Master Trust Conference 2024 videos

The Corporate Adviser Master Trust & GPP Conference brings together all the key stakeholders from across the DC pensions sector. View all the panel sessions and speaker presentations here

VFM, decumulation solutions and Mansion House II

Fireside chat: Sam Grutchfield, interim director of master trusts and DC supervision, The Pensions Regulator in conversation with John Greenwood, editor, Corporate Adviser

Aviva’s Shariah lifestyle option

Exploring the unique considerations and opportunities that Shariah-compliant investments can offer and how Aviva are creating a lifestyle following similar principles as the wider Aviva investment solutions.

Umar Yaqoob, investment proposition workplace lead, Aviva

Panel: Asset allocation focus - maximising risk-adjusted returns for DC savers

Is there a textbook asset allocation for growth stage investors, and has it changed since the end of the low interest rate era?
What impact will we see from the drive towards real assets and the Mansion House Compact objectives?
What role should gold play in DC portfolios?
How are some providers’ defaults consistently delivering higher returns than others?
Should the DC sector be doing more to embrace ETFs?
How should multi-employer provider default funds objectives and benchmarks be set? And should they be broadly similar across the market?

Jacob Bowman, senior DC investment consultant, Isio
Sonia Kataora, head of DC investment, Barnett Waddingham
Jeremy De Pessemier, global asset allocation strategist, World Gold Council
Callum Stewart, head of investment proposition development, Standard Life

Trust and transparency in private assets

Demistifying private market investments
Transparency, liquidity and the investment case
Learnings from the Pensions & Private Capital Expert Panel

Michael Moore, chief executive, British Private Equity and Venture Capital Association

Pension Dashboards – countdown to a new era of pension connectivity

Chris Curry, principal, Pensions Dashboard Programme

Breaking down barriers to pension adequacy

Legal & General’s award-winning research reveals that minority ethnic groups have pension pots less than half the size of the average white British person’s at retirement. Women, younger, and lower-paid workers also face pension shortfalls. We explore how Legal & General is using its investment strategy to help tackle these gaps, including examining whether greater access to private market investments in DC could help.

Jesal Mistry, head of DC investments governance and proposition, Legal & General Investment Management

How AI will revolutionise pensions engagement, guidance and advice

What can AI do to improve member engagement and personalisation of communications?
How will AI be adapted to support pensions guidance and full financial advice, and who will monitor its outputs?
What role will AI play in supporting vulnerable customers and helping organisations meet their consumer duty obligations?
What does the arrival of AI in the pensions domain mean for advisers, consultants, trustees and providers?

Matt Gosden, co-founder and CEO, Engage Smarter

Panel: Innovation in retirement income solutions – turning pots into pensions

What should default retirement income solutions look like?
How many options is optimal?
What are advisers looking for in providers’
Will the Pension Schemes Bill accelerate CDC arrangements and if so in what formats?
How should the needs of the growing cohort of renters in retirement be addressed?

Alison Leslie, head of DC investment, Hymans Robertson
Andy Manson, chief marketing officer, Aegon
Suzanne Rose, partner, UK DC leader, Mercer
Steve Webb, partner, LCP

Shaping the next 10 years of DC

Global learns from mature pension markets
Key areas of focus for DC in the UK and what recent research is telling us
Opportunities / challenges that lie ahead
What is needed to deliver good member outcomes for next generation of savers

Mike Ambery, retirement and savings director, Standard Life
Donna Walsh, head of master trust, Standard Life

Understanding and Navigating the Future of DC Investment

Changing consumer attitudes and new technology have set in train a generational change to investing. As the DC business today grapples with the challenge of incorporating private markets investments, a whole new pillar of the capital structure is being built in the form of digital assets, opening new possibilities for how DC schemes invest. Meanwhile, younger retirement savers face volatile economic circumstances and more immediate financial pressures than previous generations and their service expectations

have been shaped by consumer technology. The evolution of AI is set to unleash a whole new level of portfolio personalisation. In this presentation, Robert will explain some of the key trends and their potential impact on DC.

Robert Crossley, head of industry advisory services, Franklin Templeton

Panel: Digitalisation of DC - dashboards, data, small pots and open pensions

How will the dashboard change demands on pension providers to have strong digital capabilities?
What engagement innovations do industry participants expect to be able to achieve with the dashboard and the connectivity it brings?
How is the current digital infrastructure of the UK pensions system holding back the dashboard and good outcomes generally?
What is the current cost of administration for small, medium and large pots, and how does this compare with systems in place overseas?
What lessons should we take from the consultation into he pot-for-life model, and how will small pot consolidation solutions work?
Is the UK’s dual regulator system standing in the way of efficient DC pensions administration?
Why is pension scheme functionality so varied across UK DC providers, and what impact is this having on member outcomes?

Chris Curry, principal, Pensions Dashboard Programme
Joanne Fairbairn, client director, Zedra
Peter Roos, chief commercial officer, Lumera
Richard Smith, pensions dashboard expert

Fixing DC pensions for the nation’s workforce – the union perspective

Policy priorities for worker representatives under the new Government
Member representation on master trust boards
What unions want from the Pensions Review
The link between good pension investment strategies and good jobs

Jack Jones, pensions policy officer, TUC

Panel: What employers and employees want from their DC pensions and are they getting it?

What will the new VFM for pensions agenda mean foremployers and employees, and how will the new disclosure requirements and standardised tests influence employers’ provider selection approach?
What more do employers want from DC pension providers?
What retirement income products do employers want to see?
How are employer attitudes to paternalism at- and post-retirement evolving?
How is the current regulatory system working for members and what needs fixing?
What role do employers want to play in supporting home purchase and broader savings?

Pete Glancy, head of policy, Scottish Widows
Colin Hateley, group pensions director, Associated British Foods
Margaret Snowdon OBE, senior independent director, XPS Pensions Group