AMNT Spring Conference and AGM 2018

Successful Member Engagement: What do your members want?


Date: Wednesday 28 February 2018
Venue: BNY Mellon, 160 Queen Victoria Street, London

To know more about our Spring Conference of 2018, please browse through the agenda below. Information on our speakers, facilitators and presenters is included throughout the agenda.

Agenda

Arrival and registration

Coffee and tea will be available

Welcome message from our hosts BNY Mellon and AMNT Co-Chair to be followed by the AGM

Dean Handley and David Weeks

Dean Handley

Business Executive at UK Pensions

Dean has over 35 years’ experience working in the UK financial services industry. Dean joined BNY Mellon in 2001 and prior to his current role managing a team of Relationship Executives working in the UK Pensions Sector, held a number of business development management roles covering financial institutions.

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David Weeks

Co-Chair of AMNT

David Weeks was elected as Co-Chair of the Association of Member Nominated Trustees (AMNT) in 2016. He has served on the committee since 2014. 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.

Keynote address – Jeff Prestridge: The financial outlook for pensions contributions and benefits that pension scheme members want

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Jeff Prestridge

Mail on Sunday

Jeff has been Personal Finance Editor of The Mail on Sunday since 2004.  He also writes a fortnightly column for trade publication Financial Adviser and a monthly column for MoneyWise. He started his career in financial services as an Economist at the Bristol & West Building Society, and since then worked at Money Management and became Personal Finance Editor of the Sunday Telegraph in 1990.

Keynote address – Guy Opperman: What future strategies for pension schemes

Guy Opperman

Pensions Minister

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Guy Opperman

Parliamentary Under Secretary of State for Pensions and Financial Inclusion

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.

Presentation – Robin Finer: Implementing the remedies of the Asset Management Market Study

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Robin Finer

Head of Wholesale & Investments Competition at Financial Conduct Authority.

Robin joined the FCA in January 2014. Prior to working at the FCA, Robin was a Director of Economic Analysis at the Competition Commission, where he worked on mergers, market investigations and regulatory inquiries across a wide range of sectors. He has also worked as a Project Director and economist at the Office of Fair Trading and in the Directorate General for Competition of the European Commission.

Tea and coffee break

Enjoy some refreshments and networking.

Break-out Session No.1: Sharing best practice


Group A

Damien Stancombe: What are good Communications to Members?

View synopsis

Group B

Martin Hunter: What should Trustees do to help their members understand the risk of sponsor failure?

View synopsis

Group C

Sanjay Gupta and Zoe Burdo: Groupthink and diversity of thought.

View synopsis
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Damian Stancombe

Barnett Waddingham

26 years in to a 40 plus year stretch I occupy my work time thinking what pension freedom (s) may bring and fear that equates for many to retirement poverty in the future. In the meantime I worry about workplace happiness and have borrowed the term Eudaimonia from Aristotle. I may not return it.

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Martin Hunter

Punter Southall.

Sanjay Gupta

Senior Consultant at Willis Towers Watson

I am Scheme Actuary to five schemes ranging from £50 million to over £1 billion, and also advise a small number of scheme sponsors. I particularly enjoy establishing strong relationships with my clients. I have been working closely with my clients to help them through these challenging financial conditions.

Zoe Burdo

Consultant at Willis Towers Watson

Zoe is a benefits consultant at Willis Towers Watson, supporting pension scheme trustees and corporate clients to manage their pensions risks. Zoe is involved with various initiatives focused on diversity within trusteeship within the pensions sector and sits on the Diversity Advisory Board for the Pensions and Lifetime Savings Association (PLSA).

Lunch and networking

Break-out Session No.2: Sharing best practice


Group A

Matt Simms: To 'hedge' or not to 'hedge'?

View synopsis

Group B

Bart Huby & Lorraine Porter: What is good Member Communication?

View synopsis

Group C

Susan Hoare: Key governance issues to run an efficient and effective Trustee Board.

View synopsis
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Matt Simms

Director, Solutions, at P-Solve Investments Limited

Matt leads the teams advising several defined benefit pension schemes. These include clients for which he acts as an investment consultant, and clients that have appointed P-Solve as fiduciary manager. Matt joined P-Solve in 2015 from Hermes Investment Management, where he worked with a number of UK pension schemes, including one of the largest schemes in the UK, the BT Pension Scheme.

