Speakers List - Pensions and Benefits UK 2018
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Keynote Speakers

Marian Bell

Consultant Economist

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Marian Bell is a consultant economist, a former member of the Bank of England's Monetary Policy Committee and a Governor of the National Institute of Economic and Social Research. Marian has worked in government at Her Majesty's Treasury and in the financial markets, where, inter alia, she established and led the global research function of the Royal Bank of Scotland's treasury and capital markets from 1991 to 2000. Marian was a founder member of the Fiscal Policy Panels of both the States of Jersey and of Guernsey and, for eight years, was on the international and European advisory councils of a leading global insurance company. She is regularly invited to comment on economic and financial affairs in the media.

Marian has degrees from the Universities of Oxford and London. In 2005 she was appointed a Commander of the Order of the British Empire for services to macroeconomics.

 

Lesley Carline

Vice-President

PMI

Lesley joined KGC in 2012. Previously, Lesley gained significant insight into the market from a provider view in the areas of pensions systems, services and investment management. This holistic understanding covers both trust and contract based arrangements. She has a deep knowledge in the construction of products and services including, pricing mechanism and infrastructure.

Lesley is currently Vice President of the Pensions Management Institute (PMI) serving on the advisory council and its Board. Lesley has recently taken on Charing the Development Committee. As previous Chair of the PMI's Qualification and Examination Committee, Lesley has championed the introduction of Defined Contribution content and drove through the highly successful Certificate in Auto-Enrolment. As a DC specialist, Lesley has been involved in consultations with The Pensions Regulator, The Department of Work and Pensions and represented the PMI in discussions with the Office of Fair Trading on charges. She is regularly called upon to speak or chair industry events.

Lesley holds a Masters in Economic and Social History and is also a Chartered Marketeer.

Jim Cowan

Head of Benefits

RBS

Jim is Head of Benefits at RBS. Jim's early career was in banking and he moved through a series of roles in retail banking, treasury and internal audit before moving into HR. His first steps in the world of reward were through job evaluation and he went on to be a key member of the team that introduced the ‘Total Reward' approach to RBS. The use of employee benefits, reward communications and education as an engagement tool has long been close to Jim's heart. He's passionate about leading the team who are developing the colleague Financial Wellbeing strategy at RBS.

Jack Dromey MP

Shadow Minister for Pensions

MP for Birmingham Erdington

Jack Dromey rose to prominence during the Grunwick strike in the 1970's. He went on to be elected the Deputy General Secretary of the Transport & General Workers Union and then the Deputy General Secretary of Unite. After being elected as Member of Parliament for Birmingham Erdington in 2010 he was appointed Shadow Housing Minister. He was instrumental in shaping Labour's policy to build 200,000 homes a year and transform the private rented sector.

In 2013, Jack was appointed Shadow Policing Minster. Prior to the election Jack undertook a Policing tour, visiting over 50 towns and cities across the UK and formulating Labour's Policing Pledge. In 2016 Jack was appointed Shadow Minister for Labour and in January 2018 was very pleased to become the Shadow Minister for Pensions.

At the recent General Election Jack was returned as the Member of Parliament for Birmingham Erdington with an increased majority of over 7,000. In Parliament, Jack has been a champion of Erdington and Birmingham, campaigning for a fair deal for the City and for the West Midlands Police Service.

 

