Anna was named “Lawyer of the Year” at the Professional Pensions Women in Pensions Awards 2019 and is recognised as a “Next Generation Partner” in the UK Legal 500 2020.
She is the Chair of the PLSA’s Legal Advisory Group and sits on the Association of Pension Lawyers’ DC & Investment Committee.
She is a member of the DC Governance Group that drafted the PLSA’s 2020 template DC Chair’s statement and is a founding member of the Asset Security Working Party whose trustee guides are recommended by The Pensions Regulator.
Anna was one of the experts on the PLSA’s ESG and Stewardship Taskforce, that created practical guidance for trustees.
She is currently sitting on the PLSA’s Voting and Implementation Statement Working Group that hopes to do similar in relation to the 2020 requirements in force later this year.
Anna has spent time on secondment at both The Pensions Regulator and the PLSA and is a regular industry speaker and panellist.
Anna is the Chair of NextGen, an industry group established to promote and encourage the next generation of pensions professionals. She is also a pension scheme trustee.
Charles Counsell was appointed Chief Executive of The Pensions Regulator (TPR) on 1 April 2019.
Prior to this Charles was Chief Executive at the Money Advice Service for nearly two years.
Charles spent six years before this as Executive Director for Automatic Enrolment at TPR where he was responsible for the successful roll-out of this programme across the UK, working alongside the Department for Work and Pensions (DWP). In his time at TPR, the automatic enrolment programme led to over 7.5 million workers newly saving into a workplace pension from over 500,000 employers.
Charles was awarded an OBE in 2017 for services to workplace pension reform.
He has spent much of his career setting up and leading major change programmes in both the private and public sector in the UK and overseas.
Charles is also a Trustee of South Somerset Citizens Advice.
Chris Curry was appointed in 2019 on a part-time basis as Principal of the Pensions Dashboards Programme at the Money and Pensions Service.
Chris brings valuable expertise and insight gained in his other role as the Director of the Pensions Policy Institute (where he continues to work part-time).
Chris has worked on important projects such as the DWP Auto-Enrolment Review Advisory Group in 2017, where he was co-chair and led on providing advice on the theme of Contributions.
At the PPI Chris has authored and presented a number of research reports analysing pensions (including state, private and public sector pensions), pension reforms and other provision for retirement income.
Chris started his career as an Economic Adviser at the Department of Social Security (now the Department for Work and Pensions), before joining the ABI as Senior Economist.
Chris has a BSc (Hons) in Economics from the University of Warwick, and an MSc in Economics from Queen Mary and Westfield College, University of London
David was appointed Executive Director of Regulatory Policy, Analysis and Advice on 2 July 2018. He is responsible for development of policy for TPR and has oversight of TPR's professional advisers including lawyers, actuaries, investment advisers and business analysts.
David is a former Chairman of the Association of Consulting Actuaries and Director of the Association of Consulting Actuaries Limited, a former Council member of the International Actuarial Association, and inaugural Chairman of the Joint Industry Forum for Workplace Pensions. He was also a Council member of the Society of Pension Consultants and is immediate past Chairman of the Actuaries Club.
David was a Senior Partner in the Pensions practice at KPMG where he advised on the design, implementation, management and communication of pensions and employee benefit arrangements. Immediately prior to joining TPR, David developed and lead the Trustee Board Effectiveness service provided by KPMG and in collaboration with the Pensions and Lifetime Savings Association.
He has previously worked with DWP and HM Treasury on pensions and pension taxation policy.
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.
Huw Evans joined BESTrustees in 2014 and represents us as trustee to nine pension schemes and chairs eight of these trustee bodies, three as sole trustee.
His experience as a trustee includes guiding schemes to the closing stages of wind up, the appointment of new suppliers, the implementation of LDI, fiduciary management and buy-in transactions as well as routine projects such as actuarial valuations.
Huw holds the Pensions Management Institute’s Award in Pensions Trusteeship for both Defined Benefit and Defined Contribution pension schemes and is a member of the Association of Professional Pensions Trustees.
Huw worked as a volunteer for the Institute and Faculty of Actuaries for many years, including as a member of the IFoA’s Council, chair of its Pensions Board, and member of its Regulation Board.
Before joining BESTrustees, Huw enjoyed a 20-year career culminating in 7 years at Towers Watson where he was an active member of Towers Watson’s teams specialising in pension scheme valuations, mortality, European pensions and professional affairs.
