Former Pensions Minister
Baroness Ros Altmann a leading UK pensions expert, with over 35 years' experience in all aspects of pensions. She focusses on helping pensioners or older citizens enjoy better later life income. She has campaigned for many years against pensions injustice and has won numerous awards, including Pensions Personality of the Year and Industry Guru of the Year, as well as appearing in the media on a regular basis. She led a successful campaign to help 150,000 people receive compensation when their occupational pension schemes collapsed.
She started her career as an academic analysing occupational pensions and pensioner poverty, then moved into the City to manage pension fund assets, in charge of international equities and strategy at Chase Manahattan, Rothschilds and NatWest. She worked as an independent consultant for many years, advising Governments, the pensions industry and pension funds on policy and investment strategy. Her work has often focussed on the consumer perspective, she was Director General of Saga from 2010 to 2013, was the Government's Business Champion for Older Workers from 2014 to 2015, was awarded a CBE in the Queen's Birthday Honours in 2014 for service to Pensioners and Pension Provision and was appointed to the House of Lords and became Minister of State for Pensions in the UK Government following the May 2015 General Election.
Independent Trustee Services Limited
Peter was appointed as a Director of Independent Trustee Services Limited in March 2008 bringing extensive experience of pension policy and the regulatory regime.
Peter is a well-known industry figure from a long career at the DWP. He is our Lead Director on a number of appointments with a particular interest in the issues facing small and medium sized schemes. His in depth knowledge of pensions' policy and regulation provides assurance to trustees and employers that governance standards in their schemes will be high. Given his wide ranging experience Peter is in demand as a speaker at a wide range of pensions linked events.
The Pensions Regulator
Mark Boyle became non-executive chair of The Pensions Regulator in April 2014. Mark has a 30-year career spanning three separate spheres - banking, FTSE corporate and central government. He has a background in corporate finance, governance and stakeholder management.
From 2010 until March 2016, Mark was also the independent non-executive chair of HM Land Registry.
Mark was previously director and chief operating officer at the Shareholder Executive, the specialist team based in the Department for Business, Innovation and Skills (BIS) that looked after a portfolio of government-owned businesses ranging from the Royal Mail to Ordnance Survey.
Before this he spent 12 years in senior commercial and corporate development roles with two major FTSE companies, Compass Group and Rentokil Initial. The first 15 years of his career was spent in banking with Lloyds Bank International and Kleinwort Benson.
Head of Policy & Research
Involvement & Participation Association
Patrick Briône is the co-author of the 2011 CentreForum report "Employee empowerment: towards greater workplace democracy" and its sister paper "Employee ownership: unlocking growth in the UK economy". Formerly Director of Research at the opinion pollster Survation, Patrick is currently the Head of Policy & Research at the Involvement and Participation Association, leading UK research into employee voice and engagement. Patrick is heavily involved with the development of new thinking around how automation, ‘industry 4.0' and the gig economy are changing the nature of work in the UK and abroad and has recently published a major new report examining the links between employment relations and new technology at work.
Professor of Asset Management
Cass Business School
Andrew Clare is the Professor of Asset Management at Cass Business School and the Associate Dean for Corporate Engagement, where he is responsible for Cass Exec, the business school's executive education arm. He was a Senior Research Manager in the Monetary Analysis wing of the Bank of England which supported the work of the Monetary Policy Committee. Andrew also spent three years working as the Financial Economist for Legal and General Investment Management (LGIM), where he was responsible for the group's investment process and where he began the development of LGIM's initial Liability Driven Investment offering. He is the co-author of "The Trustee Guide to Investment", and has published extensively in both academic and practitioner journals on a wide range of economic and financial market issues. Andrew serves on the investment committee of the GEC Marconi pension plan, which oversees the investments and investment strategy of this £5.0bn scheme; he is a trustee and Chairman of the Investment Committee of the £2.5bn Magnox Electric Group Pension scheme; and he has recently been appointed as trustee of the £500m Amey Pension Scheme."
Consultant, Pinsent Masons
& Professor of Pensions Law and Economics, Cass Business School
Robin Ellison is a Partner at Pinsent Masons. He is a Director of the boards of a number of companies and is a Trustee of several pension funds, both as independent Trustee and as Chairman. He also practices as a Commercial Mediator.
He is a member of the CBI (Confederation of British Industry) Pensions Panel. He was a Founder of the Association of Pensions Lawyers, being awarded its Wallace Prize in 1995. In 1997 he was elected the first solicitor Honorary Fellow of the Pensions Management Institute. He is the author of numerous books on pensions and is editor of Pensions Benefits Law Reports.
Managing Director, Chief Market Strategist UK & Europe
J.P. Morgan Asset Management
Stephanie Flanders, Managing Director, is the Chief Market Strategist for the UK and Europe for J.P. Morgan Asset Management. She delivers insight into the economy and financial markets to thousands of professional investors across the UK, Europe and globally.
Stephanie was previously the Economics Editor at the BBC, where her analysis and on-air commentary were widely respected and broadcast around the world. In this role she also hosted her own economics discussion show, ‘Stephanomics', named after her influential blog.
Prior to joining the BBC in 2002, she worked as a reporter at the New York Times, and a speechwriter and senior advisor to US Treasury Secretaries Robert Rubin and Lawrence Summers in the second Clinton Administration, when she was closely involved in the management of the 1997-8 emerging market financial crises. She has also been a Financial Times leader-writer and columnist, and an economist at the Institute for Fiscal Studies and the London Business School. She was a scholar at Balliol College, University of Oxford, where she obtained a first class degree, and attended Harvard University as a Kennedy Scholar at the Kennedy School of Government.
Country HR Manager
Ikea UK and Ireland
Pernille was born in 1965 in Denmark where she lived until moving to London in 2012 with her 3 children. She has a degree in International Marketing followed by several certifications around coaching, personal development and communication. The majority of her career has been within retail, however for five years of her career she was a High School teacher.
In 2002, Pernille joined IKEA in Denmark, working as a Learning and Development manager in one of the Copenhagen stores, where shortly afterwards she become the Store HR manager. In 2009 she took on the role of the Country HR manager for IKEA Denmark, stepping into the Country management group.
In November 2012, Pernille joined the IKEA UK and Ireland organisation and as Country HR Manager, now responsible for more than 10,400 co-workers in a business with a turnover of over £1.7billion.
Health & Wellbeing Manager UK, Ireland and Europe,
Marcus leads the European Wellbeing strategy at Unilever - as part of a combined approach between the Medical and Occupational Health and HR teams. He focuses upon delivering a ‘business best' programme under Unilever's 4 pillars of Wellbeing - Physical, Mental, Emotional Health and Purpose. All pillars are connected to provide employee health support, the ability to flourish and a sustainable colleague workforce.
Marcus is a Chartered Musculoskeletal Physiotherapist and has worked in Occupational Health and Wellbeing for over 10 years. He has studied further within change management and transformational leadership. His experience includes managing clinical health services and account management within the manufacturing, utilities, retail and the IT industry.
PAN Trustees Limited
Roger Mattingly is a Director of both PAN Trustees Limited and PAN Pensioneer Trustees Limited, a Principal of PAN Governance LLP and Managing Director of Guinness Mahon Trust Corporation. He has previously served as a main board Director of two leading Employee Benefits Consultants where he headed up the London Consulting team. During his 30 year pensions career, most of that time has been spent working with trustee boards. Roger is one of the most prominent professionals in pensions today, being the current President of the Society of Pension Consultants. He also sits on influential industry groups including the Pensions Regulator's Stakeholder Advisory Panel and the DWP's Policy Engagement Group. He is a Fellow of the Institute of Directors and is an editorial adviser to "Pensions: An International Journal" and "Pensions Insight."
Malcolm McLean is currently a Senior Consultant with pension consultants and actuaries Barnett Waddingham.
He was previously for many years Chief Executive of The Pensions Advisory Service (TPAS), in which capacity he built up a reputation as one of the country's leading experts on pensions across the board.
