Delegate registration

Breakfast will be available from 08:30.

Introduction

Chair's welcome and opening remarks.

Jonathan Watts-Lay, Director WEALTH at work

New report by Pensions Policy Institute reveals the big gaps at-retirement

The Pensions Policy Institute (PPI) has released its latest report series which looks at the evolving retirement landscape and the risks that individuals now face when planning for retirement. This session reveals the report findings and addresses the big gaps at-retirement.

Chris Curry, Director, Pensions Policy Institute

Helping employees plan for retirement

Due to the many risks employees now face at-retirement, Experian provide their employee’s with support to help them plan for retirement. Find out what they do.

Lesley Sutherland, Group Pensions Manager and Head of Pension Projects, Experian

The proof is in the pudding: BT’s experience

Find out the steps BT put in place for their employees to encourage behavioural change and drive action as their employees prepare for retirement. This session will reveal new research findings to prove its success.

Kevin O’Boyle, Group Head of Pensions and Benefits, BT

Refreshment break

The spectrum of risk at-retirement

Paul Morton reveals practical insight into how employees and members can best navigate the spectrum of risk at-retirement and how financial guidance and regulated advice can help. This session will also look at the problem with the default option and why this does not work.

Paul Morton, Investment Planning Director, WEALTH at work

Putting in place a robust process to support members at-retirement

Given recent high profile cases which have flagged big gaps in the availability of support for member’s at-retirement, it is vital that robust processes are put in place to protect employees and members from making costly mistakes. Learn about the main factors that need to be considered to tackle this issue.

Rene Poisson, Independent Trustee

Panel discussion: Q&A – Ask the panel

Complimentary lunch