PMI London Business Meeting - CDC, the next five years

The PMI London Region Group is delighted to invite you to our next Business Meeting and networking opportunity on Wednesday 8 February. We are pleased to have secured a great panel lined up for what promises to be a fascinating discussion focusing on the future of collective DC.

Date - Wednesday 8 February 2023

Time – 17:30 to 19:00 followed by drinks

Venue – WTW, 51 Lime Street, London EC3M 7DQ

Collective DC (CDC) has already made its mark on UK pensions. However, this is potentially just the start of what CDC will bring to UK pension provision.

We are delighted to be joined by Hari Mann and David Pitt-Watson, both from the Royal Society of Arts, CDC Forum, and by Shriti Jadav of WTW to explore:

• Why CDC is important to UK pensions
• What might happen to CDC over the next five years
• The policy and politics that influence how CDC shapes the future of UK pensions

This will be followed by a Q&A session. Please forward any questions that you want to put to our panel to [email protected] in advance of the seminar. The panel will also accept questions from the floor during the seminar.

A bit more about our speakers:

David Pitt-Watson, Royal Society of Arts, CDC Forum

David is a leading thinker, campaigner and practitioner in the field of responsible investment. He was co-founder and CEO of the responsible investment activity at Federated Hermes, the largest of any fund manager in the world.

Over the last decade, together with Dr Hari Mann, he has led the RSA’s work in establishing systems for providing pensions which deliver a lifetime income for UK citizens. The first step in this was achieved with the passage of the 2020 Pensions Bill, and the adoption of Collective DC pensions by the Royal Mail for its 100,000+ employees. He also led the advocacy for transparency of charging structures for pensions.

He was Visiting Pembroke Professor, and now a Fellow at Cambridge University. His books have been translated into five languages.

Hari Mann, Royal Society of Arts, CDC Forum

Dr Hari Mann is a Professor of Strategy and Innovation at Ashridge Business School focused on Executive Education. Throughout his career, he has worked within academia, investment banking and politics. In 2010, he was made Director of Tomorrow’s Investor, a project run by the Royal Society of Arts focused on how to deliver better pensions in the UK. Hari has worked with David over the past seven years on a series of publications under the Tomorrow’s Investor project. These have focused on how to deliver a better pensions architecture in the UK, how to lower investment costs in UK pensions and what can the UK learn from other countries in the world around pension fund management. He is currently co-chair of RSA CDC Forum.

Shriti Jadav, WTW

Shriti is a Director and qualified actuary at WTW. She manages the WTW’s CDC Specialist Group, developing materials, providing comment on draft legislation/regulations and assisting colleagues to introduce CDC to interested clients. She has gained recognition speaking at many industry / union events and providing quotes for the pensions press. She was shortlisted for a Women in Pensions Innovation award for her work in CDC. She is also a member of the Institute and Faculty of Actuaries’ CDC and risk sharing pensions working party since 2018.

We look forward to seeing you there for what promises to be an extremely interesting and topical discussion. We hope you will join us after the seminar for networking drinks.

Best wishes,

PMI London Group Business Meetings