Confirmed Workshop Topics

Ways to mitigate the cost implications of the Pensions Reforms

• Making the most of tax breaks and salary sacrifice
• Using different schemes for different sectors of staff
• Avoiding legal traps such as discrimination and suggesting staff opt out
• Using the opportunity to think differently about pensions and reward

Run by experts from BLUEFIN

How to model the cost implications of auto-enrolment

• Defining job holders and modelling predicted take up levels
• Deciding on ‘pensionable salary’ options
• Budgeting for other transactional and associated costs
• Using the opportunity to think differently about pensions and reward

Run by experts from JLT

How to help employees make the best pensions decisions: choosing the best technology or platform to achieve this

• Role of financial education: the difference between education and advice
• Integrating pensions and savings choices with other benefits choices
• Financial help for staff post RDR, will it be online or is there still money for face-to-face
• Corporate platforms versus flexible benefits platforms versus online pensions platforms - the pros and cons of each
• How technology is evolving to become the platform on which to deploy financial education.

Run by experts from LORICA

Ensuring DC scheme provide good retirement incomes: what makes good governance?

• How to offer good default investment options
• Engaging staff in their retirement savings
• The importance of scheme design in providing good retirement incomes
• Preparing staff in DC schemes for retirement

Run by experts from STANDARD LIFE

Treating employees as internal customers

• Personalisation and segmentation: a tool to improve engagement
• The challenges of communicating auto-enrolment
• Ensuring ROI on rewards and benefits

Run by experts from FERRIER PEARCE

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