All change ahead
Will pension reforms shape wider financial wellbeing strategies?
Wednesday 06 May
09:30 - 16:00 GMT
The Shard, London
32 London Bridge St, London SE1 9SG
Please click to register
Speakers
Vicky East
Head of Client Relations, WEALTH at work
Phil Brown
Head of DC and Master Trusts, Pensions UK
Craig Hughes
Pension Manager, Next
Jacqui Reid
Partner, Sackers
Melissa Kelly
Pension Communications Officer, HSBC
Priya Khambhaita
Head of Policy Research, Pension Policy Institute
John Leavey
Senior Manager, London Stock Exchange Group
Cally Beaton
Broadcaster, performer and best-selling author
About the event
With Targeted Support on the horizon, pensions dashboards rolling out and the Pensions Scheme Bill introducing the ‘guided retirement duty,’ the pensions landscape is changing fast. These reforms aren’t just about pensions - they’re reshaping financial wellbeing strategies overall.
Join us as we explore these pivotal changes, hear what employers and pensions professionals think, and discover what’s already being done to help the workforce make more of their pensions and workplace savings. We will also be joined by our special guest - Cally Beaton, broadcaster, performer and best-selling author, who will look at how people can make confident choices against a backdrop of change.
Who should attend?
HR leaders, reward and benefits professionals, share plan specialists, pension teams, trustees, and those shaping pensions and workplace financial wellbeing strategies.
Agenda for the day
08:30
Registration & morning refreshments
09:00
Welcome address
Vicky East
WEALTH at work
09:15
The new pensions landscape in the context of financial wellbeing
Pensions UK will provide an overview on the upcoming reforms and how retirement planning fits into broader financial strategies and why this matters for employee engagement.
Phil Brown
Head of DC and Master Trusts, Pensions UK
09:55
Employer case study: TBC
Details to follow.
To follow
To follow
10:35
Refreshment break
10:50
Employer case study - Next: Retirement readiness in action
Next will reveal how it works collaboratively with its employees to support their retirement planning. It will share some of the challenges faced and practical steps in creating a successful strategy.
Craig Hughes
Pension Manager, Next
11:30
Lunch
12:15
Panel session: ask our experts and a look into the future
Join our panel of experts to ask your questions and explore future trends in pensions and financial wellbeing, including whether upcoming pension reforms will shape wider financial wellbeing strategies.
Jacqui Reid
Partner, Sackers
Melissa Kelly
Pension Communications Officer, HSBC
Priya Khambhaita
Head of Policy Research, Pension Policy Institute
John Leavey
Senior Manager, London Stock Exchange Group
13:00
A keynote session by Cally Beaton
Against the backdrop of the evolving pensions and financial landscape, Cally explores the relationship between change, decision making and how people can make confident choices during periods of transition.
Cally Beaton
Broadcaster, performer and best-selling author
14:00
Wrap up: 3 key takeaways
We will summarise the key insights from the day and highlight 3 essential takeaways for all.
Vicky East
Head of Client Relations, WEALTH at work
14:15
Drinks reception
15:00
Event closes