ProfessionalPensions

We are looking forward to hearing from Money and Pensions Service CEO Oliver Morley at our flagship event, Professional Pensions Live! Oliver's session 'A Pensions Dashboard Update' will address the following points: - What to expect once the Money Helper Pensions Dashboard launches - How the dashboard works in practice - Global examples of dashboards success and why the UK’s journey is different - Private sector dashboards - What you can be doing to prepare for pensions dashboards 📍Tuesday 19th of May at Convene 155 Bishopsgate, London 👉Register now: incm.pub/4sywKRS Many thanks to our Sponsors: Barnett Waddingham, BlackRock, Charles Stanley, Equisoft, Fasanara, LCP, LexisNexis, Lumera, Pendragon, Schroders, Scottish Widows, Target Professional Services, Vidett, WTW #pplive

We are looking forward to hearing from Legal & General Head of Origination and Execution Dom Moret next week at our CPD-accredited Endgame Summit 2026! Dom's session 'Bulk Annuity Market: Capacity, Competition and Access in 2026' will cover the following points: - How transaction volumes and insurer capacity are interacting in today’s market - The impact of interest rates and improved surplus positions on demand - The competitive landscape among risk carriers and how it is shifting - How smaller schemes can access bulk annuity and risk transfer solutions - Reflections from recent transactions and what they signal for 2026 📍Taking place on Wednesday 25 March 2026 at Convene 22 Bishopsgate, London 👉View the programme here: incm.pub/4cZk2XA Thank you to our sponsors: Aon Aptia Barnett Waddingham Canada Life Hymans Robertson LCP LGIM Linklaters Standard Life Van Lanschot Kempen #endgamesummit

⭐Professional Pensions is delighted to announce the shortlist for the 2026 UK Pensions Awards⭐ 🏆Congratulations to all of our finalists! You can view the full finalists list here: incm.pub/4bQFj4K Now in its 29th year, these prestigious awards have been rigorously assessed by a panel of senior scheme managers, trustees, and advisers. 💃The winners will be announced at an in-person gala dinner at The Brewery in London on Thursday, 11 June 2026. 👉To book a table and finalist package at the awards ceremony please click on the following link: incm.pub/40FPFOG Many thanks to our sponsors: Aviva, People's Partnership, Sackers, Scottish Widows, Van Lanschot Kempen #UKPA

We are looking forward to hearing from Canada Life Managing Director, BPA Shreyas Sridhar at our upcoming CPD-accredited Endgame Summit 2026! Shreyas's session 'Member First: How Demographics and Behaviour is Redefining the Pension De-Risking Market' will cover the following points: - Why pension de-risking market scale should be reframed to focus on lives insured rather than volumes - How insurer offerings need to align with demographic and behavioural changes of DB members and their families - How insurers can provide holistic support to members beyond just what is needed to at retirement 📍Taking place on Wednesday 25 March 2026 at Convene 22 Bishopsgate, London 👉View the programme here: incm.pub/3PdmkIR Thank you to our sponsors: Aon Barnett Waddingham Canada Life Hymans Robertson LCP LGIM Linklaters Standard Life Van Lanschot Kempen #endgamesummit

We are looking forward to hearing from Barnett Waddingham Partner and Head of DC Mark Futcher at our flagship event, Professional Pensions Live! Mark's session 'Guiding Members at Retirement: Defaults, Targeted Support and Better Decisions' will address the following points: - Why retirement remains a weak point in DC member outcomes - What FCA targeted support allows schemes to do at retirement — and where limits remain - How default retirement pathways can be designed to support disengaged members - Using data and segmentation to guide retirement decisions at scale - Governance, oversight and evidencing decisions - Where advice still fits, and how schemes manage hand-offs for complex cases 📍Tuesday 19th of May at Convene 155 Bishopsgate, London 👉Register now: incm.pub/4ruSpJr Many thanks to our Sponsors: Barnett Waddingham, BlackRock, Charles Stanley, Equisoft, Fasanara, LCP, LexisNexis, Lumera, Pendragon, Schroders, Scottish Widows, Target Professional Services, Vidett #pplive

