Welcome to the 3rd Annual Pensión Conference, themed “Reshaping Pensions: Policy-Making, Behavioral Science, and Digitalization.” This online conference will bring together leading academics, young pension professionals, industry experts, and regulators to explore key developments in policy-making, behavioral science, and digitalization within the pensions sector.
Taking place on 23rd September 2025, this one-day online event will feature in-depth debates, inspiring keynote sessions, and practical panel discussions. Topics will include auto-enrollment policies in developed and emerging markets, the role of behavioral tech in encouraging pension savings, strategies to improve the performance of default funds, the gender gap in pensions, methods to attract younger generations to the pensions industry, and the transformative potential of AI across the pension ecosystem.
Participants will join from across the globe, including academics, students, government authorities, officials from international organizations, pension experts, actuaries, fintech innovators, pension-tech companies, and representatives from research and financial institutions.
Registration is free of charge, and the registration link is now available. Please register here. We look forward to your participation in this dynamic and forward-looking discussion on the future of pensions.
Platinum Sponsors
PFR Portal PPK Sp. z o.o. is responsible for the dissemination and promotion of Employee Capital Plans (PPK). The company's mission is to gather and share information about the programme's operation, and more broadly, to raise awareness of the importance of long-term saving. This is carried out primarily through mojeppk.pl, for which the company serves as the official operator.
PPK (Employee Capital Plans) is a voluntary, private, long-term savings scheme designed to help employees in Poland build up funds for their future retirement. Savings within PPK are accumulated through joint contributions from the employee and employer, along with state-funded subsidies. More on PPK: on: mojeppk.pl.
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.
The Capital Market Authority (CMA) of Montenegro is an independent regulatory body accountable to the Parliament of Montenegro, comprising five members appointed by the Parliament upon the Government’s recommendation. Its primary focus is to develop a regulatory framework that encourages innovation in financial markets while aligning with European Union standards.
The CMA’s mission is to protect investors, enhance market stability and promote transparency in capital markets. It achieves this by safeguarding investors rights, improving market integrity and strengthening financial system resilience to foster economic growth. Through activities like harmonizing regulations with EU directives, supervising market operations and advancing corporate governance the CMA plays a crucial role in shaping a modern, transparent and efficient market environment.
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.
Capital Strategies Partners is a dynamic and independent partnership dedicated to connecting investment managers of top-tier long-only and alternative strategies with institutional and wholesale investors across Europe, US Offshore, Latin America, and the Middle East. Since 2000, their team of over 30 seasoned professionals has built a global presence from their Madrid headquarters together with 7 offices covering more than 20 countries. Regulated by the CNMV and empowered by their European passport, they continue to grow and deliver exceptional value to their clients worldwide.
Silver Sponsor
The International Association of Consulting Actuaries (IACA) was formed following an informal meeting of several senior consultants attending the International Congress of Actuaries in 1968 who, because the business environment for consulting actuaries was changing so rapidly, felt that an international meeting once every four years was too infrequent. IACA was established as a separate organization and in 1970 started holding meetings every other year. IACA became a Section of the IAA in 2020.
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 3rd Annual Pensión Conference: Prof. Peter Diamond, 2010 Nobel Prize Winner in Economic Sciences and Emeritus Professor at MIT, and Bo Könberg, Former Minister for Social Insurance and Health in Sweden.
You can find the complete list of speakers here.
Agenda
You can find the conference agenda and speakers' biographies here.