The very first, annual TELUS Health Retirement for the Future Summit took place on October 19th, 2023 featuring some of our top leaders within the consulting and benefits industry. Canada’s pension landscape continues to change, more so than ever before. As we continue to face the modern realities of how pensions plans are evolving, this virtual event captured key themes that have become top of mind for many organizations and their pension plans.
Jeff Alexander, Market Executive at TELUS Health and moderator of the event, focused on the following key take aways:
- How to attain the right strategy and tools as the new way to play the game when it comes to risk management and meeting your organization's objectives around defined benefits.
- Pension data analytics and how they can help pave the way to provide the ability to proactively take impactful actions for your plans and your wider organizations.
- How defined contribution retirement programs should be seen as anchors for financial wellbeing strategies that can adapt to quickly shifting priorities of both employers and employees.
This year’s experts
As the partner and head of Investment Strategy for the Investment and Risk practice at TELUS Health, Julianna has worked with private and public pension plans, endowments and other funds. She has contributed to various projects including asset-liability and sustainability studies, board education, and investment manager structure reviews. She has over 11 years of investment and asset-liability risk consulting experience and 17 years of pension investment and corporate treasury experience at companies in the energy sector.
Murray leads the Canada wide Demographic Risk and Pension Risk Management teams at TELUS Health. He is a consulting actuary with more than 15 years of experience providing regular advice to a variety of pension plans. In these roles, Murray helps pension plans across Canada to arrive at an integrated view of the risks associated with their assets and liabilities, and in particular the interaction between their assets and liabilities, which then helps to inform short and long-term objectives and strategy. Murray also led the development of TELUS Health’s proprietary multi-factor mortality model, which allows pension plans of any size to determine plan specific mortality expectations.
Leading the Defined Contributions Practice as well as an acting partner at TELUS Health, Michelle has more than 20 years of consulting experience providing strategic and multi-disciplinary advice on all aspects of capital accumulation plan management and delivery including plan design, administrative solutions, investment strategies, member engagement and communication, plan governance and ongoing monitoring against program objectives. As an experienced thought leader in the Capital Accumulation Plan (CAP) marketplace, she delivers holistic and forward-thinking solutions that help maximize delivery of CAP benefits to plan members in the achievement of sponsor objectives.
2024 is fast approaching and we look forward to what will be in store at our next summit.
Interested to learn more about retirement and pension plan services we offer? Click here to reach out and we will be more than happy to start the conversation.