DC and Master Trust Symposium 2025

DC and Master Trust Symposium 2025

03 April 2025 | 08:30 - 17:50

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DC and Master Trust Symposium 2025

The DC and Master Trust Symposium draws on our expertise on topics related to DC governance, workplace pension provision, investment, the pension dashboard and more. It is a must-attend event for employers, trustees, DC pension fund members and any pension professional working within the DC pension market.

Please find our events cancellation policy here.

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    Fees

    Members: Free
    Affiliate and Corporate members: £600 (+VAT)
    Non-members: £1200 (+VAT)
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    In-person

    event
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    10+

    speakers
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    CPD

    7 hours

Event Details

THE BASICS

Topics of discussion:
  • More information soon.
Who should attend:
  • Pension scheme managers
  • Trustees
  • Administrators
  • Policy advisers
  • Consultants 
  • Lawyers
  • Corporate IFAs
  • Investment managers 
  • Actuaries
  • Communication professionals
  • Scheme secretaries
  • Financial directors 
  • HR representatives
The venue

Convene, 4th Floor, 22 Bishopsgate, London EC2N 4BQ

22 Bishopsgate 1665

Agenda

More information soon.

8:30 - 9:00
Arrivals, Registration & Breakfast
9:00 - 9:05
Welcome
9:05 - 9:40
DC Policy Update: What Do The TPR Require From The Sector
Sam Grutchfield
Sam Grutchfield
The Pensions Regulator (TPR)
Director of MT and DC Supervision

This session will provide a comprehensive overview of the current policy landscape affecting DC pensions and master trusts. Sam Grutchfield, Director of MT and DC Supervision from TPR will outline the latest regulatory expectations, focusing on key areas such as value for money, governance standards, investment strategies, and member outcomes. Attendees will gain insights into the Regulator's current priorities and how they influence scheme operations and strategic decision-making.

9:40 - 10:20
Panel Discussion: Consolidation and Market Structure - Perspectives from Leading Master Trusts
10:20 - 10:50
BlackRock Session

BlackRock will present on key trends and insights in the pensions landscape, with a focus on investment strategies and market developments. Further details will be provided once the session content is confirmed.

10:50 - 11:20
Networking Break
11:20 - 11:55
Integrating Collective Defined Contribution (CDC) Into The Master Trust Structure

This session explores how CDC schemes can be integrated into the Master Trust framework. Key discussion points include the basics and benefits of CDC, how it fits within Master Trust governance and operations, and compliance considerations when adopting CDC models.

This session aims to clarify how CDC can enhance Master Trust arrangements and improve member outcomes.

11:55 - 12:30
More Information Soon
12:35 - 13:05
Breakout Session: Partners Group
12:35 - 13:05
Breakout Session: More Information Soon
13:05 - 14:00
Networking Lunch Break
14:00 - 14:35
More Information Soon
14:40 - 15:10
Breakout Session: More Details Coming Soon

We will host a breakout session exploring key themes in the DC pensions landscape. Further details will be provided once the session content is confirmed.

14:40 - 15:10
Breakout Session: Exploring Annuitisation Strategies for Secure Retirement

This panel discussion will provide an in-depth exploration of annuitisation within pension schemes, focusing on how annuities can offer long-term income security for retirees. Attendees will learn about the core benefits of annuitisation, its alignment with Master Trust frameworks, and the critical steps for successful implementation.

15:10 - 15:40
Networking Break
15:40 - 16:15
Panel Discussion: Member Outcomes – Delivering Value for Everyday People

The penultimate session will feature a dynamic panel discussion on how the insights shared throughout the day translate into tangible benefits for pension scheme members and everyday individuals.

16:15 - 16:50
Keynote: Empowering Financial Futures

Join us for a compelling closing keynote where we will explore insights into the evolving landscape of pensions and long-term financial wellbeing. This thought-provoking session will explore the intersection of policy, education, and financial empowerment, offering strategies to enhance member engagement, improve outcomes, and inspire long-term financial security. Prepare to leave with actionable ideas that can shape the future of pensions and retirement planning.

16:50 - 17:50
Networking Drinks Reception

Thank you to our sponsors and partners for their continued support

BlackRock
BlackRock
Sponsor
-
Partners Group
Partners Group
Breakout sponsor
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Scottish Widows
Scottish Widows
Insight Partner
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WEALTH at work
WEALTH at work
Insight Partner
-
Sackers
Sackers
Insight Partner
-
Professional Pensions
Professional Pensions
Media Partner
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Savvy Investor
Savvy Investor
Media Partner
-

Speakers

Hear from the experts... More information soon.

Sam Grutchfield
Sam Grutchfield
The Pensions Regulator (TPR)
- Director of MT and DC Supervision

Sam is Interim Director of Master Trusts and DC Supervision at The Pensions Regulator. He manages the governance, investment and financial analysis teams which regulate master trusts, single-employer DC and CDC schemes. A lawyer by training, he joined the Regulator in 2018 from the Department for Work and Pensions, where he advised on master trusts policy and drafted much of the legislation that governs them.

DC and Master Trust Symposium 2024

Highlights