We are looking forward to hearing from Legal & General Origination and Execution Director Cleo Taylor Smith at our upcoming CPD-accredited Endgame Summit 2026! Cleo's session 'Bulk Annuity Market: Capacity, Competition and Access in 2026' will cover the following points: - How transaction volumes and insurer capacity are interacting in today’s market - The impact of interest rates and improved surplus positions on demand - The competitive landscape among risk carriers and how it is shifting - How smaller schemes can access bulk annuity and risk transfer solutions - Reflections from recent transactions and what they signal for 2026 📍Taking place on Wednesday 25 March 2026 at Convene 22 Bishopsgate, London 👉View the programme here: incm.pub/4lz2iVj Thank you to our sponsors: Aon Barnett Waddingham Canada Life Hymans Robertson LCP LGIM Linklaters Standard Life Van Lanschot Kempen #endgamesummit

📢Professional Pensions are delighted to announce the programme for Professional Trustee Focus: Clarity at the Core! A dedicated event designed to cut through the noise and bring clarity to what sits at the core of the present and future of professional trusteeship. Programme Highlights: - Changing Regulation and Guidance: What Trustees Need to Prepare For  - How Context Shapes Strategy: Endgame Decisions in Today’s Market - Surplus in Focus: What Comes Next for Strengthened Funding Positions - DC at Scale: Consolidation, Productive Finance and Trustee Power - Operating Under the New DB Funding Code - The Evolving Role of the Professional Trustee: Sole Trusteeship, Discretion and Board Dynamics 📍Taking place on Thursday 4th June at One Moorgate Place, London 👉Book now: incm.pub/40uyXSf Many thanks to our Sponsors: Legal & General #professionaltrusteefocus

We are looking forward to hearing from Target Professional Services Director of Client Solutions Jenny Simms at our flagship event, Professional Pensions Live! Jenny's session 'Join the 99% Club: Target with the Pension Protection Fund (PPF) on Proactive Data Maintenance' will address the following points: - The 99% Process - Risk, Resilience & Readiness for Future Demands - Member Protection & Confidence 📍Tuesday 19th of May at Convene 155 Bishopsgate, London 👉Register now: incm.pub/4sKUjGX Many thanks to our Sponsors: Barnett Waddingham, BlackRock, Charles Stanley, Equisoft, Fasanara, LCP, LexisNexis, Lumera, Pendragon, Schroders, Scottish Widows, Target Professional Services, Vidett #pplive

📢Professional Pensions is pleased to open nominations for this year's Women in Pensions Awards. ⭐The Women in Pensions Awards are all about appreciating the most remarkable achievements of women in the sector as they push to make our industry better and brighter every year! 💃This year, the awards are set to take place on Wednesday 11 November at the Brewery in London. 🏆Nominations are now open, requiring some basic details about the person, company or scheme you are nominating. You can also nominate yourself! The deadline for nominations is Friday 17 April. 👉Nominate here: incm.pub/4bE5ueP Many thanks to our sponsors: Aviva People's Partnership Sackers Schroders Van Lanschot Kempen #womeninpensions

We are looking forward to hearing from LawDeb Trustee Director Andy Harrison at our upcoming CPD-accredited Endgame Summit 2026! Andy's session 'Unlocking the Run‑On Opportunity: Matching Strategies to Scheme Characteristics' Pension schemes have an ever-expanding set of options when considering run‑on strategies. By consciously defining an end‑game, pension schemes can explore alternative pathways such as CDI, asset‑led discounting, protected run‑on structures, or even Stagecoach‑style approaches. We explore some of the defining scheme characteristics that may lend themselves to each of these approaches, and the key considerations for Trustees and Sponsors. 📍Taking place on Wednesday 25 March 2026 at Convene 22 Bishopsgate, London 👉View the programme here: incm.pub/40o0bdh Thank you to our sponsors: Aon Barnett Waddingham Canada Life Hymans Robertson LCP LGIM Linklaters Standard Life Van Lanschot Kempen #endgamesummit