Prior to joining Towers Watson, Huw was part of the management team of a combined benefits consultancy & administration department within Hewitt Bacon & Woodrow.
Huw is a former Regional Organiser for The Pensions Advisory Service in Surrey.
Margaret Snowdon OBE is a pensions professional and experienced non-executive director. She is a Non-executive Member of the Phoenix Group With Profits Committees as well as a Non-executive Director of XPS Pension Group plc and has recently stepped down after fours on the Board of the Pensions Regulator. She sits on the Advisory Board of Moneyhub Financial Technology Limited. Margaret previously held partner and director level positions with the leading employee benefit consultancies.
Among her many voluntary roles within the pensions industry, Margaret is Chair of the Pension Scams Industry Group, which has saved countless £ millions from falling into the hands of scammers. She is the first Honorary President of the Pensions Administration Standards Association, having previously been Chair for seven years. She serves on the Council of the Pensions Policy Institute and is a Member of the Personal Finance Society’s Pensions Advice Taskforce, leads on the PASA DB Transfers Code of Practice and is a member of the STAR Steering Group. She is also a Early Resolution Adviser with the Pensions Ombudsman service. Margaret was appointed an OBE in 2010 and has received many awards for her contribution to Pensions.
Philip Collins is a columnist on The Times and the chief executive of the writing and rhetoric company The Draft.
Collins spent several years as an equity strategist in investment banking. He was a political adviser to Frank Field and also worked for the Institute of Education at the University of London and for the BBC and LWT.
He was until 2007 the Chief Speech Writer to the PM Tony Blair and is also a Chair of trustees at the think tank Demos.
Mr Collins has also had spells as the Director of the think tank the Social Market Foundation and in investment banking, where he was an Equity Analyst.
He is the author of a book on speeches, When They Go Low We Go High and a book on the future of British politics, Start Again.
Roger Mattingly is an APPT Accredited Professional Trustee at Ross Trustees. He has spent his entire career in the pensions industry, the last seven years as a trustee. He chairs many trustee boards of various shapes and sizes. He is a Past President of the Society of Professional Pensions, a Fellow of the Institute of Directors and has sat on many industry committees, working parties and advisory panels over the years.
Mike has been advising clients in the pensions arena for over 20 years. Mike heads the DC provider relations team and their experience delivers true value to clients through any selection exercise and in review of the value given by providers in today’s rapidly changing environment.
Antony is the Managing Director of the Pension SuperFund, the UK’s first full defined benefit scheme consolidator
He is the former pensions director and CIO at Santander UK where he delivered a 15% pa return for the award-winning £11bn fund, creating an innovative portfolio of investments.
He is credited with consolidating the bank's seven legacy pension arrangements into a single operating business, driving out costs and improving the tax and risk management.
With a degree in Banking & Finance, Antony trained as an actuary and still oversees the South African investment exams.
His international career with Deloitte, BNP Paribas and Mercer spans corporate finance, banking, insurance, supra-nationals and governments covering both assets and liabilities as advisor, owner and manager.
As well as developing the UK’s first consultant-offered fiduciary management service, he was seconded to the UK’s Department of Work and Pensions to create the Pension Protection Fund and personal accounts (now NEST), advised on the Ogden discount rate for damages claims and set the decommissioning funding arrangements of the UK’s new nuclear power programme.
He led the team that restructured the United Nations $50bn pension investment service and was a strategic adviser to the Swedish AP-fonden superfunds.
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).
As a Principal in LCP’s DC team I advise many large clients on all DC matters. Although I only recently joined LCP (June 2020), I have been working in the pensions industry focusing on consulting on defined contribution plans for 20 years. I feel privileged to be helping schemes and sponsoring companies to further develop their approach to pension savings for their members and employees.
I joined LCP at an unprecedented time, where trustee and member support is paramount and I am very pleased to have joined an organisation fully focused on supporting their clients and their members. My role is to lead the future development of LCP’s DC investment proposition and research, while continuing with client advisory work to help support the fast growing LCP DC client base.
I have worked with a number of the largest DC pension schemes in the UK, including advising on five master trusts / super trusts during my career.
I am also actively involved in a number of organisations and taskforces which share the same ambition of improving member outcomes. This includes working with the DCIF on their Advisory Committee and also broader industry roles such as the consultant input to the Patient Capital initiative work with HM Treasury.
