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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.
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Fees
Members: Free
Affiliate and Corporate members: £600 (+VAT)
Non-members: £1200 (+VAT) -
In-person
event -
10+
speakers -
CPD
7 hours
Event Details
THE BASICS
Topics of discussion:
- DC policy updates and regulatory expectations from TPR
- Consolidation trends and evolving market structure in Master Trusts
- Investment strategies and market insights
- Integrating CDC schemes into Master Trusts
- Private market investments for long-term value in DC pensions
- The future structure of DC pensions and policy changes
- Annuitisation strategies for secure retirement income
- Delivering value and improving member outcomes
- Empowering financial futures through policy and education
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
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Agenda
More information soon.
Chairs
8:30 - 9:00
Arrivals, Registration & Breakfast
9:00 - 9:05
Welcome From The PMI
9:05 - 9:40
DC Policy Update: What Do The TPR Require From The Sector
9:40 - 10:20
Panel Discussion: Consolidation and Market Structure - Perspectives from Leading Master Trusts
10:20 - 10:50
BlackRock Session
10:50 - 11:20
Networking Break
11:20 - 11:55
Integrating Collective Defined Contribution (CDC) Into The Master Trust Structure
11:55 - 12:30
Mastering Pension Administration
12:35 - 13:05
Breakout Session: Partners Group
12:35 - 13:05
Breakout Session: Trustee duties to vulnerable individuals
13:05 - 14:00
Networking Lunch Break
13:15 - 14:00
Lunchtime roundtable: More Information Soon
14:00 - 14:35
Beyond One-Size-Fits-All: Innovative Approaches to Member Engagement & Decumulation
14:40 - 15:10
Breakout Session: More Details Coming Soon
14:40 - 15:10
Breakout Session: Exploring Annuitisation Strategies for Secure Retirement
15:10 - 15:40
Networking Break
15:40 - 16:10
Panel Discussion: Perspectives On Consolidation And Proposed Policy Changes
16:10 - 16:40
Panel Discussion: Member Outcomes – Delivering Value for Everyday People
16:40 - 17:15
Keynote: Empowering Financial Futures
17:15 - 18:15
Networking Drinks Reception