CPC Member Events 

CPC Member Events 

 
The Charities Pensions Club holds various events throughout the year. 
 
 
For 2024 these will be a mixture of in-person and virtual. Check out the calendar below to see what we have planned. 
 
If you are thinking of joining the CPC then you can join the first meeting FREE! Contact us today to reserve your space. 
 

2024 CALENDAR 

Thursday 7 March 2024 
2.30pm - 4.30pm 

Actuarial and DC Consultancy Updates from Isio 

Venue: Isio Offices, 3 Noble Street, 9th floor, London EC2V 7EE 
Option to attend in-person (London) or virtually. 
Networking drinks will follow the meeting. 
 
2.30pm - Welcome 
 
2.40pm - Member Roundtable Discussion 
Triennial Valuations: are any other members working on or just completed a triennial valuation and interested in sharing ideas and strategy? 
 
3.15pm - Actuarial and DC Consultancy Updates from Isio 
Pensions Dashboards: Update and what should we be thinking about? (Harwinder Rana, Isio) 
General Code of Practice: Getting up to speed on the new single code, including ESoGs and carrying out your ORAs. (Ellie Dobson, Isio) 
End Game Solutions: Another alternative to insurance - purposeful run on. (Matt Brown, Isio) 
 
4.30pm - End and networking drinks. 
Wednesday 8 May 2024 
2.15pm - 5.00pm 

Legal Updates from Arc Pensions Law + Case Study from Wellcome Trust Pensions Team 

Venue: Wellcome Trust Offices, 215 Euston Rd., London WC1E 6BP 
Option to attend in-person (London) or virtually. 
Networking drinks will follow the meeting. 
 
2.30pm - Mini-tour of The Wellcome Trust offices 
Led by our members Michelle Durant, Pensions and Benefits Lead and Tracey Wickham, Benefits Officer. Tour includes the Bleigiessen sculpture by Thomas Heatherwick, made of 150,000 specially processed glass spheres, suspended on almost 1 million metres of fine stainless steel wire. 
 
3.00pm - Welcome + Results of CPC DC Scheme Member Engagement Survey 
Chloe Scragg, CPC 
 
3.15pm - Member Case Study: The Wellcome Trust Pensions Team Communications and Engagement Strategy 
Michelle Durant, Pensions and Benefits Lead at The Wellcome Trust, will be sharing with the group their pensions communications strategy over the last 12 months and the impact it has had on engagement.. 
 
3.30pm - Member Roundtable Discussion 
 
4.00pm - Legal Update from Arc Pensions Law: Key Developments and Managing Trapped Surplus (Kate Payne, Partner and Beth Brown, Partner, Arc Pensions Law) 
General case law update: Recent cases on amendments (Virgin Media and BBC) and pension transfers/scams (PO Determinations) 
Key legislative changes impacting pension schemes: Abolition of lifetime allowance and value for members vs value for money requirements 
Managing trapped surplus: How can surpluses be trapped? Why is this a problem, particularly in the not-for-profit sector? What steps can be taken now to avoid a trapped surplus in the future? 
 
5.00pm - End + Networking Drinks at The Wellcome Trust office bar.  
Tuesday 24 September 2024 
09.45am - 4.00pm 

CPC Annual Event 

Following on from the success of our first ever 1-day conference in 2023, we will be hosting another 1-day event for 2024. Last year sessions included case studies from members, talks from our actuarial and legal partners, and guest speakers from The Pensions Dashboard Programme, The Living Pension and Pensions for Purpose. To avoid being in a meeting room all day the location was split with the morning sessions held at Isio offices, and the afternoon sessions a short walk away at our then legal partner's offices. The walk over included a stop off at Haz Restaurant for a delicious and entertaining long lunch. For 2024 we will build on this format and of course include another entertaining lunch! 
Location: London (in-person only) 
Wednesday 20 November 2024 
2.30pm - 4.30pm 

Professional Trustee Updates from Pi Partnership 

Venue: TBC 
Option to attend in-person (London) or virtually. 
End-of-Year networking drinks will follow the meeting. 
 
Our last event for 2024, will begin with our usual member roundtable discussion, and we invite all members to submit any hot topics they wish to discuss with their peers. 
 
Our professional trustee partner Pi Partnership will then provide an update to the club on the latest developments to be aware of. We invite all members to submit any topics they would like Pi Partnership to cover. The full programme will be published shortly. 
 
 
Member Feedback 
 
“Attending the CPC meetings gives you the opportunity to network with your peers and exchange ideas, which helps keeps fees down.” 
 
Royal Mencap Society 
 
 
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