2018 Agenda

CORPORATE ADVISER SUMMIT 2018: EVENT AGENDA

DAY ONE – WEDNESDAY 3RD OCTOBER 2018

09:00 – 10:00  Registration and Welcome Coffee

10:00 – 10:05  Chairman’s Welcome & Opening Remarks: John Greenwood, Editor, Corporate Adviser

10:05 – 10:35  Presentation: Our new approach to regulation

David Fairs, Executive Director, Regulatory Policy, Analysis and Advice, The Pensions Regulator

10.35 – 11.05  Panel: Better default investment strategies 

Chair: John Greenwood, Editor, Corporate Adviser
Simon Chinnery, Head of DC Client Solutions, Legal & General Investment Management
Jesal Mistry, Senior DC Consultant, Hymans Robertson
Paul Todd, Director of Investment Development and Delivery, NEST

11:05 – 11:25  Morning refreshment break

11:25 – 11:55  Workshop 1

12.00 – 12:30  Workshop 2

12:30 – 13:30  Lunch

13:30 – 14:00  Panel: Why financial wellbeing matters, and how tech can make it better

Chair: John Greenwood, Editor, Corporate Adviser
Megha Prakash, Co-founder and CEO, EarthMiles
Linda Whorlow, Commercial Director, Aegon

14.00 – 14:30  Presentation: Pension policies on the horizon?

David Farrar, Senior Policy Manager, Department for Work and Pensions

14:30 – 15:00  Panel: Where is consolidation taking the workplace pensions market?

Chair: John Greenwood, Editor, Corporate Adviser
Michael Reed-Smith, Customer & Workplace Retail Director, Standard Life/Phoenix
Roy Porter, Group Director of Sales & Marketing, The People’s Pension
Glenn Thomas, Managing Director, Employee Benefits, Howden UK

15:00 – 15:20  Afternoon refreshment break

15:20 – 15:50  Workshop 3

15:55 – 16:25  Workshop 4

16:30 – 17:00  Investment transaction cost and charges disclosure 

Dr. Chris Sier, director, Stonefish Consulting, Chair FCA Institutional Disclosure Working Group

17:00 – 19:30  Free time

19:30   Drinks reception and dinner


DAY TWO – THURSDAY 4TH OCTOBER 2018

09:00 – 09:05  Chairman’s opening remarks: John Greenwood, Editor, Corporate Adviser

09:05 – 09:30 Presentation: CMA market investigation of investment consultants

The CMA has published the provisional decision in its market investigation on investment consultants and fiduciary managers, proposing a series of changes to how these markets work, including how pension
Alison Gold, project director, Competition & Markets Authority

09:30 – 10:15  Debate: “Should the Government spend parliamentary time facilitating Collective Defined Contribution pensions?”

Support for CDC has re-emerged with Royal Mail and the CWU aiming to introduce an arrangement for postal workers. But genuine concerns remain as to the feasibility of CDC arrangements, which have been accused of being unfair to younger members. Speakers from both sides of the debate will argue their case to attempt to win the support of this informed audience
Chair: John Greenwood, Editor, Corporate Adviser
John Ralfe, Managing Director, John Ralfe Consulting
Con Keating, Head of Research, Brighton Rock Group

10:15 – 10:45  Workshop 1

10:50 – 11:20  Workshop 2

11:20 – 11:40  Refreshments

11:40 – 12:10  Workshop 3

12:15 – 12:45  Workshop 4

12:45 – 13:45  Lunch

13:45 – 14:20  Presentation: What Brexit means for pensions

With less than six months until the United Kingdom exits the European Union, what impact will this momentous decision have on the pensions system, both in the UK and beyond?
Matti Leppälä, CEO, PensionsEurope

14:20 – 14:50  Presentation: What the surge in interest in EGC means for workplace pensions

Anne-Marie Williams, Investor Engagement Manager, ShareAction

14:50 – 14:55   Chairman’s closing remarks: John Greenwood, Editor, Corporate Adviser