http://www.lucidaplc.com en-gb http://lucidaplc.com/images/siteLogo.jpg http://www.lucidaplc.com/knowledge-centre/events-calendar Lucida - A new insurance company with a clear focus on the annuity market and the expertise to create real solutions for companies and pension schemes. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 17 11 2010. Location: . http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 10 11 2010. Location: Amstel Hotel, Amsterdam. The European Pensions Netherlands Summit: Working Through The Maze, which is free for pension funds, will address the main challenges facing Dutch pension schemes in today's tough marketplace, and explore what's out there to help them meet their pensions obligations in order to be nothing short of excellent once again. Taking place on 10th November 2010 at the luxurious Amstel Hotel in Amsterdam, topics include scheme funding in the current investment climate; pension fund governance & risk management; raising the retirement age; asset allocation; cross border pensions; regulatory updates: the discount factor; and fiduciary management. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 26 10 2010. Location: . http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 21 10 2010. Location: . The future of the existing UK model of saving for retirement is under serious and sustained question. This important one day conference will gather together the thought leaders in the area to discuss the issues: What are the new government’s plans for pensions? What is required to turn the tide? What is the future for workplace savings?  Including contributions from Christine Jackson, Director of Pensions at ITV plc and Jerry Gandhi, Group Pensions Director of the RSA Group  What do employees currently value?  Discussion led by Brendan Barber, General Secretary of TUC What is the state of boardroom thinking on pensions?  Neil Carberry head of employment and pensions at the CBI will lead the discussion. What are non-pension employer sponsored retirement savings options and what are their merits? Discussion will be led by David Fairs a partner at KPMG What is the future shape of a working life and the work place?  A panel discussion made up of the leading thinkers. What lessons on employer support for workplace saving can be learnt from the “global village”. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 12 10 2010. Location: . Despite government initiatives aimed at simplification, pensions remains a complex subject. This course is intended to strip away the jargon and explain the fundamentals of pension provision by employers in the UK. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 6 10 2010. Location: . http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 29 9 2010. Location: . 09.30 Chairman’s introduction Mike Sullivan, PMI President09.40 The changing political landscape• What does the coalition mean for the pensions industry? 10.20 How ready are companies for pensions reform in 2012?Neil Carberry, Head of Pensions and Employment Policy, CBIKaren Thomson, Associate Director of Policy, IPP 10.50 Achieving good member outcomes - who and what makes DC a success? • Where does DC fit into the regulatory landscape - the existing and emerging DC risks• Who is responsible for making DC a good value pension option?• What might DC regulation look like in the future?Will Price, Head of Regulatory Policy and Programmes, the Pensions Regulator 11.30 Risk sharing initiatives – what is new?• An overview of the current de-risking market- latest products & innovations• Assessing value for money of any de-risking solutions• Lessons learnt from recent transactions and avoiding potential pitfallsMartin Bird, Principal, Hewitt 12.00 How to manage funding issues• The relationship between sponsor and trustee• How employer covenant strength and funding basis should be related• Funding strategy and investment strategy being consistentDanny Wilding, Partner, Barnett Waddingham 12.30 Too much confusion – what about my [tax] relief?Ian Cormican, Partner, Sackers 14.00 Where is the “weakest link” in UK pensions?Francois Barker, Partner and International Department Head, Pensions, Hammonds LLP 14.30 Tailoring your employee communication package appropriately• Meeting the specific needs of your members• Using different media to best effect• Making sure your communications hit the markJane Snowdon, Head of Technical Consulting, Anthony Hodges Consulting 14.55 Taking the DC Pulse• Feedback from the PMI/Standard Life Survey Ian Buchan, Senior Business DevelopmentManager, Standard LifeVince Linnane, Chief Executive, PMI 15.35 Forum on DC• Contribution levels• Member engagement• Investment, with special focus on default fundsJames Churcher, Pensions Manager, The Daily TelegraphPhilip Hutchinson, Managing Director, RePosition ConsultingGirish Menezes, Principal, Buck ConsultantsLesley Carline, Head of Sales and Marketing, rpmiPaul Leandro, Associate, Barnett Waddingham 16.20 The financial blame game: How do we stop the same merry-go-round occurring again?Anthony Hilton Editor at the Evening Standard 16.50 Chairman’s summation. Mike Sullivan, PMI President http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 24 9 2010. Location: London Stock Exchange, London, UK. The Pensions Age Autumn conference will tackle the main challenges facing UK pension funds today, with presentations from leading pensions experts including government representatives, pensions associations and industry professionals. Topics include Administration; Member Engagement; Default Funds; Active Indexing; Delegated Consulting; Pension Reform; Wraps; Communication; Currency; Alternative Investment; DC Pensions and more. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 21 9 2010. Location: . Hot Topics and Benefits of Attendance Include: Pension Scheme De-Risking: Understanding the Current Risks to Pensions Schemes:• Trustees' and employers' liabilities - the legal framework• The pressure points - valuations, statutory debt and contribution rules Examining Enhanced Transfer Value Programmes in Pension De-Risking:• The corporate view - getting the communication right• Member's view - balancing guarantees against flexibility• Adviser's view - providing the correct level of advice• Regulator's view - seeking a degree of balance An International Perspective on Pensions De-Risking:• Dutch de-risking: de-risking active members with a guaranteed mandate• US de-risking: pension de-risking with a corporate view Pension Scheme Longevity Solutions: Identifying and Responding to Obstacles and in Leveraging the Swaps Market:• Exploring market responses to Longevity Swaps• Understanding the sustainability of Swaps• Going forward: what next for an evolving market Examining an Industry Case Study of a Recent Longevity Deal:• Initial pricing through to final signing and operational implementation• New innovations in products and processes• Appraisal of the market for the near future Legal Considerations in Pensions Buy-Ins, Buy-Outs and Swaps:• Buy-Ins/Buy-Outs: Investment and discharge legislation• Swaps: Effect of PPF entry Administrative Considerations in Pensions Buy-ins, Buy-Outs and Swaps:• The transition process• Operational controls http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 16 9 2010. Location: . A practical hands-on conference looking at the complexities of pensions and finding solutions to the current pension deficits featuring Margaret Snowdon OBE, Operations Director at Lucida. 