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Bart Huby

Partner at LCP

Bart is a partner at LCP, and a scheme actuary with over 30 years' experience advising on UK pensions.  Bart works closely with his clients to help them understand the key issues so they can make better informed decisions. A big part of Bart’s approach to pensions is to give comfort and confidence that, behind the scenes, all of the complicated details and regulatory requirements are being dealt with properly, promptly and fairly.

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Lorraine Porter

Client Development Director at LCP

Lorraine is Client Development Director for LCP with nearly 20 years’ experience in the pensions industry.  Lorraine works with all of the partners across LCP and enjoys being part of a team, creating client focused solutions that deliver better results. Lorraine works with both Trustees and Corporates, specialises in DC and is also responsible for the LCP AMNT relationship.

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Susan Hoare

Principal Consultant and Actuary at AON

Susan is a Principal Consultant and Actuary within our Retirement & Investment Business with over 15 years’ pensions experience. She is a Scheme Actuary based in our Bristol office and works with trustee clients on the complete range of pensions issues. She has 5 Scheme Actuary appointments and 1 Strategic Actuary appointment, with clients ranging in size from assets of £1.6bn to £40m.  Susan has recently completed a £600M pensioner buy-in with one of her clients

Presentation – Victoria Barron & Raj Shant: What role is sustainable investing going to play in the future of pension funds?

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Victoria Barron

Responsible Investment Analyst at Newton

Victoria undertakes research and engagement on environmental, social and governance issues with global companies, as well as voting and reporting to clients. She sits on the 30% Club Investor Group and prior to joining Newton, worked for Hermes Equity Ownership Services, the FTSE Group and CCLA Investment Management.

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Rajesh Shant

Portfolio Manager in the Global Equity team at Newton

He focusses on the range of global equity portfolios, including the recently launched sustainable global equity fund, having previously specialised in managing European mandates. He joined Newton in 2002 after acquiring investment experience working in high-level roles at Credit Suisse Asset Management and Royal Insurance Management.

Tea and coffee break

Enjoy some refreshments and networking.

Presentation – Mark Thompson: HSBC's approach to ESG maters in regard to passive investing and in particular climate risk

Download presentation
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Mark Thompson

Chief Investment Officer of HSBC Bank Pension Trust (UK) Limited

The HSBC Bank Pension Trust is a hybrid scheme with over £30bn of joint fum. Mark joined HSBC in 2011 but prior to this held a number of senior investment roles at Prudential/M&G. These included UK equity fund manager, Head of Equity Research, Director of Collective Investments and Investment & Strategy Director for Prudential Europe. Mark has a Masters Degree in Economics from the London School of Economics.

Panel Discussion – How can MNT's help their Members to engage with Pension provision?

Featuring:


Robert Branagh

President of The Pensions Management Institute


Hugh Nolan

Director at Spence & Partners and President of the SPP


Kate Bell

Head of Economics at TUC


David Weeks

Co-chair of AMNT

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Robert Branagh

Trustee And Non Executive Director, President of the Pensions Management Institute

Robert is a Trustee of a number of charities, Chair of a small DB scheme and the Armed Forces Pension Scheme; a Trustee on a Mastertrust and the Civil Service Pension Scheme. Roberts’ executive career was largely involved with pension management and outsourcing and he was latterly a Managing Director at rpmi, supporting the Railways Pension Scheme.

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Hugh Nolan

Director at Spence & Partners and President of the Society of Pension Professionals.

Hugh is a Scheme Actuary and Professional Trustee who has acted for a number of FTSE-100 schemes and other household names, as well as a wide range of smaller schemes.  He also chairs the DC Committee for the Association of Consulting Actuaries (ACA).

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Kate Bell

Head of Economics at TUC

Kate Bell was appointed Head of the Economic and Social Affairs Department (ESAD) in July 2016 (to cover a period of leave). The Department leads the TUC's work in many key areas of economic and social policy, seeking to influence public and political debate through a comprehensive programme of research, analysis and events.

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David Weeks

Co-Chair of AMNT

David Weeks was elected as Co-Chair of the Association of Member Nominated Trustees (AMNT) in 2016. He has served on the committee since 2014. 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.

David Weeks and Dean Handley will wrap up the day; which we'll finish with drinks, nibbles and networking.

A special thank you to BNY Mellon for hosting our event

And thank you to our sponsors for their continued support:

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Red Line Voting is AMNT's groundbreaking initiative to help pension schemes that invest in pooled funds – to direct how the votes associated with the companies they invest in are cast. The Red Lines will cover the full ESG (environmental, social and governance) remit

Visit Red Line Voting

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