During his time in pensions Malcolm has won four major industry awards, as well as being appointed OBE in 1997. At the UK Pension Awards in 2007 (special 10th Anniversary Event) he received the award for the "Greatest Single Contribution to Occupational Pensions of the Decade".
Author, The 100 Year Life
& Professor of Economics, The London Business School
Andrew Scott is an award winning presenter and prize winning researcher. Professor of Economics at London Business School, he is known for his focus on the big broad factors that transform the world around us. Whether it's his talks as a public thinker or his academic research, he focusses on the latest financial and macro global trends to draw out the corporate and market implications that will define the coming decades.
Positions & Honours
Deputy Dean, Programmes and Professor of Economics at London Business School and a Fellow of All Souls, Oxford University and The Centre for Economic Policy Research.
Scott's highly anticipated new book "The Hundred Year Life", with Lynda Gratton is published in May 2016 focussing on the implications for individuals, firms and society of the fact that life expectancy now exceeds hundred years. In it he argues that firms need to position themselves now if they are to succeed in understanding the behaviour of their customers and their employees as everything around us changes and adapts to the hundred year life.
He has worked with a wide range of firm (financial services, investment banking and manufacturing) and offered guidance to both CEOs and government ministers. Through his teaching and consultancy he aims to explain and clarify the relevance of broader economic factors to achieve corporate and national success.
He has advised HM Treasury, the Bank of England and the House of Commons; and is a Non-Executive Director at the Financial Services Authority. He has held lecturing positions at Harvard, London School of Economics and Oxford University. He has also been awarded the General Teaching Excellence Prize, for which he is regularly shortlisted.
He is co-author of a textbook, Macroeconomics: Understanding the Global Economy, which has been translated into four languages. He was Managing Editor for the Royal Economic Society's Economic Journal, from 2004 to 2011, and Scientific Chair of the Euro Area Business Cycle Network. He has been an advisor on Monetary Policy to the House of Commons Treasury Select Committee and to Chief Economists at both the Bank of England (on monetary policy) and H.M. Treasury (on fiscal policy and debt management). He is Economic Advisor to the Prime Minister of Mauritius, a Non-Executive Director of the State Bank of Mauritius and a member of the advisory group for the UK's Office of Budget Responsibility.
Danielle is the Reward Specialist in the Human Resources division for Samsung UK and Ireland. Danielle is responsible for managing Reward (Compensation, Benefits, Recognition & Health & Wellbeing) for all UK and Ireland based employees.
Danielle has recently joined Samsung, March 2017, and her previous role as a Reward Analyst was with a Law firm based in Bristol. Prior to this, Danielle has worked as a HR Generalist in the financial services and manufacturing industry.
Amongst the various reward practices and programmes such as benefit renewals, recognition, salary reviews and bonus schemes, Danielle has implemented a new flexible benefits system and an auto enrolment process. Furthermore, Danielle has implemented a new HRIS and payroll system which improved working practices and benefited from processes efficiencies, as well as providing a fully integrated system from recruitment to payroll including a seamless link with the flexible benefit platform.
Professor of Economics
Copenhagen Business School
Svend E. Hougaard Jensen is Professor of Economics and Director of the Pension Research Centre (PeRCent) at Copenhagen Business School. He holds an MSc (Econ) degree (University of Aarhus, DK), an MA (Econ) degree (University of Manchester, UK) and a PhD (Econ) degree (London Business School, UK). His research has focused on monetary unification and fiscal policy in Europe, generational and macroeconomic effects of changing demographics, pensions and social security, structural reforms and macroeconomic policy more generally. He has published widely on these issues in scholarly journals and books. Jensen has served as a consultant to the World Bank, the European Commission and other government agencies.
Transparency Task Force
All of Andy's work revolves around the idea that collaborative, campaigning communities of like-minded people can drive the positive change that is so desperately needed throughout the financial services market.
He is the Founding Chair of the Transparency Task Force, the collaborative, campaigning community dedicated to driving up the levels of transparency in financial services, right around the world. This community has 8 teams of volunteers, each team focused on particular industry issues and its Costs & Charges Team is particularly relevant to the topic of transparency being discussed in the panel session.
Andy can be reached through firstname.lastname@example.org and he is also:
- Founding Chair, the Technology Task Force
- Governor, the Pensions Policy Institute
- Chair of Pensions BIB
- Member, the Independent Advisory Board to the Investment Association on Cost Disclosure
- Former Founding Chair, Friends of the Association of Member Nominated Trustees
- Former Founding Chair, Friends of Automatic Enrolment
Professional Independent Trustee
Capital Cranfield Trustees
Claire is a professional independent trustee with Capital Cranfield. She chairs trustee boards (DB and DC) as well as being an IGC member. Recent highlights include agreeing an all-risks buy-out for a scheme subject to covenant stress and chairing a DC master trust established in December 2014 which has recently achieved an unqualified audit under the Master Trust Assurance Framework and now has 40,000+ employers.
She has a legal background. After a law degree at Cambridge, she qualified as a barrister before moving into the City. She joined Sacker & Partners, a law firm specialising in pensions and became a partner there in 2007.
Through her 18 years of involvement in pensions she has worked with big and small schemes across the spectrum and loves the challenges that working with pensions continues to present.
Head of Proposition Development
David has been involved in Wills Towers Watson's master trust from the earliest days including being on the group that put the business plan together, being on the team that built the product and is now rolling it out to clients and looking to the future for how to make sure that it remains at the forefront of UK pensions.
Prior to his roles with LifeSight David is a lifelong pensions professional and consultant with experience of a very wide range of projects for clients including de-risking, DC consulting and consulting to remuneration committees.
With a background in Fintech and Asset Management, Phil is a strong endorser of technology and how it can improve the world we live in. While working at leading UK robo-adviser Wealth Wizards, Phil has championed the delivery of innovative financial advice solutions in the workplace and collaborated with partners to ensure better retirement outcomes for employees. Phil has a strong belief that workplace financial advice should no longer be an aspirational offering and employers should empower their employees to take more of an active role in their financial future. Phil has previously worked with currency transfer specialist Moneycorp Ltd where he lead an intrapreneurial division focused on delivering advisory services to retail clients. Phil's broad experience working with both private investors and global investment banks gives him a unique perspective on the current challenges facing the investment community.
Interim Chief Economist
Ian is Interim Chief Economist at the Chartered Institute for Personal Development (CIPD) from July 2016 onwards. Prior to that he served in a number of senior management and research posts at The Work Foundation from 2006 onwards, including Director from 2010 to 2013 and Chief Economist from 2013 to 2016. Ian's previous appointments include with the Trades Union Congress (1980-2006), where he was Head of the Economic and Social Affairs Department (2004-2006) and its Chief Economist (1996-2006). Prior to 1980, he worked as a researcher at the University of Kent and the Centre for Environmental Studies. He was a member of the Low Pay Commission, the body that sets the UK's national minimum wage (NMW), from 2004-2006.
Engage for Success
Currently the director for Engage for Success, Cathy has wide ranging experience across the public, private and third sectors in raising awareness and providing practical guidance to organisations looking to improve employee engagement. With a background in delivering strategic transformation programmes for a FTSE 100 company, she recognises the importance of values, good management, authentic leadership and the ability to listen in creating environments where people can bring the best of themselves to work every day.
As a long time public speaker & spokesperson for Engage for Success, Cathy engages and energises audiences around business change, leadership and innovation. She passionately believes that helping people find a better way to work can make a big difference to people's lives, their organisations and ultimately to the country
Head of HR Consultancy and Research work
Institute of Employment Studies
Duncan leads the HR Consultancy and Research work at IES, a leading independent research-based charity which supports improvement in HR and employment practice.
He has more than 25 years' experience in HR consulting & research with Aon Hewitt, PwC and Towers Perrin. He spent 5 years as Assistant Director General at CIPD.
His clients have included major companies such as National Grid and Lloyds Banking Group, public sector bodies such as the Cabinet Office and National Health Service, LGA, and not-for-profits such as Cancer Research and the United Nations.
Duncan is a leading commentator on HR, publishing many articles and books. His last book was on HR effectiveness.
