TOPICS AND SPEAKERS CONFIRMED

Tailored Solutions in Liability Driven Investing (LDI)
Richard Ferris – Columbia Threadneedle
Richard will explore how pooled funds can be leveraged to deliver bespoke LDI strategies. He’ll delve into the integration of bonds and swaps, and the flexibility offered by custom LDI fund structures—essential tools for schemes seeking precision in risk management.

Legal Implications of Revenue’s Update on Transfer Values
Jane McKeever – William Fry
Jane will unpack the recent Revenue guidance prohibiting the payment of transfer values post-normal retirement age. Her session will clarify the legal ramifications for schemes and trustees, and outline practical steps for compliance.

Trustee Guidance on DB Transfer Value Advice
Fergus Moyles – Mercer
Fergus will assess the type of advice members need when considering a transfer from a defined benefit pension. He’ll also outline how trustees can safeguard member interests while navigating complex financial decisions.

Unlocking Long-Term Value: Real Estate as a Strategic Asset for Pension Funds
Niall Gaffney - Irish Property Unit Trust (IPUT)
As Master Trusts increase in size, and defined benefit schemes continue to mature and derisk, the appetite for diversification and long-term value is growing. Niall Gaffney will delve into the strategic opportunity for pension funds to invest in Irish real estate, highlighting how property funds can play a pivotal role in portfolio construction.

Evolving DC Schemes into Lifetime Savings Vehicles
Alastair Byrne – State Street Investment Management
To set the stage for Ireland’s shift toward lifetime savings, Alastair will share international insights on post-retirement drawdown. His session will focus on what members truly want in retirement and how global trends can inform Irish policy and practice.

 
Employer Perspectives on Enforced Retirement Ages
Aoife McFadden – Ibec
Aoife will provide a candid look at the challenges employers face with enforced retirement ages. She’ll offer practical insights into navigating legal and operational complexities.

Full agenda and timetable to be announced.