Lesley joined KGC in 2012. Previously, Lesley gained significant insight into the market from a provider view in the areas of pensions systems, employee benefit 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 offerings within the industry.
Lesley is currently President of the Pensions Management Institute (PMI) serving on the advisory council and its Board. Lesley is Chair of the Policy & Public Affairs committee. She is Chair of the PMI’s Master Trust special interest group and the current Chair of the Joint Industry Forum meeting regularly with DWP and TPR. Lesley features regularly as both a speaker and chair of industry events and authors topical articles on various aspects of the industry.
Lesley holds a Masters in Economic and Social History and is also a Chartered Marketeer. When not working Lesley likes to spend time with her two dogs and developing her baking skills, although bread still remains a challenge.
Steve joined SEI in 2017 as SEI’s Defined Contribution Managing Director for EMEA & Asia. In his role, he is responsible for building upon the success of SEI’s UK DC proposition across global markets.
Steve has 30 years of experience in the pensions industry, with particular expertise in defined contribution plans. He joined SEI from Vanguard Asset Management where he was most recently their Defined Contribution Manager for Europe.
Kevin is responsible for managing new client relationships and holds several professional pension trustee and DC governance appointments.
Kevin’s pensions experience began in 1979 as an administrator at Hogg Robinson. He moved into consultancy in 1985 whilst at Antony Gibbs (HSBC).
Kevin joined Guinness Mahon to serve on the boards of its new benefit consulting business and subsidiaries, James Hay Pension Trustees (the SSAS specialist) and Personal Pension Management (the UK’s first SIPP provider).
In 1997, he joined SBJ Benefit Consultants as Executive Director with responsibility for new client relationships and remained throughout the integration into Bluefin and then Capita.
Kevin joined PSGS in 2015.
His experience includes advising clients to achieve a successful strategy and effective relationships with scheme sponsors including management of expenses. He has acted as a professional trustee and scheme secretary for over 25 years.
Joe’s worked on communications strategy for pension schemes, investment firms, insurers and other financial institutions, big and small. He’s often on stage at industry events discussing how to make complicated or difficult messages more meaningful to more people.
Joe is also a best-selling author and screenwriter. He specialises in keeping people interested in what they’re reading, especially people with a low reading age, or who don’t want to be reading. He runs story workshops for writers of all ages, all over the world.
Sophie Dapin is a Solutions Manager at Schroders, responsible for the provision of strategic and liability-led input to Fiduciary Management clients. She is a Member Nominated Trustee for the Schroders Retirement Benefit Scheme. Prior to joining Schroders, she worked in the both the actuarial and investment practices of Lane Clark & Peacock LLP. She is a Fellow of the Institute of Actuaries (FIA) and Chartered Enterprise Risk Actuary (CERA).
In her role as UK DB Governance Leader, Marion is responsible for ensuring that schemes are managed effectively and efficiently to the highest standards of scheme governance. The COVID-19 pandemic has tested the resilience of pension scheme governance, sometimes in unexpected ways, and she has worked with other senior team members to help shape Mercer’s support for its clients throughout the pandemic. The lessons learned over this time have helped inform today’s presentation.
Robin Ellison is a member of the Pinsent Masons lifetime savings team, director of a publicly-quoted company operating in the pensions field, and chair of several pension funds including government plans. He co-founded the Perspective pensions information service, has written a number of pensions law textbooks and most recently published Red Tape: Managing excess is law regulation and the courts, Cambridge University Press.
Caroline leads the PLSA’s work on investment, corporate governance and scheme governance issues. She is also responsible for co-ordinating the Association’s work on Diversity & Inclusion.
She was previously Head of Public Policy at the UK Sustainable Investment and Finance Association (UKSIF) and has also held a pensions policy role at the Personal Investment Management and Financial Advice Association (PIMFA).
Caroline has recently become a pension trustee and also won the 2019 Investment Week Award for “Investment Woman of the Year (small/medium firms).
Jon Exley is a Solutions Manager at Schroders, responsible for the design and development of innovative asset management solutions for global institutional clients, in particular UK pension funds. Throughout his career, Jon has specialised in the provision of strategic investment advice and asset/liability modelling and has led the application of modern financial techniques to pension scheme investment.
