Navigating the key issues facing schemes in 2022

Navigating the key issues facing schemes in 2022

08 March 2022 | 10:00 – 11:00
Free

Navigating the key issues facing schemes in 2022

Given the tumultuous backdrop of 2021 with changes to working practices, combined with a fast-changing investment and regulatory environment, Trustees had a lot on their agendas. In this webinar, we will be discussing the findings of the second UK Fiduciary Management Survey report - Navigating the key issues facing schemes for 2022, created in association with Schroders Solutions.

The panel will provide trustees and scheme managers with some useful insight to help them fulfil their responsibilities and provide the best outcomes for their scheme members. By sharing these perspectives we hope to spark a debate on the best way forward for this growing and exciting part of the industry.

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    Fees

    free for members and non-members
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    1 hour

    of CPD
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    Online

    BrightTALK
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    6

    speakers

Event Details

THE BASICS

Topics of discussion:
  • Long term funding targets
  • ESG and Climate
  • How is governance evolving
  • Fiduciary Management oversight
Who should attend:
  • Pension Scheme Managers
  • Trustees
  • Policy advisers
  • Consultants
  • Lawyers
  • Investment managers
  • Actuaries
  • Communication professionals
The venue
Event Venue Brighttalk 2

Speakers

Hear from the experts

Lesley Alexander
Lesley Alexander
Pensions Management Institute
- President

Lesley has over 20 years’ experience in the pensions industry and is the acting President at the PMI, having previously served as Vice President. She is also currently a Director with ZenZero Consulting, a firm specialising in strategic solutions for UK pension schemes, and was previously Partner and Managing Director at Ferrier Pearce, as well as CEO of the HSBC Bank Pension Trust.

Ajeet Manjrekar
Ajeet Manjrekar
Schroders Solutions
- Head of UK Client Solutions

Ajeet is Head of UK Client Solutions of Schroders Solutions and has responsibility for the quality and evolution of client-driven services. He focusses on working with trustees to understand their specific investment and governance needs in order to design innovative solutions to achieve their funding objectives.

 As a qualified actuary with extensive experience in both investment consulting and asset management, Ajeet re-joined us in 2016 having spent the last few years in Deutsche Bank’s asset management businesses. Prior to that, he was a lead investment consultant advising several of our defined benefit and defined contribution clients.

 Ajeet has a degree in Mathematics from Warwick University.

Melanie Cusack
Melanie Cusack
PTL
- Client Director

Melanie brings a diverse wealth of experience from across the pensions industry addressing both statutory and non-statutory actuarial and non-actuarial aspects of UK pension provision. As a qualified actuary she worked for global consulting firms including Towers Perrin (now Willis Towers Watson) before becoming a professional trustee in 2009.

Melanie’s focus has always been primarily defined benefit over defined contribution, albeit many of her clients have both benefit strategies. Her strong project management skills, pragmatic “can do” attitude combined with her technical appreciation of the actuarial science enable her to support fellow trustees and their sponsors in arriving at well-constructed, collaborative funding solutions. As her clients move towards closure and wind-up Melanie works with advisers to actively explore and challenge the constantly evolving opportunities and solution in liability management, risk reduction, potential consolidation and ultimate buy out.

She balances her works with some of the UK’s largest pension schemes, alongside her desire to support charities and the not-for-profit sector.

Always conscious that, in her role as a professional trustee, the sharing of her experience and mentoring of colleagues and fellow trustees is paramount in striving to achieve the best outcome for members and their sponsors. Melanie is a well-known and highly respected industry figure having been an active participant on the in-house Professional Standard Committee, and currently sits on The Pension Regulator’s Diversity & Inclusion Working Group and is Chair of the Winmark Pension Chair Network.

Jonathan Craddock
Jonathan Craddock
EY
- Investment Consultant

Jonathan leads EY’s fiduciary manager research, and is particularly passionate about driving transparency in fiduciary management. He has extensive experience in advising pension scheme trustees on investment governance, and working with trustees to select and oversee fiduciary managers. He has worked with pension schemes with very low return targets as well as those with larger funding gaps, and with scheme asset values ranging from £10m to over £10bn.

Outside of work, Jonathan is a Wolves season ticket holder and enjoys to play golf when he has a bit of spare time.

André Kerr
André Kerr
XPS Pensions Group
- Partner

André is a Partner at XPS and head of the XPS FM Oversight team. In this role, he uses his previous experience of being part of an FM team to help clients with both FM selection exercises and oversight of existing appointments, adding value throughout. Prior to joining XPS, André worked at WTW providing FM advice to schemes and was involved in the day-to-day management of several “in-house” funds, including alternative credit and secure income funds. André sits on the committee shaping the industry standard for evaluating the performance of fiduciary management. André previously spent 14 years in the RAF as a fast jet pilot and flying instructor.

Peter Daniels
Peter Daniels
Barnett Waddingham
- Partner

Peter works with a range of UK defined benefit pension schemes on investment strategy. He helps trustees devise strategies consistent with their investment beliefs and objectives, and is experienced in designing growth asset portfolios and liability matching strategies for clients. He has substantial liability side experience having started his Barnett Waddingham career in the firm’s actuarial practice.
More recently, Peter has spent considerable time researching the fiduciary management market and helped develop the firm’s fiduciary management oversight and evaluation service (FM Evaluate). He has practical experience of fiduciary manager selection exercises and ongoing performance monitoring.

He helps trustee boards set investment governance frameworks appropriate for their individual schemes and is a strong believer that an independent advisory function is important in all cases.