Pensions Governance Conference: Comis Hotel, Douglas
Event: November 7, 2024REGISTER HERE
The Isle of Man's only dedicated pensions conference, this full day event is specifically created for anyone involved with the provision and/or governance of Isle of Man company pension schemes and group personal pensions, including:
- HR Teams
- Company Directors
- Trustees of Pension Schemes
- Lawyers and Accountants
- Anyone with an interest in Isle of Man company pensions
Hosted by Boal & Co, this interactive conference will feature a mix of presentations, expert panels and breakout sessions delivered by leaders in the field of pensions from:
- Boal & Co
- The Isle of Man Financial Services Authority
- CMS
- DQ Advocates
- Grant Thornton
- Hymans Robertson
- Keystone Law
- Mercer
The jam packed agenda includes a wide range of pension topics, with breakout sessions providing a choice of both specialist technical content and more gerneralist subject matter.
Two lively and informative expert panel sessions, kindly sponsored by Keystone Law and hosted by Ben Hughes, will explore current issues and future considerations as well as taking questions from the floor.
REGISTER HERE
Morning Agenda
Topic |
Speaker |
Time |
|
Registration & Breakfast |
08.15-09.00 |
|
|
Welcome |
IOM Government representative TBC |
09.00-09.05 |
|
Introduction |
Karen Kelly (Boal & Co) |
09.05-09.15 |
|
Update from the Isle of Man FSA: Introduction / Overview Update on Retirement Benefits Schemes (Amendment) Bill Update on Supervisory Methodology and Data Collection Update on AML/CFT Effectiveness and National Risk Assessment Panel Q&A |
Bettina Roth, CEO Andrew Kniveton, Head of Policy & Risk
|
09.15-10.15 |
|
Breakout Sessions (AM): Session 1 (DB): Session 2 (DC): |
|
10.15-11.15 |
|
Coffee |
|
11.15-11.30 |
|
GDPR - Case Law Developments |
Simon Evans (CMS) and Ben Hughes (Keystone Law) |
11.30-12.00 |
|
Panel Session 1: |
Chair: Ben Hughes (Keystone Law) Mark Doyle (Boal & Co) Andrew Pugh (Mercer) Hannah English (Hymans Robertson) Richard Lunt (Hymans Robertson) |
12.00-12.30 |
|
Lunch |
12.30-13.30 |
Afternoon Agenda
Topic |
Speaker |
Time |
|
Overview of FATCA/CRS |
Jasmine Chan |
13.30-14.00 |
|
Breakout sessions (PM): Session 1 (DC): Session 2 (DB): |
Sara Vaughan & Mark Doyle
|
14.00-14.45 |
|
Coffee |
|
14.45-15.15 |
|
Taxation considerations |
Jasmine Chan |
15.15-15.45 |
|
AI in Pensions - Legal Implications |
Simon Evans |
15.45-16.15 |
|
Panel session 2: |
Chair: Ben Hughes (Keystone Law) John Batty (Boal & Co) Mark Doyle (Boal & Co) Annemarie Hughes (DQ) |
16.15-16.55 |
|
Summary & Close |
Karen Kelly (Boal & Co) |
16.55-17.00 |
|
Networking drinks |
17.00-17.30 |