remove the complexity of GMPs once and for all?

Speakers TBC

THE PENSIONS DASHBOARD

What will the dashboard mean for DC schemes and how can DC schemes best prepare?
Adrian Boulding, Director of Policy, NOW: Pensions
Carolyn Jones, Head of Pensions Product, Fidelity International
Gavin Perera-Betts, Chief Customer Officer, NEST
Chaired by: Nigel Peaple, Deputy Director of DC, Lifetime Savings and Research, PLSA 

MONEY IN THE WORKPLACE

Is a workplace ISA right for your employees and what are the practical challenges and benefits of offering one?
Tom McPhail, Head of Retirement Policy, Hargreaves Lansdown
Debi O'Donovan, Director, Reward and Employee Benefits Association
Chaired by Dermot Courtier, PLSA DC Council

YOUR TOP FIVE TIPS ON CYBER SECURITY

Worried about cyber threats to your scheme? Or worried that you don't know what cyber threats are - never mind what to do about them? This session is for you.
Ian Bell, Head of Pensions, RSM
Nick Mothershaw, Director of Fraud and Identity Solutions, Experian
Chaired by: John Dembitz, PLSA Board

15:50 - 16:35

Refreshment break in the exhibition hall

Plenary 8
16:35 - 17:10

PENSIONS AND SAVING IN THE GIG ECONOMY AND BEYOND

How is digital technology disrupting the world of work? What does it mean for workers and businesses? And what does workplace-based saving look like when the workplace is in the cloud?
Matthew Taylor, Head, Independent Review of Employment Practices in the Modern Economy
Chaired by: 
Graham Vidler, Director of External Affairs, PLSA

Plenary 9
17:10 - 17:45

THE GOVERNMENT’S AGENDA

The new Minister sets out his priorities.
Guy Opperman MP, Parliamentary Under-Secretary of State for Pensions and Financial Inclusion
Chaired by: Graham Vidler, Director of External Affairs, PLSA

17:45 - 19:30

Drinks reception in the exhibition hall

19:00

Exhibition and registration closes

  

Friday 20 October

 

 08:15

Registration  opens

08:30 - 09:00

PLSA AGM

09:00

Exhibition opens

Plenary 10
09:20 - 10:00

ARTIFICIAL INTELLIGENCE AND THE FUTURE OF MANKIND

Are we set for a future of superhuman machine intelligence? And will we be able to control it before it controls us?
Professor Nick Bostrom, Director of the Future of Humanity Institute & Director of the Strategic Artificial Intelligence Research Centre, Oxford University
Chaired by: Graham Vidler, Director of External Affairs, PLSA

Plenary 11
10:00 - 10:25

PAST, PRESENT AND FUTURE

Two Chairs reflect on the last two years and discuss what's next for the PLSA
Richard Butcher, In-coming Chair, PLSA
Lesley Williams, Chair, PLSA

10:25 - 11:10

Refreshment break in the exhibition hall

Plenary 12
11:10 - 12:00

DASHBOARDS AND BEYOND: A FINTECH AND ENGAGEMENT SHOWCASE

Can we turn retirement saving from a process into an experience? This highly visual session shows what saving might look and feel like in the future.
Jon Pocock, Head of Portals and Integration, LV
Phillip Walter, CEO, Aquila Heywood
Co-speakers TBC
Chaired by:
Emma Douglas, PLSA DC Council

Plenary 13
12:00 - 12:45

The new world disorder

One of the most experienced observers of UK and international affairs sets out his guide to decoding the future of politics, business and economics.
Matt Frei, Journalist
Chaired by: 
Richard Butcher, In-coming Chair, PLSA

12:45 - 14:00

Lunch in the exhibition hall

14:00

Close of conference and exhibition

Pensions and Lifetime Savings Association reserves the right to amend the programme.
This conference qualifies for up to 7 hours CPD under the PMI CPD Scheme and may qualify for CPD hours under the schemes of other professional bodies.