Huw Edwards

Journalist and Broadcaster

BBC News

Huw Edwards is known to millions of viewers as main presenter of the BBC's flagship 10 O' Clock News, Britain's most popular television news programme. He also led the commentary of the spectacular opening ceremony at the London Olympics, watched by a record 27 million viewers in the UK alone.
Originally a Parliamentary Correspondent, he joined the BBC over twenty years ago and has presented a wide range of programmes, including Newsnight, Panorama, and the 6 O' Clock News - and has co-hosted two General Election programmes on Radio 4.
Huw is the BBC's voice at Trooping the Colour, the Festival of Remembrance, and the State Opening of Parliament. He hosted the BBC's major coverage of death of Pope John Paul, and the election of Pope Benedict. In 2004, he anchored the coverage of the 60th Anniversary of D-Day. In 2005 and 2006, the Ten O' Clock team received two prestigious awards from BAFTA, and one from the Royal Television Society. Most recently Huw anchored the BBC coverage of the 2008 US Elections and the historic inauguration of Barack Obama in 2009.
Huw spent over a decade reporting politics at Westminster, including a period as Chief Political Correspondent. He has also presented a range of programmes on history and classical music on BBC Four, BBC Two, Radio 3, Radio 4 and S4C. His recent projects have included major documentaries on David Lloyd George, William Gladstone and Benjamin Disraeli for BBC television.
He is an enthusiastic pianist and organist, and has enjoyed a long association with the renowned Cardiff Singer of the World competition on BBC-2. He has also hosted coverage of the Proms from the Royal Albert Hall.
Huw is an very experienced conference facilitator and compere, and has hosted many awards and corporate events.
Huw was brought up in Llangennech, Carmarthenshire -- and attended Llanelli Grammar School. He graduated in French from the University of Wales, Cardiff. He is an Honorary Fellow of Cardiff University, Swansea University, the University of Wales, Lampeter, the University of Wales, Newport - and an Honorary Doctor of the University of Glamorgan. He was recently appointed Honorary Professor of Journalism at Cardiff University. Huw is an accomplished pianist and is a patron of the National College of Music. He lives in London with his wife and five children.

Robin Ellison

Consultant

Pinsent Masons

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.

 

Amy Goodwin

Head of Reward & Wellbeing

Mundipharma

Amy is a specialist in service design and delivery, project management and employee change and communications. Amy has worked for Mundipharma International Ltd in Cambridge since 2004 moving from IT to a Reward & Wellbeing role in 2011. She has delivered key projects such as Pensions Auto-enrolment, closure of Final Salary pension scheme to future accrual, a financial education programme and an award-winning Flexible Benefits scheme. She's currently working on a Pan-European Workday implementation.

Jennie Kreser

Partner

Laytons LLP

Jennie specialises in occupational pension schemes, advising sponsoring employers or trustees of pension arrangements in this highly complex and important field of law. She has advised large multi-employer schemes as well as smaller single employer arrangements and has wide experience of both Defined Contribution and Defined Benefit schemes and the difficulties to which they can lead.

Jennie qualified in 1986 originally as a criminal prosecutor. Poacher turned gamekeeper, she now sits as a Magistrate in her local justice area and is an Approved Chairman.

She was a member of the Board of the Legal Complaints Service throughout its existence and was a member of its Audit Committee (now replaced by the Office for Legal Complaints). Jennie has worked in both industry (at a large Actuarial Consultancy) and in the Public Sector (as Legal Director of the Occupational Pensions Regulatory Authority - the predecessor of the current Pension Regulator). She has worked in Private Practice at a large City law firm as well as in a major South East law practice.

Roger Mattingly

Director

PAN Trustees

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 OBE

Senior Consultant

Barnett Waddingham

Malcolm McLean is currently a 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".

 

Guy Opperman

Parliamentary Under-Secretary

Department for Work and Pensions

Guy Opperman was appointed as Parliamentary Under-Secretary of State at the Department for Work and Pensions on 14 June 2017. He served as a Government Whip (Lord Commissioner of HM Treasury) from 17 July 2016 to 14 June 2017. He was elected Conservative MP for Hexham in May 2010.

Guy has an Honours Degree in Law from the University of Buckingham and a first class diploma from the University of Lille, France. Guy was called to the Bar in 1989 and spent 20 years as a barrister - 15 years of which were spent predominantly at the criminal bar. Guy is an amateur jockey and rode his first win in 1985.

 

Margaret Snowdon OBE

Chairman

PASA

Margaret is a Pensions Professional and experienced Non-Executive Director, focused on good outcomes and high-quality services that don't cost the earth.

She is a Non-Executive Director of the Pensions Regulator and an Independent Non-Executive Director of Xafinity plc. She is also an Independent Non Exec Director of the Phoenix Group With Profits Committees, having previously served as a Member of their IGC for almost three years. She previously held Partner and Director level positions with leading employee benefit and financial services companies.

