Programme

09:00 - 09:25

Registration

09:25 - 09:30

Chairman's Introduction

Jonathan Stapleton, Editor, Professional Pensions

09:30 - 09:55

Auto-enrolment: Communications Preventing Opt-out

As the Government's requirements around opt-out are unclear this session will address:

• How do companies communicate the choice bearing in mind a higher opt-out will lower a company's cost base?
• Who is monitoring whether companies chase members or settle for minimum retention?

Ann Flynn, Head of Corporate Marketing, Standard Life

09:55 - 10:20

Changes Implemented as a Result of Auto-enrolment and How to Communicate Them

An insight from those who have made changes to those who are starting to implement them.

Johanna Lennon, Communication Consultant, Aon Hewitt

Geraldine Brassett, Client Director, Aon Hewitt

10:20 - 10:45

Quality of Communication

• Ensuring your pension communications are of a high standard
• Target-setting and measuring their effectiveness

Eliot Damon, Marketing Consultant, Capita Hartshead

10:45 - 11:15

Refreshment Break

11:15 - 11:40

The Importance of Good Data for Communications

• The regulatory requirements of data
• Communications projects and data
• How to resolve missing data

John Broker, Director, ITM 

11:40 - 12:05

Web and Online Access

Hear about changes implemented to online access, demonstrating before and after and consider the impact of:

• Updated website
• Log-in facilities with personalised account information
• Videos and media
• How the new website was publicised

Robin Hames, Head of Technical, Marketing and Research, Bluefin

12:05 - 12:30

Analysing Member Behaviour

• Why members make the choices they do
• How to learn from this, and tailor communications to different groups of members?
• Rating the most important factors to members eg. trust?

Jerry Edmondson, Head of Benefit Communications, JLT Benefit Solutions Limited

12:30 - 12:55

Communications and Strategy on a Budget

• How to shape a communications strategy that is effective and timely from scratch
• How to be active and efficient with a small budget

Mark Futcher, Partner, Barnett Waddingham

12:55 - 13:55

Networking lunch

Stream 1

Stream 2

13:55 - 14:15

Case Study:  Implementing Tax Allowance Changes to your Pension Scheme

An insight into adapting the DMGT pension scheme to incorporate tax allowances and how to communicate these changes to members.

Teresa Berkengoff, Head of Pensions Communication, Daily Mail General Trust

Case Study: The Life Academy

Financial planning and life planning go hand in hand.  Life Academy uses a range of techniques and tools to get the message across to a wide range of audiences.  Janet McCaffrey will share the charity's experience with you.

Janet McCaffrey, Facilitator Tutor, Life Academy

14:20 - 14:40

Encouraging Increased Savings

• Shocking facts: Conveying the amount required for an ample income at retirement
• Clarification: Helping people understand the importance of and the difference between pensions and savings
• Unbiased advice: The pros and cons to members in rising above the minimum amounts

Frances Corbett, Manager, PENSIONSFORCE (NAPF)

How to Communicate Local Government Pension Reforms

An insight into the new dedicated website http://lgps2014.org/ for Local Government Pension Scheme members to educate and engage them on plans for a new career average scheme.

Guy Hayton, Operations Manager, Merseyside Pension Fund

14:45 - 15:05

From Monologue to Dialogue: Building Relationships the Social Way

An introduction to social media and other interactive tools to enhance your communication strategy.

Sue Featherstone, Principal Lecturer, Sheffield Hallam University

Sue Beckingham, Educational Developer, Sheffield Hallam University

Case Study:  DB Hybrid Scheme

Moving to a hybrid structure for existing staff with a DB pension up to a salary cap and a DC pension above the cap. This scheme is a DC pension for new staff only.

Fran Sharp, Head of HR, CAB International

Larry Poole, Trustee, CAB International

15:05 - 15:20

Refreshment Break

15:20 - 16:05

Panel: The Reality of Member Communications

• "I would rather invest in the stock market"
• "I am more interested in buying a house"
• "I have 40 years until I retire"
• "The cost of living is too high to save"

Johanna Lennon, Communication Consultant, Aon Hewitt,

Louise Harris, Head of Communications, Capita Hartshead

16:05 - 16:15

Chairman's closing remarks

16:15

Close of Forum