He joined Schroders in 2016 and is based in London.
Between 2011 and 2016, Jon was a Partner in the Investment Advisory Practice at KPMG. Prior to KPMG he was Senior Consultant in the Financial Strategy Group at Mercer from 2008 to 2011 and before that a in the Pension and Insurance team at Barclays Capital from 2005 to 2008.
Jon is a Fellow of the Institute of Actuaries and has a BSc in Mathematics from Imperial College, London.
Charlie jointly set up LCP's award-winning buy-in, buy-out and longevity swap practice in 2006 and has since helped many clients to design and implement buy-ins and buy-outs to reduce longevity risk. He has advised on some of the UK’s landmark transactions including the £8.5bn of phased buy-ins by the ICI pension fund and the £3.5bn full buy-out of the Philips pension fund. Transactions last year include the £1.2bn full buy-in by Commerzbank and the £1.1bn full buy-in by Tate & Lyle.
Jess Foulds is a Policy Specialist in the Investment and Capital Markets team at the Investment Association. She leads the IA’s policy work on sustainability and responsible investment, which she has developed since its inception at the start of 2018. Jess gained an MA in Intelligence and International Security from Kings College, University of London, after graduating from the University of Cambridge where she read Modern and Medieval Languages.
Des joined the Civil Service in 2001 and is currently the Defined Benefit policy lead responsible for Consolidation, Employer Debt and GMP equalisation. Des has led the “consolidation” team through both the green and white paper publications. He is currently responsible for developing a new legislative and authorisation framework for DB consolidators following a consultation which closed in 2019. Des joined the Private Pension team in 2016 after spending the previous 5 years working as the Departments Appeals policy lead and working on developing PIP policy. Des is married to Janine, has two boys Thomas and Jack and very occasionally pulls on his boots to play for the DWP veterans football team.
As Head of UK Institutional Defined Contribution at Schroders, Tim is responsible for the design of the overall strategy of Schroders’ DC business and the delivery of Schroders’ investment proposition to our DC clients. This includes partnering with our clients and their consultants in the provision of investment solutions, tailored to the specific requirements of DC schemes and their members at each stage of their savings journey.
Tim joined the DC Team at Schroders in 2011 and is based in London.
Before joining Schroders, Tim was a Senior Investment Consultant at Towers Watson where his responsibilities included giving investment and strategy advice to a range of UK DC schemes.
Previously Tim has been a DC Client Director at Fidelity International as well as holding senior positions at MSCI and Mellon Global Investments Tim is a frequent industry commentator on DC issues and also a CFA Charterholder.
Simon Howard joined UKSIF as Chief Executive in May 2013. He is a former Group Chief Investment Officer, with over twenty years of investment management experience. He worked for Liverpool Victoria and Friends Provident after being Managing Director of 3i Asset Management. Prior to joining UKSIF, Simon was Head of Sustainable Financial Markets at the charity Forum for the Future.
Simon moved into sustainability after being asked to forecast long-term asset class returns. These are likely to be materially different going forward as issues such as climate change, resource depletion and stakeholder rights bite. It is clear that other sectors of financial services will also be affected, such as banking, insurance and personal financial services. Simon now seeks to use the insight and expertise of UKSIF members throughout UK financial services to drive change for the benefit of society.
Kelly leads Aon’s Member Options team and advises trustees and companies on all aspects of member options initiatives. She is passionate about member choice and helping members make good retirement decisions and Chairs the Institute and Faculty of Actuaries Personal Financial Planning Working Party which aims to improve personal financial planning among individuals.
Stephen is a qualified actuary with nearly five years’ experience at Hymans Robertson. Originally a member of our actuarial department before moving to our investment team, Stephen provides advice on a wide range of pension issues to a variety of clients, ranging from around £400m to £5bn in asset size, including acting as the key point of contact for day-to-day queries. Stephen has supported on a number of schemes to develop a considered, objectives-led strategy, and is used to building a collaborative approach.
Christy is responsible for the market strategy and business development across BMO Global Asset Management’s UK Fiduciary Management business line.
Prior to joining BMO, he has successfully grown fiduciary management businesses at Kempen, MN and Mercer. He has over 20 years of client-facing and sales experience within the pension and investment industry.
