8:30

Registration, Networking and Exhibition Viewing

9:15

WELCOME REMARKS

9:20

Opening remarks from the Chair

9:30

GOVERNMENT ADDRESS

The pension landscape 2024 and beyond

9:45

KEYNOTE

Are new pension models driving better member outcomes?

10:00

CASE STUDY

Boosting member engagement in your organisation

10:15

PANEL DISCUSSION

AE is key, but knowledge is power

If the focus is on delivering better outcomes, is simply boosting pension coverage enough? Being in a pension plan does not automatically deliver an idyllic lifestyle in retirement. Factors like inertia and low financial literacy mean many members don’t understand how much they are saving, or the outcome that it’s likely to deliver when the time comes.  With a no-frills AE model on the horizon, and master trusts now setting a high bar when it comes to members supports, we look at the hows and whys of connecting and educating members about pensions and their wider finances.

11:00

PRESENTATION

Behavioural finance and member outcomes – why people find it hard to plan for their future

Better governance, better risk-adjusted after-tax returns, better member retention and, ultimately, better retirement incomes. These are some of the key benefits that behavioural finance can potentially deliver to major super funds and their members. This presentation will outline some of the key applications of behavioural finance for major super funds and how to measure the benefits for funds and their members.

11:15

Networking Coffee Break & Exhibition Viewing

11:45

PRESENTATION

Value for money in the new world of pensions: a UK Perspective

Assessing value for money in a pension scheme is not easy. Starting with a definition of value for money can help. A simple approach may be that pension savers get a good outcome, relative to their expectations, when they reach retirement. Working back from this end point, we can begin to identify the elements that allow a pension saver to achieve a good result. This includes investments that perform positively, reasonable costs, high quality, timely communications and good governance.

12:05

SPOTLIGHT ON……

How ESG is evolving

Environmental, social and governance (ESG) is focused on building a more sustainable future by investing your money in companies and funds that meet strict environmental, social and governance criteria. By considering these additional factors, investors and pension providers can invest your savings in companies that drive positive change in the world.

12:25

PANEL DISCUSSION

New world, new outlooks: key focus areas in the new world of pensions today

The new world of continuing market volatility and geo-political instability is looking very different to what it did in the last 12 months and has changed the game for pension schemes. There are a whole host of repercussions surrounding regulations, investments and operations. This panel will reflect on what 2024 and beyond might have in store for pension schemes.

1:00

Networking Lunch Break & Exhibition Viewing

2:00

PRESENTATION

Holistic financial planning: balancing lifetime liabilities and wellbeing

2:20

SPOTLIGHT ON…Artificial Intelligence (AI)

How AI will shape the future of workplace benefit provision

How AI can help schemes access cost-effective ways to improve the services they offer to members, like retirement modelling tools, or helping identify risks of pension scams or fraud.

2:40

PANEL DISCUSSION

The key catalysts that will shape the future of pensions and workplace benefit provision

We examine factors like the introduction of ultimate retirement benefit drawdown, the evolution of ESG and the shift in focus toward more holistic financial wellbeing and discuss how Artificial Intelligence (AI) might change the (workplace benefits provision) landscape for the future.

3:10

CLOSING REMARKS FROM THE CHAIR

3:15

SUMMIT ENDS