Events

Is the single code of practice: How to Navigate the Changes

Timings: 3pm-4pm

The Pensions Regulator is raising the bar on pension scheme governance with the introduction of the single code of practice. Our industry panel will discuss how to navigate these changes in a proportionate way so that they add value to your scheme. We are delighted to announce our three guest speakers: 

Nick Gannon,
Policy Lead in the Regulatory Policy Analysis & Advice Directorate, TPR
Nick will be sharing his views and answering questions on what trustees and employers need to do to comply with the single code of practice.

Maggie Rodger, 
Member Nominated Trustee & Co-Chair, AMNT
Maggie is an Member Nominated Trustee for the Church of England Pensions Board and chair of the Audit and Risk Committee. Maggie was recently appointed Co-Chair of Association of Member Nominated Trustees (AMNT).

Alan Baker, 
Director, Law Debenture
Alan is a Trustee Director at Law Debenture, where he leads Law Debenture’s corporate sole trustee business. His experience includes participating in Single Code Working Groups for his clients as well as supporting Law Debentures own response to the code.

Book day one here

 


More about XPS PensionsTalk

Join us for XPS PensionsTalk where the XPS team and our panel of industry specialists and practioners will share their insights, practical guidance and real scheme experiences on what trustees and sponsors are doing now to tackle these challenges. 

The pandemic, the Pension Schemes Act, climate change and protecting member outcomes have each created unique challenges for trustees and sponsors that will have a huge impact on future pension scheme strategy.

All sessions will be fully interactive. You can reserve your place for all four webcasts by emailing us here, or register individually below. All events will be broadcast live between 3pm and 4pm each day and are fully CPD accredited. 

New Funding Rules - All change or no change? 

Timings: 3pm-4pm

As we await further detail about the new regime, this will be an interactive session where our panel, consisting of trustee and sponsor and wider industry representatives, will be discussing the implications of the new regime on funding, investment strategy and risk management.

Book day two here

 


More about XPS PensionsTalk

Join us for XPS PensionsTalk where the XPS team and our panel of industry specialists and practioners will share their insights, practical guidance and real scheme experiences on what trustees and sponsors are doing now to tackle these challenges. 

The pandemic, the Pension Schemes Act, climate change and protecting member outcomes have each created unique challenges for trustees and sponsors that will have a huge impact on future pension scheme strategy.

All sessions will be fully interactive. You can reserve your place for all four webcasts by emailing us here, or register individually below. All events will be broadcast live between 3pm and 4pm each day and are fully CPD accredited. 

 

The pandemic, the Pension Schemes Act, climate change and protecting member outcomes have each created unique challenges for trustees and sponsors that will have a huge impact on future pension scheme strategy.

Join us for XPS WebWeek where the XPS team and our panel of industry specialists and practioners will share their insights, practical guidance and real scheme experiences on what trustees and sponsors are doing now to tackle these challenges. 

All sessions will be fully interactive. You can reserve your place for all four webcasts by emailing us here, or register individually below. All events will be broadcast live between 3pm and 4pm each day and are fully CPD accredited. 

 

Pension Schemes and our Planet - Can schemes afford to wait to tackle climate change? 

Timings: 3pm-4pm

The new Task Force on Climate Related Financial Disclosures (TCFD) regulations came into force for larger pension schemes in October, and it is widely expected that the new rules will apply to all schemes from 2023. The upcoming UN Climate Change Conference (COP26) is also likely to put further pressure on institutional investors to assess and manage climate risk. The direction of regulatory scrutiny is just one of many signals that schemes will soon be held to account to a higher level of standards than today.

Regulatory pressure aside, climate change is already upon us and we are delighted to joined by three expert guest speakers to discuss why all schemes need to start tackling this complex and fundamental source of risk. 

Padmesh Shukla, 
CFA, Chief Investment Officer, TfL Pension Fund

Padmesh is the Chief Investment Officer of the TfL Pension Fund. In his 10+ years, he implemented major changes to the strategy and risk management framework.

Janice Turner,  
Founding Co-Chair, Associated Member Nominated Trustees (AMNT)
Janice is a founding co-chair of AMNT and was a member of the Taskforce on Pension Scheme Voting Implementation. She believes in the right and necessity of pension scheme trustees to take seriously the long-term sustainability of their investments.


Lorna Logan, 
Portfolio Manager, Stewart Investors
Lorna is a Portfolio Manager with the Sustainable Funds Group at Stewart Investors. Lorna is Co-Portfolio Manager of the European Sustainability strategy.

Book day three here

 


More about XPS WebWeek

Join us for XPS WebWeek where the XPS team and our panel of industry specialists and practioners will share their insights, practical guidance and real scheme experiences on what trustees and sponsors are doing now to tackle these challenges. 

The pandemic, the Pension Schemes Act, climate change and protecting member outcomes have each created unique challenges for trustees and sponsors that will have a huge impact on future pension scheme strategy.

