COUNTDOWN TO PENSIONS TRANSFORMATION

2023 Agenda

7:30

Registration, Networking Arrival Break and Exhibition Viewing

8:50

Welcome and opening remarks from the Chair

Ivan Yates

Ivan Yates

Entrepreneur & Broadcaster

9:00

The changing global economic outlook

What’s next for the global economy, the flow of capital and asset valuations? What will current and longer-term economic trends mean for the Irish economy.

Conall McCoille

Conall McCoille

Chief Economist, Davy

9:20

The Master Trust: Driving better outcomes for members

Rose Leonard

Rose Leonard

Head of Corporate Sales and Customer Relationship Management, Zurich

Adjusting portfolios to achieve returns in an ever-changing world

9:35

PANEL DISCUSSION:

Post-pandemic investing – what next for scheme portfolios?

The developed world seems to be moving into a post-pandemic phase. What will this mean for your portfolios? The ongoing problems of inflation and the increased cost of living are presenting multiple challenges for pension schemes and members. Our panel will discuss their asset allocation views and take your questions.

  • Asset allocation in the post-pandemic era: What is the pandemics lasting impact on future asset allocation decision making?
  • Navigating your pension fund through a high inflation environment
  • Broadening the investment opportunities of DC pension schemes eg. Start-ups, renewables and infrastructure
  • The impact of incorporating ESG
Joe Creegan

Joe Creegan

Head of Corporate Life & Pensions, Zurich

Sarah-Jane Larkin

Sarah-Jane Larkin

Director General – Irish Venture Capital Association (IVCA)

Graham Fox

Graham Fox

Head of Distribution, Amundi Ireland

Countdown to Pensions Transformation

10:10

FIRESIDE CHAT: Insights, lessons and pitfalls to avoid as we embark on auto-enrolment

Nest was set up by the UK government to help deliver the auto enrolment programme. Zoe shares insights, lessons and pitfalls to avoid as we embark on auto enrolment next year. She also  discusses how to talk to your employees about pensions.

Zoe Alexander

Zoe Alexander

Director of Strategy and Corporate Affairs, NEST (National Employment Savings Trust), UK

10:30

Morning break

11:00

The behavioural economics of pension choices

Understanding the behavioural science behind making financial decisions:

  • What is behavioural science?
  • How can it help us understand the marketplace?
  • How can we use it to make predictions for the future?
Pete Lunn

Pete Lunn

Founder & Head of Behavioural Research Unit (BRU), Economic & Social Research Institute

11:20

CASE STUDY:

How auto-enrolment can prevent a cost of retirement crisis

Latest research by LGIM in the UK uncovers the groups that seem to be slipping through the AE net and looks at what might help these employees to get a fairer deal when it comes to employer contributions. It also uncovers how the cost-of-living crisis is affecting pension savings, and who seems to be impacted. What can Ireland learn from this report?

Stuart Murphy

Stuart Murphy

Co-Head of DC, Legal & General Investment Management, UK

11:40

MINISTERIAL ADDRESS:

Heather Humphreys TD

Heather Humphreys TD

Minister for Social Protection and Rural & Community Development

12:00

PANEL DISCUSSION:

Auto-enrolment: What employers need to know

  • What supporting infrastructure needs to be put in place?
  • Should finance or HR take the lead?
  • Financial well-being in a cost-of-living crisis: What role do employers play in supporting employees’ financial wellbeing and how might it evolve in the future?
  • How to prevent younger workers, the lower paid and women slipping through the auto-enrolment net
  • Pension provision for the growing gig economy: Time for policy to keep pace
Neil  McDonnell

Neil McDonnell

Chief Executive, ISME (Irish Small & Medium Enterprises)

Jane McKeever

Jane McKeever

Consultant, Employment & Benefits team, William Fry

Maeve McCleane

Maeve McCleane

Chief People Officer & Board Executive, Lidl Ireland and Northern Ireland

Ann Prendergast

Ann Prendergast

Head of State Street Global Advisors Europe Ltd and IAPF Chairperson

Delivering sustainability: What does it take?

12:40

PANEL DISCUSSION:

Why ESG matters for pension fund strategies and outcomes

Is ESG becoming the new normal for pensions? Sustainability is rising rapidly up the pensions agenda because of a mix of changing law, regulations and growing demand from pension scheme members and other stakeholders. Our panel discusses why employers and Trustees need to engage with ESG in order to drive better retirement outcomes for members. How do pension scheme trustees address increased member scrutiny on how their funds are invested?

Paul Price

Paul Price

Founder of Haven Green Capital Partners; Chair of IAIM; former Global Head of Sales and Distribution, Morgan Stanley Investment Management and former CEO, Morgan Stanley Investment Management Ireland

Rob Meaney

Rob Meaney

Principal and Senior Investment Consultant, Mercer

Aedín O’Leary

Aedín O’Leary

Independent Director, Investment & ESG Consultant

Sandra Rockett

Sandra Rockett

Director - Wealth & Corporate Distribution, Irish Life Investment Managers(ILIM)

1:15

Networking Lunch Break & Exhibition Viewing

Roundtable Discussions

2.15pm – 3.00pm

Thematic roundtables are 45-minute-long interactive discussions in small groups. Moderated by seasoned industry experts and practitioners, this is your chance to join insightful discussions to share experiences and get new and actionable ideas from peers and experts. Delegates are invited to sign up to their chosen topic at the front desk on arrival or during the breaks.

Round Table 1

IORP II: What employers need to know

This discussion will be about the impacts of IORPSII and other legislative changes on employers and what actions they should be taking to comply and ensure benefit provisions are compliant and supporting an employers overall employee value proposition.

Ray McKenna

Ray McKenna

Partner, Lockton Ireland

Round Table 2

How to attract and retain talent with employee benefits

Staff retention strategies are becoming increasingly important for businesses as it can help you keep your hold of your top talent, keep productivity, engagement and morale high as well as reducing the cost of recruitment. This discussion will focus on having the right benefits package can help as part of your strategy.

Trayc Keevans

Trayc Keevans

Global Director, Foreign Direct Investment, Morgan McKinley

Jacinta Shiels

Jacinta Shiels

Senior HR Director, Europe, Lionbridge International

Round Table 3

Supporting customers in their longer lives: The longevity challenge and its implications

Strategies to help people get the most from their pensions reexamining the traditional employer-employee relationship Flexible working – expanding our view of flexible work

Terence Deacon

Terence Deacon

Senior Manager Corporate Life & Pensions

Maeve McCleane

Maeve McCleane

Chief People Officer & Board Executive, Lidl Ireland and Northern Ireland

Round Table 4

ESG data collection, management & reporting: The importance of providing accurate ESG metrics to your stakeholders.

Top tips and tools to help trustees navigate through ESG.

Dr. Catherine Duggan

Dr. Catherine Duggan

Head of Sustainability, Financial Services Advisory, Grant Thornton

3:00

WRAP UP PANEL:

Our roundtable moderators join Ivan on stage to share insights from their discussion tables

3:30

Closing Remarks and Conference Close

Ivan Yates

Ivan Yates

Entrepreneur & Broadcaster