Fitzgerald Actuarial is partnering with Zurich in holding a topical pensions seminar entitled “20-20 Vision – Scheme Transformations”. This seminar is aimed at Finance, HR and Benefit managers and would also be informative for trustees of group pension plans.

While admission is free, places are limited so we would advise early booking.

Agenda

• Disruption of Market: An overview of all the factors leading to a move to transfers from DC and DB schemes to new arrangements
• Managing Wind-ups & Transfers: Key issues in planning and managing the fallout
• Key issues in a DC world: Value proposition, PRB and investment selection
• Panel discussion

Michael Fitzgerald and John Grant of Fitzgerald Actuarial, both experienced pension professionals, will examine the drivers for change and the practical steps needed to be taken by employers and trustees as we move inexorably to a world of defined contribution (DC) schemes and the key issues in evaluating DC arrangements.

DC arrangements will also have to transform, in preparation for auto-enrolment. Rose Leonard, Head of Corporate Distribution & Customer Relationships, of Zurich will look at value propositions in this new DC world.

The Cork Seminar starts promptly at 11:00 on 4th December 2019 and is followed by a buffet lunch at 12:30.

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Note: We are also holding the Seminar in Limerick in the morning of 5th December 2019.

LIMERICK EVENT