Name: PMI Annual Conference 2024 - Challenges and opportunities in pension innovation
Start: 2024-07-18T15:12:00Z
End: 2024-07-18T15:12:39.000Z
Location: BrightTALK
Rating: 0

A channel for pensions professionals, offering industry insight and lifelong learning to our members and the wider industry. 

The PMI is the largest professional body for pensions professionals in the UK.

Retirement in the Digital Age: Harnessing AI and Technology

Dashboard Project Update

Barnett Waddingham

Heywood Pension Technologies

The future of PMI

How can pension funds streamline their exposure to private assets?

Investment in private markets is on the rise, as capital allocators are pressed to achieve higher potential risk-adjusted returns, access a broader range of alternative asset classes, while seeking to benefit from additional portfolio diversification.

With a growing range of structures available that provide exposure to private assets and positive pension industry reform, UK pension funds are well positioned to capitalise on new investment opportunities.

In this panel, senior representatives from the London Stock Exchange and Infrared Capital Partners will cover the following topics:
• Accelerating the pace of pension reforms and the new aspirations for pension capital
• Accessing alternative and difficult-to-source assets via listed investment companies
• PISCES regulation: A new market facilitating direct access to shares in private companies
• Active asset management: what is the value for money and how is it delivered to the investor?

PMI Annual Conference 2024 - How can pension funds streamline their exposure...

We know saving more for retirement is needed, especially for younger age groups which can be a challenge when mortgages, rent and bills are all still high. We also know that a lot of people may simply cash in pension pots at age 55 without understanding how that affects their tax bill or retirement outcome. Therefore, it’s now more important than ever to engage people with their finances, particularly their pensions!
WEALTH at work will share their latest research, explore the challenges members are facing, why they may not be as engaged with their pension savings as they should be and how we can help members achieve better outcomes at retirement.

It’s all about engagement.

Join us for an exclusive webinar where we delve into the highlights of PMI's Annual Conference, hosted by the PMI. On 9th July, Tim Middleton, PMI’s Director of Policy and External Affairs, will reveal key insights from the event, offering a analysis of its findings.

Key takeaways from PMI's Annual Conference

With more people saving into pensions than ever before, pension schemes are serving an increasingly diverse population of savers. Implementing the right Diversity Equity and Inclusion (DEI) Strategy, can have wide reaching benefits - from better decision making, through to inclusive design and engagement and ultimately driving improved member outcomes. 

In the wake of the Pensions Regulators’ published guidance, governing bodies are being asked to improve schemes’ DEI - the Scottish Widows Master Trust has made meaningful strides in this area, successfully embedding a wide-ranging and comprehensive DEI framework which can be adapted and implemented by any governing body. 
DEI is not a one-size-fits-all, but this session will help you to create and embed an EDI strategy that works for you and your members.

Navigating DEI – insight and good practice for inclusive pension schemes

This webinar is for anyone interested in finding out more about the upcoming 11th PMI Student Essay Competition. The webinar will cover the details of this year's competition, who is eligible to take part and why you should register. The judges will be on hand to share their handy writing tips and advice on what they are looking for and you will hear from some of our previous winners and what this has meant to them. 
The webinar will be followed by a Q&A so all listeners are fully informed of the competition requirements before registering.

PMI Student Essay Competition (Sponsored by ITM) - 2024 Launch webinar

Discussion topics
• How does the ESoG change the role of a Pensions Manager?
• To what extent is the Pensions Manager / Scheme Secretary part of the Governing Body and where are the gaps?
• How can Trustee ‘prevent’ the conflict of using an in-house Pensions Manager as a leader for the Risk Management Function?
• Addressing the Risks of Lack of Succession Planning in Pension Schemes
• Early ESoG scheme analysis results

Pensions Management in an ESoG nutshell

Join us for a webinar with Chris Robinson from boost who will discuss how to create an award winning entry for the Pinnacle Awards. Boost is the world’s first award entry consultancy with a 25-strong, mostly in-house, team of award entry writers, impact evaluation consultants, graphic designers and project managers, who’ve helped over 300 companies around the world to win over 1,800 awards

How to write an award winning entry for PMI’s Pinnacle Awards

The DC and Master Trust Symposium draws on our expertise on topics related to DC governance, workplace pension provision, investment, the pension dashboard and more. It is a must-attend event for employers, trustees, DC pension fund members and any pension professional working within the DC pension market.