She is Chairman of the Pensions Administration Standards Association and also Chair of the Monitoring Board on Incentive Exercises and chairs the Pension Liberation Industry Group that developed the Combating Pension Scams Code of Good Practice. She is a Governor and member of the Council of the Pensions Policy Institute and is a Fellow and former Vice President of the PMI as well as Fellow and past Chairman of The Pensions Advisory Service.

Margaret was an independent member of the Steering Group for the HM Treasury Pensions Dashboard project and continues to advise DWP on the topic.

Margaret was appointed an OBE in 2010 and has, uniquely, for seven years running been named as one of the Top 50 Influential People in Pensions and was awarded for her outstanding contribution to the pensions industry by the PMI in 2012. In 2013 she was listed as one of the Top 100 Women in Finance in Europe, in 2014 was named Pensions Personality of the Year and in 2017 was voted "Industry Champion".

 

Lesley Titcomb

Chief Executive

The Pensions Regulator

Lesley Titcomb became Chief Executive of The Pensions Regulator on 2 March 2015.

Previously, she was Chief Operating Officer at the Financial Conduct Authority (FCA), responsible for the FCA's operational platform, and was also a member of the FCA's Board. She has led the work to deliver the transition to the FCA from the Financial Services Authority (FSA) and oversaw the work to bring the regulation of consumer credit from the Office of Fair Trading (OFT) to the FCA.

Lesley joined the FCA's predecessor-but-one, the Securities and Investments Board (SIB), in 1994 after qualifying as a Chartered Accountant with Ernst and Young. She held a wide range of posts covering both regulatory and operational issues at the SIB and the FSA. In January 2006 she was appointed Director of Regulatory Transactions and in February 2007 became Director responsible for the supervision of small firms, including financial advisers, mortgage brokers and insurance intermediaries. In July 2010, she was appointed Acting Chief Operating Officer and joined the Executive Committee. On transition to the FCA she was appointed as the Chief Operating Officer of the new organisation and joined the Board as one of its four executive members.

On 1 January 2017 Lesley was appointed as an independent non-executive director of National Bank of Kuwait (International) PLC.

Lesley read Classics at St Anne's College, Oxford.

Andrew Warwick-Thompson

CEO

LGPS Central

Andrew has extensive knowledge and experience in the financial sector, having worked in senior management positions within the pensions, insurance, investment and international practices of Aon Hewitt, a global professional services firm, for most of his career.

He served as a non-executive member of the ABI's Independent Project Board, which was responsible for overseeing the audit of charges and benefits in legacy DC workplace pension schemes provided by ABI members. Andrew has also served as Chairman of the Pension Plan Trustees for the Mencap Pension Plan.

Most recently he was on the Board of The Pensions Regulator as the Executive Director for Regulatory Policy, where he was responsible for formulating regulatory policy for defined benefit, defined contribution, public service pension schemes, and for EU and international engagement. He also supported the development of pension policy with UK Government partners, principally Her Majesty's Treasury and the Department for Work and Pensions.

He joined the Board of LGPS Central as Chief Executive Officer in July 2017 where he has overall responsibility for the formulation and execution of LGPS Central's strategy and business plan, and for representing the Company to key stakeholders and external parties.

Andrew read law at Sheffield University and Guildford College of Law, and is a Member of the Institute and Faculty of Actuaries.

 

Patrick Woodman

Head of Research and Advocacy

Chartered Management Institute

Patrick heads up CMI's thought leadership research programme, generating the practical insights that shape CMI's employer guidance and campaigns on key issues.

He has worked on CMI's series on The Quality of Working Life for more than a decade, examining the impact of work on employees, the critical importance of management and leadership styles to both wellbeing and employee engagement, and the practical steps employers can take to reduce presenteeism and improve wellbeing.

Patrick is a regular spokesperson for CMI and is a frequent commentator on issues ranging from diversity and inclusion to business culture and trust, employability, and skills.

 

Speakers

Helen Baker

Partner

Sackers

Helen has substantial experience in advising trustees, employers and providers on an extensive range of issues, including scheme funding, drafting and updating scheme documents, scheme mergers, section 75 debts and winding-up pension schemes and DC issues.
Helen's work often involves project managing teams at Sackers, and more widely.
Helen leads the firm's PPF and insolvency working group which is the focus for PPF related work within the firm.
As a member of the firm's Employment Unit, a team of lawyers dedicated to employment law issues as they relate to pensions, Helen also focuses on points relating to implementing scheme benefit changes and discrimination.

