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LCP DEFINED CONTRIBUTION CONFERENCE WEDNESDAY 6 NOVEMBER 2013 THE MAY FAIR HOTEL, LONDON, W1J 8LT, UK Delivering value to DC members.

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Page 1: LCP DEFINED CONTRIBUTION CONFERENCE WEDNESDAY 6 …€¦ · Please post this form to Nelly Geudin, LCP, 95 Wigmore Street, London W1U 1DQ, UK or fax to +44 (0)20 7439 0183 Alternatively

LCP DEFINED CONTRIBUTION CONFERENCEWEDNESDAY 6 NOVEMBER 2013 THE MAY FAIR HOTEL, LONDON, W1J 8LT, UK

Delivering value to DC members.

Page 2: LCP DEFINED CONTRIBUTION CONFERENCE WEDNESDAY 6 …€¦ · Please post this form to Nelly Geudin, LCP, 95 Wigmore Street, London W1U 1DQ, UK or fax to +44 (0)20 7439 0183 Alternatively

Wednesday 6 November 2013

The May Fair Hotel, Stratton Street, W1J 8LT, London

08:30 - 13:00 followed by buffet lunch

How to registerWeb www.lcp.uk.com/events

Email [email protected]

Tel +44 (0)20 7432 6710

Fax +44 (0)20 7439 0183

Post Nelly Geudin, LCP, 95 Wigmore Street, London W1U 1DQ, UK

LCP Defined Contribution Conference 2013Find out more at www.lcp.uk.com/events

Outstanding as always! LCP consistently manage to deliver not just a slick event and presentations, but also the bit that others fail to do - some really meaty insight and content.

Delegate, LCP Annual Pensions Conference 2012

Interesting and stimulating event. Well staged and presented.

Delegate, LCP Global Pensions Conference 2013

Page 3: LCP DEFINED CONTRIBUTION CONFERENCE WEDNESDAY 6 …€¦ · Please post this form to Nelly Geudin, LCP, 95 Wigmore Street, London W1U 1DQ, UK or fax to +44 (0)20 7439 0183 Alternatively

Delivering value in DC pensions.

OverviewDC pension schemes are now the predominant pension savings vehicle

for UK employees. Following the launch of auto-enrolment last year, UK

employers are contributing more to DC pensions than ever before, and this

is set to increase year on year for the foreseeable future.

Employers and trustees are keen to ensure that their reward packages are

competitive, and that both they and their members are getting value for

money. Against the background of a continuously evolving landscape, LCP’s

defined contribution conference will ensure that you are up to date with the

latest developments and case studies to help you and your members get

the most from your DC scheme.

We are delighted to welcome guest speakers Steve Webb, Minister of State

for Pensions, and Andrew Warwick-Thompson, Executive Director for DC at

The Pensions Regulator who will join LCP’s speakers.

LCP Defined Contribution Conference 2013Find out more at www.lcp.uk.com/events

Page 4: LCP DEFINED CONTRIBUTION CONFERENCE WEDNESDAY 6 …€¦ · Please post this form to Nelly Geudin, LCP, 95 Wigmore Street, London W1U 1DQ, UK or fax to +44 (0)20 7439 0183 Alternatively

LCP Defined Contribution Conference 2013Find out more at www.lcp.uk.com/events

Registration and coffee 08:30 - 09:00

Session 1 09:00 - 11:00

Chairman’s welcome Mark Jackson

Opening address Steve Webb MP

DC investment: loading the dice in your members’ favour The way we think about investment strategies in DC is changing, with a

greater focus on risk control for the membership. How can you ensure

you are offering innovative default strategies while controlling costs and

communicating to members effectively?

Paul Black

Lifting the lid on expense chargingInvestment charges on many DC schemes are complex and hard to

understand, but can have a huge impact on member outcomes. We will share

our experiences and research to help you understand and negotiate charges.

Heather Brown

Coffee break 11:00 - 11:20

Session 2 11:20 - 13:00

The regulator’s view Andrew Warwick-

Thompson

Grand Designs: Get more value with good scheme design and governanceDC pensions are a central part of many organisations’ benefits

strategies. What are the options and how can you make sure you’re

following best practice?

Andy Cheseldine

Should I read my pension statement or play Angry Birds? Employees want a comfortable pension in the future that they can afford

today. Helping employees to understand their choices is important.