We are looking forward to hearing from Barnett Waddingham Partner and Head of Bulk Annuities Nikhil Patel at our flagship event, Professional Pensions Live! Nikhil session 'Emerging Qualitative Decisions with Insurer Selection' will address the following points: - The qualitative factors trustees should assess before selecting an insurer - How trustees evaluate long-term member outcomes they will no longer oversee - What is lost at insurance and how that should inform pre-transaction decisions - How trustees test insurer philosophy, run-off approach and service resilience - How boards evidence and defend qualitative judgement as good governance 📍Tuesday 19th of May at Convene 155 Bishopsgate, London 👉Register now: incm.pub/4bAcs4s #pplive

We are looking forward to hearing from Hymans Robertson Partner, Risk Transfer Specialist James Mullins at our upcoming CPD-accredited Endgame Summit 2026! James's session 'Timing the Market: Capitalising on Buy-In Competition While Minimising Buy-Out Delays' will address the following points: - Why bulk annuity demand is at record levels and the operational constraints limiting insurer capacity - How insurers prioritise schemes in practice and which schemes are most affected by bottlenecks - Practical steps schemes can take to avoid being deprioritised or delayed - How the insurance market is expected to evolve over the 12-24 months 📍Taking place on Wednesday 25 March 2026 at Convene 22 Bishopsgate, London 👉View the programme here: incm.pub/4behWk6 Thank you to our sponsors: Aon Barnett Waddingham Canada Life Hymans Robertson LCP LGIM Linklaters Standard Life Van Lanschot Kempen #endgamesummit

We are looking forward to hearing from LCP Partner and Head of Endgame Innovation Jonathan Griffith at our upcoming CPD-accredited Endgame Summit 2026! Jonathan's session 'A World of DB Innovation: How to Navigate a Growing Range of Strategic Options' will address the following points: - A summary of the growing range of strategic options for DB schemes, and how they fit together. - The key factors that all schemes / sponsors can work through to help narrow down their strategic options, and find the right fit for them. - How LCP sees the regulatory picture evolving over the coming months, informed by insight from David Fairs and Steve Webb. - Examples of different schemes implementing different options, including LCP's experience of advising Stagecoach on their landmark “sponsor swap” transaction with Aberdeen. 📍Taking place on Wednesday 25 March 2026 at Convene 22 Bishopsgate, London 👉Register here: incm.pub/4srdzsT Thank you to our sponsors: Aon Barnett Waddingham Canada Life Hymans Robertson LCP LGIM Linklaters Standard Life Van Lanschot Kempen #endgamesummit

Professional Pensions are proud to announce City Harvest as our charity partner for our flagship event, Professional Pensions Live! City Harvest food charity rescues nutritious surplus from the food industry, and delivers it, for free, to 130,000+ people a week via organisations feeding those facing food poverty. City Harvest delivers to over 350 diverse community partners, providing food for more than 1.3 million meals a month. However, the need continues to rise as the cost of living tightens its grip. Please donate here: incm.pub/4u8HLuC £5 = 15 meals. Thank you. 📍Tuesday 19th of May at Convene 155 Bishopsgate, London 👉Register now: incm.pub/4rILM7n #pplive

We are looking forward to hearing from Van Lanschot Kempen Investment Management CFA, Investment Strategist Calum Edgar at our upcoming CPD-accredited Endgame Summit 2026! Calum's session 'Unlocking the Run‑On Opportunity: Matching Strategies to Scheme Characteristics'. Pension schemes have an ever-expanding set of options when considering run‑on strategies. By consciously defining an end‑game, pension schemes can explore alternative pathways such as CDI, asset‑led discounting, protected run‑on structures, or even Stagecoach‑style approaches. We explore some of the defining scheme characteristics that may lend themselves to each of these approaches, and the key considerations for Trustees and Sponsors. 📍Taking place on Wednesday 25 March 2026 at Convene 22 Bishopsgate, London 👉Register here: incm.pub/4l3pta5 Thank you to our sponsors: Aon Barnett Waddingham Hymans Robertson LCP LGIM Linklaters Standard Life Van Lanschot Kempen #endgamesummit

