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: 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: 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: 21 5 2009. Location: Tower Bridge, a few minutes walk from Tower Hill Tube Station. 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: . 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: 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.