Pensions Governance Conference 2024

Pensions Governance Conference: Comis Hotel, Douglas

Event: November 7, 2024

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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.

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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


Ros Lynch, Head of Supervisory Practices & Innovation 

Ashley Whyte, Head of AML/CFT Supervision

09.15-10.15

Breakout Sessions (AM):

Session 1 (DB):
Current actuarial issues for DB schemes.

Session 2 (DC):
Pension Adequacy



Andrew Pugh (Mercer)

 

 
Hannah English (Hymans Robertson)

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:
Current Issues

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

Martin Killer & Jasmine Chan
(Grant Thornton)

13.30-14.00

Breakout sessions (PM):

Session 1 (DC):
Pension member record keeping: key considerations. 

Session 2 (DB):
DB Scheme Investment Considerations

Sara Vaughan & Mark Doyle
(Boal & Co)


Richard Lunt
(Hymans Robertson)

14.00-14.45

Coffee

 

14.45-15.15

Taxation considerations

Martin Killer & Jasmine Chan
(Grant Thornton)

15.15-15.45

AI in Pensions - Legal Implications

Simon Evans
(CMS)

15.45-16.15

Panel session 2:
Horizon Scanning

Chair: Ben Hughes (Keystone Law)

John Batty (Boal & Co)

Mark Doyle (Boal & Co)

Annemarie Hughes (DQ)

Simon Evans (CMS)

16.15-16.55

Summary & Close

Karen Kelly (Boal & Co)

16.55-17.00

Networking drinks

17.00-17.30

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