Workshop

How to communicate on transferring benefits?

Pension funds must tell their participants what will change in their pension when they enter the new system. But what do you tell the participant? Which scenarios and amounts are mandatory, what is manageable? And which means of communication do you use?

With Margreet Teunissen, pension fund board member at Pf Bibliotheken; Marjan Krol, Consultant pension communication, TKP; Bas Werker, University Tilburg, Netspar  and Ronald Kerkhof, Customer Communications Director, Smart Communications

12:00-13:00
Registration and lunch
 
13:00
Opening
André de Vos, Editor Print and Events Pensioen Pro

13:05-13:35
Keynote 

So? Did they live happily ever after?

One person gives an 8 to their life, another a 5. Using data from the Dutch Twin Register, Meike Bartels shows that differences in feelings of happiness are partly because people differ genetically from each other. Major international research confirms this. Does that mean we can't change happiness, or can you train happiness? And why is the transition from a 'wellbeing society' (with happiness as the ultimate outcome) to a 'society based on wellbeing' (where we start with happiness) important?

‘Happiness Professor’ Meike Bartels, VU Amsterdam

13:35-13:55
Presentation
What does the participant think of the pension transition?

Lifetri conducted research into how the average Dutch pension participant experiences the old and new pension system and presents the fresh results. What about trust? How does political sentiment play a role in this? How do generations differ in terms of experience? And what can we do with this as a pension sector?

Speakers: Arno Onsman and Chrisly Molenschot at Lifetri

13:55-14:15
Presentation

The legal hurdles

Will rafting without consent rights indeed trigger a flood of litigation? What are the pitfalls and can you avoid them as an individual fund?

Speaker: Pauline Bakker, Senior Associate, Employment Law and Pension Law, Baker & McKenzie

14:50-15:20
Break

15:20-15:50
Keynote presentation

A smooth transition: first observations on transfer reports

The first transfer reports have been received, how is the process going so far and what can DNB and pension fund board members learn from this?

Speaker: Hans de Boer, head of the supervision of transfer decisions, DNB

15:50-16:10
Presentation

Buy-Out, Time-Out, Opt-Out

From buy-out to opt-out: an alternative for participants who cannot or do not want to transfer benefits.

Speaker: Lennaert van Anken, Director Buy-outs and Business Development, Athora Netherlands

16:10-16:35

Break

16:35 – 17:35
Panel 
The early birds 

Introduction

The interim status on the transition calendar
Speaker: Arno IJmker, partner Eraneos

Practical experiences of pension funds that are the first to transition to the new system.

With board members of various pension funds who will transfer as of 1-1-25: Peter Mannaert, pensioenfonds Bakkers; Petra de Bruijn, Oak Pensioen; Danse Sonneveld, pensioenfonds Dierenartsen; Hermien Wiselius, PWRI Fieke van der Lecq, government commissioner for pensions transition

17:35-17:55
Presentation

Political plans: Interview with Agnes Joseph (subject to change)

17:55-18:00
Closing words

By Rosa d'Adelhart Toorop, Policy Secretary Pensions at VNO-NCW and MKB-Nederland

18:00
Networking drinks