Joep Beukers

Director of Innovation

APG

Joep Beukers studied Chemical Engineering at TU Delft. After occupying various positions in Procurement and Business improvement at Philips and ING, he joined APG in 2013. He has set up the Continuous Improvement department to support the large-scale transformation of APG. Since 2015, Joep leads the Innovation department of APG. The department is responsible for initiating and facilitating the overall innovation process, starting at the idea phase until the launch of the "Pilot Factory". The department builds and maintains the ecosystem to accelerate and support the innovation process.

Phil Blows

Sales Director,

Wealth Wizards

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.

Dr Duncan Brown

Head of HR Consultancy

Institute for 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 Greenwich University.

Roberto Cagnati

Managing Director, Co-Head Portfolio Management

Partners Group

Roberto Cagnati is Co-Head of the Portfolio Management business unit and member of the Global Portfolio Committee, based in Zug. He has been with Partners Group since 2004 and has 14 years of industry experience. Prior to joining Partners Group, he had assignments at Deutsche Bank Asset Management and Credit Suisse Private Banking. He holds a master's degree in economics from the University of Konstanz, Germany.

Cilla Christmas

DC Delivery Manager

Civil Service Pension Scheme

Cilla is responsible for leading the transition of the Civil Service DC pension schemes to Legal & General in September 2018. Cilla joined Civil Service Pensions in January 2017 from The Pensions Advisory Service where she led the Technical Support Unit for the Pension Wise telephony unit. Prior to that she undertook specialist pensions technical roles for Lloyds Banking Group. She is a member of the Personal Finance Society and the Chartered Insurance Institute.

Robert Cochran

Senior Workplace Pensions Specialist

Scottish Widows

Robert leads the Scottish Widows Employer and Employee engagement teams – his team create messages and material for adviser, employer and employee Pension Seminars and Engagement Events. They meet thousands of employees each year and talk to them about pensions and because of this Robert is a zealot about simplifying pensions for people. Increasingly he and his team are looking at simplifying pensions within broader Financial Wellness for employees.

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.

Charles Cotton

Public Policy Advisor - Reward

CIPD

Charles Cotton is the CIPD's senior performance and reward specialist. He directs the CIPD's reward research agenda and is also responsible for its public policy work in the area of pay and benefits. He frequently appears in the media commentating on reward and is often invited to present on his research at events. You can follow Charles through Twitter (http://twitter.com/CharlesMCotton) or LinkedIn (https://www.linkedin.com/in/charlescottoncipd/).

Clive Gilchrist

Deputy Chairman

BESTrustees

Clive Gilchrist has over 40 years' experience of the pensions and investment industries and was, until 2010, Managing Director of BESTrustees plc since its inception in 1992. His early career was in stock-broking and investment management including ten years as Investment Manager/Director at the Post Office S.S.F./PosTel (now Hermes).

He was a Member of the Pensions and Lifetime Savings Association (formerly the National Association of Pension Funds) Council and Investment Committee for many years including two years as Investment Chairman.

He has also chaired the Pension Committee of The Association of Corporate Trustees.

Clive has served on a number of City and industry bodies including the Takeover Panel, the Accounting Standards Board Financial Services Committee and the DTI Deregulation Task Force. He has been a non-executive director of a number of public companies and has also sat on the advisory board of a property unit trust and on the boards of a number of European bond funds.

Clive who is a Fellow of the Chartered Institute for Securities and Investment and an Associate of the CFA Society of the UK, speaks regularly at pension/investment conferences. He is frequently quoted in the pensions and business press and for some years wrote a regular guest column in ‘Pensions Week'.

 

Julie Gillis

Director

Department for Work and Pensions

A career civil servant, Julie has extensive experience of leading operations and complex change programmes.

Julie joined DWP in June 2016, after a career in the Home Office. She is the director responsible for the Pensions Dashboard Feasibility study; working with cross government and private sector partners to design a major programme of activity that will enable individuals to see their pensions in one place, in a digital format, and encourage them to plan for their retirement.

