Welcome to the 2nd Annual Pensión Conference, themed “Pensions and Technology.” This year’s online conference, taking place on 25 September 2024, will convene top academics, industry leaders, and regulators to explore the intersection of emerging technologies and pension systems. From artificial intelligence to blockchain, the discussions will focus on how innovation is reshaping the future of retirement planning.
This one-day event will feature thought-provoking debate sessions, keynote addresses, expert panels, and practical presentations. Key topics include the impact of artificial intelligence and machine learning on the pensions industry, the use of behavioral-tech tools to enhance savings participation, the potential for blockchain to redesign pension infrastructure, the role of fintech in transforming pension dashboards, and the growing importance of robo-advisors and robo-tontines in the decumulation phase of retirement.
The conference will bring together a global audience, including academics, government authorities, officials from international organizations, pension fund professionals, actuaries, fintech innovators, pension-tech firms, and representatives from both research and financial institutions.
Registration is free of charge, but capacity is limited. We look forward to welcoming you to a day of insightful dialogue on the future of pensions and technology.
Platinum Sponsors
PFR Portal PPK sp. z o. o. is the statutory operator of the MojePPK.pl information portal and acts as a knowledge and competence center in the Employee Capital Plans (PPK) social programme.
Pursuant to the PPK Act, the first companies (employing at least 250 people as of December 31, 2018) started creating PPK for their employees from July 1, 2019. From January 1, 2021, this obligation covered the fourth phase of the program: public finance sector entities and all those companies that did not enter the PPK in the earlier stages.
VITALIS is an actuarial consultancy company with 29 years of experience and one of the ten biggest independent investment advisors in Mexico (with audited returns). It has more than 900 clients and has impacted more than 600 thousand workers through pension plans, funds, and savings.
Their mission is to provide their employees with the opportunity of a decent retirement, reduce costs through the use of technology, and invest their pension funds with outstanding returns.
CFA Institute Research and Policy Center brings together CFA Institute expertise along with a diverse, cross-disciplinary community of subject matter experts working collaboratively to address complex problems. It is informed by the perspective of practitioners and the convening power, impartiality, and credibility of CFA Institute, whose mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.
Smart is a global savings and investments technology platform provider. Its mission is to transform retirement, savings and financial wellbeing around the world.
Smart partners with governments and financial institutions (including insurers, asset managers, banks, financial advisers) to deliver retirement savings and income solutions that are digital, bespoke and cost efficient. In addition to the UK, Smart is operating in the USA, Europe, Australia and the Middle East with more than a million savers entrusting over £10 billion in assets on the platform.
Smart supports its clients with a global team. Aquiline Capital Partners, Barclays, Chrysalis Investments, DWS Group, Fidelity International Strategic Ventures, J.P. Morgan, Legal & General, the Link Group and Natixis Investment Managers are all investors in Smart.
The Pension Monitoring Center (“PMC”) was established in 2003 pursuant to The Private Pension Savings And Investment System Law enacted in the same year. The Board of Directors of PMC is composed of top managers from the policy-making ministry and the regulatory & supervisory authority and the CEOs of all pension companies.
The said law defines the PMC’s mission as “ensuring the safe and effective operation of the private pension system and protecting participants' rights and interests”. Within this context, PMC collects real-time online data regarding all transactions, investments, and accounts so as to closely monitor the market. PMC submits reports on systemic risks and market compliance & conduct to the relevant public authorities. In addition, PMC helps the regulatory and supervisory authorities generate policies and improve the quality of pension regulations. Moreover, PMC carries out operations of state contributions. PMC also provides digital services for the stakeholders.
Content Sponsor
The European Association of Paritarian Institutions (AEIP) founded in 1996, is a Brussels-based advocacy organization representing social protection institutions jointly managed by employers and trade unions through collective agreements. AEIP has 16 associate and affiliate members from 11 European countries, and 16 task force members from six countries. All members are not-for-profit institutions. AEIP focuses on EU-coordinated pension schemes, occupational pensions, healthcare, unemployment, provident schemes, paid holiday, and health and safety schemes in the construction sector. AEIP members are also long-term institutional investors and are represented at both European and international levels.
Media Partner
Investment & Pensions Europe (IPE) is a globally focused pan-European publisher with a target audience of pension funds, other relevant institutional investors, and those who work with them. Our award-winning and market-leading journalism, data and analysis informs professional decision makers working for leading asset owners, asset managers and their advisers. IPE has offices in London and Amsterdam, and is part of FD Mediagroep (FDMG).
Speakers
We are pleased to announce our keynote speakers for the 2nd Annual Pensión Conference: Prof. Elsa Fornero, former Minister of Labour, Social Policies and Equal Opportunities of Italy, and Prof. John Mulvey, Professor of Operations Research and Financial Engineering at Princeton University.
You can find the complete list of speakers here.
Agenda
You can find the conference agenda and speakers' biographies here.