COUNTDOWN TO PENSIONS TRANSFORMATION

January 26th 2023, Croke Park, Dublin

7:30

Registration, Networking Arrival Break and Exhibition Viewing

8:50

Welcome and opening remarks from the Chair

Ivan Yates

Ivan Yates

Entrepreneur & Broadcaster

9:00

MINISTERIAL ADDRESS:

Heather Humphries TD

Heather Humphries TD

Minister for Social Protection

Invited

9:15

The new world disorder: Predictions and forecasts

9:35

The Master Trust: Driving better outcomes for members

Rose Leonard

Rose Leonard

Head of Corporate Sales and Customer Relationship Management, Zurich

Adjusting portfolios to achieve returns in an ever-changing world

10:00

PANEL DISCUSSION:

Post-pandemic investing – what next for scheme portfolios?

The developed world seems to be moving into a post-pandemic phase. What will this mean for your portfolios? The ongoing problems of inflation and the increased cost of living are presenting multiple challenges for pension schemes and members. Our panel will discuss their asset allocation views and take your questions.

  • Asset allocation in the post-pandemic era: What is the pandemics lasting impact on future asset allocation decision making?
  • Navigating your pension fund through a high inflation environment
  • Broadening the investment opportunities of DC pension schemes eg. Start-ups, renewables and infrastructure
  • The impact of incorporating ESG
Joe Creegan

Joe Creegan

Head of Corporate Life & Pensions, Zurich

Sarah-Jane Larkin

Sarah-Jane Larkin

Director General – Irish Venture Capital Association (IVCA)

Graham Fox

Graham Fox

Head of Distribution, Amundi Ireland

10:30

Networking Coffee Break & Exhibition Viewing

Countdown to Pensions Transformation

11:00

In conversation with…

Nest was set up by the UK government to help deliver the auto enrolment programme. Zoe shares insights, lessons and pitfalls to avoid as we embark on auto enrolment next year. She also  discusses how to talk to your employees about pensions.

Zoe Alexander

Zoe Alexander

Director of Strategy and Corporate Affairs, NEST (National Employment Savings Trust), UK

11:20

Decoding how we made decisions: The behavioural science behind investment

Understanding the behavioural science behind making financial decisions:

  • What is behavioural science?
  • How can it help us understand the marketplace?
  • How can we use it to make predictions for the future?
Pete Lunn

Pete Lunn

Founder & Head of Behavioural Research Unit (BRU), Economic & Social Research Institute

11:40

CASE STUDY:

How auto-enrolment can prevent a cost of retirement crisis

Latest research by LGIM in the UK uncovers the groups that seem to be slipping through the AE net and looks at what might help these employees to get a fairer deal when it comes to employer contributions. It also uncovers how the cost-of-living crisis is affecting pension savings, and who seems to be impacted. What can Ireland learn from this report?

Stuart Murphy

Stuart Murphy

Co-Head of DC, LGIM

12:00

PANEL DISCUSSION:

Auto-enrolment: What employers need to know

  • What supporting infrastructure needs to be put in place?
  • Should finance or HR take the lead?
  • Financial well-being in a cost-of-living crisis: What role do employers play in supporting employees’ financial wellbeing and how might it evolve in the future?
  • How to prevent younger workers, the lower paid and women slipping through the auto-enrolment net
  • Pension provision for the growing gig economy: Time for policy to keep pace
Maeve McCleane

Maeve McCleane

Chief People Officer & Board Executive, Lidl Ireland and Northern Ireland

Delivering sustainability: What does it take?

12:40

PANEL DISCUSSION:

Sustainable investment: Key considerations for pension funds

Visibility and awareness of ESG issues in the public mainstream is increasing rapidly. How do pension scheme trustees address increased member scrutiny on how their funds are invested?

  • Understanding sustainability regulations for pension schemes
  • Transition investing: Managing the net-zero transition, integrating sustainability into real assets and investor approaches
  • Responses to new taxonomy, opportunities and limitations in ESG reporting
  • How climate data analysis, structured and unstructured data, ESG reporting or impact investment measurement and visualisation are enhanced by technological innovations
  • The challenge for trustees, investment consultants and asset managers in aggregating climate data and regulatory reporting
Paul Price

Paul Price

Founder of Haven Green Capital Partners; Chair of IAIM; former Global Head of Sales and Distribution, Morgan Stanley Investment Management and former CEO, Morgan Stanley Investment Management Ireland

Rob Meaney

Rob Meaney

Principal and Senior Investment Consultant, Mercer

Aedín O’Leary

Aedín O’Leary

Independent Director, Investment & ESG Consultant

1:15

Networking Lunch Break & Exhibition Viewing

Roundtable Discussions

2.15pm – 3.00pm

Thematic roundtables are 45-minute-long interactive discussions in small groups. Moderated by seasoned industry experts and practitioners, this is your chance to join insightful discussions to share experiences and get new and actionable ideas from peers and experts. Delegates are invited to sign up to their chosen topic at the front desk on arrival or during the breaks.

Round Table 1

IORP II: What employers need to know

Round Table 2

How to attract and retain talent with employee benefits

Round Table 3

Supporting customers in their longer lives: The longevity challenge and its implications

Round Table 4

ESG data collection, management & reporting: The importance of providing accurate ESG metrics to your stakeholders

3:00

WRAP UP PANEL:

Our roundtable moderators join Ivan on stage to share insights from their discussion tables

3:30

Closing Remarks and Conference Close

Ivan Yates

Ivan Yates

Entrepreneur & Broadcaster