Previous roles have included: director for the DWP People and Locations programme; Head of Border Force Transformation implementating a high profile change and digital portfolio; leading the design and build of the National Crime Agency, Border Policing Command; and programme director of a £750m IT enabled cross government business change programme that delivered a system for screening all passengers travelling in and out of the UK and a 24/7, Multi-Border Agency Operating Centre.

Julie has completed the Major Projects Leadership Academy (MPLA) programme. She is an experienced mentor/coach of junior civil servants, who is passionate about improving diversity and capability across government. She was also winner of the Home Office Inspiration to Women Award (2015).

 

Alison Gold

Project Director

CMA

Alison is a project director at the CMA and is leading the market investigation into investment consultants on behalf of the CMA's inquiry panel.

She joined the CMA in early 2017, having spent 13 years at the BBC, running the governance and regulatory system for its services. Prior to working at the BBC, she worked as a management consultant for 10 years, initially at KPMG and then at a boutique firm.

 

Kevin Hughes

Pension Technical, Strategy and Specialist Projects

Civil Service Pension Scheme

Kevin is responsible for a variety of specialist change projects within the Civil Service pension arrangements, and led the procurement of a new Defined Contribution provider for the pension scheme in 2016. Kevin joined Cabinet Office (the Civil Service pension scheme manager) in 2012 from DWP, where he was head of private pension analysis.

Mark Hyde Harrison

Chief Executive Officer

London CIV

Mark Hyde Harrison is the interim Chief Executive Officer of the London CIV since November 2017. Mark has over 30 years' experience in investment management, defined benefit and defined contribution pensions. Mark led the transformation of a top 10 UK pension fund into one of the top pension funds in Europe. He also held positions as Director of Pension Infrastructure Platform and Chair of the National Association of Pension Funds.

Mark developed the defined contribution business strategy for a leading global consultancy, Willis Towers Watson and was the Chief Executive Officer of Barclays UK Retirement Fund. Mark has represented the pensions industry at the highest levels of Government in the UK and Europe.

 

Chris Inman

Investment Principal

Aon

Chris is an Investment Principal with over 12 years' experience in the pensions industry. He leads Aon's DC investment advisory service as well as being a member of the DC investment committee. As part of this role he is responsible for ensuring that the investment consulting services provided to DC pension plans in the UK evolve to meet their changing needs and are tailored to the unique requirements of their members. He also has an active role in 'thought leadership' with a large focus being on the translation of the best investment ideas available to the market into investable strategies for all of Aon's DC clients. Chris brings a truly global perspective with his formative years in the investment industry spent providing investment advice and managing assets of DC pension plans in Australia and South East Asia.

He holds a B.Economics (Honours) Econometrics and Finance, from University of New South Wales, Australia. He is a CFA and CAIA Charterholder.

Bill Mansfield

Head of Market Insight and Trustee

Unum

Bill joined Unum 15 years ago, following a career in banking and has held various senior roles within the Finance & Actuarial sectors prior to creating and now leading the Market Insight and Analytics department 6 years ago at Unum. Bill is a company appointed Trustee of Unum's own defined benefit pension scheme.
Unum is market leader in Group Income Protection (GIP) insurance, now frequently used by pension schemes to manage the risk of employees retiring early because of ill-health or injury. Unum also offers Group Life, Critical Illness and Dental insurance.

Uzma Nazir

Head of Origination Structuring

Pension Insurance Corporation

Uzma Nazir is Head of Origination Structuring at Pension Insurance Corporation. She is a qualified actuary and is responsible for the structuring of buy-in & buyout processes. Uzma has led on a number of key transactions, including the first longevity swap conversion to a buy-in on an arms length basis, the £700m buy-in for the Dockworkers pension Scheme, two separate buy-in transactions for the Aon Minet Pension Scheme and also the buyout of the Institute & Faculty of Actuaries Staff Pension Scheme.

Prior to joining Pension Insurance Corporation, Uzma spent seven years working for Hewitt Associates (now Aon Hewitt) as a pensions actuary within their Corporate Pensions Consulting team.