Christy has broad experience working with institutional investors, including pension schemes, endowments and sovereign wealth funds in the UK, Netherlands, Scandinavia and the Middle Eastern markets. Within the UK, he has worked with pension schemes from sub £100m to over a £1bn across all aspects of investments including strategic asset allocation, de-risking, LDI, governance, portfolio construction, manager selection, transition management and ongoing investment and risk monitoring.
Christy has a BSc in Mathematics and Management from Kings College, London.
Nadeem is a professional trustee at 20-20 Trustees having had a career as pensions risk and strategy advisor for over 15 years at PwC and Hymans Robertson. Nadeem has a strong belief that there is a huge amount of hidden and untapped talent within society, and that our sub-conscious biases and assumptions prevent us from recognising these talents within others and within ourselves. As such, he feels it is his duty to unlock this potential by helping society, and the pensions industry in particular, to challenge itself in recognising and unleashing this talent.
Nadeem acts as Chair of trustees or as a trustee board member on a range UK pension funds, including those sponsored by FTSE-listed business. Nadeem is a qualified actuary, and focuses on end-game planning, strategy, dealing with complex funding situations, mergers and acquisitions (M&A), financial restructures and specialist pensions risk transactions.
Amanda works with stakeholders from across the firm to develop Barnett Waddingham’s views and policies on key industry topics. She then ensures this is shared with clients in a way that is relevant and timely – providing information and insight that is of practical value and benefit.
Amanda joined Barnett Waddingham in 2020 from TPR, where she spent nine years in policy and stakeholder engagement roles. Having been with the Pensions Regulator (TPR) in a number of policy and stakeholder roles – covering topics including sustainable finance and investment, trustee standards, DB consolidation and collective DC schemes – Amanda’s list of achievements is considerable.
Prior to this, Amanda has held positions at a number of well-known organisations, including specialised roles at the British Medical Association and the Environment Agency.
Amanda is also a charity trustee and currently holds the role of Vice Chair on the board of Age UK in West Sussex, Brighton & Hove.
Ajeet is co-CEO of River and Mercantile Solutions and has responsibility for the quality and evolution of client-driven services. He focuses on working with trustees to understand their specific investment and governance needs in order to design innovative solutions to achieve their funding objectives.
Laura is a Partner and Scheme Actuary with over 15 years’ experience advising a variety of private sector schemes, ranging from around £200m to £15bn in asset size. She has considerable experience guiding her clients in areas such as scheme funding and integrated risk management. As well as leading development of this proposition, Laura takes a keen interest in producing responses and client advice on regulatory changes and current issues, leading the actuarial consulting materials group at Hymans Robertson.
Neil joined Capital Cranfield in August 2014 as Managing Director and a member of the company's board. Neil is responsible for Capital Cranfield's commercial, operational and business development activities.
Neil has extensive commercial and fiduciary experience working with pension funds over a 30 year career. At Citigroup, he established Citigroup Asset Management's European Retirement Services business and was a trustee of the UK pension scheme, where he chaired the investment committee. At Standard Life plc, he set up Standard Life Investments' European client business and was Director of Group Relationship Management. Neil acted as independent chairman of the Kosovo Pension Savings Trust for seven years from its inception and was a member of the Expert Group on Russian Pension Reform. He also acts as the Council Director for the Conference Board's European Pension Council, a pan-European group of multinational corporate pension funds.
Neil holds a degree in Modern History from Oxford University.
Ian advises pension trustees and sponsors on developing and implementing strategies for achieving the long-term goals of their pension scheme. He helps clients to identify and define their endgame objectives, and then helps them to build and implement integrated funding, investment and covenant strategies tailored to their unique circumstances.
Ian’s advisory style is pragmatic and collaborative. He works with his clients and their other advisers to explore the options, but then puts himself in the client’s shoes to provide a clear recommendation as to what he would do if he were them. He does not over-engineer, but provides clear and actionable advice to help pension schemes take control of their situation, by focusing on the issues that will have the biggest impact.
Paul joined TPT Retirement Solutions in June 2014 as Business Development Director.
Paul has worked in financial services for more than 20 years and is responsible for the Business Development and Marketing & Communications teams.
Maria joined Scottish Widows at the start of 2020 to lead the customer investment proposition to market for the Pensions business. She is responsible for defining the investment offering across workplace savings, individual and longstanding customer segments. Maria is also responsible for incorporating sustainability in Scottish Widows’ investment design and is the spokesperson on investment matters.