All sessions will be fully interactive. You can reserve your place for all four webcasts by emailing us here, or register individually below. All events will be broadcast live between 3pm and 4pm each day and are fully CPD accredited. 

Ensuring good, safe retirement outcomes - How far should trustees and employers go? 

Timings: 3pm-4pm

We will discuss what can be done to improve outcomes for your DB and DC members and debate how far trustees and employers should go to put in place support including advice, communications and low cost drawdown solutions. We will bring this to life with insights from our DB and DC retirement outcomes research.

Book day four here

 


More about XPS PensionsTalk

Join us for XPS PensionsTalk where the XPS team and our panel of industry specialists and practioners will share their insights, practical guidance and real scheme experiences on what trustees and sponsors are doing now to tackle these challenges. 

The pandemic, the Pension Schemes Act, climate change and protecting member outcomes have each created unique challenges for trustees and sponsors that will have a huge impact on future pension scheme strategy.

All sessions will be fully interactive. You can reserve your place for all four webcasts by emailing us here, or register individually below. All events will be broadcast live between 3pm and 4pm each day and are fully CPD accredited. 

Tues 16 November | 3pm to 4pm 

Sustainability, green credential and ESG are all terms that appear daily in our personal and professional lives.  Do we really understand what sustainable means when we see a label on a product? The societal benefits of sustainability are becoming clearer, but what are the personal gains of adopting a more sustainable lifestyle?

In this webinar, pensions will take a back seat, as we look at the broader considerations of sustainability, green credentials and ESG that will interest all professionals. Our experts will examine what can we do to lessen our personal and business impact on the planet?

​XPS Women’s Network gives connection and vision to its members and supports gender issues and equality. Our aim is to help build  broader networks with successful women.

Our expert speakers will give us their unique personal and professional insights on sustainability:

  • Catherine Ellis - Marketing and Sustainability Manager at Pieminister, a food and restaurant chain based across the UK, will give us insight into why and how a business becomes sustainable and the challenges and opportunities along the way.
  • Naomi L’Estrange - An Independent Trustee, will share her personal view on sustainability and why it’s important to her.
  • Alex Quant - XPS’s Head of ESG Research, will explain how the fund management industry is adapting to calls for greater sustainability, stewardship and climate awareness.

Book your place here

Two half-day Online Courses : 9am to 12pm via Zoom

For Trustees of defined benefit schemes

It is now over thirteen years since the Trustee Knowledge and Understanding (TKU) requirements were introduced. Since then the range of topics that trustees need to understand has become much wider, with increased regulation, an ever greater choice of asset classes and investment approaches and additional governance considerations for trustees. 

The course is aimed at the trustees of defined benefit (DB) schemes and is intended to provide the background knowledge to enable trustees to understand the advice given to them and make informed decisions. It is designed for new trustees and as a refresher for more experienced trustees.

The course will cover:

  • Introduction to pension schemes: the parties involved in pension schemes and some of the legislative background to pensions.
  • Trusts and trusteeship: the roles and responsibilities of trustees and key trustee powers and discretions.  Includes the opportunity for a Q&A with a pensions lawyer.
  • Introduction to scheme funding and investment: the types of actuarial valuations and the Pensions Regulator's expectations for funding pension schemes, different asset classes and their associated risks and rewards, and the key principles in setting an investment strategy.
  • Managing a pension scheme: preparing for a typical trustee meeting and key governance and whistleblowing requirements.

Price: £295+VAT

​​Time: 09:00 to 12:00 on each day

Venue: Via Zoom

Book your place here

Timings: 3pm to 4pm

Recap on an eventful 2021 and key investment considerations for investors over the next year and beyond.

More details to follow...

Book your place here

Two half-day Online Courses : 9am to 12pm via Zoom

For Trustees of defined benefit schemes

It is now over thirteen years since the Trustee Knowledge and Understanding (TKU) requirements were introduced. Since then the range of topics that trustees need to understand has become much wider, with increased regulation, an ever greater choice of asset classes and investment approaches and additional governance considerations for trustees. 

The course is aimed at the trustees of defined benefit (DB) schemes and is intended to provide the background knowledge to enable trustees to understand the advice given to them and make informed decisions. It is designed for new trustees and as a refresher for more experienced trustees.

The course will cover:

  • Introduction to pension schemes: the parties involved in pension schemes and some of the legislative background to pensions.
  • Trusts and trusteeship: the roles and responsibilities of trustees and key trustee powers and discretions.  Includes the opportunity for a Q&A with a pensions lawyer.
  • Introduction to scheme funding and investment: the types of actuarial valuations and the Pensions Regulator's expectations for funding pension schemes, different asset classes and their associated risks and rewards, and the key principles in setting an investment strategy.
  • Managing a pension scheme: preparing for a typical trustee meeting and key governance and whistleblowing requirements.

Price: £295+VAT

​​Time: 09:00 to 12:00 on each day

Venue: Via Zoom

Book your place here

If you have any questions please contact us at: events@xpsgroup.com.

If you are not currently on our mailing list please register here.