10.00am

Tuesday 18  May

Chair of Day 1
Eleanor Cunningham, Chairperson, IAPF DC Committee / Partner, Pensions & Incentives Group, McCann FitzGerald

How A Focus On Broader Financial Wellbeing Benefits Member Retirement Planning

John Alford, Senior Manager, Workplace Financial Wellbeing, Irish Life

Whilst we’re all aware of the benefits of educating pension plan members around retirement planning, increasingly plan members are looking for broader financial guidance and support, so that they can make important retirement planning decisions with a more complete picture of their overall financial situation. Pension plan members need ongoing holistic financial guidance, pre and post retirement and during changes to their personal circumstances which is why we at Irish Life focus on the overall financial wellbeing of pension plan members. John will present on how this broader focus assists members in making key pension and non-pension related financial decisions at every point along their financial journey,  and how a blend of online tools, digital nudges and group and individual supports are required to successfully support plan members on their journey.

Using Pensions to Create a Better World

Tony Burdon, CEO, Make My Money Matter 

Society is changing, the pandemic has reinforced this. People are reducing their climate footprint, now they are turning to their financial footprint. Where are pensions in this? Do they help create a world to retire into? Or a world on fire? What can be done by pension funds to invest in line with member views and values, more sustainably and responsibly, while getting good returns? How can Make My Money Matter help support this shift?

11:15am

Ends

10.00am

Wednesday 19 May

Chair of Day 2

Ciara Quinn, IAPF DC Committee / Pension Investment Analyst, Enterprise Services, ESB

Use of Alternatives in DC Investment

Sorca Kelly-Scholte, Managing Director, Head of EMEA Pensions Solutions and Advisory, J.P. Morgan Asset Management

In this session, we will examine the case for incorporating alternatives into DC schemes, and in particular into default strategies.  High valuations in listed markets, both equities and bonds,  are presenting headwinds to expected returns, and inflation risk is back on the table following a long period of absence.  In this environment, alternative assets can provide a solid source of diversification and inflation risk mitigation, while also offering attractive long-term return potential.  We set out a framework for assessing the role of alternatives into default strategies at different points along the lifecycle, and look at lessons learned from international comparisons.

Regulatory Update

Ciara McLoughlin, Senior Associate, Employment & Benefits, William Fry

This session will provide an update on recent and future regulation that will impact on trustees and the operation of schemes in Ireland, including IORP II and Anti-Money Laundering Regulations.

11:15am

Ends

10.00am

Thursday 20 May

Chair of Day 3

Eunice Dreelan, Chairperson, IAPF  Council / Head of Intermediary Business, Irish Life Group

Multi Asset Credit as a building block in your DC glidepath

Tom Peberdy, Investment Director & Jeff Boswell, Head of Alternative Credit, Ninety One

As DC schemes de-risk from equities in the mid phase of their glidepath we believe multi asset credit has potential to offer attractive risk adjusted returns and a smoother path of returns. Tom Peberdy, Investment Director and Jeff Boswell, Head of Alternative Credit will look at why an unconstrained approach to credit investing with a focus on downside protection could be an attractive options for DC schemes in Ireland

IORP II

Grace Guy, Head of Supervision and Enforcement, Pensions Authority

The Pensions Authority will provide an overview of the key themes of transposition including how the Authority will oversee IORP II compliance and the effect of derogations and transitional periods.

11:15am

Ends