Maria joined Scottish Widows from Mercer, where she had a role of Market Engagement Leader in their DC & Individual Wealth business, which she took up following the acquisition of JLT Group by Marsh & McLennan in April 2019.
For 6 years leading up to that, she had been Head of JLT’s DC Investment Consulting team, where she was tasked with enhancing JLT’s DC proposition through market leading research, development and advice for a wide variety of DC pension arrangements.
Maria combined her thought leadership and proposition development role with her client facing role, advising a diverse portfolio of DC clients.
Maria joined JLT in early 2013 from Capita Employee Benefits, where she was mainly focussed on DC advice, although prior to that her background had been predominantly in Private Equity.
She holds an MSc in Strategic Planning and Investment from Newcastle University Business School and is a CFA charterholder. She is a regular speaker at DC industry events and a professional awards judge.
Morten joined BTPS in September 2018 and is responsible for leading all aspects of the business in its support of the Trustee of the Scheme and its members.
Morten has spent most of his career in financial services. He joined the pensions and investment industry in 2001 and spent over 10 years with the £90bn Danish pension scheme ATP, where he held different senior positions across administration, investments, product and business development. In 2010 he moved to London where he founded and as CEO made NOW: Pensions one of the largest occupational DC providers in the UK.
Ben is an investment professional with a background advising both DB and DC pension schemes. His current role at Royal Mail is broader and involves progressing Royal Mail's DC Plan, helping around 80,000 members save for their retirement. As Plan Secretary to the Trustees, work covers investment, administration, communications and governance issues. The Plan was awarded the Investment Innovation Award at the 2018 Pension Summit.
Ben also works with AIMSE as an advisory council member of their board, helping their members better represent their firms and understand the challenges asset owners and advisors face in their decision making.
David Russell heads the Responsible Investment (RI) Team of USS Investment Management, the fund manager for Universities Superannuation Scheme, where he has worked since 2001. USS is one of the largest pension funds in the United Kingdom, with assets in excess of £70 billion and over 350,000 members. USS has a RI team of five and a RI strategy which focuses on integrating environmental, social and governance (ESG) factors into its investment processes across asset classes (including private assets), and on engaging with public equities and other assets where these issues pose a risk to the fund’s investments.
David is a former Board member of the PRI Association and is currently a member of the PRI Asset Owner Advisory Committee. He is an advisor to the Board of the Institutional Investors Group on Climate Change (IIGCC), which USS set up in 2001, and on the Board of the International Centre for Pensions Management, the UK Investment Associations’ Sustainability and Responsible Investment Committee, and the FTSE Environmental Markets Advisory Committee.
David has previously worked as an Environmental Manager for a UK retail company, and was for five years a University lecturer in Environmental Management. He has a Masters Degree in Environmental Impact Assessment.
Shola is a Trustee Representative. She acts as a traditional non executive Trustee and supports other senior team members on their appointment.
Shola joined Dalriada in June 2018 and has over 25 years experience managing pension schemes and running trustee boards. Prior to joining Dalriada, she was Pension Fund Manager for a large multinational with the main scheme having £1.3BN AUM. She has also held the roles of Secretary to the Trustees and Chair of Trustees, as well as member of various subcommittees.
She is a Fellow of the Pensions Management Institute (PMI) and a Principal examiner for the PMI.
Rikhav leads EY’s Investment Governance solutions team, which is responsible for conducting research on fiduciary managers, and advising pension scheme trustees on the selection and monitoring of fiduciary managers. His team has advised pension schemes representing over £20bn in assets on selection of fiduciary managers.
Rikhav is a Fellow of the Institute and Faculty of Actuaries and holds a Masters in Finance from London Business School.
Louise Sivyer is a policy manager in TPR’s Regulatory Policy Directorate. Louise joined the Regulator in 2007, and has worked in both policy and operational teams, across issues relating to both DB and DC.
Louise manages the team responsible for developing policy relating to the Governance and Administration of trust-based pension schemes. This includes the ‘21st Century Trustee’ initiative and the regulation of DC schemes.
She previously led on the development of the (2016) DC Code of Practice.
Before joining the Regulator, Louise spent 12 years working in the pensions industry in technical roles ranging across the pension mis-selling review, third party pension administration, and TPAS (The Pensions Advisory Service).
