Navigating the Future of Smaller DB Pension Schemes
Join us for the inaugural event on Defined Benefit (DB) pension scheme long-term planning, proudly sponsored by Spence & Partners, specifically designed for trustees and CFOs managing smaller DB schemes with assets up to £175 million or 1,000 members.
This comprehensive training and conference offers a unique opportunity to gain invaluable insights, expert advice, and practical strategies from leading industry experts, ensuring you are well-equipped to navigate the complexities of DB pension schemes with confidence.
Why Attend?
As a trustee or CFO, navigating the end game of a DB pension scheme involves managing complex decisions and balancing significant risks and rewards. This event is designed to provide you with the essential tools and knowledge to make informed decisions and implement effective strategies for your pension scheme’s future.
- Engage in In-Depth Discussions and Debates
Participate in interactive sessions led by top experts from across the industry, including asset managers, covenant advisors, insurers, legal professionals, and consultants. Discuss regulatory and legislative expectations and explore practical options through detailed case studies. - Explore Effective Strategies for Smaller Schemes
Learn about consolidation strategies, streamlined solutions, and risk mitigation approaches tailored specifically for smaller DB schemes. Whether you’re considering a run-on strategy or an insurance buyout, gain the clarity and support you need to plan the next stage of your pension scheme confidently. - Network with Industry Leaders and Peers
Connect with like-minded professionals and industry leaders who have successfully navigated similar challenges. Share experiences, gain fresh perspectives, and build valuable connections.
Highlights of the Day:
3173 Group’s, CEO Bill Galvin will welcome everyone to the inaugural PMI End Game Solutions Conference. Our team from Spence & Partners will be sharing their expertise throughout the event:
Session 2: 09:05 – 09:40
Setting the Scene & Technical Analysis – exploring the options
In this detailed technical session, the Spence & Partners speakers will provide a thorough exploration of the various end game options available to pension schemes. This includes a
deep dive into traditional insurance buyouts, consolidation vehicles (both with and without sponsor links), run-on strategies, and emerging solutions. The session aims to offer a nuanced understanding of each option’s technical aspects, benefits, and implementation considerations.
Speakers
- Martyn Phillips, Risk Transfer Lead
- Rachel Graham, Scheme Actuary
- Aoife Farrell, Actuarial Trainee
- Tom Pook, Head of Trustee Services
Session 10: 15:45 – 16:05
Vision for the Future: What’s Next for Pensions?
As the pensions landscape continues to evolve, it’s essential for trustees, CFOs, and consultants to stay ahead of emerging trends and anticipate the challenges and opportunities that lie ahead. In this forward-looking session, industry leaders will share their vision for the future of pensions, exploring key developments, innovations, and the shifting regulatory environment.
Speakers
- Martyn Phillips, Risk Transfer Lead
Join us to hear from the experts who have walked the path with pension schemes just like yours and understand the strategies that drive successful outcomes.
Register Now and Secure Your Spot!
Don’t miss this opportunity to enhance your knowledge, gain practical insights, and network with industry experts.
Register today and take the first step towards shaping a sustainable future for your DB pension scheme.
