Clara the superfund with super powers, transforming DB pensions
Clara the superfund with super powers, transforming DB pensions
Academy training by Clara Pensions
Clara’s recent transactions with the Sears Retail Pension Scheme and Debenhams Retirement Scheme mean the organisation is now serving the needs of 20,000 members and overseeing approximately £1.2bn of assets.
Join us as we meet Ashu Bhargava, Clara’s Chief Origination Officer and discover what this superfund is and how it works. We’ll explore what it takes to start a new proposition in this industry and what investments are needed to perform such huge transactions. We’ll also learn about the positive outcomes that can be achieved when putting pension scheme members first.
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Fees
Free for members
£50 (+VAT) for Non-Members -
1 Hour
of CPD -
1
speakers -
Online
Zoom
Event Details
THE BASICS
- What is a superfund
- How does it work?
- Positive outcomes that can be achieved when putting pension scheme members first
- Trustees
- Pension managers
- Investment consultants / advisors
- Lawyers
- Anyone working within a DB pension scheme
Ashu has worked with many boards of trustees and sponsors of pensions schemes on optimising their journey plans to self-sufficiency or buyout. Ashu joined Clara as he believes Clara takes innovative journey plan optimisation to another level and can provide even greater security for members and even greater certainty for sponsors, all at a lower cost.
Ashu has 25 years’ experience in the pensions market, including at WTW, where he worked as both a Scheme and Corporate Actuary. While at WTW, a project led by Ashu won the Professional Pensions Pension Scheme Trustees of the Year Award and Pension Age Best Risk Management Exercise Award. While at L&G, a project led by Ashu won the Pension Age Best Risk Management Exercise Award.
Jayne joined Clara in March 2023. She has over 35 years experience in the pension industry, specialising in governance and administration. Jayne passionately believes in prioritising the member experience and supports the Clara Trustee Board and the wider Clara team to deliver better outcomes for members.
Jayne is a Fellow of the Pensions Management Institute and has supported many trustee boards during her career, including several pension schemes sponsored by FTSE 100 and 250 companies. She understands what is required to have a well-run pension scheme. Past roles have included working for employee benefit consultancies, an independent trustee firm and more recently the in-house pensions governance manager at Legal & General.
