Quietroom Live! From Pot to Pension

Join forward-thinking experts from pensions, communications, and behavioural science for an energising day tackling “the nastiest problem in finance” – how to turn a pot into a pension.

We’ll reveal what members really want versus what the industry assumes, and share what’s working (and what isn’t) in guiding people through their retirement options. From acknowledging emotions to supporting vulnerable customers, you’ll discover practical ways to help members when no single retirement path works for everyone.

This is no ordinary conference! You’ll enjoy a fast-moving mixture of lightning talks, interactive breakout sessions, a unique quickfire providers panel, and a mind-expanding keynote speaker.

Perfect for anyone who wants to improve DC retirement communications, create better experiences, or develop solutions that truly meet diverse needs. Plus, there’s great food and a chance to meet others who care about member outcomes as much as you do.

In partnership with our hosts, Sackers.

Agenda

9:00 AM – 9:30 AM
Registration & Networking Breakfast
Get fuelled up for the day ahead.

9:30 AM – 9:45 AM
Quietroom sets the scene
Solving the decumulation challenge in UK DC pensions.

9:45 AM – 10:15 AM
The nuts and bolts (Jacqui Reid and Chloe Taylor)
A chat with Sackers covering the requirements and legislation - what schemes must do and what’s coming up that you have to be ready for.

10:15 AM – 11.00 AM
Why isn’t this easy?
The obstacles members face and the challenges ahead for the industry. Small-group analysis.

11:00 AM – 11:30 AM
Coffee break
Coffee, fine teas and networking.

11:30 AM – 12:20 PM
Providers as far as the eye can see
A mega-panel spanning the provider market. What do decumulation solutions have in common? What do they do differently? You’ll have never seen so many of them on stage together.

12:20 PM – 12:30 PM
Lightning Talk 1: The benefit bystanders (Maddie York)
What do you do with members who aren’t taking their benefits when they could - and probably should?

12:30 PM – 1:00 PM
From the financial frontline (Funmi Olufunwa)
Lessons from a financial educator. In a world of low awareness, low financial literacy, high financial burdens and barriers to advice, what really helps people? And what are the issues the industry needs to address?

1 PM – 1:45 PM
Lunch

1:45 PM – 2:00 PM
Lightning Talk 2: Too little, too late, too X (Rhys Williams)
There’s a pinched generation - the Gen-X-ers who missed DB and were too late to get the benefit of auto-enrolment into DC. They’re hurtling towards decumulation without enough and, mostly, without a plan. And we’ve got a specimen of the generation to tell us all about it.

2:00 PM – 2:50 PM
Keynote speaker
An expert guest speaker on the psychological barriers and cognitive challenges that stop people making confident financial decisions - and what we should be doing about them. Name to be announced very soon.

2:50 PM – 3:30 PM
From brain to behaviour
Another small-group session. Turn psychological insight into action. Tackle the real behavioural blockers retirees face and develop practical ideas you could implement tomorrow to help members navigate decumulation with confidence.

3:30 PM – 3:50 PM
Afternoon break
Coffee, fine teas and networking.

3:50 PM – 4:00 PM
Lightning Talk 3: Understanding people, shaping pathways (Isla MacFarlane)
91% of the population isn’t taking financial advice at the point of retirement. How can we support them in making their decisions? Here’s how to build a decumulation journey based on insight into what people really want and need.

4 PM – 4:30 PM
Step up, speak up - the un-panel in action (Joe Craig and Chloe Taylor)
Here’s where you set the agenda. What have people missed? What needs saying that hasn’t been said? What challenges do you want to put to the room? Put them up on the Un-panel Board throughout the day and we’ll give them airtime now.

4:30 PM – 4:45 PM
Quietroom wraps it all up

4:45 PM – 6 PM
Drinks, more conversation