PMI Academy: 'Clara is only for distressed schemes' and other superfund myths!

PMI Academy: 'Clara is only for distressed schemes' and other superfund myths!

03 December 2024 | 10:00 - 11:00
Various fees

book now

'Clara is only for distressed schemes' and other superfund myths!

As retirement planning continues to evolve, it is essential to stay informed about new developments and options, including the emerging role of superfunds.

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    Fees

    Members: Free
    Non-members: £45 (+VAT)
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    2

    speakers
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    Virtual

    Zoom
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    1 hour

    of CPD

Event Details

THE BASICS

Topics of discussion:
  • What are pension superfunds, and how do they differ from traditional pension schemes?
  • Superfunds – not just for distressed sponsors
  • Regulatory landscape and the future of superfunds.
  • Risks and rewards: What employers and employees need to know.
  • How superfunds could reshape retirement planning in the coming years
Who should attend:
  • Defined benefit schemes
  • Defined benefit consultants
  • Trustees
  • Decision makers
The venue
Event Venue Zoom

Thank you to our Academy Partner

Clara Pensions
Clara Pensions
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Clara-Pensions is the member-first consolidator for defined benefit pension schemes. It acts as a bridge for pension scheme members, from the company that currently supports their pension to a long-term insured future.

Clara provides a safer pension promise today by combining its own capital and robust governance with additional contributions from sponsors, who can now transfer the burden of their pension liabilities to Clara. This frees up companies to focus on their future growth.

Clara will provide a managed journey to an insured buyout, giving members the security of a fully insured pension earlier. Only once all members have their full benefits secured will Clara provide a long-term return on capital for investors.

Matt Wilmington
Matt Wilmington
Clara Pensions
- Chief Transactions Officer

Matt is an actuary who has spent much of the past 15 years working with pension schemes and insurers in the world of derisking. Starting life as a pensions consultant at Aon, he advised trustees and sponsors on many of the market’s early buy-ins, buyouts and longevity swaps. Gamekeeper turned poacher, he moved insurer side, initially at Legal & General and then Scottish Widows with the responsibility of structuring and executing a wide range of pension derisking solutions. Matt has recently joined Clara Pensions as Chief Transactions Officer where he is responsible for Clara’s new business activity and, when the time is right, the de-risking of the sections of the Clara Pension Scheme.

Jayne Pocock
Jayne Pocock
Clara Pensions
- Head of Trustee Services

Jayne joined Clara in March 2023. She has over 35 years experience in the pension industry, specialising in governance and administration. Jayne passionately believes in prioritising the member experience and supports the Clara Trustee Board and the wider Clara team to deliver better outcomes for members.

Jayne is a Fellow of the Pensions Management Institute and has supported many trustee boards during her career, including several pension schemes sponsored by FTSE 100 and 250 companies. She understands what is required to have a well-run pension scheme. Past roles have included working for employee benefit consultancies, an independent trustee firm and more recently the in-house pensions governance manager at Legal & General.