He has participated on Government taskforces concerned with fair pay, engagement, pensions and human capital reporting. He advises a number of remuneration committees
Human Resources magazine placed him in its listing of the top 5 most influential thinkers in UK HR.
Duncan has an MA from Cambridge University, an MBA from the London Business School and is a Fellow of the CIPD.He is a Visiting Fellow at Kingston University.
Read his blogs at:
Andrew Bruce is the Pensions Manager of Centralus PLC. He has over 21 years of experience in the Financial Services Industry, with a strong track record in meeting individual and corporate pension planning goals.
As an Independent Financial Adviser at Philpott Reed LLP and Associate Partner at Beatha Wealth Management, Andrew provided solutions to personal and business clients by revealing their financial needs regarding pensions.
For 12 years, Andrew was in the Banking Industry. From 2000 to 2006, he was a Personal Financial Adviser for Halifax Bank of Scotland and from 2006 to 2012, he was the Financial Planning Manager for the Royal Bank of Scotland. He exceeded the preset sales targets by working diligently, with introducers and stakeholders, towards their business growth.
Duncan Buchanan is recognised as a leading individual in both the Legal 500 and Chambers directories. After qualifying as a solicitor in 1990, Duncan realised he had a passion for pensions, which he has concentrated on since 1992. His wealth of experience is second to none and he has been an asset since he joined us as a partner in 2006.
Duncan is a former President of the Society of Pension Professionals and a member of the Tax Law Committee of the Law Society of England and Wales. Duncan is APMI qualified and a volunteer adviser for TPAS (the pensions advisory service).
Willis Towers Watson
Vanessa is a Data Specialist at Willis Towers Watson and has leading data projects for a number of years across the public and private sector. With over 12 years' experience in the industry, she has been involved in the design and application of GMP reconciliation and data analysis solutions. In recent years, Vanessa has worked closely with her clients to ensure that their GMP reconciliation projects are progressing in a satisfactory manner. She has also advised clients to address the challenges that arise during PPF transition, wind-up and data correction exercises. Vanessa has experience of wider pension issues such as delivering plan design advice, financial reporting and de-risking projects. Vanessa's clients have included large and small pension schemes within a range of industries and sectors.
Richard Butcher joined PTL in 2008, becoming Managing Director in 2010.
He has responsibility for a wide and diverse range of clients with a specific focus on governance in both DB and DC pension schemes. Richard is a Fellow of the Pensions Management Institute and is on the PMI Council. He is Chair of the Pensions and Lifetime Savings Association (PLSA)DC Council and sits on the PLSA board. Richard is a sought after speaker on the industry circuit and a regular key contributor to the industry press. Richard won the Pension Insight DC Trustee of the Year award in 2015, was named as one of the Top 50 Most Influential People in Pensions in 2016 as well as in 2015 and 2012 and as one of the 100 Most Influential People Working in Europe's Capital Markets in 2014 by Financial News, based on his work with large DC trusts. He has been nominated for the "Outstanding Individual Contribution to Pensions" award at the Financial News Awards 2015 and Highly Commended in the 2010 & 2011 Engaged Investor Independent Trustee of the Year Awards. Richard is also a member of The Pensions Regulator DC Practitioner Panel and the DWP Trustee Panel. He was a founder of the Mastertrust Association and co-Founder of The Association of Member Nominated Trustees.
Corporate Pensions Relationship Specialist
After completing a degree in Marketing and Finance and working in pension roles with a number of large insurance companies. Robert settled into roles helping lead the response to pension changes at Scottish Widows. The change never seems to stop coming!
Pension Freedoms was a big moment in time for Pensions and Robert was at the forefront of this working with various bodies to help shape the response to this brave new world where employees and individuals have more freedom but need a lot more support to make good decisions.
He appears regularly in print, on the radio and other media and for a few weeks each year travels the country on a double decker bus helping raise Pension Awareness. He firmly believes the Employer has a big and growing role to ensure great outcomes in retirement for their employees - it's his mission to help Employers help their employees.
ARC Pensions Law
Rosalind Connor is a partner at ARC Pensions Law, a pension specialist firm based in the City. Rosalind has spent two decades advising employers, trustees, administrators and members in relation to the establishment, management and winding up of pension schemes. She is the current chair of the Association of Pension Lawyers. She is also a Fellow of the Pensions Management Institute and sits on its London Committee as immediate past chair. Rosalind regularly speaks and writes on the subject of pensions law, and is the co-author of three books on the subject of pensions, relating to taxation, insolvency and international benefits.
Eleanor Daplyn is a partner at Sackers, the UK's leading specialist law firm for the pensions and retirement savings industry. She has substantial experience of advising trustees and employers of both defined benefit and defined contribution pension arrangements on an extensive range of pensions issues. She leads the Sackers' teams for several trustee clients in the financial services, manufacturing, and healthcare sectors. Eleanor supports a number of clients with work on governance projects, including adviser and provider reviews and appointments and reviews of trustee board and committee structures and arrangements. She also takes an active part in industry bodies and is currently Chair of the PLSA's South London group.
Specialist in Behavioural Finance and
Founding Partner, CENTAPSE
Greg is an expert in applied decision science and behavioural finance, turning academic insight into practical applications.
In April 2016 he founded Centapse, a firm dedicated to applying sophisticated behavioural insight to design, develop, and deploy solutions across industry to help people (and organisations) make better decisions.
Greg started, and for a decade built and led, the banking world's first behavioural finance team as Head of Behavioural-Quant Finance at Barclays. He was the architect of Barclays' behavioural profiling tools and holistic Wealth Philosophy, delivering solutions tailored to both financial and emotional investment needs; and he designed Barclays' innovative behavioural approach to impact investing and philanthropy.
He holds a PhD in Behavioural Decision Theory from Cambridge; is an Associate Fellow at Oxford's Saïd Business School; a lecturer at Imperial College London; and author of Behavioral Investment Management.
Greg is also the creator of Open Outcry, a ‘reality opera' premiered in London in 2012, creating live performance from a functioning trading floor.
Senior Director, Reward
Jane is the Senior Director - Reward for Asda Stores Ltd, Jane has been with Asda for 21 years. She began her career at Asda in the Company Secretariat and is a qualified Company Secretary.
In 2001 Jane moved into the Reward arena and has gained experience in all areas of Reward including Compensation, Benefits and Recognition. Jane has led the Reward team for the last 7 years. During 2015/16 Jane lead a UK HR project team responsible for introducing a HR transformation programme implementing new HR processes, IT platform and ways of working. Jane has been a Trustee of the Asda pension scheme for the last 5 years.
Geoff Egerton is a Managing Associate in the Linklaters Pensions Group. He advises on all areas of pensions law, with a particular focus on pensions dispute resolution and investment issues. Geoff advises on the full range of pensions disputes involving the Pensions Regulator, claims before the High Court, the Court of Appeal and both the Pensions and Financial Services Ombudsmen. Geoff is a solicitor-advocate with Higher Rights of Audience in the courts of England and Wales.
Director of Finance
Funke Fatunla has over 24 years' experience in Financial Management. She has worked within the Charity Sector and Local Authorities at senior level positions.
She served as Pension Scheme Trustee in Family Action during which she was involved in negotiating the Pension Deficit Recovery Plan and settlement of various pension pay-outs to members. She worked with the Investment Managers and Actuaries of the scheme.
She is Director of Finance at Family Action.
Funke was the Community Accountant in the London Borough of Lewisham and was head hunted to be the Head of Finance for a medium sized substance misuse charity covering London and the Southeast of England before joining Family Action.
Funke holds a BA (Honors) in Accounting and Law from DE Montfort University and is a Fellow Chartered and Certified Accountant (FCCA).
Thomson Finch Consulting
John has worked in the Investment and life Insurance industry for over 45 years before retiring from full time employment in April 2016. He was the Independent Chair of the Shadow Oversight Board for the Brunel Pensions Partnership (the asset pool for 10 participating South West LGPS funds valued at £25bn) from April 2016 to January 2017.
