Current issues in pensions

Tue 20 May 2025 -
08:45 - 16:25 (BST)

Join our premier pensions event at Staple Inn this May, and claim your CPD hours through a range of exciting sessions led by expert speakers, sharing their valuable experience and insight such as:

  • Chris Curry, Director, Pensions Policy Institute and Principal, Pensions Dashboard Programme
  • Charlotte O'Leary, CEO, Pensions for Purpose
  • Simon Eagle, Head of CDC and Risk Sharing, WTW, and Scheme Actuary, Royal Mail Collective Pension Plan

This year’s engaging programme covers a wide range of critical topics including:

  • an exclusive opportunity to meet members of the Pensions Board and its committees
  • climate change and fiduciary duties: an update
  • busting CDC scheme myths
  • update from the CMI SAPS Committee
  • the new DB funding regime: what are we seeing in practice?
  • legal update
  • IFoA Regulatory Policy Team updates including pension scheme design thematic review and professional skills scenario.

Don’t miss this opportunity to expand your knowledge, continue your professional development and connect with pensions actuaries from across the profession. Secure your place and book now.

Featured speakers

Director of the Pensions Policy Institute

Chris originally joined the Pensions Policy Institute in 2002 as Research Director, where he managed the research programme and wrote and presented many research reports. These reports analysed pensions (including state, private, and public sector), pension reforms, and other provision for retirement income.

In 2013 Chris became Director of the PPI where he has overall strategic responsibility for the management and operation of the institute. In 2019, he was appointed Principal of the Pensions Dashboard Programme at the Money and Pensions Service. This is on a part-time basis alongside his role at the PPI.

Chris was appointed as one of the three co-chairs for the 2017 Department of Work and Pensions automatic enrolment review. The review considered the success of automatic enrolment and explored ways that the policy could be further developed. Chris led on providing advice on the theme of contribution. He was also a member of the Joint Expert Panel that examined the valuation of the Universities Superannuation Scheme in 2018 and 2019. Chris is an Honorary Fellow of the IFoA.

President, Institute and Faculty of Actuaries

Kartina brings 25 years of diverse actuarial, risk management, governance, and regulatory experience. Her prior experience includes a Big-Four audit firm, the Bank of England, global insurance carriers, and brokers. Her most recent executive role is with WTW, the largest global insurance consultancy, as a Senior Director where she leads the risk, regulation, and governance proposition. Kartina also has non-executive experience, most recently for an FTSE-listed company and a fintech firm.

As a subject matter expert in the UK and European insurance regulation, she advises firms on resolving their regulatory issues and adding business value by helping boards in their decision-making. From roles as Chief Risk Officer, a member of the supervisory panel at the Bank of England, and a partner to C-suites and boards of various firms, she brings practical experience to business solutions.

Kartina holds leadership positions in the actuarial profession in the UK and globally. She has served on the IFoA Council for the past seven years and was a member of its Audit and Risk Committee. She was also on the Board of Directors of the Actuarial Association of Europe for four years.

Kartina is passionate about inclusion, social mobility, and education, which she has channelled through her role as the Chair of the IFoA Foundation for the past three years. She mobilised the charity to make a remarkable impact on the next generation of actuaries and the wider actuarial community.

Kartina became President-elect in September 2023 and President in July 2024.

Schedule

Activity Time Details
Welcome refreshments and meet the Pensions Board and its committees 08:45 - 09:30 Welcome refreshments and meet the Pensions Board and its committees Read more

An opportunity for you to meet and engage with the members of the IFoA’s Pensions Board and its committees. Gain insights into the key initiatives, priorities, and ongoing projects that shape their work. Whether you are interested in contributing to a committee, learning more about its role, or simply wanting to connect, here’s your chance.

Welcome 09:30 - 09:40 Welcome Read more

Speaker: Kartina Tahir Thomson, IFoA President

Keynote speaker 09:40 - 10:40 Keynote speaker: Chris Curry, Director of Pensions Policy Institute
Climate change and fiduciary duties: an update 10:40 - 11:25 Climate change and fiduciary duties: an update Read more

It’s been over a year since the Work and Pensions Committee evidence session into fiduciary duties and climate change. This session will explore how (the UK’s regulatory environment and) the industry’s understanding of the topic has developed, and issues faced by trustees and their advisors as science and modelling, investment landscape, and world politics evolve.