09:30 - 09:40 Chairman’s opening session MARK WOOD, Vice President, Paternoster  09:40 - 10:25 The current legal minefield – latest legal issues including case law ROBIN ELLISON, Head of Strategic Development - Pensions, Pinsent Masons LLP What are the different legal structures?What are the major differences between buy-ins, buyouts and transfer incentive programmes?The challenges for trustees under current law and the due diligence processThe complexities surrounding mismatches and discretionary benefitsSecurity issuesThe legal perspective on pension risk and what happens when there are changes to the pension promises – employer’s powers and obligations vs. employees contractual expectationsWhat is the current role of the trustees?  10:25 - 11:10 The major part played by the Pension Protection Fund (PPF) Click on cross to view speakers Latest initiatives in risk reduction and the role of the PPFThe PPF’s new approach to fundingThe new Statement of Investment Principles:–latest techniques in hedging our liabilities –exploiting alternatives to increase returnsCan an employer dump its scheme on the PPF?IAN MCKINLAY, Chief Investment Officer, Pension Protection Fund (PPF)RICHARD FAVIER, Head of Recoveries, Pension Protection Fund (PPF)  11:30 - 12:15 The current buy-in and buy-out market – are these viable solutions? MARGARET SNOWDON OBE, Operations Director, Lucida Plc Who is involved in these and what are the opportunities?Is there a fear of market saturation especially in the current financial crisis?What are the costs and the benefits of a pension fund buy-out or buy-in?Understanding the scheme and making sure that the options will benefit your members and organsationWhat are the long-term security issues for buy-out companies?Will the Financial Services Compensation Scheme protect trustees?What are the solutions for under-funded pension schemes? 12:15 - 13:00 Longevity Swaps – can these be attractive and provide deficit solutions long-term? Click on cross to view speakers Recent developments in the longevity swap markets (transactions, capacity issues, efforts to move to standardisation)Quantum of risks removed, risks not covered, risks inherent in the product (novation, credit risk, surrender terms)Longevity swap as part of a longer pension scheme de-risking strategyImplementing a longevity swap – legal issues to considerContract in the name of the scheme, who’s liable, what does it mean for the employer?Insurance or derivativeCollateral, security and surrender valuesKELVIN WILSON, Associate Director, Recovery & Reorganisation/Pensions Advisory Team, Grant Thornton UK LLPJAMES PARKER, Partner, Barlow Lyde & Gilbert LLP   14:15 - 15:00 De-risking Defined Benefit Pensions MARK ROWLINSON, Actuary, First Actuarial LLP What are the key risks?How can these be managed?What are the obstacles and challenges?Case studiesWhat new risks are introduced?  15:00 - 15:45 Case study from a corporate perspective - liability management and derisking CHRISTINE JACKSON, Director of Pensions, Central Management – Pensions Administration, ITV plc Pension Increase exchange exercisePFPResults from the ETV exercise 16:00 - 16:40 Reform of the pension market INGRID EVERSON, Partner, Pensions Group, Eversheds LLP 2012 reforms – what must employers do under the new regime?What is the likely shape of the pension’s landscape post 2012?Working in partnership with the FSARegulation in the world of personal accounts     http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 9 9 2010. Location: 44 Hallam Street. Defined benefit (DB) pensions are expensive. Most companies have now closed their schemes to new members and increasingly firms are closing them to new accrual. While this step will cap the cost of DB schemes, volatile legacy deficits remain on the balance sheet. Chief executives and FDs are increasingly shifting their focus to finding practical solutions to controlling and reducing this long-term risk.This conference will look at the many options open to firms, providing insights into innovations in the market, offering practical solutions to business problems and exploring the Regulator’s approach to policing de-risking. This is an essential event for CEOs, FDs and pension professionals who do not want to be held to ransom by their pension schemes even after closure. It is designed to help you get back in control of your own corporate destiny. Key reasons to attend:·         Investigate practical solutions to pension de-risking·         Network with professionals and other firms to find out what strategies they have put in place·         Hear case studies from firms that have already taken actionThe programme will examine the following:·         The risks facing your company from DB liabilities·         Solutions to smooth the volatility your DB scheme poses·         Longevity swaps, liability options  and buy-outs as a way to reduce total risk·         Government approaches to protecting the economic performance of DB sponsors http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 7 7 2010. Location: . http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 1 7 2010. Location: . The European Pensions Awards, now in their third year, have been designed to recognise outstanding achievement in the varied fields of European pension provision, honouring the investment firms, consultancies and pension providers across Europe that have set the professional standards in order to best serve European pension funds in these increasingly challenging times. This year, we have again put together a list of 25 categories spanning various fields of pension provision with a view to acknowledging and ultimately encouraging best practice in the European pensions space. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 1 7 2010. Location: . The European Pensions Awards, now in their third year, have been designed to recognise outstanding achievement in the varied fields of European pension provision, honouring the investment firms, consultancies and pension providers across Europe that have set the professional standards in order to best serve European pension funds in these increasingly challenging times. Both the 2008 & 2009 Awards were a huge success, each receiving hundreds of nominations from key providers across Europe. The prestigious Awards Summer Gala, when the winners are announced, plays host to hundreds of pension professionals from across the European pensions sphere. This year, we have again put together a list of categories spanning various fields of pension provision with a view to acknowledging and ultimately encouraging best practice in the European pensions space. The closing date for entries is 15 March 2010, after which our extensive panel of expert judges will have the challenging task of picking the winners to be announced at a black tie Awards Gala at London’s prestigious Lancaster London Hotel on Thursday 1 July 2010. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 15 6 2010. Location: . Chairman’s introductionBob Richardson, Honorary Treasurer, PMI 9.40 Panel: Is your governance good enough?