John has been involved with Local Government Pension Schemes since 1996
His wide ranging experience covers investment strategy and asset allocation, equity and bond research and analysis, investment administration and regulatory involvement. He is well regarded as a speaker on investment issues having spoken at a number of industry conferences and seminars.
He has been an executive member of both investment consulting and fund management businesses and personally regulated as a CF30.
Peter heads up all of Forster's PR campaigns and corporate profile projects. He's spent twenty years in the PR industry, initially working in-housing roles with national charities and the last 12 years in leading social change PR agencies. During his 8 years at Forster he has worked with a huge number and range of clients from developing leadership communications with the Chief Executive of Girlguiding to creating behaviour change campaigns for RSPCA, NCS, Department of Health, Tesco, CSV, SPARKS and The Giving Campaign.
Royal London IGC
David has a broad range of experience across the UK life insurance sector, with 25 years' experience as a consultant, followed by senior executive roles within the life insurance industry. He was the Chief Executive of Marine & General Mutual until that organisation's merger into Scottish Friendly on 1 June 2015. He is a Director, and the current Treasurer, of Investment & Life Assurance Group and an independent member of Royal London's Independent Governance Committee.
Adam Henderson is the founder of the Millennial Mindset, a website dedicated to helping organisations understand modern employees and adopt new ways of working. After a decade in Marketing working at some of the world's biggest brands helping them adapt to the needs of the modern consumer and implementing new technology, Adam now focusses on the evolving needs of modern employees. By reviewing the latest research, partnering with universities and working with top businesses, Adam has a unique insight into the new way of thinking and behaving by modern employees. His work was referenced in Deloitte's 2016 Global Millennial survey and he regularly writes articles around new ways of working, some of which have received hundreds of thousands of likes and comments from all over the world. He also regularly appears as a keynote speaker at a number of global events and conferences in his quest to re-think work for the modern world.
Head of Benefits Strategy
Jelf Employee Benefits
Steve Herbert is an award-winning thought leader on Pensions and Employee Benefit issues. His principal aim is better communicating the value and usage of employee benefits to employers. This he has achieved through many (highly successful) seminar series over the last decade, and his regular and widely read blog posts on the subject.
He also acts as a judge in HR and Employee Benefits industry awards, article writer, media commentator, and product innovator. Steve is a regular contributor to DWP forums and compulsive responder to formal Government Consultations on pension and employee benefit issues.
He is occasionally accused of making employee benefits interesting.
Scott has worked in pensions for over 20 years. Over the past ten years, he has led some of the UK's highest profile or complex change exercises, and during that time, gained tremendous experience of and appreciation for employee communications.
He leads KPMG's communications team and is passionate about the world of financial wellbeing and understanding what employers can do to get a more productive, engaged and financially healthier workforce.
Head of Multi-Asset Research
Ashley Lester is the Head of Multi-Asset Research at Schroders, which involves responsibility for factor investing strategies (both long-only and long-short), risk premium allocation modelling and the development of proprietary portfolio construction tools. Ashley is Chair of the Strategic Investment Group Multi-Asset (SIGMA) and the Model Review Group. He joined Schroders in 2015 and is based in London.
Ashley was the Head of Fixed Income and Multi Asset Research at MSCI from 2013 to 2015, which involved responsibility for fixed income, alternatives and risk methodology in the widely used Barra and RiskMetrics platforms.
He was Managing Director and Head of Market Risk Methodology at Morgan Stanley from 2007 to 2013, which involved responsibility for all market risk models used by Morgan Stanley globally to calculate both regulatory capital and economic capital. Major projects included Basel 2.5 and CCAR.
He was a Visiting Assistant Professor of Economics and Finance at Columbia Business School from 2007 to 2007, and was an Assistant Professor of Economics at Brown University from 2005 to 2007.
Qualifications: PhD in Economics from M.I.T; Bachelor of Economics (Honours Class I and University Medal) in Economics from the University of Sydney.
Jo is a trustee of PwC's legacy DB schemes. In addition to her main board position, she is a member of the Funding and Valuation Committee and she is Chair of the Governance Committee.
Jo leads PwC's Yorkshire pensions assurance practice and she has specialised in audit and advisory work for over 10 years. Her client base includes DB, DC, hybrid and public sector pension schemes ranging from schemes with assets of less than £100m to schemes with assets in excess of £1bn. Robust and clear on technical matters, Jo is pragmatic in her approach, ensuring that judgemental issues and technical points are viewed in the appropriate context.
In November 2012, Jo was appointed as a director to the executive board of the Pensions Research Accountants Group (PRAG), the body responsible for the publication of the Pensions SORP "Financial Reports of Pension Schemes".
Jo also sat on the ICAEW/tPR committee that produced the controls assurance framework for Master Trusts in 2014 and is a member of the PRAG DC working party.
Outside of work, Jo also sits on the board of a local charity "Basis Yorkshire."
Director, Institutional Group
Brian is a Client Director within SEI's Institutional Group where he is primarily responsible for managing client relationships. In the seven years before joining SEI, Brian worked at Buck Consultants and Aon Hewitt providing investment consulting advice to UK pension arrangements. Previously, Brian worked in the asset management industry for BlackRock and Fidelity.
Investment Management Certificate
Year started with SEI: 2015
Year started in investment industry: 1989
Previous employers: Buck Consultants, Aon Hewitt, BlackRock, Fidelity
Chief Financial Officer
Pension Protection Fund
Andy McKinnon is the Pension Protection Fund's Chief Financial Officer. Before joining the PPF in September 2012, he held a variety of senior positions at Legal & General plc (L&G) including Finance Director (Retail Investments), Commercial Director (Investment Platforms) and Product Director (Retail Savings).
During his time at L&G, Andy led the unit trust finance team through a period of intense business transformation, launched an investment trading platform and a new multi-manager funds operation and led market-leading growth in a number of product lines.
Andy read Engineering at The University of Bath before qualifying as a chartered accountant with Ernst & Young. He then moved into financial reporting at Swiss Re before taking a position at JP Morgan developing the financial infrastructure to launch a start-up insurance venture.
Managing Director Diversity and Inclusion
Mark McLane is the Head of Global Diversity and Inclusion for Barclays PLC, a transatlantic consumer, corporate and investment bank. Mr. McLane is responsible for architecting a global diversity and inclusion strategy that will leverage organizational strengths, remain nimble in the every-changing global business climate and enable Barclays to maintain their competitive advantage by driving innovation to its customers.
Prior to Barclays, Mr. McLane was the Director of Diversity and Inclusion for Booz Allen Hamilton, a professional services firm in Washington D.C. While there Mr. McLane developed and implemented a firm wide diversity strategy including initiatives that leveraged the inherent differences within Booz Allen's current and future workforce. Under Mr. McLane's leadership these initiatives aligned with the organization's vision of assuring continued growth in an increasingly competitive and global market.
Mr. McLane also held the position of Chief Diversity Officer for Whirlpool Corporation, a Fortune 500 global consumer product company in Benton Harbor Michigan. Under Mr. McLane's leadership Whirlpool Corporation successfully implemented a global Diversity and Inclusion embedment strategy positioning the Company as a recognized leader in the industry. In addition to his role as a human resources leader, Mr. McLane has an extensive background in innovation, strategy development, marketing and sales across U.S. and international markets.
Mr. McLane is a member of the Board of Directors for Business Disability International and additionally holds leadership roles on the Radius advisory board, Women in Recruitment executive committee, OutLeadership leadership committee and GayStar Business advisory board. In 2014 and 15 Mr. McLane was recognized by The Guardian's global LGBT power list, the Financial Times 100 LGBT business leaders in London and named to the top 50 global Diversity Executives by the Economist.
Mr. McLane holds a B.S in Business Management from the University of Scranton.
Colin Meech is a pension fund investment lead for UNISON, the public service Union. He is a member of the LGPS Scheme Advisory Board's Investment and Engagement Committee. He was until the election, advisor to the Labour Shadow DWP team. He has also worked at Hermes Equity Ownership Services.
