Money Marketing Auto Enrolment LIVE returns in February 2015

limited free places available



Programme: Manchester

08:15 – 08:50

Registration and Welcome Coffee

08:50 – 08:55

Chairman’s Welcome & Opening Remarks

08:55 – 09:15


Opening Keynote Presentation

Lessons learned from the first staging process – an employer’s experience and views on auto-enrolment; opportunities for SMEs

Chris Townson, Director, ToyBox

09:15 – 09:35

Automatic enrolment staging date roll out profile and TPR communications to small/micro employers

  • Who is a worker (including the single employer/director exemption)?
  • Research on lessons learnt from employers who have already staged
  • Compliance and enforcement approach and current number of fines/cases
  • DWP consultation on the proposed new regulations, which may come into force in 2015/16, to:
    • Simplify the worker information requirements on employers (eg fewer and simpler letter templates)
    • Create exceptions to employer duties in certain circumstances (eg leavers and workers with HMRC Fixed/Enhanced Protection)

Neil Esslemont, Head of Industry Liaison, The Pensions Regulator

09:35 – 09:55

Maximise the opportunity – design a benefits proposition for your AE clients

  • Designing a proposition
  • Communication strategies
  • Tactics and timing of the approach
  • Position yourself for the future

Chris Morgan, Distributor Partnership Manager, Ellipse

09:55 – 10:15

Assessing developments in the secondary market – the impact of the latest regulation and market trends in product reassessments 

  • Auto-enrolment – back to the present.
  • The different paths ahead.
  • The secondary market – key drivers.

David Lunt, Head of Business Development, The People's Pension

10:15 – 10:35

Morning refreshment break and networking opportunity

10:35 - 11:00

Can advisers make money from auto-enrolment?

  • Is there an annuity model that works?
  • Is this about risk control of reward strategy?
  • Can we really advise payroll?
  • Where is our value?
  • Whatever happened to the pension?

Henry Tapper, Director, First Actuarial and Pension PlayPen

11:00 – 11:20

Using NEST to help your clients with auto enrolment
NEST is a workplace pension scheme that’s been set up by the government specifically for auto enrolment. NEST’s available for any of your clients to use to meet their new pension duties. 
In this session you’ll learn about NEST’s key features, including:

  • Complete online functionality
  • No fees for employers and low charges for members
  • An award-winning investment approach
  • Delegate organisation accounts for advisers helping their clients

Paul Budgen, Head of Business Development, NEST

11:20 – 11:45


An inside view on the accountant's role in auto-enrolment highlighting potential risks and partnership opportunities for the IFA community.

  • How accountants are looking beyond compliance for payroll  – and making it pay!
  • What the accounting profession are building into their fledgling AE service
  • What help accountants desperately need from financial services professionals
  • The service IFA’s can potentially offer to accountants – and earn from this!

Debra Lowndes, Tax Specialist, Added Value Solutions Ltd

11:45 – 12:20

Panel discussion
Industry panel debate discussing strategies in auto-enrolment  

  • What are the best charging structures? 
  • How to successfully manage employers with discontented products
    Is it advice or just an admin task? 
  • What is the IFA’s responsibility? 

Henry Tapper, Director, First Actuarial and Pension PlayPen
Paul Budgen,
Head of Business Development, NEST
Christine Hallett, Chief Executive Officer, Carey Pensions UK

Victor Sacks, IFA, Ringrose Grimsley

12:20 – 13:05

Lunch and networking opportunity


End of conference


Register for free to attend:


Tuesday 24th February 2015

15Hatfields, Chadwick Court, London


Thursday 26th February 2015

Wychwood Park, Crewe


Candice Baptiste
Delegate Acquisition Manager
0207 970 4734


Mihaela Biti
Conference Development Manager
020 7970 4221


Kim Harris
Sales Director

07985 874 161

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