AMNT Autumn Networking Event

Protecting Pensions in Difficult Times

Agenda

Postponed, new date to be confirmed

10:00 - Registration

AMNT Autumn Networking Event

Zahra Sachak

Director, Columbia Threadneedle Investments

Janice Turner

Co-Chair AMNT

Janice Turner is founding co-chair of the Association of Member Nominated Trustees. She helped to find the AMNT because she believed that the voices of ordinary member-nominated trustees were not being heard. For more than eight years she has been putting forward the views of trustees to the industry and the government. Janice has been a member of the Department for Work and Pensions Trustees Panel and the Actuarial Users' Committee of the Financial Reporting Council and was a guest speaker at Harvard Law School's international pensions and capital stewardship conference. She has been named by Pensions Insight as one of the top 50 most influential people in the pensions industry.

Janice believes very strongly in the right and necessity of pension scheme trustees to take seriously the long-term sustainability of their investments. But, faced with the difficulty so many pension schemes have in adopting and implementing environmental, social and governance policies in relation to the stewardship of their investments,  she devised a new approach to ESG, called Red Line Voting.  The campaign continues with government, regulators and the pensions industry to further the rights and ability of pension schemes to direct their own stewardship policy. Janice has appeared before the Work and Pensions Select Committee to give evidence on behalf of AMNT. She is currently a member of the Financial Reporting Council's Investor Advisory Group. Janice's pensions background is in the defined benefit sphere, and she is a member-nominated trustee of the BECTU Staff Retirement Scheme. She has achieved the PMI Level 3 Award in Pensions Trusteeship. Janice is employed at BECTU, the film and broadcasting union, as the Editor of the union's journal Stage Screen & Radio magazine and she is also the union's award-winning diversity officer.

mark potter

Mark Potter

TPR Policy Business Lead

Mark Potter is a policy lead at the Pensions Regulator. Mark joined the Regulator in 2017 to lead the ‘21st Century Trustee’ project designed to improve standards of trusteeship and governance. Mark is also responsible for TPR’s review of Guidance. Before joining the Regulator, Mark worked on Defined Contribution Pensions policy at the Department for Work & Pensions.

Steve bell

Steven Bell

Chief Economist, Columbia Threadneedle Investments

Steven Bell works for BMO Global Asset Management, part of Columbia Threadneedle.  He is Managing Director, Global Macro and BMO Global Asset Management’s Chief Economist. Steven manages BMO GAM’s Global Macro Strategy and chairs the Global Market Themes committee as part of the asset allocation process for the multi asset solutions unit. He joined BMO in 2013 after seven years running a successful Global Macro hedge fund at GLC Ltd.. Before that, he spent 20 years at Deutsche Bank and predecessor companies as Global Chief Economist and Head of Global Markets Research. Steven has economics degrees from the London School of Economics and Stanford University and started his career as an Economic Adviser at the UK Treasury. He appears regularly on TV and radio and has written numerous articles on finance and economics.

13:00 - Lunch and networking

Name

Title

Description

Johnathan smith

Johnathan Smith

Director, Head of Solution Design, Investment Solutions EMEA

Vicki Bashi

Vicki Bakhshi

Director, Responsible Investments - Columbia Threadneedle Investments

Vicki Bakhshi is a Director in the Responsible Investment team. She joined the firm in November 2006, prior to which she spent five years in the UK government, including as the Prime Minister’s policy adviser on climate change, and as a senior member of the team responsible for the Stern Review on the Economics of Climate Change. She also spent three years as a leader writer at the Financial Times, and two years as an economist at the Bank of England. Vicki chairs the UKSIF Leadership Committee, has served on the Board of the Institutional Investors Group on Climate Change, and was also named by Financial News in 2013 as one of the top 100 influential women in finance in Europe. Vicki holds an MSc in Economics from Warwick University and a BA in Philosophy, Politics and Economics from Oxford University.

Peter sparkes

Peter Sparkes

Member Nominated Trustee

Peter is a PMI Accredited Lay Trustee, and a member nominated board member of the ITB Pension Funds, having actively been a trustee on the Thomas Cook DB and DC pension schemes. Within these roles, chairing communications, risk, governance and investment subcommittees, I have taken an active role in pension trusteeship for over 20 years. Having achieved the PMI accreditation, I believe strongly that support and training for trustees is a vital component that strengthens the running of pension scheme boards, enables an informed and educated member position and provides an important member viewpoint. Members are at the heart of pension schemes, their ultimate customer. So their views, opinions, needs and perspectives should rightly be heard. Who better than trustees who themselves are members. It is this that motivates me to execute the position of trustee diligently, honestly and wholeheartedly. The day job is in IT. Currently working for CITB as their IT Technical Services Manager, previously having worked for Thomas Cook in various IT related roles on and off for over 20 years. 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.

