AMNT Summer Conference – London, 20th June

The Roles and Responsibilities of Pension Trustees and what’s expected of them

Date: Wednesday 20th June, 2018
Venue: Willis Towers Watson, 51 Lime Street, London, EC3M 7DQ.
Hosts: Willis Towers Watson

We are delighted to be working with WTW again for our Summer Conference hosted in their super new offices in Lime Street.

We will be joined by Lesley Titcomb Chief Executive, The Pensions Regulator, Robin Ellison - consultant at Pinsent Masons & Chair, Carillion (DB) Pension Trustee Ltd,  Jack Dromey MP, Shadow Pensions Minister and many more... Feel free to browse through the agenda below for more information.

Registrations are now closed.

Waiting list

Our speakers

Lesley Titcomb

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.

Robin Ellison

Robin Ellison

Consultant, Pinsent Masons

 Robin Ellison is a consultant in the Pinsent Masons pensions and lifetime savings group, founder of a number of companies, including Perspective, the electronic pensions information system, and the London & Colonial insurance group. and is a commercial mediator. He is the author of a number of books including Pensions Law and Practice, the standard legal text, and Pension Fund Investment Law. His study of regulation, Red Tape, was published by Cambridge University Press earlier this year.

He is Visiting Professor in Pensions Law and Economics at Cass Business School and is a former Chairman of the National Association of Pension Funds (now PLSA). He also is a trustee chairman of several pension funds, (including Really Useful Theatres, Cambridge Colleges  and the Public Service Pensions Board); he was Chairman of the six largest Carillion pension schemes when Carillion failed, negotiating with regulators,  government, the banks and other creditors, as well as seven other pension schemes in the group, and was examined by the House of Commons Work and Pensions Select Committee on his role  a fortnight after the collapse.

Adam Gillett

Adam Gillett

Head of Sustainable Investment, Willis Towers Watson

Adam is Head of Sustainable Investment at Willis Towers Watson – a global role, leading the integration of sustainable investment across research, solutions and client advice. He also works with some of the world’s leading asset owners on global best practice and investment governance.

Adam is a fully qualified Associate Chartered Accountant, holder of the UKSIP Investment Management Certificate, and Chartered Financial Analyst (CFA) charterholder.

Alasdair Mcdonald

Alasdair McDonald

Head of Advisory Portfolio Management, Williams Towers Watson

Alasdair Macdonald joined Towers Watson in 1999 and is now Head of Advisory Portfolio Management in the UK, having led the UK Investment Strategy team from 2011 to 2014.  Alasdair is a member of the Global Investment Committee.  In addition, he chairs the Advisory Portfolio Group in the UK, which is responsible for determining our house investment views for UK DB advisory relationships, and sits on the Investment Committee for our diversified growth fund, the TWIM Partners Fund.  He acts as lead consultant to a small number of UK pension clients, with a particular focus on risk management and strategic advice to schemes in the financial services sector, and also carries out project work for our insurance and sovereign wealth fund client base.  Alasdair studied mathematics at Trinity College, Cambridge and is a qualified actuary.

Tomi Nummela

Tomi Nummela

Responsible Investment, Mercer

Tomi joined Mercer in February 2018 in the Responsible Investment team, based in London. Tomi provides advice on sustainable investment strategies, integration of environmental, social, and governance (ESG) factors, and sustainability trends throughout investment processes. Tomi provides advice to a broad range of clients, including pension funds, endowments and insurers.

Tomi contributes to new intellectual capital and integration of responsible investment within Mercer. Tomi has authored, and co-authored reports on asset owner investment strategies, investment policies, manager selection and investment practices across asset classes in his previous roles. Before joining Mercer, Tomi was responsible for Principles for Responsible Investment’s (PRI) investment practice development team. He also worked at the University of Cambridge delivering a responsible investment thought-leadership program for institutional investors. Prior to this he worked for over a decade in investment banking in senior debt and equity capital market roles at Société Générale, ABN AMRO Rothschild and ABN AMRO.