• View from the Pensions Regulator• Internal Controls – updated guidelines• ETVsCHAIR: Bob Campion, Editor & Associate 10.15 Debate: Making sure your admin providerdelivers: 10 key questions to askPaul Couchman, Managing Director,Premier Pensions ManagementRoger Cooper, Consultancy Director,PiConsulting 11.10 Panel: Working together to plug thepensions deficit – how the employer /trustee relationship should work CHAIR: Bob Campion, Editor & AssociatePublisher, Engaged Investor 11.50 The benefits of a Trustee Secretary?• Do you have a secretary?• What are the benefits?Susan Adeane, Group Company Secretary, rpmi 12.10 The Trustees' Burden• How long can they bear it?• Who is adding to it and at what cost?• What does the future hold?• Can the lay trustee system survive?Peter Askins, Director, Independent TrusteeServices Ltd 13.50 Where is TPAS heading?Partha Dasgupta, Chairman, TPAS 14.15 PANEL: Interactive Session: Understandablealternatives• What alternative investments should trusteesbe looking at?• What are you investing in at the moment?CHAIR: Bob Campion, Editor & Associate 15.15 Responsible Investment Policy – do youhave one?• Sustainability challenges• Investment thinking and guidanceSpeaker to be confirmed 15.45 What is the future for pension trustees?Robin Ellison, Founder, U PartyKevin Wesbroom, UK Lead – Global RiskServices, Hewitt 16.15 Chairman’s closing remarksBob Richardson, Honorary Treasurer, PMI http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 26 5 2010. Location: . http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 20 5 2010. Location: . The programme for the day will include: Emerging Markets - The long-term opportunities of investing in emerging markets by Stephen Burrow, Senior Investment Manager and Product Specialists for Emerging Markets Equities at Pictet Asset Management With the end of the recession and the end of Quantitative Easing in UK, should pension fund trustees expect to see growth from their UK investments in the coming years? Philip Coggan Capital Markets Editor Economist First time outsourcing: a guide for pension trustees by Clare Ross head of service implementation for Mercer’s Good governance: taking the right steps towards de-risking by Emma Watkins, Business Development Manager, MetLife Assurance Limited Interactive master classes Trustee Question Time with Philip Coggan, the Economist Trustee Clinics http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 19 5 2010. Location: Portman Square. The conference will discuss: the interaction with wider de-risking strategies; financial and funding implications; structuring and scrutinising offers; regulatory and legal issues; case study examples; and member communication, advice and post-transfer support. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 5 5 2010. Location: . The Pension and Investment Awards combine the forces of both Pensions Management and Pensions Week magazines. The awards seek to recognise excellence at providers of products and services to UK occupational pensions schemes. The four key criteria used to adjudicate the awards are performance, innovation, service standards and competitive edge. The winners will be announced at a black tie dinner and presentation ceremony at the Sheraton Park Lane Hotel in May 2010. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 28 4 2010. Location: . 9.30 Chairman’s introduction Mike Sullivan, PMI President   9.40 The psychology of saving - do people understand what they want/need for retirement • Understanding how much is required • Attitudes to risk • Perceived value • Priorities Mark Futcher, Associate, Barnett Waddingham LLP   10.10 CASE STUDY: Creating a new pension scheme • Effective communications • The benefits - contract or trust • Constitution Speaker to be confirmed   10.40 Back to the future - insurance companies managing closed DB • Taking over the business • Maintaining/improving service levels • Guaranteeing accuracy of members’ records Matt Gore, Chief Administration Officer, Pension Corporation   11.30 Flexible retirement - the legal pitfalls • Heyday case • Pension scheme design implications • Ambiguities in employment law Rosalind Connor, Partner, Jones Day   12.00 The view from the employer: “Where is MY pensions benefit?” • Why it benefits my Company to sponsor a pension scheme • How it impacts on staff recruitment/retention and how the benefits exceed the costs Speaker to be confirmed 13.45 What might a lifetime savings account really look like? • Key stages in life and savings requirements • What changes would be required to current tax law • International comparisons (e.g. 401k) Alan Pickering, Chairman, Life Academy   14.15 Making salary sacrifice work for both sides • What are the tax savings and benefits? • How will it improve employee satisfaction? • Design options Robin Hames, Head of Technical, Marketing and Research, Bluefin   14.45 Creating annuities that really deliver • Why annuities are good value • New developments for the market • Pitfalls of drawdown Billy Burrows, Partner, Burrows & Cummins 15.30 The Regulator’s view on the new pensions options • Personal accounts vs qualifying schemes • Compliance issues Simon Wassermann, Strategy Actuary, the Pensions Regulator   15.55 CASE STUDY: Flexible benefits - Has the implementation of a flex programme improved employee satisfaction? Gerry O’Neill, CEO, Vebnet   16.20 Alternatives to pensions • Where ISAs are better • WRAPS and Share Schemes • Property Steve Herbert, Head of Benefits Strategy, Origen   16.45 Chairman’s closing remarks Mike Sullivan, PMI President http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 21 4 2010. Location: . Day 1 21st April features Jonathan Bloomer, Lucida's Executive Chairman speaking about Buy-ins. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 16 4 2010. Location: . The Pensions Age Spring Conference: Coming out of the dark will offer pension funds and industry professionals some much needed guidance on how to succeed in today's challenging environment. At a time when the markets are uncertain, deficits are growing and regulation is rigorous, pension funds need all the help they can get in knowing what's the best way forward for their members. This one day event - which has established itself as a firm favourite in the industry - is aimed at pension scheme trustees, pension scheme managers, FDs, advisers to the industry, human resource management, life companies and consultants. The speakers are made up of representatives from the industry – including the most influential pensions bodies, government, pensions associations and providers.    Confirmed topics include: • Personal accounts• Governance• Buyouts• Administration• Investment• The financial crisis and its impact on pension funds• Absolute return investment management • Managing your DB liabilities   http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 13 4 2010. Location: . Formerly known as the Buyout Forum, Professional Pensions are delighted to announce the Risk Reduction Forum for 2010. With all the schemes looking to reduce their exposure to risk, many questions are being asked about the best options available and most appropriate to their fund. The 2010 forum will therefore cover not only key strategies including Buy-outs and Buy-ins, but also Longevity swaps and Fiduciary Management. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 25 3 2010. Location: . 