 

Nigel Peaple

Deputy Director for DC, Lifetime Savings & Research

Pensions & Lifetime Savings Association

Nigel is the Deputy Director for DC, Lifetime Savings & Research at the Pensions & Lifetime Savings Association. His responsibilities also cover EU issues. Nigel joined the PLSA in October 2017. Prior to that he worked as a Policy Fellow with the Department of Work and Pensions and before that he was Director of Policy at The Pensions Regulator. Nigel has over 25 years' experience of policy and public affairs roles across a range of government, EU and industry bodies, including the NAPF where he was Director of Policy and the ABI where he was responsible for managing EU relations, implementing the IORP Directive, and advising on matters related to the 2006 Pensions Commission.

Terry Pullinger

Deputy General Secretary (Postal)

CWU

Terry joined Royal Mail in 1985 as a Postman and became a member of the CWU, serving as a Union Representative at all levels for over 28 years.

In 2001 Terry was elected as a National Officer for the CWU with responsibility for representing members in Parcelforce, Logistics and Distribution, RM International, RMSS, Quadrant, Jersey Post and the Isle of Man Post Office.

In 2015 Terry was elected as Deputy General Secretary (Postal) with overall responsibility for the Postal side of the CWU representing over 110,000 members in Royal Mail Group, Parcelforce and the Post Office.

 

Colin Richardson

Director

PTL

Colin joined PTL as a Client Director in March 2014 having previously spent twenty-five years in pensions and actuarial consultancy.
Colin acts as independent trustee on several DB and DC pension schemes both large and small including five DC Master Trusts. Colin also is a member of the Internal Governance Committees for two leading workplace pension providers. Colin chairs the PTL Governance Advisory Arrangement for pension providers which provides governance for twelve further pension providers.
Colin is a member of the Pensions and Lifetime Savings Association (PLSA) DB Council. He is also a former chair of the Association of Consulting Actuaries (ACA) Investment Committee and a former member of the ACA Local Government Committee and PLSA Yorkshire Committee.

Dave Roberts

Director

Willis Towers Watson

Dave Roberts is a director at Willis Towers Watson with over 30 years of pensions' experience. He is a specialist on the tax regime for pensions and, for the 18 months leading up to March 2018, was seconded to HM Treasury (HMT) as head of private pensions. Dave was also part of the project team that proposed and developed the current tax regime for pensions. One of his responsibilities while seconded to HMT most recently, was to provide HMT input to the Department for Work and Pensions' Green and White Papers on defined benefit pensions. Dave was also a key member of multiple working parties in the development of the IORP II Directive, working out of Brussels.

Dave is a former chairman of the Society of Pension Professionals legislation committee, former member of the Actuarial Association of Europe pensions committee and is a fellow of the Pensions Management Institute.

Joanne Segars OBE

Chair

LGPS Central

Joanne was appointed as the first Chair of LGPS Central Ltd in May 2017. She joined the Board of the Environment Agency in March 2017 and chairs its pension fund. In December 2017 Joanne joined the Board of NOW: Pensions. She is a Director of the Pensions Policy Institute.
She was previously the Chief Executive of the Pensions and Lifetime Savings Association (formerly the NAPF) from 2006 June 2017 having been its first Policy Director from 2005-2006. She joined the organisation from the Association of British Insurers where she was Head of Pensions and Savings from 20012005. Joanne held the pensions brief at the Trades Union Congress from 1988-2001 and started her career as a pensions researcher and journalist at Incomes Data Services.
From 20132017 she was a Board member of the Pensions Infrastructure Platform and Chair from 2013-2016. She was a Board member of PensionsEurope, the EU trade association for pensions, from 2010-2017 and its Chair from 2012-2015.

Joanne has a degree in economics from John Moores University and an MA in Industrial Relations from the University of Warwick. She was awarded the OBE for services to pensions in the 2003 Queen's Birthday Honours.