Professional Pensions is delighted to announce that Professional Pensions Live 2026 has achieved CPD accreditation. All delegates who attend the event will be able claim up to 6 hours to go towards their Continuing Professional Development.   📚View the full programme here: incm.pub/3P12mRf 📍Taking place on Tuesday 19th May at Convene 155 Bishopsgate, London 👉Book now: incm.pub/4rBBCp5 #pplive

We are looking forward to hearing from Aon Partner Hannah Brinton at our upcoming CPD-accredited Endgame Summit 2026! Hannah's session 'ROBO – Running on to Buyout and How to Optimise the Strategy' will cover optimisation in the following areas: - Asset Portfolio – How much return should you want or need? - Surplus Release – What are the merits of thinking about this before the wind-up? - Pricing Risk – How much can you really mitigate the risk of a spike in longevity and/or buyout pricing? - Member Options – Should you be taking them away or adding more? - Covenant Monitoring – How valuable is a covenant exit strategy if you have a strong employer today? - Flexibility – The true value of being able to transact at the right time 📍Taking place on Wednesday 25 March 2026 at Convene 22 Bishopsgate, London 👉Register here: incm.pub/3P0mrqU Thank you to our sponsors: Aon Barnett Waddingham Hymans Robertson LCP LGIM Linklaters Standard Life Van Lanschot Kempen #endgamesummit

We are looking forward to hearing from LCP Partner and Head of Pensions Consolidation, Laura Amin at our upcoming CPD-accredited Endgame Summit 2026! Laura's session 'A World of DB Innovation: How to Navigate a Growing Range of Strategic Options' This session will address: - A summary of the growing range of strategic options for DB schemes, and how they fit together. - The key factors that all schemes / sponsors can work through to help narrow down their strategic options, and find the right fit for them. - How LCP sees the regulatory picture evolving over the coming months, informed by insight from David Fairs and Steve Webb. - Examples of different schemes implementing different options, including LCP's experience of advising Stagecoach on their landmark “sponsor swap” transaction with Aberdeen. 📍Taking place on Wednesday 25 March 2026 at Convene 22 Bishopsgate, London 👉Register here: incm.pub/3MMK3Pd Thank you to our sponsors: Aon Barnett Waddingham Hymans Robertson LCP LGIM Linklaters Standard Life Van Lanschot Kempen #endgamesummit

We are looking forward to hearing from Standard Life Director of Defined Benefit Solutions, Kieran Mistry at our upcoming CPD-accredited Endgame Summit 2026! Kieran's session 'Looking Beyond the Premium: Understanding the Qualitative Factors Differentiating Insurers' This session will address: - Key considerations for selecting an insurer based on value, capability and scheme needs - How insurers differ in their service models, administration approaches and transition processes - Variations in how insurers interpret benefits and manage complex or legacy entitlements - What insurers can offer members that trustees cannot - Reframing insurers as partners, not counterparties, to improve collaboration and member results 📍Taking place on Wednesday 25 March 2026 at Convene 22 Bishopsgate, London 👉Register here: incm.pub/3OztIxH Thank you to our sponsors: Aon Barnett Waddingham Hymans Robertson LCP LGIM Linklaters Standard Life Van Lanschot Kempen #endgamesummit

We are looking forward to hearing from Van Lanschot Kempen Investment Management CFA, Client Director, Jonathan Craddock at our upcoming CPD-accredited Endgame Summit 2026! Jonathan's session 'Unlocking the Run‑On Opportunity: Matching Strategies to Scheme Characteristics' Pension schemes have an ever-expanding set of options when considering run‑on strategies. By consciously defining an end‑game, pension schemes can explore alternative pathways such as CDI, asset‑led discounting, protected run‑on structures, or even Stagecoach‑style approaches. We explore some of the defining scheme characteristics that may lend themselves to each of these approaches, and the key considerations for Trustees and Sponsors. 📍Taking place on Wednesday 25 March 2026 at Convene 22 Bishopsgate, London 👉Register here: incm.pub/3MrvUa3 Thank you to our sponsors: Aon Barnett Waddingham Hymans Robertson LCP LGIM Linklaters Standard Life Van Lanschot Kempen #endgamesummit