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About this webinar:
Just over 12 months since the start of the Covid-19 pandemic, the UK is starting to evaluate the impact of the pandemic and, in the pensions industry people are starting to reflect on how well defined contribution schemes delivered from an investment, membership and contributions perspective.
This webinar will look at DC investment strategy – how well it has delivered through the pandemic, how volatile it has been and whether there are areas that have been shown to be wanting.
It will also look at how the conversation around ESG in DC schemes has changed during Covid-19 – looking particularly at ‘light touch’ versus ‘heavy touch’ exclusions and the sort of ESG members are increasingly expecting from managers. It will also look at ESG disclosures, asking just how meaningful they are.
Finally, it will take a look at what has come out of this year’s Budget, assessing how the government might make it easier for DC schemes to invest in a broader range of assets.
Presenters
Jonathan is editor of Professional Pensions and has been reporting on UK occupational pensions since 2001. He has won a number of awards during his career, most recently the SPP Trade Journalist of the Year Award in 2019. He is also holder of the PMI's Retirement Provision Certificate.
Brown leads the DC business at Columbia Threadneedle, with responsibility for DC clients, business development and investment proposition.
Mark Pemberthy is a Benefits Consulting Leader at Buck, a leading consulting, administration, and technology services firm specialising in pensions and employee benefits.
Mark has over 25 years of experience in DC pensions and employee benefits, helping employers and trustees deliver better outcomes from their DC pensions whilst staying compliant with an ever changing regulatory and legislative landscape. Increasingly this includes the development of holistic workplace savings solutions to help organisations meet the broader financial needs of multi-generational workforces.
Mark is a member of the CFA Society of the UK, the Chartered Insurance Institute and a Council member of the Society of Pension Professionals.
Dean founded Dean Wetton Advisory (DWA) in 2009, recognising the need for a fresh approach to providing investment advice to trustees: an approach that delivers innovative, straightforward, clear advice in a cost-effective way. Dean has wide experience of advising DC and DB pension clients on a range of investment issues.
Before founding DWA, Dean was Head of the Manager Evaluation Function at PSolve Asset Solutions and prior to that, a senior member of Hewitt’s Manager Research Team. Dean has a deep understanding of the DC pensions and master trust market, having set up one of the first AE master trusts in the UK. This experience has given him a unique understanding of its particular needs, balancing the commercial requirements and supporting the trustee obligations. Dean is also an independent member of the PTL GAA, which has oversight of a number of insurers.
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Sophia leads the DC business at XPS, helping clients deliver the highest quality DC services to their members either through their own scheme or through XPS’ market leading mastertrust, the National Pension Trust. Sophia has over 20 years’ experience in the UK pensions industry and advises corporates and trustees on a range of DC pension issues including investment strategy, benefit design, member engagement, scheme governance and mergers. She is a well-known industry and media commentator on DC market developments and feels passionately that we must enable today’s workforce to retire with the security and lifestyle they want; she is regularly quoted in the press and presents on DC issues at industry events.
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