Pension & Investment Conference 2024

Here you'll find your agenda to this year's Pension & Investment Conference on Tuesday 14 May at the Storey Club, 100 Liverpool Street, London.

14 May 2024

The Railway Pensions Trustee Company Limited (RPTCL) is delighted to welcome you to the 2024 Pension and Investment Conference, delivered by Railpen.

This year's event is on Tuesday 14 May at the Storey Club at 100 Liverpool Street in London. It features a mix of topics and sessions and you'll hear from a range of speakers and contributors throughout the day.

Your agenda:

 Time Session 
9:00-10:00 Arrivals and refreshments 
10:00-10:10 Compere's welcome
Jonathan Clark, Director of Corporate Affairs, Railpen

Chair's welcome
Christine Kernoghan, Chair of the Trustee 
10:10-10:40  Many happy returns to the RPS! Then, now and the future 
John Chilman, Chief Executive
10:40-10:55  What’s important for Benefits’ success 
Nic Cromack, Chief Officer, Benefits 
10:55-11:10  Championing members through regulatory change  
Lisa Henson, Director of Technical Policy and Services 
Tim Miller, Senior Pensions Policy Manager 
Phil Wood, Head of External Relations 
11:10-11:25  Protecting members and assets from cyber risk 
Shaun Roberts, Chief Information Security Officer 
11.25-11.45  Refreshment break 
11:45-12:00  Dashboards: what will former and current rail workers use to view their total retirement picture? 
Richard Smith, Independent Pensions Professional, helping the industry get ready for dashboards 
12:00-12:15  Railpen’s Pensions Dashboard Project: where are we at? 
Martin Hainstock, Head of Development and Implementation 
12:15-12:30  Let’s not make the hard times, harder – improving bereavement processes 
James Bingham, Partner, Sackers
Emily Rowley, Associate Director, Sackers 
Steve Birks, Head of Client Relationship Management 
12:30-13:25  Lunchbreak 
13:25-13:55  Market Outlook & The 3D Reset 
Johanna Kyrklund, Group Chief Investment Officer, Schroders  
13:55-14:10  Going for Good Governance: why the ‘G’ of ESG matters and what we’re doing to drive change 
Caroline Escott, Head of Sustainable Ownership (Acting) from April 2024 
14:10-14:20  In-house investment management: driving value for members  
Julie Alexander, Director of Fiduciary Clients  
14:20-14:50  Investment case studies  
Case study 1: Olivia Hendry, Investment Manager 
Case study 2: Tricia Ho, Portfolio Manager 
14:50-15:10  Refreshment break 
15:10-15:55  The Great Pension Engagement Dilemma: engaging with all members now and in the future 
Fatima Baig (Chair), Employer-nominated Trustee Director 
Nic Cromack, Chief Officer, Benefits  
John Robson Chief Technology Officer 
Rob Hughes, Head of Customer Experience 
Jackie Donaghy, Senior Pensions and Payroll Manager, South Western Railway 
David Avery, retired member of Transport for Wales Section 
Dominic Eaton, active member of Transport for Wales Section 
15:55-16:00 Event close

Feedback on the day

We'd love it if you could provide feedback on the event – there'll be plenty of opportunities to do so throughout the day. Please ask us if you're unsure.