09.30 Chairman’s introduction Paul Couchman, PMI Vice President 09.40 Risk based and reactive OR interventionalist and pro-active? • How has regulation worked and not worked • Lessons to be learned • Likelihood of EU involvement in regulation Ian Pittaway, Senior Partner, Sackers LLP   10.10 How is the Employer Compliance Regime (ECR) going to affect DC scheme design? • Existing schemes – what are the dangers? • Establishing new schemes • Fund range – what are the likely numbers going forward? • Contribution rates – what are the pitfalls? Clive Grimley, Partner, Barnett Waddingham LLP   10.40 The ECR regulations - challenges and opportunities PANEL DISCUSSION: • What are the legal obligations on employers? • The likelihood of non compliance • Support and guidance for employers CHAIR: Jonathan Stapleton, Editor, Professional Pensions Matthew Swynnerton, Partner, DLA Piper UK Marie Wilkinson, Principal & Senior Benefit Consultant, Buck Consultants Toby Christie, ECR Policy Manager, the Pensions Regulator   11.40 Enhanced transfer values - can they be ‘win win’? • How do they work? • How could they be structured to succeed? • How do they fit into the bigger picture? Hamish Wilson, Senior Partner, HamishWilson   12.10 Why is pensions admin the poor relation? • The heart of good scheme management yet under valued – why? • Today’s Administrator; a multidisciplinary skill set, yet under-investment means standards suffer • How should administrators provide the relevant service to sponsors, trustees and members? Phillip Bretnall, Director, ITM Ltd 14.00 Who adds the most investment value – you get to choose! CHAIR – Steve Delo, Chief Executive, PAN Governance LLP • Interactive session a) Traditional investment consultant Andrew Kirton, Global Head of Investment Consulting, Mercer   b) Fiduciary manager Remco van Eeuwijk, UK Managing Director, Mn Services   c) Asset Manager Guy Stern, Head of Multi-Asset Management, Standard Life Investments   d) Implemented consultant Donald Duval, Chief Actuary, Aon Consulting 15.10 Public Sector pensions – what needs to be done? DEBATE Michael Johnson, Research Fellow, Centre for Policy Studies Nigel Stanley, Head of Campaigns and Communications, TUC   15.40 Taking the politics out of pensions – would an independent Pension Commission work? PANEL DISCUSSION • Why we had a Pensions Commission • Why it was dissolved • What value would a Standing Pensions Commission add? CHAIR: Jonathan Stapleton, Editor, Professional Pensions Robin Ellison, Founder, U Party Kevin Legrand, Head of Technical Services, Buck Consultants Peter Askins, Director, Independent Trustee Services   16.55 Chairman’s summation Paul Couchman, PMI Vice President   http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 10 3 2010. Location: . http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 3 3 2010. Location: . “What can and has gone wrong: prevention & Cure”The economic environment has highlighted the many risks associated with managing occupational pension schemes. Recent legislation and regulation have set the benchmarks for reducing risk. However, with the increasing complexities confronting trustees and employers, this conference will highlight examples of what can and has gone wrong and provide practical guidance on how to minimise these risks.Trustees are also personally responsible for the management of their pension schemes and guidance will be given on how to protect their position.Leading industry experts will focus on:• What protection do you have against these risks?• DB case study risks and solutions – the legal and financial aspects of: the employer covenant, scheme funding, ownership changes, communication• DC case study risks – investment, administration and communication• The Pensions Regulator’s expectation – DB & DC schemes• Failures – actual case studies and claim examples, DC investment, insurance protection and solutionsThere will be panel debate and ample opportunity for questions.Conference chairmanPeter MurrayChairman OPDU Advisory Council & ex-NAPF chairmanSpeakersEmma Douglas, director, defined contribution pension sales, BlackRock; Robin Ellison, partner, Pinsent Masons & ex-NAPF chairman; Mark Grant, partner, Cameron McKenna; Jackie Harris, senior financial lines underwriter, ACE European Group Limited; The Pensions Regulator; Malcolm McLean OBE, chief executive, The Pensions Advisory Service; John Reeve, senior consultant, Premier Pensions Management Limited; Peter Thompson, director of BESTrustees plc & ex-NAPF chairman; Paul Trickett, head of investment consulting, Watson Wyatt.In accordance with its aims of helping to raise standards of trusteeship and pension scheme management, OPDU is pleased to be jointly hasting this conference with its underwriters ACE European Group Limited at no charge to delegates.Who should attend?Trustees, pension managers, finance directors, HR directors and advisors to pension schemes and sponsoring employers.Conference Chairman Peter Murray Chairman OPDU Advisory Council& ex NAPF Chairman Speakers Emma DouglasDirector, Defined Contribution Pension Sales, BlackRock Robin EllisonPartner, Pinsent Masons & ex NAPF Chairman Mark GrantPartner, Cameron McKenna Jackie HarrisSenior Financial Lines Underwriter,ACE European Group Limited The Pensions Regulator Malcolm McLean OBEChief Executive, The Pensions Advisory Service John ReeveSenior Consultant, Premier PensionsManagement Limited Peter ThompsonBEST Trustees & ex NAPF Chairman Paul TrickettHead of Investment Consulting, Watson Wyatt http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 2 3 2010. Location: . http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 24 2 2010. Location: . 9.30 Chairman’s introduction Paul Couchman, PMI Vice President Managing Director, Premier Pensions   9.40 Who should be doing what as we approach the new auto-enrolment regime? • Setting the scene • What is the role for your scheme or TPA? Nigel Clarkson, Client and Marketing Services Manager, Xafinity Paymaster   10.10 The particular pitfalls of auto-enrolment (and re-enrolment) • Communication • Monitoring • Delivery Geraldine Brassett, Principal, Mercer   10.40 Effective delivery of Personal Accounts • 10 Practical Steps • Decumulation process Paul Gilbody, Head of Product and Market Engagement, PADA   11.25 Personal accounts – new ground for the UK, but what can we learn from international experiences? • Admin challenges • Learning from overseas: what has worked and what hasn’t? Mark Sullivan, Practice Leader Global Benefits Team, Aon   11.50 The interface between HR, pensions and payroll • Close or distant relatives • Be aware of the misconceptions • The interface in relation to auto-enrolment • Right first time! Kate Upcraft, Director, ISIS Support Services Ltd   12.15 What do the 2009 budget changes mean for pensions admin departments? • Who is affected • Impact on administration • Communication Vicky Holmes, Technical Manager, Hewitt 13.40 Case Study: To outsource or not to outsource – that is the question? • What are the E2E impact of the IT choices • What are the benefits both to the organization and the member? Sue Applegarth, Managing Director, MNPA Lesley Alexander, Head of Pensions, EMI   14.10 What does a DC fund manager require from its administrator? • Platform provision of pensions Speaker to be confirmed   14.35 The corporate wrap – how will admin deal with this? • What is a corporate wrap? • What are the benefits? • Design • Incorporating it into a reward programme Nigel Aston, Business Development Director, PensionDCisions   15.20 Interactive Session: What does a DC member want and how do they want it delivered…discuss and learn... • What do I owe? • How is it doing? • What shall I do next? • Can I do it now? Panel to be led by Edward Glyn, Director - Funds SWIFT   16.20 The Pensions Regulator’s views on good administration • Record keeping: the new proposed statutory requirements • Internal controls • TKU – Trustee Knowledge and Understanding  Justin Wray, Head of Pensions Administration and Governance, The Pensions Regulator   16.50 Chair’s summation Paul Couchman, PMI Vice President Managing Director, Premier Pensions http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 10 2 2010. Location: . http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 9 2 2010. Location: . Although many employers believe the quality of member communications is the most important feature of a pension scheme, not all firms are doing enough to ensure they understand their pension provision and the level of benefits employers are providing. Attending the Professional Pensions Communications Forum 2010 will allow you to look at the key issues surrounding scheme communications. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 10 12 2009. Location: . Over the last 2 years, pension scheme trustees have experienced one of the most dramatic periods known to hit the pensions community. Not only have assets fallen significantly but liabilities have risen due to increasing longevity and reducing bond yields. All this on top of increasing regulation and pressure from sponsoring companies to reduce costs.This conference looks back at events and considers how trustees might learn from the unexpected as well as looking to the future, including a possible change of government. The keynote addresses are given by David Norgrove, Chairman of the Pensions Regulator, who will set out what the Regulator has in store and Nigel Waterson MP, Shadow Pensions Minister, who will consider what changes the Conservatives might bring.In a change from past NAPF Trustee Conferences, this year’s event has three programme streams, addressing the key issues faced by trustees of both DB and DC schemes and the more demanding topics appropriate for experienced trustees. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 10 11 2009. Location: London. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 1 11 2009. Location: . http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 14 10 2009. Location: . http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 7 10 2009. Location: London EC2V 7QA.   1.25am – 11.35am Chair – Malcolm Small, Director of Portfolio and Retirement Planning, TISA – Opening Remarks 11.35am – 12.10pm Alan Pickering – key note speaker – Chairman, BESTrustees plc 12.10pm – 12.45pm Ian Owen – Chairman, Partnership Assurance Pensions & Long Term Care 1.35pm – 2.10pm Adrian Boulding – Wealth Policy Director, Legal & General Developments in the pension landscape since 2008 2.10pm – 2.45pm Lucian Camp – Chairman, Tangible Financial Communication issues involved with Personal Accounts; How might it be marketed in advance? 2.45pm –3.20pm Jonathan Bloomer - Executive Chairman, Lucida plc Perceptions of the UK buy-out/buy-in market, where it is going, the prospects for 2010 and beyond. 3.40pm – 4.15pm Tim Jones – Chief Executive, PADA An update on the Personal Accounts project so far and the challenges ahead for it. 4.15pm – 4.50pm Angela Eagle MP Minister of State for Pensions and the Ageing Society http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 29 9 2009. Location: Storey’s Gate, Westminster, London SW1 9NH.     9.00 – 9.30        Registration and Coffee  9.30 – 9.40        Chairman’s introduction                        9.40 – 10.10      What effective governance should look like for UK pensions  10.10 – 10.50    Risk sharing – lots of theories but what will work?    10.50 – 11.10    Coffee  11.10 – 11.50    De-risking during the downturn-Margaret Snowdon, Operations Director, Lucida      11.50 – 12. 25   What the UK can learn from other countries ·  How are they dealing with public sector v private sector?  12.25 – 12.45    Real Estate Investment - what’s on the horizon      12.45 – 14.00    Lunch    14.00 – 14.25    How do scheme sponsors cope with it all?  14.25 – 14.50    Effective engagement with your pensions customer  14.50 – 15.15    Everything you need to know: An update on PPF Delivery     •      An overview of current issues •      Developing the PPF Assessment process •      Managing the Financial Assistance Scheme  15.15 – 15.35    Coffee  15.35 – 16.15    What are the implications of the tax reforms on pensions ·  Between public and private ·  Between DB and DC 16.15 – 16.45    What will the future look like in 2025 16.45 – 17.00    Chairman’s closing remarks 17.00                   Close         http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 8 9 2009. Location: Edinburgh, Manchester and London. Final salary schemes have become an ever increasing burden on companies – a burden that looks set to increase further as economic performance worsens. The Professional Pensions FD Roadshow 09 looks at several practical ways in which finance directors can control cash commitments, reduce risk and costs of schemes and take control of these potentially huge liabilities. As a half-day morning event taking place in the centres of Edinburgh, Manchester and London, it won’t eat into your schedule, but it will provide expert insight from leading professionals on the very latest developments in the industry, as well as the perfect networking opportunity to discuss ideas with your peers. Why You Should Attend The Professional Pensions FD Roadshow 09 has been designed exclusively for senior financial professionals within pension funds and only 30 places are available at each venue. This event will help you to: * Avoid the common mistakes made by senior financial professionals regarding pension funds. * Negotiate more effectively with trustees. * Learn how fiduciary management can boost scheme returns and improve governance. * Explore different perspectives on buyout, including using a non-insurance route. * Increase scheme returns and reduce investment risk. * Network with peers and share ideas. As market volatility has soared, defined contribution scheme members have increasingly felt the effects of falling market returns. Professional Pensions has designed a unique roadshow to help drive your success in the future climate and improve your members’ prospects. The Professional Pensions DC Roadshow 09 looks at how schemes can improve governance and communications in order to reflect the volatile economic landscape – and how schemes can reduce investment volatility for members and make plans personal account proof. Why You Should Attend The Professional Pensions DC Roadshow 09 is focused towards those involved in DB schemes who are looking to reduce risk and save costs. 30 complimentary places are available for Trustees, Scheme Managers, Financial Directors and HR Directors. This event will help you to: * Improve governance in both trust and contract based DC schemes. * Get more for your DC spend. * Reduce volatility for members. * Make your scheme personal account proof. * Network with other senior professionals and share best practice. This series of afternoon seminars follows the FD Roadshow and takes place in the same venues, ideally located in the city centres for easier travel arrangements.   