DC and Master Trust Symposium 2024

Join us for an exclusive webinar where we delve into the highlights of the DC & Master Trust Symposium 2024, hosted by the PMI. On April 30th, Tim Middleton, PMI’s Director of Policy and External Affairs, will reveal key insights from the event, offering a analysis of its findings.

Key take aways from DC & Master Trust Symposium

The webinar is open to any PMI member interested in participating in the Mentoring and Development Programme and seeking further information before submitting an application form. The webinar will feature an introduction from the programme sponsor, People's Partnership, a detailed outline of the programme structure, and an online demonstration of the Institute of Leadership's Leadership Programme. This is a requirement for all mentees to complete. The session will be followed by a 15-minute Q&A  to address any specific questions you may have.

PMI's Mentoring and Development Programme

In this recording, Claire Bews, Integrated Solutions Credit Portfolio Manager, outlines why we believe an opportunity now exists to enhance their strategic credit proposition for many UK pension schemes by reallocating some of their corporate credit allocation to other fixed income assets.

Strategic credit: expanding the universe beyond corporate

The Defined Benefit (DB) Pensions Conference is a pivotal event focused on navigating the complexities and challenges within the realm of defined benefit pensions. Set against the backdrop of an ever-evolving financial landscape, the conference aims to provide a comprehensive exploration of critical topics shaping the pensions industry.

Industry experts and thought leaders will converge to discuss strategies for managing risks, optimising investment portfolios, and ensuring the sustainability of defined benefit pension schemes. Attendees can expect insightful sessions on regulatory updates, technological advancements, and innovative solutions that impact pension fund management.

The conference serves as a platform for networking, fostering collaborations, and sharing best practices among professionals in the field. With a keen emphasis on practical insights, the event offers a unique opportunity for pension scheme trustees, investment managers, and advisors to stay abreast of the latest trends, exchange ideas, and gain a deeper understanding of the challenges and opportunities associated with defined benefit pensions.

Defined Benefit (DB) Pensions Conference 2024

As the pensions landscape evolves, regulatory frameworks must adapt to foster innovation while protecting consumers. In this panel discussion, chaired by Mike Birch, experts Susie Daykin, James Longster, and David Craddock will explore the regulatory challenges and opportunities surrounding the integration of technology and AI in the pension sector. They will discuss some of the potential "use cases" in the pensions space and explore the regulatory, governance and other issues that trustees should be thinking about when AI is used.

PMI Annual Conference 2024  - Challenges and opportunities in pension innovation

Pensions

Regulations

Artificial Intelligence

Small businesses and enterprises alike are competing for not only market share, but also for the best employees to move their businesses forward. Competitive salary and benefits packages are the foundation of high employee satisfaction. Join this community to keep up with changing regulations and learn how to optimize workforce costs with competitive yet cost-effective employee benefits and compensation plans.

Benefits and Compensation

Human resources is intrinsically linked to business success and requires a thoughtful balance of a variety of complex issues. The human resources community on BrightTALK is made up of thousands of professionals in human resources exchanging human resources best practices and advice. Watch hundreds of on-demand webinars for immediate information or participate in upcoming live webinars and have your questions answered by respected HR thought leaders.

Human Resources

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

UK Wealth Managers

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.

Institutional Investors

Get powerful financial planning and analytics insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge and drive optimal financial performance for your company.

Financial Planning and Analysis

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

PMI Annual Conference 2024 - Challenges and opportunities in pension innovation

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