The Changing DB Endgame
All Day Conference
Royal College of Physicians,
London, NW1 4LE
Wednesday 4th December 2024
10:00 – 18:50 GMT
Agenda
10:30 – Welcome & Introduction
Chair: Mark Hedges
Programme Director: Stephen Glover
10:45 – Implications for Pensions of the New Labour Government
Keynote Speaker: Chris Pond
Session Type: Keynote Presentation
11:15 – The Endgame Choices Available to DB Schemes
Speakers: Russell Lee,
Gurbani Swanni Leach
Session Type: Presentation
Sponsored by: M&G Investments
11:40 – The Bigger Picture on Endgame Decisions
Speaker: John Hamilton
Session Type: Presentation
12:05 – The Solution Providers Take the Stand
Speakers: Peter Ballard (Mod), Andrea Mendham, Joshua Tipper, John Quinlivan, Editor Truell, Matt Wilmington
Session Type: Panel Discussion
Sponsored by: AON, Kuperstein Kapital
12:45 – Devil's Advocates Summary
Speakers: Mark Hedges (Mod), Ryan Collin, Toby Nangle, Sofia Perkonigg
Session Type: Morning Summary
12:50 – Lunch
13:45 – Spotlight: Implications for the Endgame of the New DB Funding Code
Speaker: Fiona Frobisher
Session Type: Presentation
14:15 – Transitioning to a Run-On Portfolio
Speakers: Ian McKinlay (Mod), Matt Stephenson
Session Type: Presentation / Discussion
Sponsored by: Insight Investment
14:40 – The View from the Corporate Sponsor's Seat
Speakers: Charlotte Moore (Mod), Morten Nilsson, Keith Scott, Steve Hodder, Philip Hawkins, Sammy Cooper-Smith
Session Type: Panel Discussion
Sponsored by: LCP, Rothesay
15:25 – Coffee & Networking Break
15:50 – The Key Endgame Decision Factors
Facilitator: Shalin Bhagwan
Moderators: Con Keating, Andrew Krousti, William McGrath, Ian McKinlay, Stephanie Nuttall, Sofia Perkonigg
Session Type: Roundtable Discussion
16:30 – Supporting Endgame Solutions for All
Speakers: Michelle Ostermann
Session Type: Presentation
17:00 – Devil's Advocates Summary
Speakers: Mark Hedges (Mod), Andrew Carrett, Deepa Driver, Mark Thompson
Session Type: Afternoon Summary
17:10 – Chair's Closing Remarks
Speaker: Mark Hedges
17:20 – Drinks Reception
Speakers
Chair
Mark Hedges
Trustee Director
Nationwide Pension Fund
Keynote Speaker
Chris Pond
Chair
Financial Inclusion Commission
Devil's Advocates
Andrew
Carrett
Managing Director
Flint Hyde
Ryan
Collin
Scheme Manager
Open Trustees
Deepa
Driver
Chair of Negotiators
UCU
Toby
Nangle
Contributing Editor
Financial Times
Sofia
Perkonigg
Trustee Director
UBS Pension Fund
Mark
Thompson
Chair of Trustees
M&G Pension Scheme
Roundtable Facilitator
Shalin
Bhagwan
Chief Actuary
Pension Protection Fund
Presenters
Fiona
Frobisher
Head of Policy
The Pensions Regulator
John
Hamilton
Chair of Trustees
Stagecoach Group Pension Scheme
Russell
Lee
Head of Insurance Solutions
M&G Investments
Michelle
Ostermann
Chief Executive Officer
Pension Protection Fund
Gurbani
Swanni Leach
Head of Endgame Solutions
M&G Investments
Panel Moderators
Peter
Ballard
Head of Trustee Delivery
Railpen
Charlotte
Moore
Freelance Journalist
Independent
PANELLISTS
Morten
Nilsson
Chief Executive
Brightwell
Philip
Hawkins
Finance Director
Matheson & Co.
Steve
Hodder
Partner
LCP
Joshua
Tipper
Associate Partner
AON
John
Quinlivan
Founder & Director
Kuperstein Kapital
Edi
Truell
Co-Founder
Pension Superfund Capital
Matt
Wilmington
Chief Transactions Officer
Clara Pensions
Sammy
Cooper-Smith
Head of Business Development
Rothesay
ROUNDTABLE MODERATORS
Con
Keating
Head of Research
Brighton Rock Group
Andrew
Krousti
Head of Pensions
Capgemini
William
McGrath
Chief Executive
C-Suite Pension Strategies
Ian
McKinlay
Senior Adviser
Avida International
Stephanie
Nuttall
Head of Pension Scheme Executive
M&G plc
Sponsors
Click on images for more information
EVENT INFO
DB Schemes find themselves sitting on a large aggregate surplus, due to higher interest rates and not having been fully hedged in many cases. Profound questions emerge regarding the ownership of that surplus, and whether it can be shared effectively between sponsors and members to the greater benefit of the economy at large.
An array of expert practitioners at the conference will consider how to achieve the joint objectives of securing DB scheme liabilities, maximising surplus return opportunities and wider societal gains, and the products and strategies that are available and emerging to ensure the broadest choices and best outcomes.
In common with all SGPE Masterclasses, the conference will be highly interactive, with free and frank exchanges of views, a focus on original and thought-provoking content, and with participants encouraged to engage and contribute proactively throughout.
Venue
The Changing DB Endgame will be held at Royal College of Physicians in London.
Venue Address: Royal College of Physicians, 11 St Andrews Pl, London NW1 4LE
Nearest Tube Stations
Regent's Park (Bakerloo - 4 mins)
Great Portland Street (Circle, Metropolitan, H&C - 4 mins)
Warren Street (Victoria, Northern - 8 mins)
Nearest Train Stations
London Euston (11 mins)
Marylebone (20 mins)
Kings Cross St Pancras Int. (25 mins)