This is an interactive session designed to encourage active participation from attendees. The talk will be followed by a Q&A segment within the allocated time, allowing you to engage directly with the speaker and delve deeper into the topic.

Speakers: Mike Clark, Ario Advisory, and Charlotte O’Leary, CEO of Pensions for Purpose

Morning refreshments 11:25 - 11:45 Morning refreshments
Busting CDC scheme myths 11:45 - 12:15 Busting CDC scheme myths Read more

In autumn 2024 the government consulted on regulations that would enable multi-employer whole-of-life CDC schemes. This reignited arguments for and against the development of CDC schemes in general, when compared to existing retirement and investment products. This short session attempts to distinguish between fact and myth. It explores how CDC might develop to find a place within UK pensions.

Speakers: Simon Eagle and Helen Draper, CDC Working Party

This is an interactive session designed to encourage active participation from attendees. The talk will be followed by a Q&A segment within the allocated time, allowing you to engage directly with the speaker and delve deeper into the topic.

Update from CMI SAPS Committee 12:15 - 13:00 Update from CMI SAPS Committee Read more

2024 was an interesting year for UK population mortality with the lightest mortality rates for many years. This session, delivered by a representative of the CMI SAPS Committee, will:

  • comment on UK population mortality trends over 2024
  • cover the CMI_2024 model and the potential implications for UK occupational pension schemes

Speaker: Cobus Daneel, CMI

This is an interactive session designed to encourage active participation from attendees. The talk will be followed by a Q&A segment within the allocated time, allowing you to engage directly with the speaker and delve deeper into the topic.

Lunch 13:00 - 14:00 Lunch
The new DB funding regime: what are we seeing in practice? 14:00 - 14:45 The new DB funding regime: what are we seeing in practice? Read more

With the new DB funding regime now well established, many trustee boards and sponsors may be looking ahead to their next valuation and thinking ‘what does this mean for me?’

In this session Lorna Johns, Senior Director in WTW’s retirement team talks through:

  • the practical implications of the new regime
  • what we’re seeing trustees do in practice
  • how the relationships between advisers, trustees and sponsors and the valuation process itself have evolved to meet the requirements of the new regime

Speakers: Lorna Johns is joined by Martin McNamara, an actuary at The Pensions Regulator. He will give his view on how they are seeing schemes adapt under the new regime along with the new reporting requirements.

This is an interactive session designed to encourage active participation from attendees. The talk will be followed by a Q&A segment within the allocated time, allowing you to engage directly with the speaker and delve deeper into the topic.

Legal update 14:45 - 15:15 Legal update Read more

Focus on topical legal issues.

Speaker: Andy Lewis, partner at Sackers

This is an interactive session designed to encourage active participation from attendees. The talk will be followed by a Q&A segment within the allocated time, allowing you to engage directly with the speaker and delve deeper into the topic.

IFoA Regulatory Policy Team updates 15:15 - 16:15 IFoA Regulatory Policy Team updates Read more

IFoA Regulatory Policy Team updates including:

  • pension scheme design thematic review
  • professional skills scenario

Speakers:

  • Dave Gordon, Senior Review Actuary, IFoA Regulatory Team
  • Stephanie McGowan, Senior Regulatory Manager, IFoA

This is an interactive session designed to encourage active participation from attendees. The talk will be followed by a Q&A segment within the allocated time, allowing you to engage directly with the speaker and delve deeper into the topic.

Closing remarks followed by networking 16:15 - 16:25 Closing remarks followed by networking Read more

Speakers: Gemma Cayton, Chair of the Pensions Lifelong Learning Sub-committee and Pensions Board member

Pricing and booking information

Members £100
Non-members £150

Location

1-3 Staple Inn Hall

High Holborn

London

WC1V 7QH

Directions

Events Team

Contact our Events Team for more information.
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