Pensions Governance Conference 2023

The Isle of Man's only dedicated pensions conference, this event is targeted at anyone charged with the governance of Isle of Man company pension schemes and group personal pensions, including:

-Trustees of Pension Trusts
-HR Managers & Directors
-Company Directors
-Lawyers and Accountants
-Anyone with an interest in Isle of Man company pensions

Hosted by Boal & Co, the conference will feature expert speakers from Boal & Co, DQ Advocates, Hymans Robertson, Keystone Law and Mercer.

Agenda

08:15 - 09:00 Registration & Breakfast

09:00 - 09:15 Welcome

09:15 - 10:00 Trustee Decision Making & Pension Ombudsman Cases

10:00 – 10:30 Coffee

10:30 - 11:30 Breakout Sessions

Session 1 (DB): Winding up DB Schemes

Session 2 (DC): Retirement Options

11:30 - 12:15 Panel Session 1: Current Issues

12:15 - 13:30 Lunch

13:30 - 14:15 FATCA and CRS Reporting

14:15 - 15:15 Breakout Sessions

Session 1 (DC): Meeting retirement income goals & investment strategy

Session 2 (DB): Journey planning, retirement ‘end game’ & investment strategy

15:15 - 16:00 Trustee Decision Making: Case Study Scenarios

16:00 - 16:30 Panel Session 2: Horizon Scanning

16:35 - 17:00 Networking Drinks