Willis Towers Watson
Sally is a senior consultant at Willis Towers Watson, a leading UK provider of pension and benefits consultancy. Sally is a qualified actuary who advises companies and trustees on all aspects of UK pension arrangements including funding, plan design, risk management, and is a part of Willis Towers Watson's team providing support to consultants on all matters relating to GMPs. Sally qualified as a Fellow of the Institute and Faculty of Actuaries in 2004 and has a 1st class Honours Degree in Mathematics, Operational Research, Statistics and Economics from the University of Warwick (BSc).
Senior Reward Specialist UKI
Kelly is a multi-award winning senior reward specialist with experience of designing, implementing, managing and communicating successful compensation and benefits programmes for organisations across the private, public and not-for-profit sectors.
Currently Senior Reward Specialist UK and Ireland for Sage, the UK's largest FTSE 100 technology company, she won the 2017 Employee Benefits "Most Engaging Benefits Proposition Award" for the roll out of a new flexible benefits platform to colleagues in its Northern European region.
Before joining Sage, Kelly headed up the reward, resourcing and people services functions at Home Group, one of the UK's largest providers of housing and supported housing services. In 2016 she won the Employee Benefits "Best Communication Award" and received Highly Commended at the Very Important Benefits Awards for "Best Reward Communications". In 2015 she won the CIPD North East "Reward and Benefits Award".
Prior to 2011, she held HR positions at North Tyneside Council and Northumbria Police.
Kelly has written and contributed to articles for a number of HR and reward publications and has spoken at reward industry conferences about employee benefits and the importance of communication. She is passionate about engaging employees through rewards and benefits and communicating in line with organisational culture to achieve maximum ROI.
Kelly has a First Class BA (Hons) degree in HR Management from Northumbria University, a Postgraduate Certificate in Employment Law from the University of Surrey and is a Member of the Chartered Institute of Personnel and Development.
Capital Cranfield Trustees
John has over 25 years' experience in senior positions in investment management and 10 years as an Independent Trustee.
John's experience covers both public and private sector in defined benefit and defined contribution pension funds. He was previously a Director at Law Debenture where he was a Trustee and advisor. Prior to this he was Managing Director, Head of UK & Ireland at UBS Global Asset Management, responsible for all aspects of managing a business responsible for investing over £100 billion of client investments and has also held roles as Principal, Head of Distribution at Hewitt Associates and as a Managing Director at Citigroup in both the Investment Management and Banking divisions.
John is currently a member of Prudential UK's Independent Governance Committee and a Non-Executive Chair at Prudential Corporate Pension Trustee Ltd. He is also Chairman of Trustees at Marylebone Cricket Club Staff Pension Scheme and a Trustee of the RAC Staff Pension Scheme. In 2017, John became Chairman of the Society of Pension Professionals Investment Committee.
Member Nominated Trustee
BTG Pension Fund
Peter Neville, after taking early retirement from BTGplc as a European Patent Attorney, became a pensioner-elected trustee of the BTG Pension Fund (450 members) about ten years ago. Of the five trustees, 3 are MNTs (and one is company-nominated and one is the independent professional chairman).
BTG was originally a government technology-transfer quango, with a funded DB pension scheme. BTG retained this pension scheme through privatisation in 1992 but has, more recently, closed it to new members. BTG has meanwhile remodelled itself into a healthcare innovation company.
Director, Spence & Partners
President, Society of Pension Professionals
Hugh is an experienced consultant on all types of pension schemes, acting as Scheme Actuary, corporate adviser and independent trustee. He also has a key management role within Spence and Partners and industry roles with the Society of Pension Professionals (SPP) and Association of Consulting Actuaries (ACA).
Hugh joined Spence in April 2016 having held a variety of senior roles in several major pension consultancies since 1989, including the role of Chief Actuary. He is the President of the SPP. Hugh has also sat on the Main Committee of the ACA and chairs the ACA's Defined Contribution Committee. He has been a regular commentator in the press on pension issues.
Niall is the CIO for Mercer's Delegated Services and investment management in Europe. Niall is the Head of Investments for Mercer's Dynamic De-risking Solution. He is also responsible for the design, implementation and ongoing management of Mercer Investment Management's range of Fixed Income Funds & Liability Driven Investment solutions in Europe.
Niall joined Mercer from QED in Dublin where he was a Principal focusing on solution-driven investment opportunities with banks and insurance companies. Prior to this, he spent four years on the structured business desk at Bank of Ireland Global Markets, focusing on the delivery of derivative-based solutions. In this position, he developed and implemented the bank's LDI product range, as well as managing its suite of inflation-linked solutions. Niall has also worked with AIB Investment Managers and J Henry Schroder in the risk budgeting and structured derivatives areas, respectively.
Niall graduated from Trinity College Dublin in 1997 with a Gold Medal & First Class Honours in Mathematics. He was also a Scholar of the College. He completed, in 2002 an honours MSc. from Dublin City University in Investments and Treasury Management in which he finished in first place. He has lectured part-time on the Masters programme in the Institute of Bankers in Dublin.
Head of Liability Management
Willis Towers Watson
Stewart heads up the Liability Management team at Willis Towers Watson, which focusses on advising companies and trustees in the design and implementation of member choice exercises. This includes retirement transfer options, pension increase exchanges and enhanced transfer values.
Stewart is a member of the Incentive Exercise Monitoring Board (IEMB), the body which sets the industry Code of Good Practice for how these exercises should be run. He is also co-chair of the Incentive Exercise Forum (the industry wide body which oversees market practice in this specialist area) and a regular speaker at industry events around member choice exercises for DB pension schemes.
Andrew is Marketing Director at leading retirement income specialists, Intelligent Pensions.
Andrew has worked in financial services for over 20 years and for a number of household brands, including Santander, Ernst & Young, Lloyds and HSBC. Andrew holds a BSc Honours Degree in Accountancy from Hull University, as well as various financial services qualifications.
Andrew is also head of the company's corporate solution ‘Pathways' which was developed in response to the recently launched pension freedoms. Pathways is designed to help employers/trustees offer their members a personalised retirement planning solution and achieve the best possible outcomes.
Director of Policy
The People's Pension
Darren is Director of Policy and Market Engagement his responsibilities include policy, public affairs, press and marketing communications. Previously he held directorships at the NAPF: Director of Policy and Director of the Pension Quality Mark.
Prior to joining B&CE, Darren joined the NAPF from HM Treasury, where he worked for almost 13 years in a variety of policy and economics-related roles. Darren headed up the Treasury's Pensions and Pensioners team between July 2007 and October 2010.
Darren studied economics as an undergraduate at Leicester University and has a Master's degree in economics from Southampton University.
Trustee Board Member
Russell is a Trustee Board Member and Chair of the Audit and Risk Sub-Committee of LifeSight (UK) master trust, having held these positions since LifeSight's inception. He is a special adviser to the FSB Climate Risk Disclosures Task Force. He was previously the Group Chief Accounting Officer for HSBC until March 2016 and has recently been appointed Chair of the Trustee Board of the HSBC UK Pension Scheme having previously been Chair of the Audit and Risk Committee for the Scheme until he stepped down in 2014. During this time he led the implementation of a sizeable member engagement and communication programme for the HSBC DC scheme.
David has over 20 years' experience working with some of the UK's leading employers and directors. He set up Lemonade Reward to specialise in delivering financial education to a multi-generational workforce. His success and contribution to the industry has resulted in numerous awards for clients, Lemonade Reward and himself.
TPT Retirement Solutions
Mike joined TPT Retirement Solutions in March 2014. Previously Mike was CEO at Barbon Insurance Group which he steered through several challenging regulatory issues and ultimately sold.
Mike has also held Chief Executive and senior management positions in a number of UK and pan European companies including AXA, AEGON, and American Express, and worked in Madrid for several years.
Mike has held several NED positions including as Chairman of an Oxford University spin out company and a Lloyds of London Managing Agency, where he was also a member of the Audit and Risk committees and Chaired the Investment committee.
Mike is a Director of Verity Trustees Ltd, the corporate Trustee of TPT, and sits on both the Trustee and Management Boards.