Tomi holds a Master’s degree in Finance from the University of Turku from his native Finland, MBA in CSR (distinction) from the University of Nottingham in the UK and he is a Charter Alternative Investment Analyst (CAIA).

Simon Howard

Simon Howard

Chief Executive, UKSIF

 Simon Howard joined UKSIF as Chief Executive in May 2013. Simon is a former Group Chief Investment Officer who has over twenty years of investment management experience.

During a City career that started in 1990, he has been Group Chief Investment Officer at Liverpool Victoria, Head of Investments at Friends Provident and 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 very likely to be materially different to those of the past as a variety of environmental crises, e.g. climate change and resource depletion, bite. He now uses his expertise to support the efforts of the wider sustainable finance community to adapt to benefit their clients.

David Farrar

David Farrar

Senior Policy Manager, Department of Work and Pensions




Arrival and registration

Coffee, tea and biscuits will be available.


Welcome by our hosts Willis Towers Watson and AMNT Co-Chair

Sanjay Gupta and David Weeks


Keynote address: 21st Century Trusteeship.  What Trustees should be doing!

Presented by Lesley Titcomb Chief Executive, The Pensions Regulator


Keynote address: What should Trustees be considering post the DWP March 2018 DB White Paper?

Dave Roberts & Gareth Strange from Willis Towers Watson


Key note address: The MNT and tPR: are there lessons from the Carillion story?

Presented by Robin Ellison, Consultant at Pinset Masons & Chair, Carillion (DB) Pension Trustee Ltd

Robin is a consultant in the Pinsent Masons pensions and lifetime savings group, founder of a number of companies, including Perspective, the electronic pensions information system, and the London & Colonial insurance group. and is a commercial mediator. He is the author of a number of books including Pensions Law and Practice, the standard legal text, and Pension Fund Investment Law. His study of regulation, Red Tape, was published by Cambridge University Press earlier this year.


Tea, coffee and networking and notification of rooms for breakout Groups

Enjoy some refreshments and networking


Breakout session No. 1

Group A: Supporting your members to make better
retirement decisions
Iain Church of Hymans Robertson

Group B: What knowledge do MNTs need to comply with new regulations?
Chris Green of LCP

Group C: DC Update, DB Transfers and Member options at retirement
Sanjay Gupta and James Colegrave from Willis Towers Watson


Lunch and networking


Breakout session No. 2

Group A: Major current legal issues for Trustees to
Arron Slocombe and Victoria Thompson-Hill
of Baker & McKenzie

Group B: Ever heard of a DB Investment Platform?
Ian Houri and Nick Horsfall of Willis Towers Watson

Group C: Triennial Valuations - Employer Covenant and issues for Trustees to consider

Helen Turner of Barnett Waddingham


The Political Outlook for the Pensions Industry

Presented by Jack Dromey, Shadow Minister for Work and Pensions


Tea and coffee break

Enjoy some refreshments and networking


It takes two to tango, but who should lead? -  - an update on AMNT/UKSIF's investment consultant initiative 

AMNT and UKSIF have secured the welcome commitment of 85% of the investment consultant sector to draw TPR’s new guidance on ESG to pension scheme clients’ attention. Mercer and Willis Towers Watson will discuss what progress they have made as well as their future plans to adhere to their public commitment.  


Simon Howard of UKSIF

Tomi Nummela of Mercer

Adam Gillett and Alasdair Macdonald of Willis Towers Watson 


New initiatives from Government in pensions: DB, DC, social impact
Quiz the specialists from DWP and DDCMS on how these initiatives affect
the work of trustees


David Farrar: Department for Work and Pensions: Private Pensions; DC Policy
Des Healy: Department for Work and Pensions: Private Pensions; DB Policy
Bella Landymore: DDCMS: Government Inclusive Economy Unit: Social Impact Investing

Questions led by: Sanjay Gupta: actuary at Willis Towers Watson

Chair: David Weeks: co-chair, AMNT


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

AMNT Summer Conference 2018 – 20th June 2

A special thank you to Willis Towers Watson for hosting our event

And thank you to our sponsors for their continued support:

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