14:40 - Afternoon tea break & networking

Janice Turner

Co-Chair AMNT

Janice Turner is founding co-chair of the Association of Member Nominated Trustees. She helped to find the AMNT because she believed that the voices of ordinary member-nominated trustees were not being heard. For more than eight years she has been putting forward the views of trustees to the industry and the government. Janice has been a member of the Department for Work and Pensions Trustees Panel and the Actuarial Users' Committee of the Financial Reporting Council and was a guest speaker at Harvard Law School's international pensions and capital stewardship conference. She has been named by Pensions Insight as one of the top 50 most influential people in the pensions industry.

Janice believes very strongly in the right and necessity of pension scheme trustees to take seriously the long-term sustainability of their investments. But, faced with the difficulty so many pension schemes have in adopting and implementing environmental, social and governance policies in relation to the stewardship of their investments,  she devised a new approach to ESG, called Red Line Voting.  The campaign continues with government, regulators and the pensions industry to further the rights and ability of pension schemes to direct their own stewardship policy. Janice has appeared before the Work and Pensions Select Committee to give evidence on behalf of AMNT. She is currently a member of the Financial Reporting Council's Investor Advisory Group. Janice's pensions background is in the defined benefit sphere, and she is a member-nominated trustee of the BECTU Staff Retirement Scheme. She has achieved the PMI Level 3 Award in Pensions Trusteeship. Janice is employed at BECTU, the film and broadcasting union, as the Editor of the union's journal Stage Screen & Radio magazine and she is also the union's award-winning diversity officer.

Maggie Roger

Maggie Rodger

Co-Chair AMNT

Maggie joined AMNT in 2016 and has been an MNT of The Church of England Pensions Board for 5 years and currently chairs their Audit and Risk Committee. CEPB is a fund for those connected to the Church of England with £3bn AUM,  41000 members and almost 700 employers. It encompasses a number of different schemes including DB, which is open to accrual and new members, plus a number of Hybrid schemes and a small DC scheme for different groups of members. Just to be a little different it is a Charity which also manages retirement housing for Clergy and others serving the Church.. CEPB, together with other central Church investment funds, takes ethical and ESG investing very seriously and has an in- house team managing their engagement activities. They were a founder signatory to Net Zero and have committed to using the Net Zero Investment framework.
She was previously an MNT for the Pensions Trust (TPT) for 5 years.
Before retirement Maggie worked for the Central Church bodies in a variety of roles and then became Finance Director of a Hospice in Harrow.

steven hitncher

Steve Hitchiner

Partner, Barnett Waddingham

Steve is an actuary with wide ranging pensions advisory expertise. As well as being the appointed scheme actuary to a number of defined benefit schemes, he has experience in areas such as corporate consultancy, investment strategy review exercises, pension taxation and executive pension benefits. His aim is to provide pragmatic and straightforward advice and to communicate complex subjects in a way that can be easily understood. Combined with his wide-ranging experience, this makes him the trusted adviser to a number of clients who want their pension arrangements to run quietly and competently, leaving them to focus on their key decision making responsibilities. Steve sits on BW's Actuarial Consulting Board, which is responsible for client service and future strategy for this business area. He is prominent in the industry, and is the current President of the Society of Pension Professionals. He also chairs a steering group for research sponsored by the Actuarial Profession into future pension plans that seek greater risk sharing in retirement. Steve has a particular focus on the charities and not-for-profit sector. Around half his scheme actuary clients are in this sector, and he has advised a large number of charities participating in sector-wide multi-employer pension arrangements.

Bob Scott

Partner, LCP

By using the experience I have gained over more than 40 years working in pensions, I help my clients achieve their short-term and long-term objectives. My clients tell me that, by explaining complex issues clearly and with minimal use of jargon, I help them make good, well-informed decisions. I have also acted as expert in litigation involving pensions matters including providing expert advice, writing expert reports and giving evidence in court as an expert witness.

Simeon Willis

Simeon Willis

Partner & Chief Investment Officer, XPS

Simeon leads XPS’s thinking on journey planning and asset allocation, along with being responsible for research across the investment team. Simeon is an experienced investment specialist with 20 years’ experience, advising trustee and corporate clients on a full range of investment related matters, with a particular emphasis towards strategy and risk management. Simeon is frequently quoted in the press on matters relating to investment opportunities and topical debate.

Sir Steve Webb

Rt Hon Steve Webb

LCP Partner and Former Minister of State for Pensions in the coalition government of David Cameron

I find pensions endlessly fascinating! My first job was as a micro-economist with the Institute for Fiscal Studies for nine years, followed by two years teaching social policy at Bath University. I was unexpectedly elected to Parliament in 1997, and served for 18 years, the last five of which I was the Pensions Minister. During my time at DWP I oversaw the successful implementation of automatic enrolment, helped design and legislate for the new state pension and played a key role in the ‘pension freedoms’ introduced in 2015. Since leaving politics I have worked for four years for the mutual insurer Royal London commenting on all matters relating to pensions and in 2020 I joined LCP as a partner, advising and commenting on a wide range of DB and DC pensions issues and speaking at a variety of events.

17:00 - Close and thanks

18:00 - End

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