Head of DC Strategy and Proposition
Anish leads the DC strategy and proposition development at Capita. He is a Fellow of the Pensions Management Institute and has more than 20 years' experience of providing pension and employee benefit consultancy advice. He has advised many large trustee and corporate clients on the issues they face, developing tools, processes and workable solutions to manage them on an on-going basis whilst aiming to improve member outcomes.
Public Policy Adviser
The Investment Association
Imran is Public Policy Adviser at The Investment Association, working primarily on public policy and regulation affecting the institutional asset management market. Imran specialises in a number of areas: pensions and long-term savings policy; the regulatory environment for Defined Contribution pensions investment; competition issues in the institutional asset management market; Local Government Pension Scheme asset pooling reforms; and the disclosure of costs and charges to institutional investors.
Prior to The Investment Association, Imran worked firstly as an Economic Adviser and then Senior Policymaker in the Department for Work and Pensions (DWP). Imran's DWP career encompassed a variety of roles covering many aspects of the Department's work, including Housing Benefit expenditure forecasting and assessing the distributional effects of welfare policy changes using micro-simulation modelling techniques. The majority of Imran's DWP career was spent working on pensions policy, specifically on the Department's automatic enrolment reform programme as well as leading the 2014 reforms to develop the primary legislation to enable Collective DC schemes in the UK.
Imran holds a BSc in Economics from the London School of Economics and an MSc in Economics from University College London.
Capital Cranfield Trustees
Jonathan is an experienced pension scheme trustee. He chairs four DB schemes, sits as co-trustee on four others and runs a small portfolio of sole trusteeships. He works with both DB and DC schemes and sits on a DC Master Trust Board. His style is collaborative, inclusive and pragmatic.
Jonathan's background is in pensions and investment consultancy. He has been a trustee and has worked with trustees since 1991. His experience as a shareholder in a consultancy business and then as a partner in a national firm of accountants has provided a broad base of knowledge and experience.
Outside of pensions, Jonathan is a keen trail runner, skier and cricketer. He also likes to go camping and walking with his wife and family.
Kerrin is CEO of Cardano in the UK, with overall responsibility for the business which has a client base of pension funds with over £50bn in investment advisory and fiduciary management assets. Kerrin also acts as Client Director for a number of Cardano clients.
Together with a few other senior colleagues, Kerrin established Cardano's UK business in 2007 with the aim of applying risk management-based principles to pension fund management. Cardano has pioneered the use of innovative investment concepts that are now commonplace today.
As Client Director at Cardano, his role includes leading client relationships and bringing together Cardano's derivatives, asset allocation and manager selection capabilities to construct a portfolio that best achieves each client's investment and risk objectives. Kerrin has significant experience in working with trustees from a range of different schemes in a range of different scenarios, with a focus on communicating complex strategies in an easy to understand way.
Over the last twenty years, Kerrin has advised over £65bn worth of UK pension funds. Prior to Cardano, Kerrin was a Partner at Hewitt (today Aon Hewitt). Kerrin graduated from the University of Manchester with a degree in Economics, and qualified as an actuary in 1995.
Director of Benefits
Kevin Ross, Managing Director of ARK Benefits now shares his valuable know-how and expertise with Centralus, as Director of Benefits. Having spent 15 years within the finance and insurance sectors across the UK, he became an Employee Benefits Director within a large Scottish Insurance brokerage firm and financial advisory group. Seeing the opportunity to make a difference in the sector he set up ARK Benefits; aiming to deliver benefits to companies employing from 20 to thousands of individuals that can assist people in their everyday lives.
Kevin believes that employers of all sizes have a responsibility to their staff to ensure, where possible, their social welfare and financial wellbeing is being taken care of and that, in return, employers will benefits from a motivated, happy workforce.
Director, Age at Work
Business in the Community
Rachael is the Director of Business in the Community's Age at Work campaign, focussed on the business response to our ageing population. Business in the Community's age at work leadership team, chaired by Andy Briggs, CEO of Aviva UK Life, has recently been appointed as the Government Business Champion for Older Workers.
Rachael authored BITC's 2016 report "Age at Work: Retain, Retrain, Recruit".
She has worked for Business in the Community since 2010, and in previous roles co-authored major publications including "Project 28-40, The Report and "Inclusive Leadership, from Pioneer to Mainstream". She was seconded from BITC to the Department for Business, Innovation and Skills to co-write the Davies report on women on boards.
Prior to joining Business in the Community Rachael worked for the TUC, Carers UK and UNISON. She is a local councillor in east London. She has an MSc from the LSE in Gender and Social Policy and a BA Hons from Durham University in History.
Investment Principal & Actuary
Joanna is a Principal Consultant in Aon Hewitt's Investment Practice and leads the investment proposition for Aon's Delegated DC Team. She has 16 years' experience in the pension and investment industry.
Joanna is responsible for the development and implementation of delegated investment solutions for DC pension schemes, working closely with Aon's UK delegated team. Joanna also leads the development of Aon's house views around DC investments, in particular default and lifestyle strategies, and sits on the UK DC Investment Committee.
Joanna is a Fellow of the Institute and Faculty of Actuaries. She advises a small number of large UK DC pension schemes, assisting her clients across the full range of investment issues.
Pensions Policy Officer
Trade Union Congress
Tim Sharp is a Policy Officer in the Economics and Social Affairs Department at the Trades Union Congress where he oversees its work on pensions and investment issues. Tim is a member-nominated trustee for a workplace pension scheme and a member of NEST's Member Panel. Tim has worked at the TUC since June 2014 having previously been a financial journalist, most recently as the London-based City Editor for Scotland's Herald newspaper. Tim has an MA in Politics from the University of Edinburgh and an MA in History from Birkbeck, University of London as well as the Financial Planning Certificate from the Chartered Insurance Institute.
Thomas Cook Pension Scheme
Peter is a trustee on the boards of both the DB and DC Thomas Cook pension schemes, chairing the DC communications subcommittee and sitting on the risk and governance committee of both schemes. The day job is in IT, currently as a technical manager but having worked for Thomas Cook in various IT related roles on and off for nearly 20 years. As a committee member of the AMNT he has actively participated in a number of initiatives while leading the training sub group of the association.
Having achieved the PMI award in trusteeship, and competed the regulators toolkit, I believe strongly that support and training for trustees is vital as they are a key component of pension scheme boards, providing an important member viewpoint. To this end, I have taken a growing interest and involvement in the testing and validation activities that support the regulators trustee toolkit. The voice of the member too should be heard, and being part of the redline working party in recent years has enabled me to help build a strong mechanism for this to be the case.
Outside work, nothing excites me more than a variety of motorsports. A keen petrol head, with many classes on my licence, time to explore the roads of Britain (top down of course) is always welcomed.
Group Head of Corporate Responsibility
Kesah Trowell is Group Head of Corporate Social Responsibility for Dixons Carphone and has over 23 years of experience in marketing communications, public relations, corporate social responsibility, employee engagement and sponsorship.
Working within Europe's biggest technology and electrics retailer, Kesah created a CSR function from scratch - and on a relative shoestring - by leveraging ground breaking collaborative sponsorship opportunities to deliver tangible results across a number of metrics.
Kesah is currently working on a number of projects, including supporting Heads Together, a campaign led by The Duke and Duchess of Cambridge and Prince Harry, which aims to change the conversation around mental health from fear and shame, to confidence and support.
Before joining Carphone Warehouse and Best Buy Europe in 2009 as Communications Channel Manager, Kesah occupied a key communications role at Transport for London, working with two London Mayors, Ken Livingstone and Boris Johnson, where she received recognition from the UK Cabinet Communications Office for her work leveraging employee engagement to deliver strategic objectives.
Kesah has a CAM Diploma in Marketing Communications from Cambridge Marketing College and is a member of the Chartered Institute of Public Relations.
Senior Trustee Representative
Vassos is a Senior Trustee Representative. He works with pension schemes as a sole trustee, chair of trustees and as a traditional non-executive trustee. Although Vassos only recently joined Dalriada, he already has six appointments and leads on one of Dalriada's most significant appointments. He also supports other senior team members on their appointments.