We will share ideas and case studies around employee engagement.

Mark Smith

Shy and retiring Retirement choices are increasingly complex, with employees unsure of the

options. How can you guide your employees through the process, ensuring

you benefit from the latest trends, tools and provider behaviours?

Philip Audaer &

Rachel Crowther

Chairman’s conclusion and questions Mark Jackson

Lunch 13:00

Page 5: LCP DEFINED CONTRIBUTION CONFERENCE WEDNESDAY 6 …€¦ · Please post this form to Nelly Geudin, LCP, 95 Wigmore Street, London W1U 1DQ, UK or fax to +44 (0)20 7439 0183 Alternatively

LCP Defined Contribution Conference 2013Find out more at www.lcp.uk.com/events

Speaker panelGUEST SPEAKERS

Steve Webb MP Minister of State for Pensions

In 1997, Steve Webb became the Liberal Democrat MP for

Northavon. Boundary changes in May 2010 created a new

constituency of Thornbury and Yate. At the last election, Steve

became the first MP for this new area, which includes most of

his former Northavon constituency.

Steve was appointed Minister of State for Pensions in May

2010, in the new Coalition Government. Prior to that, Steve

was the Liberal Democrat spokesperson on Work and Pensions (1999 to 2005), Health (2005),

Environment, Energy, Food and Rural Affairs (2007), Energy and Climate Change (2008),

before returning to Work and Pensions in 2009. Steve also chaired the Liberal Democrat

Manifesto Group in 2006.

Andrew Warwick-ThompsonExecutive director for defined contribution (DC), governance and

administration, The Pensions Regulator

Andrew Warwick-Thompson has nearly 30 years’ DC pensions

and investment consulting experience, spanning insurance,

pensions funding vehicles and asset management, both in the

UK and internationally. He has advised leading banks, insurance

companies and asset managers on DC product design and

market entry strategies in the UK and overseas, the Financial

Services Authority on their ‘league tables’, as well as public and private sector employers on the

design and governance of their domestic and multi-national DC retirement programs.

In February 2000 the Council of the Institute of Actuaries elected Andrew as an affiliate

member of the Institute.

Since May 2011 Andrew has given some of his time to Mencap, the voice of learning disability, as

chairman of the Mencap Pension Plan Trustees.

Page 6: LCP DEFINED CONTRIBUTION CONFERENCE WEDNESDAY 6 …€¦ · Please post this form to Nelly Geudin, LCP, 95 Wigmore Street, London W1U 1DQ, UK or fax to +44 (0)20 7439 0183 Alternatively

LCP SPEAKER PANEL

Mark Jackson, Partner

Mark leads LCP’s DC strategy. He has over 20 years’ experience managing client

teams in the delivery of high quality pensions advice to a range of schemes

sponsored by well-known companies.

Chairman

Mark Smith, Partner

Mark leads LCP’s governance and communication services, and has extensive

experience advising clients on design, management and communication of

pension and employee benefits plans. Mark has managed major human resource

and pension change projects.

Paul Black, Partner

Paul is Head of DC Investment. Paul has helped several DC clients enhance their

default investment strategies to better control the risks faced by members.

Paul developed and launched LCP Impact, our real-time DC modeller.

Heather Brown, Partner

Heather is a partner within LCP’s investment department, and has helped a

number of DC clients implement changes to their default investment strategies.

Heather leads LCP’s DC investment research. She is author of LCP’s Investment

Management Fees Surveys.

Andrew Cheseldine, Partner

With over 30 years of experience, Andy guides clients through the design,

creation, communication, delivery and ongoing monitoring of DC pension

arrangements. Andy is a regular speaker at industry events and commentator in

national and trade media.

Philip Audaer, Senior Consultant

Philip is a senior consultant with over 30 years’ experience advising both

corporate clients and trustees, with particular experience in the bundled DC

market. He has extensive experience of both the provider selection process and

annuity market.

Rachel Crowther, Consultant

Rachel has over 10 years’ experience in DC consulting, particularly reviewing

and selecting pension providers and implementing salary sacrifice for both

DB and DC pension schemes. Rachel is also responsible for LCP’s DC provider

research programme.

