AMNT Winter Conference and 2020 AGM

Challenging Times Ahead for Trustees in 2020

Hosted by: Willis Towers Watson
Date and time: 10th February, 09:00 start
Location: Willis Towers Watson, 51 Lime St, London EC3M 7DQ.

Register Now

The AMNT Winter Conference will be held at the offices of Willis Towers Watson, on Monday 10th February 2020.  It will focus on and look to examine in depth the"Challenging Times Ahead for Trustees in 2020".

We are assembling a first-rate parade of speakers, including David Fairs of the Pensions Regulator and Vincent Franklin of Quietroom, who will highlight key trustee issues.

Agenda

9:00 - Registration - tea/coffee

Sanjay Gupta

Sanjay Gupta

Senior Director, Willis Towers Watson

WTW

AMNT Roundtable Discussion

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.

AMNT Spring Conference and AGM 2019 3

David Fairs

Executive Director for Regulatory Policy, Analysis and Advice- The Pensions Regulator

David Fairs 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.

Graham McLean

Title

WTW

Sir Steve Webb

Sir Steve Webb

Partner, LCP

Steve Webb was Minister of State for Pensions between 2010 and 2015, the longest-serving holder of the post.   During that time he implemented major reforms to the state pension system, oversaw the successful introduction of automatic enrolment and played a key role in the new pension freedoms implemented in April 2015.

Steve was a Liberal Democrat MP from 1997 to 2015.  Before this he was professor of social policy at Bath University for two years, having previously worked for nine years as an economist at the Institute for Fiscal Studies.

He was awarded a knighthood in the 2017 New Year’s Honours list.

AMNT Roundtable Discussion

Janice Turner

AMNT, Co-Chair

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.

Richard Akroyd

Title

Title

David Bird

susan McIlvogue

Susan McIlvogue

Head of Trustee DB Consulting, Hymans

Susan is Head of Trustee DB Consulting and part of the wind up team at Hymans Robertson. She has nearly 25 years' experience working with a wide variety of trustees and companies to help manage their defined benefit pension schemes, with assets ranging from £50 million to over £10 billion.

Susan believes in a holistic approach to managing risk, bringing together funding, investment and covenant risk to form a cohesive strategy. She has advised and guided trustees and companies through complex funding negotiations, significant corporate transactions, scheme mergers, benefit changes, and the myriad of legislative changes over the years.

Christine Cumming

Christine Cumming

Scheme Actuary, Hymans

Christine is Head of Scheme Wind-Ups at Hymans Robertson where she spends her time working with trustees to help them prepare for and subsequently wind up their schemes efficiently and effectively. More generally, Christine has over 20 years‘ experience of advising clients on a range of issues including funding strategies, bulk transfers, benefit design, risk transfer and scheme wind up.

Christine’s approach is to work collaboratively with trustees and employers to get the best results for clients and the pension scheme members.

Neil McPherson

Neil McPherson

Managing Director, Capital Cranfield

Neil joined Capital Cranfield in August 2014 as Managing Director and a member of the company's board. Neil is responsible for their 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.

Robert Haas

WTW

WTW

Costas Yiasoumi

WTW

Mike Clark

Mike Clark

Managing Director, Ario Advisory

Mike is Founder Director of Ario Advisory, a responsible investment advisory firm, working with asset owners, investment managers, regulators, policymakers and others. He is a Non-Executive Director at Brunel, the investment management company formed to deliver pooling for 10 LGPS clients. An actuary, Mike represents the IFoA on the Advisory Council to the Sustainable Finance Programme at Oxford's Smith School. Mike also sits on the WHEB Asset Management independent Investment Advisory Committee. He was Specialist Adviser to the House of Commons Environmental Audit Committee for their Green Finance inquiry, and provided informal input to the Treasury Select Committee for their UK Decarbonisation and Green Finance inquiry. This input contributed to the Committee’s letter to the FCA regarding the AMNT Red Lines Voting guidelines. Also, he is part of an IFoA/IEMA working group preparing a Guide for users of TCFD disclosures.

AMNT Autumn Conference – 13th September hosted by Columbia Threadneedle Investments 14

David Weeks

Co-Chair AMNT

David Weeks was elected as Co-Chair of the Association of Member Nominated Trustees (AMNT) in 2016. His service on the executive committee runs from 2014. He is a director of the defined benefit pension scheme for a leading PLC in infrastructure services. The Pensions Management Institute presented him with their 2019 award for “Outstanding contribution to the pensions industry”. “Engaged Investor” included him in their “Top 50 people in pensions 2017”.

David Weeks is active in the affairs of the World Pensions Council, for whom he has made presentations to, and acted as rapporteur at, international conferences. Journals that have published contributions from him recently include “Financial Times”, “Revue Analyse Financiere”, “Portfolio Institutional”, “Professional Pensions” and “Pensions Expert”. He has been a judge for major UK pension awards.

Sukhi Randhawa

WTW

Bob Scott

Senior Partner, LCP

Bob Scott is a qualified actuary with nearly 40 years experience working in pensions. He helps his clients achieve their short-term and long-term objectives, advising them across a range of areas including funding strategy and negotiations, benefit design, scheme mergers, liability management exercises, pensions issues involved in corporate transactions, and as an expert in litigation involving pensions matters. Bob is one of LCP’s spokesmen on pensions issues and is regularly quoted in the press and on radio / TV. He authors “Accounting for Pensions” which has been published annually since 1994, and has chaired LCP's annual pensions conference for a number of years. He was elected as Chairman of the Association of Consulting Actuaries from 1 June 2016.

Stuart Breyer

Chief Executive Officer, Mallowstreet

Vincent Franklin

Vincent Franklin

Co-founder and Creative Partner, Quietroom

Vincent co-founded Quietroom in 2003. He’s spent more than 15 years helping financial service organisations and government departments use language in a way that connects with the reader, strengthens relationships, and helps people make smarter decisions about the things that matter to them. His clients have included British Steel Pension Scheme, British Airways Retirement Plan, Bupa, DWP, Experian, HMRC, HSBC, Kodak Pension Plan, KPMG, Lloyds Banking Group, Prudential, Royal Mail Pension Scheme, The Cabinet Office, and Unilever.

Vincent started his career in the theatre. He’s still a working actor, managing to juggle his time between Quietroom and roles on TV (Bodyguard, Gentleman Jack, The Thick Of It, Cucumber and The Office) and in the theatre (This House at the National Theatre and Mary Stuart at the Almeida). He recently published his first book, Menus That Made History.

Comments are closed.