http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 8 7 2009. Location: . Since the Engaged Investor Awards launched in 2006 they have strived to bring recognition to pensions scheme trustees, who are all to often unsung heroes. The best way to illustrate the good work trustees are doing across the country, at small and large schemes, is to identify a handful of leading examples that represents trustees in the best possible light. These examples are practical case studies that all trustees can learn from and pick out some good ideas to implement for themselves.   The categories for entries include:- Best Communications initiative Best Popular Reports and Accounts Best Scheme Governance [Private Sector] Best Scheme Governance [Public Sector] Team Excellence in Administration Best Investment Strategy Best trustee Training Plan http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 16 6 2009. Location: . http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 9 6 2009. Location: Leeds. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 28 5 2009. Location: . http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 21 5 2009. Location: Tower Bridge, a few minutes walk from Tower Hill Tube Station. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 19 5 2009. Location: 10 Paternoster Square, London, EC4M 7LS. Organised by Financial Times Global Events, the inaugural Buyout and De-risking Conference will bring together company finance directors, trustees, consultants and politicians to explore the full range of buyout and de-risking options. These include full and partial buyouts, buy-ins, longevity insurance, liability driven investment, member inducements, and synthetic buyouts.Expert speakers will identify options available to schemes, alongside possible future developments in addition to analysing past deals and highlighting potential operational and legal hazards. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 30 4 2009. Location: . The pension buyout market has seen recent excess activity and an increasing number of schemes which focus on de-risking solutions. There are also now a number of new players in the buyout market resulting in lower buyout costs. But how should schemes and trustees assess the full range of buyout and de-risking options? Are buyout firms secure enough to be offering long-term pension solutions? Some of the industry’s leading experts discussed the recent market developments, and gave delegates the fantastic opportunity to: Explore the costs and benefits of a pension fund buyout. Learn how to communicate with active and deferred members and pensioners. Understand how increased competition and the introduction of increasingly innovative buyout solutions will help reduce costs. Discover how buyout firm takes companies, trustees and scheme members through a step by step guide to how a buyout would work. Question the leading minds in the industry. Build valuable relationships with peers and experts alike. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 29 4 2009. Location: . This seminar will look at the strategic prospects for the pension buy-out market, in all its forms, in the UK and overseas during 2009 and beyond. The UK regulatory agenda will be studied, as will the considerations relevant to Trustees and other advisers in this market. The prospects for development of viable longevity solutions will be examined, both in-scheme and with regard to those already bought out or in. The issues facing wider providers of annuities will also be considered. This will be a fascinating and stimulating seminar for all those interested in de-risking pension schemes.   June Mulroy, Executive Director of Business Delivery, The Pensions Regulator; Clive Wellsteed, Partner & Head of Buy-Out Practice, Lane, Clark & Peacock; Dan DeKeizer, CEO, MetLife Assurance Ltd; Andy Reed, Corporate Development Director, Prudential plc and John Quinlivan, Director of Strategic Distribution, Aegon. The session will be chaired by Malcolm Small, Director of Portfolio & Retirement Planning, TISA   Presentations will include looking at longevity mitigation efforts in the market and currently under development; future developments in the Buy-Out market in the UK, and also the experience Metlife has had in the US Buy-Out markets; pension risk mitigation – reconciling employer and trustee views; the role of Annuities for the Future – Capital, Capacity and Longevity and ‘The Buy-Out Market – issues for the Regulator’.   Who Should Attend? – All those interested in the pension buy-out and buy-in markets, the longevity and in-situ risk mitigation markets, professional scheme trustees, employee benefit consultants, insurance providers, annuity providers and investment houses.   The Conference is being held at The London Capital Club, 15 Abchurch Lane, London EC4N 7BW   Registration and tea/coffee from 1.00pm with business starting at 1.30am Close of business 5.00pm   Member Rate £160         Non Member Rate £250 http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 21 4 2009. Location: NIOC House, 4 Victoria Street, London, SW1H 0NX. New one day course to examine the management of DB schemes. Ideal for finance professionals who require a detailed understanding of the employer's role.   The course will cover:• actuarial bases used for a scheme's regular triennial valuation• sensitivities which determine employer contribution rates• identify and manage conflicts of interest• pensions negotiations arising from mergers and acquisitions • how to work effectively with the Pensions Regulator • accounting for pension costs http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 21 4 2009. Location: . http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 17 4 2009. Location: Paternoster Square. The Pensions Age Spring Conference will address the biggest challenges facing UK pension schemes in today's challenging environment. The conference is aimed at pension scheme trustees, pension scheme managers, FDs, advisers to the industry, human resource management, life companies and consultants. The speakers are made up of representatives from the industry – including the most influential pensions bodies, the government, pensions associations and providers. The one day event will include lunch and a drinks reception in the evening. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 2 4 2009. Location: Portman Square. Day 1 of this two day event covers the mood of the market, pressures on schemes, and making short and long term preparations for a buyout. It also covers pricing, capital and solvency, syndication for large schemes and solutions for small ones. Day 2 covers regulation, the PPF and insolvencies, employer and insurer covenants, security and trustee liabilities. It also covers mortality buy-ins and longevity insurance.   Thursday 2 April features Hitesh Patel, Finance Director, Lucida. Solvency II and FSA Stress Testing-The Impact on Bulk Annuity Business.   