Page 7: LCP DEFINED CONTRIBUTION CONFERENCE WEDNESDAY 6 …€¦ · Please post this form to Nelly Geudin, LCP, 95 Wigmore Street, London W1U 1DQ, UK or fax to +44 (0)20 7439 0183 Alternatively

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Venue locationThe May Fair Hotel, Stratton Street, London, W1J 8LT

Tel: +44 (0)20 7629 7777

All rights to this document are reserved to Lane Clark & Peacock LLP (“LCP”). This document may be reproduced in whole or in part,

provided prominent acknowledgement of the source is given. LCP is part of the Alexander Forbes Group, a leading independent

provider of financial and risk services. Lane Clark & Peacock LLP is a limited liability partnership registered in England and Wales with

registered number OC301436. LCP is a registered trademark in the UK (Regd. TM No 2315442) and in the EU (Regd. TM No 002935583).

All partners are members of Lane Clark & Peacock LLP. A list of members’ names is available for inspection at 95 Wigmore Street

W1U 1DQ, the firm’s principal place of business and registered office. The firm is regulated by the Institute and Faculty of Actuaries in

respect of a range of investment business activities. The firm is not authorised under the Financial Services and Markets Act 2000 but

we are able in certain circumstances to offer a limited range of investment services to clients because we are licensed by the Institute

and Faculty of Actuaries. We can provide these investment services if they are an incidental part of the professional services we have

been engaged to provide. Lane Clark & Peacock UAE operates under legal name “Lane Clark & Peacock Belgium – Abu Dhabi, Foreign

Branch of Belgium”. © Lane Clark & Peacock LLP 2013.

LCP is a firm of financial, actuarial and business consultants, specialising in the areas of pensions, investment, insurance and business analytics.

Lane Clark & Peacock LLP

London, UK

Tel: +44 (0)20 7439 2266

[email protected]

LCP Libera AG

Zürich, Switzerland

Tel: +41 (0)43 817 73 00

[email protected]

Lane Clark & Peacock LLP

Winchester, UK

Tel: +44 (0)1962 870060

[email protected]

LCP Libera AG

Basel, Switzerland

Tel: +41 (0)61 205 74 00

[email protected]

Lane Clark & Peacock

Belgium CVBA

Brussels, Belgium

Tel: +32 (0)2 761 45 61

[email protected]

LCP Asalis AG

Zürich, Switzerland

Tel: +41 (0)43 344 42 10

[email protected]

Lane Clark & Peacock

Ireland Limited

Dublin, Ireland

Tel: +353 (0)1 614 43 93

[email protected]

Lane Clark & Peacock UAE

Abu Dhabi, UAE

Tel: +971 (0)2 658 7671

[email protected]

Lane Clark & Peacock

Netherlands B.V.

Utrecht, Netherlands

Tel: +31 (0)30 256 76 30

[email protected]

Please use the Ballroom entrance in Berkeley StreetDirections

The hotel is within walking distance

from Green Park on the Piccadilly,

Victoria and Jubilee lines

Page 8: LCP DEFINED CONTRIBUTION CONFERENCE WEDNESDAY 6 …€¦ · Please post this form to Nelly Geudin, LCP, 95 Wigmore Street, London W1U 1DQ, UK or fax to +44 (0)20 7439 0183 Alternatively

I wish to register for complimentary place(s) at the above event

I can confirm that people would like to attend the buffet lunch

Please enter your details below:

First name: Last name:

Title: Job title:

First name: Last name:

Title: Job title:

Company name: Scheme name:

Address:

Postcode:

Tel No:

Email:

Please provide your email address clearly in BLOCK CAPITALS. Confirmation/further information will be sent by email unless instructed otherwise.

Special access, dietary or other requirements:

Registration form

Please post this form to Nelly Geudin, LCP, 95 Wigmore Street, London W1U 1DQ, UK or fax to +44 (0)20 7439 0183

Alternatively you can register online at www.lcp.uk.com/events, email us at [email protected] or call us on +44 (0)20 7432 6710

LCP DEFINED CONTRIBUTION CONFERENCE 2013 Wednesday 6 November 2013 The May Fair Hotel, London, W1J 8LT, UK

While we endeavour to accommodate everyone, please be aware places are limited.

I am unable to attend, please send me a conference pack (by email)

Home/personal Work

Home/personal Work

Please complete this registration form and return to us by 23 October 2013.

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