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Virtual Ideas Exchange

An interactive quarterly virtual event for pension and reward managers, and trustees.

The PwC Virtual Ideas Exchange is an interactive virtual forum for pension and reward managers, and trustees, to come together to hear about the latest developments in the pensions world and share experiences.

The Virtual Ideas Exchange was born in late 2020, and runs on a quarterly basis. Each session covers a current hot topic and considers how to apply these in a real world scenario.

“It was an excellent session”

Joanne Fairbairn Pension Manager, Marks & Spencer

“Thanks very much for inviting me to this webinar, I thought it was a fascinating discussion and the presenters were very good. I look forward to joining the next event”

Paul Johnstone Head of Global Benefits, Orange

Our Next Event

Funding and Transformation (7 July 2022)

In this session our panellists discuss long-term funding targets and strategies for defined benefit pension schemes and the results of PwC’s 2022 Funding Survey.

Our panellists:

  • John Dunn - Head of Pensions Funding & Transformation at PwC;
  • Raj Mody - Global Head of Retirement & Pensions Consulting at PwC; and
  • Brian Peters - Alternative Funding Vehicle Lead at PwC.

Sign up for the event

Past Events

Making sense of DB funding journeys (31 March 2022)

In this session, our panellists discuss the impact that innovation in the pensions and investment industry is having on how pension schemes progress along their journey plans. In particular, the need to consider:

1. How to get to your end destination; and
2. How to do this in the most cost effective way

Our panellists:

Watch a recording of this session

A Focus on Covenant (6 December 2021)

In this session our panelists discuss two topics:

  • Pension Schemes Act 2021: Notifiable events and proactive engagement; and
  • Covenant pressures as a result of stresses and strains in the market

Chris Cockerill and Oliver Reece share their insights into these two areas. Chris is a Director at PwC who advises trustees, lenders and corporates to assess financial strength of employers and develop solutions which work for all stakeholders. Oliver is a Partner who leads PwC's pensions legal practice.

They are joined by a panel of specialists to answer your questions:

  • Mark Jennings - Partner at PwC focusing exclusively on employer covenant and pensions restructuring
  • Suzanne Duff - Partner at Womble Bond Dickinson advising both trustees and sponsors on all aspects of occupational pension schemes
  • Susan Anyan - Professional Trustee at Capital Cranfield with over 20 years’ experience of working with and managing pension schemes

Watch a recording of this session

Responsible Investment and the Move to Net Zero (21 September 2021)

Our speakers:

  • Raj Mody, Global Head of retirement & pensions consulting at PwC;
  • Tony Burdon, from the Make My Money Matter campaign, calling for the responsible investment of the UK’s pension assets; and
  • Liz Ramsaran, Senior Manager in our pensions team with a particular focus on supporting trustees and employers in incorporating responsible investment and ESG considerations into their schemes.

Watch a recording of this session

GMP Surgery (28 June 2021)

In this session, we provide an update to our November 2020 session, covering:

  • How we’ve seen the industry react since the initial Lloyds judgment in 2018 and the latest Lloyds judgement in November 2020;
  • Insights from an operational perspective, including what we see in practice and common pitfalls to avoid; and
  • Practical advice for how schemes can start in order to implement a solution efficiently.

Our speakers:

  • Gareth Henty leads our Northern pensions practice bringing more than 20 years’ experience across all areas of DB pensions with a particular focus on managing cost and risk.
  • Mike Kippax leads our pensions technology team, focusing on data analytics, longevity and GMP. Mike led the work quantifying impacts after the first Lloyds judgment in 2018 and works on the strategic aspects of a number of implementation cases.
  • Deborah Wilson is a hugely experienced Pensions Manager and governance specialist. She is known for the effective delivery and implementation of complex change projects as well as running cost effective and risk managed teams.

The Future of DC Pensions (20 May 2021)

In this session we:

  • Kick-off with an overview of some of the mega-trends and disruptors that will impact on the UK pensions and savings industry;
  • Share our thoughts on the future of benefit provision in light of developing trends and focus on the practical steps you could take today to address these trends;
  • Look at how changes to working patterns impact the way people want to save for their futures;
  • Discuss the rise of interest from members in how their pension is invested;
  • Consider the challenge of how best to educate employees on pensions, and ensure they understand their options and are able to retire how and when they want; and
  • Discuss the continued move to master trust in the market, and why contract based arrangements may still be the right answer for some employers.

Our speakers:

  • Paul Kitson is a Partner and Actuary with 20 years experience and led PwC’s Pensions and Savings Disruptions team - looking at how mega-trends and changes in technology may impact pensions and savings.
  • Roshni Patel co-leads PwC’s DC Pensions and Employee Benefits team, with over 15 years experience in finessing how to demystify the pensions world. Her work is far from over...

Inclusion and Diversity in Pensions (9 February 2021)

Our speakers:

  • Brenda Trenowden CBE is a PwC Partner within the people consulting practice and former Global Co-Chair of the 30% Club. Brenda helps clients with all aspects of workplace performance, culture and communication. Brenda has a particular focus on helping her clients to achieve better business performance by improving both the diversity and inclusiveness of their workforces.
  • Jane Firth is the Head of Responsible Investment at Border to Coast Pensions Partnership, one of the largest public sector pension pools in the UK. She leads the development of Border to Coast’s Responsible Investment strategy across internally and externally managed assets.
  • Jani Singh is a PwC Insurance and Consolidation Specialist and co-founder of the Diversity in Pensions forum. He discusses how D&I can be at the heart of pension operations and decision making, including looking at how to embed it to enhance value and effectiveness.

GMP Equalisation and Operational Efficiency (16 November 2020)

In this session we cover:

  • GMP equalisation / conversion
    • How we’ve seen the industry react since the initial Lloyds judgment in 2018;
    • Insights from an operational perspective; and
    • Practical advice for how schemes can start in order to implement a solution efficiently.
  • Operational efficiency
    • What we’re seeing in the market and what we’re doing with our clients around aspects of operational efficiency, and the impact this has on cost and customer experience;
    • Focussing on two key areas:
      • Technology and automation, and specifically how understanding operational demand can help you focus on important aspects of this at the right time; and
      • How we are seeing service delivery models change as a result of Covid-19.

Contact us

Raj  Mody

Raj Mody

Global head of retirement & pensions consulting, PwC United Kingdom

Tel: +44 (0)7974 969320

Clare Routledge

Clare Routledge

Senior Manager (Pensions), PwC United Kingdom

Tel: +44 (0)7483 448989

Olivia Padfield

Olivia Padfield

Senior Associate (Pensions), PwC United Kingdom

Tel: +44 (0)7483 424012

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