On 16 November 2011, LABinnovator organised the Cross-border Pension Pooling Summit in Stockholm, Sweden. More than 25 pension and pooling experts attended the Summit.
What was on the agenda?
The Summit examined the role of cross-border pension pooling vehicles to achieve transparency over pension assets and liabilities. A distinguished speaker panel presented first hand experiences to develop assets and liabilities pooling to achieve economies of scale and better governance to successfully manage complex pension investment decisions in a volatile business environment.
This event tackled key issues such as:
- Sponsoring pension plans in multiple jurisdictions to concentrate your pension assets into a single investment pool
- Open end IORPs: Choosing multi-client asset pooling before establishing your own IORP?
- Simplifying the tax regulations to harmonise your financial market with oether EU-member states
- Managing asset-liability matching through a Cross-Border Pension Pooling to improve governance and enhance economies of scale
- Centralising governance through a tax transparent pension pooling vehicle to improve your investment performance
- Building a tax transparent pension vehicle to manage pension plans across multiple regulatory regimes.
Adapting a cross-border pension vehicle to reduce costs and risks on your EU-wide pensions
Alexander van Ittersum, Product Development Manager at AEGON Global Pensions, discussed how companies can reduce costs and risks and improve governance by adapting a cross-border pension vehicle. Alexander is the author of the white paper 'Asset pooling comes of age'.
Read more on asset pooling.
More information
Please click here for the agenda.