Vassos is a Fellow of the Institute of Actuaries. He has been working in the pensions industry since 1995 and has worked on the full spectrum of pensions schemes from multi-billion pound industry-wide multi-employer arrangements to scheme as small as £5m. His current trustee appointments include an international aid agency, a large legal partnership and a housing association. His experience includes buy-ins and buy-outs, benefit rectification and working collaboratively with the sponsor and the other trustees to deliver the scheme's objectives.
His spare time is split between family, sport and cars. Just not always in the proportions he would like.
Michael is a Principal Consultant and Senior Risk Settlement Adviser within Aon Hewitt's Retirement and Investment practice. Michael advises clients on the full range of risk settlement structures including both bulk annuities and longevity swaps. His experience spans the adviser and the insurer sides of de-risking having spent 2.5 years working in Legal & General's Pension Risk Transfer business. Michael has worked on a wide range of de-risking transactions from a £1.5M buy-out to a multi-billion pound longevity swap and spent a year working with L&G's US business where he jointly priced and structured L&G's first US bulk annuity transaction for $450M.
Prior to joining Legal & General Michael was a Principal Consultant and Scheme Actuary in Aon Hewitt's Trustee Advisory business advising clients with pension schemes ranging in size from £15M to £12Bn.
Tristan is a Senior Actuary in our Origination department. Joining PIC in 2006 shortly after its inception he has since worked on over 25 completed insurance transactions, amounting to over £7bn. He has led or been heavily involved in transactions such as the £1bn+ buyouts with Thorn and EMI, the £1.6bn buy-in with Total and significant transactions with Alliance UniChem, Veusvius and Delta. Tristan qualified as an actuary in 2007 and started his career at Willis Towers Watson as a pensions consultant working with both corporate and Trustee clients prior to joining PIC.
Wealth at Work
Jonathan Watts-Lay is a founding Director of WEALTH at work - a leading provider of financial education in the workplace, supported by guidance and advice - working with a number of the UK's leading companies to help employees understand their financial benefits.
Jonathan is also a recognised commentator on financial matters, particularly with regard to pensions and retirement and is often quoted in the national and trade press and frequently speaks at roundtable and workshop events.
Jonathan's latest development is a service for employers and employees which responds to the pension rules that came into force in April 2015.
LGT Capital Partners
Thomas Weber is a co-founder and managing partner of LGT Capital Partners Ltd. He is also the CIO/head of Hedge Fund Investment Management, chairs the firm's Alternative Investment Committee and is a portfolio manager for multi-alternatives and hedge fund portfolios.
After working in Switzerland as a management consultant, Mr. Weber joined LGT Bank AG in 1989 as a project manager and assistant to the chairman. In 1991, Mr. Weber moved to the Portfolio Management division as head of Methods and Marketing. In this function, he was responsible for improving and developing the investment process, launching new investment products as well as managing a portion of the global equities portfolio. In 1996, Mr. Weber co-founded LGT's third-party hedge fund activities.
Mr. Weber completed his intermediate examination in business administration at the University of Cologne and received an MBA in Finance from Georgia State University in 1986 (which he earned as a Fulbright Scholar). In 1989, he obtained a PhD in Business Administration from the University of St. Gallen (HSG), Switzerland, where he lectured from 1990 - 1994 on a part-time basis. He is fluent in English and German.
Association of Member Nominated Trustees (AMNT)
David Weeks was elected as Co-Chair of the UK pension industry's Association of Member Nominated Trustees (AMNT) in 2016. The AMNT has over 700 members, from around 500 pension schemes. Together, these have assets under management of just under £700 billion: nearly one third of the UK total for occupational pension schemes.
David Weeks is a director of a defined benefit pension scheme, with a leading PLC in infrastructure services as the sponsoring employer. "Engaged Investor" included him in their "Top 50 people in pensions 2017". He is active in the affairs of the World Pensions Council, for whom he has made presentations to, and acted as rapporteur at, international conferences. Journals that have published contributions from him recently include "Revue Analyse Financiere", "Portfolio Institutional", "Professional Pensions" and "Pensions Expert". He has been a judge for major UK pension awards.
In his previous career, David Weeks has experience of both public and private sectors, and of their respective pensions regimes. Most recently, he served as a consultant or executive in UK Government Departments, including Home Office, Health, Trade and Industry, and the Office of the Deputy Prime Minister. Earlier, he worked in private sector business development and marketing, and in international.
Ksenia is responsible for leading research innovation and capability development at the CIPD. She joined in 2013 as a Research Adviser, leading a number of projects, including a major research programme, Profession for the Future, investigating principles-based approach to professional standards as a way of driving ethical and sustainable decision-making by the business.
Prior to the CIPD, Ksenia was a researcher at The Work Foundation, working on Future of HR, Leadership, and Health and Well-being streams. With a background in organisational psychology, she holds a PhD in Management from Lancaster University, where her research examined the effects of leaders' sacrificial behaviours on followers.
Canada Life Group Insurance
Appointed as Sales and Marketing Director in November 2009 but focused solely on Group Insurance marketing from January 2013. Previously worked at Ceridian (LifeWorks) as Corporate Development Manager, Employ-Mend as Sales and Marketing Director, Legal & General (Group Risk) as Sales Manager, Unum as Senior Sales Consultant and General Accident (now Aviva) as Senior Life Consultant.
Qualified with BA (Hons) in Cultural Studies in 1987, CIM Marketing Diploma in 1994, Diploma in Management Studies (DMS) in 1996 and gained an Henley MBA in 1999.
François is a partner at law firm Eversheds Sutherland, and head of the firm's pensions practice. Based in London, he advises corporate sponsors, trustee boards and pension providers on the full range of pensions issues including defined benefit plan funding and derisking strategies, defined contribution plan governance, investment, mergers and consolidations. Francois is actively involved in the development of pensions law and policy in the UK and Europe, and has helped to shape aspects of both UK and EU pensions legislation. He sits on the CBI's Pensions Panel, the Pensions and Lifetime Association's DC Council, the DC Standing Committee of Pensions Europe, and the Hundred Group Pensions Committee.
Freemasons Pension Scheme
David is currently Chairman of the Freemasons Pension Scheme and has now joined the Finance Committee of the Royal British Legion, which manages the investments and oversees the pension schemes of the charity. He has recently retired as an Independent Director of the Corporate Trustee of SAUL (Superannuation Arrangements of the University of London).
Following his Mathematics degree at Oxford University, David taught Maths before joining Colonial Mutual Life where he qualified as an Actuary. He then spent 15 years as a partner working for Galloway & Pearson, W I Carr and Buck Patterson Consultants as a consulting actuary specialising in investments and was also a member of the Stock Exchange. For 10 years he was Head of Pensions Services and in-house Actuary at London Transport. Since then, he has been working as an Independent Pensions / Investment Consultant and chairing pension training courses for the ACT and NAPF.
David co-wrote the Institute of Actuaries investment textbook. He regularly speaks at specialised Investment and Pensions conferences across Europe.
Beth Brown is a Senior Associate in the Pensions Group at Mayer Brown. She advises clients on all aspects of pension law and practice and has undertaken secondments to the Pension Protection Fund and AstraZeneca PLC, London. Her work has included advising trustees on employer insolvencies and transition to the Pension Protection Fund, High Court litigation and an innovative £1.6 billion buy in as well as day to day scheme matters. She is an active member in the industry. She helped establish the PMI's Certificate in DC Governance qualification and now co-authors the study manual, is a member of PMI's Award in Pensions Trusteeship Committee and has inputted into the National Occupation Standards for certain pension roles.
Founder and Owner
CBC Pension Services
Michael is the Founder and Owner of CBC Pension Services, an independent company specialising in trustee and sponsor support since 2012. Since then, Michael has worked with a full range of companies from FTSE 100 to SME's carrying out a wide range of different roles and managing specific projects, acting as an independent trustee, providing trustee secretariat services, as well as trustee induction and training, auto enrolment and executive benefits.
