AMNT Summer Forum 2022

Effective Trusteeship in a Volatile World

This half-day forum, the AMNT’s first ‘live’ event since lockdown, will be held on Wednesday 14th July 2022 from 8.00am until 1.00pm, at The AON Centre, The Leadenhall Building, 122 Leadenhall Street, London, EC3V 4AN, (This ‘Live’ event will be subject to delegates confirming their attendance, on a ‘first come, first served’ basis.)

Speakers from across the industry will consider how pension scheme trustees can effectively manage volatility and the plethora of risks impacting pension schemes today – whether they be from geopolitical actions, governmental changes, increasing regulatory requirements, financial investments, climate change issues or the changing pension landscape.

The Conference will be introduced by Janice Turner (Co-Chair of AMNT) and Nicholas Brinton (AON) and will cover the following topics, including the key priorities and challenges of meeting volatility and governance issues ‘head-on’:

  • What does 21st century Trusteeship currently look like?
  • What are the key priorities in an ever complex and volatile world?
  • How can trustees manage, adapt to and overcome the ever-increasing volatility of global and domestic situations?
  • What should pension trustees be considering post new regulation and governance requirements?
  • What skills does an effective trustee need to learn and develop?

Agenda

08:45- Registration

Janice Turner

AMNT Co-Chair

Janice Turner is founding co-chair of the Association of Member Nominated Trustees. She helped to found 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 longterm 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.

Nicholas Brinton

Nicholas Brinton

Senior Consultant, AON

Nick is a Senior Consultant within the Retirement and Investment practice of Aon, and is responsible for the symbiotic relationships Aon have with Trustees and Employers.  The primary objective of Nick’s role is to ensure Aon are fully engaged with the sector, thus ensuring existing business is managed correctly, and new business opportunities are distributed to the right teams.

Previously to joining Aon UK in December 2013 Nick was based in Singapore for 4 years with Aon APAC.  Before this Nick was a VP at Barclays Wealth where he ran a discretionary investment management group of Private Bankers. Nick has been in the Investment industry, retail and institutional for 19 years and holds the Diploma of Financial Advice CII qualification, and the Investment Management Certificate.

AMNT Summer Forum 2022

Louise Davey

Interim Head of Policy in The Pension Regulators Regulatory Policy Directorate

Louise Davey is the interim Head of Policy in TPR’s Regulatory Policy Directorate, leading the team responsible for developing regulatory policy that delivers across TPR’s strategic priorities and encompasses DB, DC and public service schemes. 

Louise joined the Regulator in 2007 and has worked in both policy and operational teams. Before joining the Regulator, Louise held technical roles in the pensions industry ranging across personal and occupational pensions, third party pension administration, and TPAS (The Pensions Advisory Service). 

Sir Steve Webb

Sir Seve Webb

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.

10:30- Short break

Andrew Pease

AMNT Summer Conference 20

Steve Hitchiner

Partner, Barnett WAddingham

Steve is an actuary with wide ranging defined benefit (DB) pension advisory expertise. As well as being the appointed scheme actuary to a number of trustee clients, he also 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 the firm’s Trustee Consulting Board, which is responsible for client service and future strategy for this practice area. He is also a past chairman of the firm's Pensions Actuarial Technical Committee, which carries out research and provides technical support across the firm.

Steve also has a particular focus on the charities and not-for-profit sector. Around half his scheme actuary clients are in the sector, and he has advised a large number of charities participating in sector-wide multi-employer pension arrangements.

Robert Wallace

Robert Wallace

Scheme Actuary

Rob is a Scheme Actuary and corporate adviser with 20 years’ experience in the industry. He advises schemes across a range of industries with assets from £5m up to £1.5bn. He is Head of Governance at XPS, with particular focus on the challenges of trusteeship and helping schemes develop robust risk management frameworks.

TBC

TBC

TBC

12:00 - Close and thanks: followed by lunch and networking

13:00 - Vacate AON's premises

CPD certificates will be sent 24/48 hours after the event.

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