http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 30 3 2009. Location: . Jan-Hendrik Erasmus, Commercial Actuary of Lucida will be speaking on 30th March    Hedging Longevity Risk in Capital Markets ·         Longevity products available in the market today ·         The Lucida plc longevity hedging transaction ·         Basis risk considerations between the hedging product and your Pension Scheme ·         What could (realistically) be hedged today? ·         Future developments http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 25 3 2009. Location: Islington. Hot topics include:   Have your assets hit the iceberg? Dick Strattan, Worldwide Partner and UK Employee Benefits Business Leader, Mercer   The pensions jigsaw – do the pieces still fit? Rt Hon Baroness Hollis of Higham Alan Pickering, Chairman, BESTrustees Stuart Stephen, Group Pensions Director, Lloyds TSB Steve Bee, Head of Pensions Strategy, Scottish Life   The balance of risk – should DB members pay a premium for security? Chris Curry, Research Director, Pensions Policy Institute   Getting your scheme in shape for the economic upturn John Broker, Director, ITM Limited   DC governance – is it going the same way as DB? Gary Smith, Senior Consultant, Watson Wyatt   The ABC of Open Market Options James Jones-Tinsley, Pensions Technical Manager, Pearson Jones   2012 and beyond Steve Herbert, Head of EB Strategy, Origen Steve Delo, PMI President   Celebrity speaker! Beyond pensions – work, life and ensuring you are fit to enjoy longevityBob Wilson, ex Arsenal and Scotland goalkeeper and BBC football pundit http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 24 3 2009. Location: NIOC House, 4 Victoria Street, London, SW1H 0NX. Keep informed on pensions policy and regulation   Speakers include Lord McKenzie, Parliamentary Under-Secretary of State, Joanne Segars, Chief Executive NAPF, Martin Clarke, the PPF’s Executive Director of Financial Risk, leading pensions lawyers and experts from the Pensions Regulator.   Highlights include:   Lightening the load: Lord McKenzie was the Government’s leading voice as the Pensions Act passed through numerous debates in Parliament last year. Here he looks at the ongoing review of deregulation and at some pensions aspects of the economic recession. Protecting our pensions: Major changes are imminent at the PPF, while the Regulator is currently formulating the framework for its new widened powers. The PPF’s Executive Director of Financial Risk, Martin Clarke, will explain. Keeping up with legislation: Pensions lawyers Däna Burstow and Mark Atkinson, guide us through recent cases and legislation. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 11 3 2009. Location: Edinburgh. About the Event The NAPF Investment Conference is an exceptional event specifically designed to address the key investment choices, challenges and changes faced by defined benefit & defined contribution pension funds and institutional investors. The conference will focus on key issues, principally how asset owners and institutional investors should re-focus their thinking to meet the challenge of huge market volatility and restricted liquidity in the world economy. In addition a variety of contemporary subjects including responsible investment, diversification, investing after decumulation, absolute returns, private equity, risk management, corporate and pension fund governance, default funds, emerging markets, and much more will be covered. As in previous years, the popular Trustee Learning Zone will convene immediately prior to the main conference programme. The event attracts a diverse range of pension and investment professionals. Delegates have the opportunity to network with hundreds of fellow pension professionals including plan sponsor representatives, pension scheme managers, trustees, investment managers and professional advisers. So if you are involved in pension fund or institutional investment, this is THE event of the year. In response to these challenging economic times, delegate fees for NAPF fund members have been reduced by 5 per cent from those in 2008, and registration for business members has been held at 2008 levels.    PRE-CONFERENCE EVENTS - WEDNESDAY 11 MARCH (10:00 - 12:30)  NAPF Trustee Learning Zone - Measuring Investment Performance - understanding indices and benchmarks How can trustees properly assess the performance of their fund managers? This session will explain the often complex language of investment performance analysis and provide trustee delegates with an understanding of the construction of performance indicators and how they can use them in practice. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 27 11 2008. Location: London. Margaret Snowdon, Operations Director at Lucida speaks at 2.45pm on Managing the Derisking Process – The Practical Considerations for Trustees and Scheme Managers.   Managing Pension Liabilities - Are Buyouts the Solution   Pension liabilities are a concern for many organisations with the buyout market become an increasingly popular way of de-risking these liabilities. This important one day conference will gather together the leading experts in this field and consider the most pressing issues   • Are buyouts the best way to de-risk pension liabilities? • What opportunities are available in the buy-out market? • Why should a fund consider a buyout? • What is the legal framework? • What is the new guidance for clearance? • What practical issues need to be considered?   Managing Pension Liabilities will explore the options available to companies from selling their pension fund, reducing funding expectations or changing the design of the scheme. The conference will look at the benefits of insurance based schemes whilst looking at concerns raised about asset stripping and whether or not trustees are being bypassed in any buyout decisions. Speakers will participate from Mercer, Pensions Protection Fund, Lane Clark & Peacock, Mayer Brown International, Lucida plc and Paternoster. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 19 11 2008. Location: London. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 11 11 2008. Location: London W2 2EL. TRUSTEES -DECISIVE ACTION REQUIRED 2.30pm Recent longevity trends and their implications for the future. Andrew Stoker, Chief Actuary, Lucida http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 9 11 2008. Location: Amsterdam. The Life Convention & Exhibition is the premier professional event for UK life actuaries and is attended by more than 900 delegates Tuesday 11th November Concurrent Workshops Session E  Liquid Longevity: The Emergence of a Secondary Market Jan-Hendrik Erasmus, Lucida plc In attendance: Joe Collins, Lucida plc http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 4 11 2008. Location: London. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 31 10 2008. Location: London. Investment Opportunities In Insurance-Linked Securities Aim of the workshop: To present state-of-the-art international analysis of major issues regarding insurance-linked securities and their implications for investors To provide a forum for debate among researchers and senior market participants from the asset management, insurance and investment banking sectors.  