Michael has spent much of his working career in the pension services sector where he has spent more than 30 years working in a variety of roles. These include leading the Capita Fiduciary Pension Trustee services team having previous worked at Third Party pension administrators, MNPA for eighteen years, where at different times he headed both the administration and client management functions. Before this Michael gained experience working in consulting actuarial and insurance companies.
A pension law expert, Philip is well known for his work in a range of sectors, in particular corporate and not-for-profit. Philip's experience in advising trustees and employers ranges from advising on liability reduction exercises such as ceasing accruals and pension increase exchange. After twenty years in the industry there is virtually no area which Philip has not dealt with.
His technical skills and knowledge of general pension issues is of an extremely high level allowing him to provide clients with practical commercial advice regarding their pension arrangements.
Philip is a member of the Association of Pension Lawyers and a regular commentator on legal issues affecting pension provision in the press and industry publications. He has sat on the legislation sub-committee of the Society of Pension Consultants and is a founder member of the Pension Lawyers Support Group. He regularly speaks at seminars and workshops on topical legal issues.
Pensions & Benefits Manager
University of Lincoln
Pensions & Benefits Manager at the University of Lincoln delivering the pensions and retirement operation covering Local Government (LGPS), Teachers Pensions (TPS), Universities Superannuation Scheme (USS), and Peoples' Pension schemes. This includes wide spread provision of financial education across the university and also working with our Students Union to deliver this for our students. Responsible for overseeing Higher Education Role Analysis, corporate benefit provision including healthcare, relocation, salary sacrifice schemes plus various local benefits and wellbeing initiatives.
Natasha completed the Pensions Management Institution (PMI) Diploma in Retirement Savings and Employee Benefits, she previously worked as a HR manager for national construction design and property group of companies and as a Legal Executive for solicitors' practices.
Nigel Jones is a Director of 20-20 Trustees Limited, a leading professional trustee company with an ethos centred on improving understanding, leading discussions with sponsors and developing strategies based on the specifics of each individual case in point. Nigel is also a practising actuary and with over 20 years' pension experience and helps bring pragmatic and professional trusteeship to many pension schemes, often in challenging situations.
Financial Advisory - Pensions
Simon is well known within the pensions industry and has gathered a unique skillset and range of experience that includes building an employer covenant practice with a boutique accountancy firm and a period of three years at the Pensions Regulator. During this time he led on some of the UK's largest pension schemes and became a key link between the regulator and government departments, including the DWP, BIS and Downing Street. Simon joined Deloitte to help their national team build on their successes across the covenant assessment and advisory market, assisting trustees and sponsors of pension schemes to navigate, what is proving to be, a very challenging and evolving period for the industry.
Kevin has worked as a consultant in the pensions industry since 1978, with two global employee benefit consultancies and also, with insurance companies providing pension products.
He specialises in advising fellow professionals and a wide range of clients on the technical and strategic aspects of selecting, establishing, running and winding-up of all types of workplace pension arrangements. He aims, where possible, to identify pragmatic solutions to these problems.
His broad experience has included spells as a professional trustee, and as a trainer of over 1,000 pension scheme trustees.
He is a regular contributor to industry, government and public debates on pension policy, having authored a large number of articles and technical papers, supplemented by national and local TV and radio appearances as a pensions expert. He has been recognised in the Top 50 most influential people in pensions on three occasions.
Kevin is currently the President of the Pensions Management Institute. He was a member of the Council of the Society of Pension Professionals (formerly the SPC) for 18 years, and President from 2010 - 2012.
Naomi, the lead Director in the Nottingham Office, has nearly twenty years' experience in pensions and a formidable reputation in the field.
After 10 years as a pensions lawyer at Herbert Smith Freehills where she advised clients such as the Faculty and Institute of Actuaries, KPMG, and the National Trust she was Seconded to Government to advise on the establishment of the PPF and the moral hazard provisions of the Pensions Act 2004, with particular responsibility for addressing the complex issues arising in multi-employer plans.
She then joined the PPF as its inaugural Director of Legal, leading the team advising on the world's first risk based levy, international insolvency litigation, and a multi-billion pound investment portfolio. Subsequently as Director of Strategy and Policy she was responsible for negotiation with government and the EU on pension policy as well as overall strategy for the PPF, chaired key committees, and was a member of the Executive Committee.
Philip is the Chairman and principal shareholder of Brandmasters Ltd - a family-owned export trading company established in 2000 - which is also the principal sponsor of Brandmasters Ltd Executive Pension Scheme, a SASS, for which he acts Administrative and Investment Trustee.
Philip is a leading member of NUPAG - Norwich Union Policyholders' Action Group - which ran a high profile print, social media, parliamentary, and High Court campaign against Aviva's FSA-backed Reattribution of the Inherited Estate. He believes pension fund trustees and private shareholders (and they are frequently also customers), especially in the retail financial services sector, should act more aggressively at AGMs - and noisily, if need be, backed by relevant and compelling evidence - to hold excessively paid but poorly performing boards of directors to account. Philip led the "shareholder spring" rebellion at the 2012 Aviva AGM which resulted in the immediate departure of CEO Andrew Moss and most of the other directors over the subsequent eighteen months. Company AGMs have now become newsworthy battlegrounds.
Philip is a strong advocate of DIY trustee investment management based, notwithstanding the assessed risks, on trustees being genuinely proactive and willing to listen to and distil the wide range of conflicting assessments which differing professional fund management firms willingly provide in the media.
Tim Middleton has worked in the pensions industry since 1987. His roles have covered consultancy with Bacon & Woodrow (now Aon Hewitt), Mercer and Barnett Waddingham. He is currently Technical Consultant for the Pensions Management Institute (PMI), where he works extensively on the External Affairs Committee and provides input into PMI's education programme. He also writes frequently for the pensions press. He is a Fellow of the PMI and holds the CII's Diploma in Financial Planning. He is a past chairman of the PMI's London Group.
Tom leads the Deloitte covenant assessment practice. His experience includes advising trustees and corporates in valuation, acquisition, refinancing, and restructuring scenarios.
Tom has completed secondments in the Scheme Funding team at the Pensions Regulator and the Business Support team at Lloyds Banking Group.
Director of Retirement Income Alliance
Accurate Data Services
David is passionate about positive consumer outcomes both pre and post retirement.
He holds board positions with Retirement Income Alliance, an exciting member community providing holisitc advice to people wanting to understand their retirement options and what the future might hold in store for them and Accurate Data Services who specialise in data quality, tracing lost customers, policy holders and members for a variety of organisations including Pension Funds, Insurers, Asset managers, Membership organisations and Banks.
Previously David spent 14 years as a high profile Personal Injury Lawyer and left the profession to set up a software business providing case management solutions to businesses such as Lawyers, Loss Adjusters, Claims Management Companies, Financial Services and Legal Costs Specialists.
Professional Pensions and WSB
Jonathan is Editor of both Professional Pensions and Workplace Savings and Benefits. He has responsibility for Professional Pensions and Workplace Savings and Benefits Magazines and the websites www.professionalpensions.com and www.wsandb.co.uk.
Jonathan has 12 years' experience in journalism, beginning his career writing for a magazine dealing with the debt and capital markets of Russia and East/Central Europe before beginning to write about pensions in 2001.
He obtained the PMI's Retirement Provision Certificate at the end of 2009 and was named SPC Journalist of the Year in 2011.
Head of Employee Reward and People Data
Audrey is the Head of Employee Reward and People Data for Capgemini UK and is responsible for managing all aspects of Reward (HR system data, Payroll, Compensation, Benefits and Recognition) for all UK based employees.
Audrey's early career focused on Payroll with experience in both the NHS and Private sectors, she joined Capgemini in 2005 as Payroll Manager and has managed the Reward function since 2012. During her time at Capgemini she has delivered a variety of Reward related projects including outsourcing of the Payroll service, implementation of new Variable Pay schemes, achieving Living Wage Accreditation and has an ongoing focus on ensuring the Reward and Benefits portfolio is both engaging and affordable.