 

Gareth Strange

Senior Director

Willis Towers Watson

Gareth is a senior director with over 15 years' experience in the pensions industry at Willis Towers Watson. Having advised both trustees and corporates in recent years with scheme sizes ranging from £50 million to multiple £3 billion worth of assets, Gareth has insight across a wide range of schemes and governance structures. He is currently using that experience to focus on the consolidation of pension schemes, working across Willis Towers Watson's administration, actuarial and investment businesses. Alongside this role, Gareth advises a number of corporates on their strategic approach to pensions including governance structure, investment structure and liability management with a focus on simplifying current operating models, enhancing existing investment strategies and providing members with suitable information to allow them to choose the best options to suit their needs.

Dawn Turner

Chief Executive Officer

Brunel Pension Partnership

Dawn is Chief Executive Officer for Brunel and a great advocate of the capabilities with LGPS and the opportunities that pooling will bring. Dawn is part of the LGPS Cross Pool Collaboration Group and leads the Responsible Investment sub group.

Dawn was previously at the helm of the Environment Agency Pension Fund. She is passionate about the role of pension funds in moving to a more sustainable business world, highlighting the need for robust governance and the effective management of climate and water-related risks to protect investment returns. Dawn draws insights from over 30 years as a finance professional.

 

Sir Steve Webb

Director of Policy

Royal London

Steve Webb is Director of Policy at Royal London. He was Minister of State for Pensions between 2010 and 2015, the longest-serving holder of the post. During that time he implemented major reforms to the state pension system, oversaw the successful introduction of automatic enrolment and played a key role in the new pension freedoms implemented in April 2015.

Steve was a Liberal Democrat MP from 1997 to 2015. Before this he was professor of social policy at Bath University for two years, having previously worked for nine years as an economist at the Institute for Fiscal Studies.

He was awarded a knighthood in the 2017 New Year's Honours list.

 

Katherine Wilson

Head of Employers of Carers

Carers UK

Katherine is Head of Employers for Carers at Carers UK. Employers for Carers is a growing service and forum for employers committed to developing good practice to support the 1 in 9 people at work who are caring for ill, frail or disabled family members or friends. Managed and supported by the specialist knowledge of Carers UK, the forum provides practical help and advice for employers and promotes the business benefits of supporting carers in the workplace.

Katherine's expertise is in the field of employment and equality policy where she has experience of working across the public, private and voluntary sectors. On joining Carers UK in 2007 she worked on the development of Employers for Carers (EfC) and was its initial manager when it launched as an employer membership forum in 2009.
Katherine was co-Secretariat to the joint EfC/Carers UK/HM Government Carers in Employment Task and Finish Group (2012-2013) which published a definitive report on the business benefits of supporting working carers. She also represented EfC on the Government's National Carers Strategy Steering Group (2015-2016) and Fuller Working Lives Business Strategy Group (2016-2017).

Prior to Carers UK, Katherine worked at the Trades Union Congress, Leeds University Business School, in the events and communications sector and as an independent equality consultant.

 

Chairperson

Paul Avis

Marketing Director

Canada Life

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.

 

Stephanie Baxter

Deputy Editor

Professional Pensions

Stephanie joined the publication as Chief Correspondent in 2014 before becoming News Editor in 2016.

Stephanie has worked as a financial journalist for more than seven years, writing about pensions, investment management, and asset servicing.
Before Professional Pensions she was Online Editor at Global Investor/ISF, a Euromoney-owned title, which she joined in 2011.

Simon Kew

Director

Deloitte

Tom Partridge

Director

Deloitte

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.

 

Stephen Richards

Partner

Stephenson Harwood LLP

Stephen advises employers, trustees, and insurance companies on all types of pensions issues. He has a commercial style on strategic issues and brings a responsive approach on day to day matters. With the ability to present complex ideas in a simple way, Stephen has helped a variety of clients with tricky pensions issues, from the trustees of global banks to UK manufacturers. He is an expert in pensions in the banking sector, master trusts, buy-ins and buy-outs. Stephen has experience on major strategic projects including advising on the acquisition of a major master trust provider and the largest company contribution made to a pension scheme to date.

Stephen has participated in the Pensions Regulator's DC working group, is a member of the Association of Pension Lawyers Education and Seminars Committee and is organising the APL's annual conference. Stephen is a contributor to the Practical Law Company and a regular industry speaker.

Jonathan Stapleton

Editor-in-Chief

Professional Pensions

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.