REPORTS   >   Preparing Pension Members for Annuities   >   Report Contents

Report Contents

<< BACK

Section 1
NEW LEGAL REQUIREMENTS AND REPURCUSSIONS

White paper or Interview: An update from the Pension Regulator on the responsibilities for trustees and company sponsors

  • Confirmed: June Mulroy, Executive Director of Business Delivery, The Pensions Regulator

White paper: Assessing trustee obligations on behalf of their members and the real life challenges they face

  • Confirmed: David Harvey, Director of Corporate Pensions Development, Partnership Assurance

Roundtable debate: What do sponsors need to do to ensure they’re adequately supporting the trustees and external consultants?

Moderator:

  • Confirmed: Padraig Floyd, Editor-in-Chief, FT Asset Management, Pensions Group

Panellists:

  • Confirmed: Sarah Smart, Chairperson, The Pensions Trust
  • Confirmed: Dermot Courtier, Head of Group Pensions, Kingfisher Pension Scheme
  • Confirmed: David Harvey, Director of Corporate Pensions Development, Partnership Assurance
SECTION 2
BUILDING AN EMPLOYEE EDUCATION STRATEGY

White paper: Educating members on the key factors for shopping around -rates, income after death to dependents and matching to a post retirement lifestyle

  • Confirmed: Peter Gould, Annuity Development Manager, Canada Life

Roundtable debate: How can trustees and corporate sponsors overcome the procrastination and fears of members in accessing the open market for annuities?

Moderator:

  • Confirmed: Charlie Thomas, Editor, Pensions Management

Panellists:

  • Confirmed: Adrian Furnell, Group Pensions Manager, The Automobile Association, SAGA Group
  • Confirmed: John Reeve, Senior Consultant, Premier Pensions Management
  • Confirmed: Paul Scott, Director, Pearson Jones, and Trustee, The Building Societies Association Pension & Assurance (No. 3) Scheme
  • Confirmed: Peter Gould, Annuity Development Manager, Canada Life
SECTION 3
END ZONE – CREATING AN ANNUITY SELECTION PLATFORM

White paper: Supporting trustees to deliver improved retirement income outcomes for members through efficient annuity ‘shop around’ platforms

  • Confirmed: Graeme Riddoch, Director, Open Market Annuity Service

Roundtable debate: Reflecting on the most significant reasons for members inertia and procrastination and strategies that create engagement

Moderator:

  • Confirmed: Owen Walker, Editor, SchemeXpert

Panellists:

  • Confirmed: Fiona McDonagh, Technical Manager, Marks & Spencer’s Pension Fund
  • Confirmed: Alan Pickering CBE, Chairman, BESTrustees
  • Confirmed: Michael Slevin, Managing Director, Open Market Annuity Service