Own Risk Assessment – Showcasing your core strengths
Webinar by Barnett Waddingham
Join us one year on from the effective date of the General Code. With great progress being made across the industry, we would like to share with you our innovative approach to linking together the need to have an Effective System of Governance (ESOG) with the new requirement (for schemes with more than 100 members) to produce an Own Risk Assessment (ORA).
Unlock the full potential of your enhanced governance arrangements and make the General Code work for you with our streamlined solution. Reflected in our standout BW CORE system, hear how we have integrated the ESOG and ORA with the risk register and calendar to facilitate an all-in-one risk management and governance oversight process, with clear reporting enabling you to track and prioritise with ease.
Please join us as we take you through the journey, including a focus on how BW CORE ensures the production of the ORA is an efficient process.
We are also proud to announce our exclusive partnership with BoardClic, the leading platform for digital board performance reviews and board member evaluations. We will take you through the platform and show you how this partnership will enhance Board reviews. Combining our consulting expertise with BoardClic’s technology solution, we enable pension trustees to gain deeper insights into the effectiveness of their board and benchmark against peers. This will ensure a robust evaluation process by identifying strengths and any areas for improvement whilst aiding more effective decision-making.
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Fees
free for members and non-members -
3
speakers -
1 hour
of CPD -
Online
BrightTALK
Event Details
THE BASICS
- The General Code: One Year On
- Enhancing Governance Through Integration
- The Role of Technology in Pension Governance
- The Future of Board Performance Reviews
- Pension Scheme Managers
- Trustees
- Administrators
- Policy advisers
- Consultants
- Lawyers
- Corporate IFAs
- Investment managers
- Actuaries
- Communication professionals
David is a senior member of Barnett Waddingham’s Board Management Services (BMS) team and is an experienced governance specialist with a strong consulting and administration background. He has over 16 years’ industry experience.
Having previously held roles in operations management, he has significant experience in structuring teams and processes. In his current role, he has used this experience to support trustee boards in structuring their risk and governance processes. With a keen interest in streamlining processes and driving up efficiency, David played an integral role in the development of BW CORE as a member of Barnett Waddingham’s firmwide General Code Steering Group.
David is also passionate about client account management and leads an internal group responsible for ensuring that consultants have the requisite skills, knowledge and resources to lead client relationships. He is also the client lead and Scheme Secretary for one of Barnett Waddingham’s largest client schemes.
He has a degree in Law and is a Fellow of the Pensions Management Institute.
Wendy is a senior member of Barnett Waddingham’s Board Management Services (BMS) team and currently heads up the team’s technical research and support group. She is an experienced pensions professional having worked in the industry for over 30 years in various roles; most recently as the UK Pensions & Benefits Manager for an international manufacturing company.
Since joining in 2023, she has been co-leading Barnett Waddingham’s General Code Steering Group. The team have taken a pragmatic and unique approach to the new code with the development of systems aimed at simplifying the entire process for Trustees. Having held various roles in pensions scheme management from administration to governance her focus was on ensuring that our solutions added value and streamlined efficiencies which led to the development of BW CORE. She is proud to have been part of this collaboration which resulted in the team receiving a “Highly Commended” award at the 2024 PMI Pinnacle awards in the ‘Team of the Year’ category.
She is a Fellow of the Pensions Management Institute, Associate/Chartered Member of the Chartered Insurance Institute and an Associate of the Chartered Institute of Personnel & Development.
Luke is a member of the senior leadership team delivering pension management services and is an experienced governance specialist with a strong consulting and administration background.
He is part of Barnett Waddingham’s General Code Steering Group. Within this group he is looking at best practice, the Effective System of Governance (ESOG), Own Risk Assessment (ORA), and how the new Code provides an excellent opportunity to not just ensure compliance but to ensure that value is being added for the long-term benefit to schemes. Luke works closely with clients to ensure services are tailored to suit their specific needs. He has a keen interest in business development activity.
He was appointed to the Pensions Management Institute (PMI) Risk and Assurance Committee in September 2023.