14.00-15.30 Session 3: Mortality Risk Modelling and Mortality Risk Transfer Chair: David McCarthy, Imperial College London Returns from Pension Buy-outs Jonathan Bloomer, Lucida Backtesting of Stochastic Mortality Models Andrew Cairns, Heriot-Watt University Securitizing and Tranching Longevity Exposures Enrico Biffis, Imperial College London http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 8 10 2008. Location: Glasgow. Lucida are Gold Sponsors of the NAPF Conference  Wednesday 8th October Trustee Learning Zone sponsored by Lucida 10.00-11.30 Buy-Outs - Deal or no deal? With over £3.5bn of buy-out deals completed last year and more in the pipeline, buy-outs are the new big thing. What are the issues for trustees considering buy out? This session looks at the options available and runs through a checklist for trustees Jason Coates, Wragge & Co Andrew Stoker, Lucida   Friday 10th October 11.30-12.15 "This House believes that the state, not employers or individuals, should bear the risk of rising longevity" Speaking for: Nikki Cleal, PPI Speaking against: Jonathan Bloomer, Lucida Chaired by: Chris Hitchen, Chairman, NAPF http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 1 10 2008. Location: London. Pension Buyouts, Buy-ins and Derisking Solutions New Frontiers Activity in the market is escalating, fed by innovative solutions for different size schemes and exploring new frontiers in pensions risk management. Growth is strong with business this year forecast to be £10 billion or beyond. But the mood is changing from a price war, as providers claim territory, to firmer prices as larger schemes show the need for more capacity and a spread of risk. What is the outlook? What are the next steps as this market moves strongly ahead? Jonathan Bloomer, Lucida's Executive Chairman will speak on 1st October. A Fast Changing Market-Supply and Demand Dynamics http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 29 9 2008. Location: London. Ensuring A Safe Process For Trustees And Scheme Members: essential aspects of an orderly buy-out market. Lucida, Paternoster and L&G are hosting a seminar to debate how best we create an orderly set of processes for the defined benefit pension buy-out market.   Our debate will focus on: - efficient quotation and selection processes - insuring large schemes - the nature of the insurance contract and the security provided - acceptable and unacceptable liability management.   15:30 - 16:00      Tea & registration 16:00 - 18:00      Event 18:00 - 19:00      Drinks reception Who should attend?        Employee benefit consultants, legal advisers and independent trustees focused on buy-out     Please email orderlymarket@paternoster.uk.com or call Claire Heath at Paternoster on 020 3040 5677 to confirm your place.                   http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 23 9 2008. Location: London. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 15 9 2008. Location: London. Tools you can trust NAPF Guidance on trustee self assessment      Less is more A view of the key challenges posed by the revised Myners principles      Professional Help Trustee guidance from governance experts/specialists   Theory into practice A panel of trustee chairs discuss the practical implications of the revised principles for their UK pension schemes, including a case study on self assessment     http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 12 9 2008. Location: London. The Pensions Age: Rising to the Challenge conference will highlight the risks and challenges facing UK pension funds in the current environment, and outline what they need to do to achieve their goals while remaining both compliant and transparent. The conference is aimed at pension scheme trustees, pension scheme managers, FDs, advisers to the industry, human resource management, life companies and consultants. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 1 7 2008. Location: 4 Millbank, London. As Chairman of the Pensions Advisory Service, Margaret Snowdon will welcoming guests to the 25 th anniversary celebration and launch of the Casework Report.  The keynote address is expected to be made by the Pensions Minister. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 11 6 2008. Location: London. PMI Trustee Seminar "The Future for Trustees - Survival of the Fittest" Margaret Snowdon, Lucida's Operations Director will speak on "Different Routes to the Buy Out Market" at 14.20 http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 6 6 2008. Location: Killarney. Andrew Stoker , Chief Actuary of Lucida will be taking part in the debate This House Believes Pensions should be Regulated as Insurance on Friday 6th June.   Tim Humphrey, Commercial Actuary of Lucida will be attending the conference. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 14 5 2008. Location: London. The IEA and Marketforces’ 11th Annual Conference 2008. Jonathan Bloomer, Lucida's Executive Chairman will make a keynote address at 14.30 on 14th May 2008. Lucida staff  will also be available for general discussion on both event days. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 13 5 2008. Location: Manchester. Day 2. 14th May. 11.20am Sue Applegarth, Managing Director, MNPA (Lucida's strategic Administration Partner) will be chairing the session Administration People, Processes and Technology. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 8 5 2008. Location: 2 Royal Mint Court, London EC3. Trustees will be able to meet Lucida during this event. See the interview with Lucida featured in the March/April issue of Engaged Investor.  http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 7 5 2008. Location: London. The Pension and Investment Provider Awards combine the forces of both Pensions Management and Pensions Week magazines.  The Awards seek to recognise excellence at providers of products and services to UK occupational pension schemes. The key criteria used to adjudicate the Awards are performance, innovation, service standards and competitive edge. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 25 4 2008. Location: London. The Pensions Age: Mapping out the road ahead conference will highlight the risks and challenges facing UK pension funds in the current environment, and outline what they need to do to achieve their goals while remaining both compliant and transparent. The conference is aimed at pension scheme trustees, pension scheme managers, FDs, advisers to the industry, human resource management, life companies and consultants. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 22 4 2008. Location: London. The UK Pensions Awards are the industry's most prestigious accolades for UK scheme providers. The prizegiving gala dinner brings together investment managers, consultants, scheme managers, trustees and senior industry figures under one roof and is a veritable who's who of the pensions industry. The awards aim to recognise the providers that offer the highest level of service to occupational pension schemes and their members. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 11 3 2008. Location: London W1. Lucida is sponsoring this key PMI conference, Making Pensions Fit for Purpose Again, which will look at personal accounts, deregulation and sharing pensions risk. Margaret Snowdon will speak on Can buy out providers really offer value for money and risk reduction? http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 4 3 2008. Location: 113 Chancery Lane, London WC2A 1PL. Margaret Snowdon will be attending this FT Global conference as a panelist taking questions from an audience of industry specialists. http://www.lucidaplc.com/knowledge-centre/events-calendar Date: 17 1 2008. Location: Berkeley Square, London. Oz Clarke and James May are coming along for the evening to share their knowledge of wines and cars. It will be a fun event and a chance to see some classic Porsche cars and to meet Oz, James and members of the Lucida team.