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Contractual Savings Conference. Supervisory and Regulatory Issues in Private Pensions and Life Insurance Governance and other changes in the UK Tuesday 30 April 2002 Joe Robertson Occupational Pension Regulatory Authority. Contractual Savings Conference. Prudent person

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Presentation Transcript
contractual savings conference
Contractual Savings Conference

Supervisory and Regulatory Issues

in Private Pensions and Life Insurance

Governance and other changes in the UK

Tuesday 30 April 2002

Joe Robertson

Occupational Pension Regulatory Authority

contractual savings conference1
Contractual Savings Conference
  • Prudent person
  • Member trustee knowledge and skills
  • Investment knowledge
  • Exemption for small funds?
contractual savings conference2
Contractual Savings Conference
  • Employer Related Investments

(the ghost of ENRON!)

  • Socially Responsible Investment

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contractual savings conference3
Contractual Savings Conference

VALUATIONS

  • Actuarial v Accountancy standards
  • FRS17
  • Too short a timeframe?
contractual savings conference4
Contractual Savings Conference

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  • Are people living too long?
  • Investment returns
    • Stocks
    • Bonds

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contractual savings conference5
Contractual Savings Conference
  • Flight from Defined Benefit?
  • Lower contributions to Defined contributions
  • An unnecessary panic

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