Manuela Sperandeo, Managing Director, is EMEA Head of Factor, Sustainable and Thematic ETFs for EII, responsible for driving the strategy for these product segments across product development, distribution and thought leadership.
Prior to that, she was a member of the iShares Product Innovation team where she was responsible for Fixed Income product research. Manuela joined Blackrock in April 2014 from Barclays, where she spent 6 years working across several roles in the Investment Bank and the Wealth and Investment Management divisions.
Most recently she was a Director at Barclays Capital Fund Solutions, an asset management business specialising in absolute return and alternative indexation strategies. Prior to that, she was a member of the Product Development team focusing on investment products for Barclays private and retail clients. Prior to Barclays she worked as an investment analyst at Alpstar, a credit hedge fund and as a Structured Derivatives Sales at Credit Suisse. Manuela has been a founding board member of the European chapter of Women in ETFs.
Manuela earned an Economics Degree, with distinction, from Bocconi University in Milan and an MBA from Harvard Business School.
I came to pensions relatively late having started life as a litigation lawyer. I have been a trustee since 2002, and took my first independent trustee appointment in 2005. I have acted as a trustee for a wide variety of pension schemes, both DB and DC and chair a number of pension schemes and investment committees, and am familiar with the challenges facing most trustee boards around funding, investment and covenant.
I am a qualified CEDR mediator which equips me in my negotiations with both sponsoring employers and trustee boards. I hold the PMI Certificate in pension trusteeship and am an Accredited Professional Pension Trustee. I chair the Council of the Association of Professional Pension Trustees, the body responsible for Professional Trustee Standards and for the accreditation of Professional Trustees.
With 32 years in the life and pensions industry Paul has the very rare experience of having been a personal financial adviser, a corporate pensions adviser and now a professional trustee. He is an experienced pension scheme manager, scheme secretary and consultant, responsible for delivering advice and services to employers and trustees, in respect of corporate pensions (DC, trust & contract based), including auto-enrolment and flex-benefit platforms.
• Assisted the Department for Work & Pensions in transposing the IORP II directive in respect of occupational pension scheme governance;
• Assisted the Government Actuary’s Department with the development of pension legislation;
• Developed at/post retirement products with a number of pension providers and Investment Managers.
Prior to joining Dalriada Paul was Head of Pensions Governance Proposition at JLT/Mercer.
Maurice has worked in financial services specialising in corporate pensions for the last 22 years, including roles at Watson Wyatt and Punter Southall, where he was principal in charge of administration systems development. Maurice has 20 years’ experience in software architecture and systems integration, and is also a Microsoft Certified Professional. He is the director responsible for pensions technical matters and innovation at ITM and is a regular speaker at pension industry events.
Jonathan is one of the original founders of the business and has spent many years working with companies across the UK to help their employees make informed financial decisions through the provision of financial education, guidance and regulated financial advice.
In recent years this service has extended to the Trustee market, supporting pension schemes to help their members understand their financial situation, particularly with regards to pensions and how to optimise income in retirement.
Jonathan is also a recognised commentator on financial matters, particularly with regards to pensions and retirement.
He is often quoted in the national and trade press and frequently speaks at conferences and roundtable events. See latest news for more details.
Dean Wetton founded Dean Wetton Advisory in 2009 and leads the organisation. He has built the firm into a key, niche, boutique advisory firm in the UK with a strong reputation for independent innovative advice. Prior to that he was head of manager research at P-Solve and led private equity research at Hewitt (now AON). He has 20 years of experience.
Louise serves as a Regional Director in SEI’s Institutional Group. Louise is responsible for delivering tailored solutions to DC pension schemes and their advisers via SEI’s market-leading Master Trust and DC Fiduciary Management offering. Prior to joining SEI, Louise worked as a Relationship Manager in the DC Investments Team at BlackRock. Louise has over 20 years of experience in the banking and investment management industry.
Tom advises a number of the UK’s largest pension schemes with funds totalling more than £100Bn. Tom acted as an expert witness in the 2018 Lloyds Banking Group GMP Equalisation case and leads Aon’s GMP team as well as directly advising many of the industry’s first movers on GMP equalisation. One of the industry experts, with vast experience on presenting this topic. Tom is a member of the PASA industry GMP equalisation working party and is deputy chair of the SPP actuarial committee.