PMI Regional Groups Conference 2022
PMI Regional Groups Conference 2021
The PMI's network of regional groups offers support and insight to PMI members across the UK. Join us for our series of specialised regional webinars aimed to provide updates into the developing pensions landscape across the UK.
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Fees
free for members and non-members -
10
speakers -
5 hours
of CPD -
Online
BrightTALK
Event Details
THE BASICS
- The pension dashboard
- Future of pensions admin
- Governance
- Why great minds don't think alike (ESG)
- Pension scheme managers
- Trustees
- Administrators
- Policy advisers
- Consultants
- Lawyers
- Corporate IFAs
- Investment managers
- Actuaries
- Communication professionals
- Scheme secretaries
- Financial directors
- HR representatives
Agenda
Chris walks us through the progress to date, what the current consultations tell us for initial compliance, and what dashboards mean for the future of admin and engagement.
A guide to preparing for and securing a bulk annuity for employer and member nominated trustees.
- Why prepare for a bulk annuity?
- Preparation checklist
- Timeline
- Case study on a full scheme buy-in
This session will include a look back at the introduction of auto-enrolment 10 years ago, the effect on auto-enrolled members, how things have developed throughout the decade and what lessons have been learnt.
It will also explore what the next 10 years could hold including:
- Auto enrolment criteria
- Member engagement
- Mid Life MOT
- Financial wellbeing
In the North East group session, Vikki Massarano and Claire Goodby of Arc Pensions Law will examine the Pensions Regulator’s new powers relating to corporate activity after the introduction of the Pension Schemes Act 2021, and how trustees and employers will need to respond. This will include not just the headline grabbing criminal offences but changes to the Contribution Notice tests and the Notifiable Events regime. These latter two are likely to mean trustees and employers have to engage more often and earlier in the process of corporate activity – how can they do this and maintain a collaborative relationship while not falling foul of the Regulator’s requirements?
The Scottish Group talk will be on the new ESoG and ORA requirements in the context of the prospective TPR single code : what is changing, what should trustees be doing before and after the new code comes into force and how do the requirements fit in with wider governance measures such as more onerous value for money assessments for scheme years ending after 31/12/2021.
Climate change poses both risks and opportunities for business now and in the future. Pension funds and insurers need to have a view of which companies will endure as the environment changes, regulations evolve, new technologies emerge and customer behaviours shift – and which companies will struggle. More importantly, as custodians of member’s benefits, they need to manage the associated risks and take appropriate actions.
Our panellists for this session are planning to cover a wide range of “E” topics including:
- ESG policies and investment portfolio alignment to net zero;
- Scheme sponsor and member engagement;
- Importance of data and reporting;
- Impact of regulation on sustainability issues; and
- Stewardship powers to drive engagement and ultimately improve our environment
Speakers
Hear from the experts
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Chris ConnellyPensions Dashboard Working Group (PDWG)Chair of the Pensions Administration Standards Association (PASA)
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Mark HodsonOmnium Employee BenefitsAssociate Director
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Pete JenningsJUST GroupDB Business Development Manager
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Andrew CheseldineCapital CranfieldProfessional Trustee
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Lee CookBuckHead of Administration
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Kris ElliotBuckHead of Implementation and Technology
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Ross WilsonBuckSenior Administration Manager
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Victoria EastWEALTH at workNational Business Development Manager
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Nathan RobinsonPMI North West Regional GroupChair
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Vikki MassaranoArc Pensions LawPartner
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Claire GoodbyArc Pensions LawAssociate
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John WilsonSpence and PartnersHead of Technical, Research and Policy
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Louise WebbPunter Southall Governance ServicesClient Director
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Emma WatkinsScottish WidowsManaging Director of Retirement and Longstanding
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Maria Nazarova-DoyleScottish WidowsHead of Pension Investments and Responsible Investments
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Laura HouëtFunds, global co-head of ESG CMSPartner
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David FogartyDirectorDalriada Pension Trustees Limited
Pete has been with Just since 2012 joining the DB Solutions team in 2017. He is responsible for managing projects from invitation to participate through to post transaction on-boarding.
Prior to joining Just, he held a variety of roles including product development and managing a group life insurance portfolio.
Victoria has over 13 years’ experience in the financial services industry and has a diploma in Regulated Financial Planning. She joined WEALTH at work in 2016 as a presenter, which involved delivering financial education to employees of organisations on topics from debt and money management through to pensions and retirement. She has since taking on her current role within the company as a National Business Development Manager.
Vikki has specialised in pensions law for more than 20 years and advises trustees and employers in relation to all aspects of pensions law.
She is particularly experienced in the pensions aspects of corporate activity, including sales, acquisitions and refinancings as well as having advised on numerous restructuring cases, negotiating with the Pensions Protection Fund and the Pensions Regulator. She has advised on a number of asset backed funding arrangements.
She also advises on many DC issues, in articular specialising in member communication and education as well as having expertise on scheme administration issues. Vikki is experienced in reviewing and updating scheme documentation, advising on trustee duties and governance issues and advising both trustees and employers in relation to liability management exercises.
Vikki was a partner at DLA Piper from 2000 until joining Arc Pensions Law in May 2017.
Claire trained at a leading global law firm and joined its pensions practice when she qualified in August 2012. She joined Arc Pensions Law in November 2019.
Claire advises on all aspects of pensions law to a mix of both employer and trustee clients, including compliance and governance, third party agreements and contingent assets.
Claire has particular expertise in working with and advising on defined benefit schemes, hybrid pension arrangements, and corporate activity including, acquisitions, disposals, group reorganisations and joint ventures.
Claire is an associate member of the Association of Pension Lawyers.
John is Head of Technical, Research and Policy with over 33 years’ experience in employee benefits knowledge management
He joined Spence in December 2019.
Previously he was Head of Technical at JLT Employee Benefits for 20 years and pensions technical roles at insurance companies and employee benefit consultancies since 1986.
Louise joined PSGS in 2021 as a client director. She is an accredited professional trustee to a portfolio of schemes and brings practical experience of single, multi-employer and industry-wide defined benefit schemes. She has worked for both sponsors and trustees on a range of projects from mergers and acquisitions and notifiable events, to solvent and insolvent restructurings, wind downs and de-risking.
Emma is the Managing Director for Retirement and Longstanding, where she has responsibility for the retirement journey, individual and bulk annuities and supporting loan investments, and longstanding propositions.
Prior to joining Scottish Widows in June 2015, Emma was a partner at a leading pension consultancy, specialising in helping trustees and companies manage defined benefit pension scheme risk using insurance solutions.
Emma has held senior positions at several other insurance companies, with over 22 years’ experience in the pensions industry.
At Scottish Widows, Maria is responsible for defining the investment offering across our pension business, covering workplace savings, individual and longstanding customer segments, and for incorporating ESG into the investment design. She has previously held senior DC investment roles at Mercer and JLT. She is a spokesperson on investment matters, a regular contributor to pension industry events and a professional awards judge. She also volunteers on the PMI Policy and Public Affairs Board, the CFA UK Pensions Expert Panel and the Taskforce on Pension Scheme Voting Implementation.
Laura is a partner in the London Financial Services team, and co-leads the global CMS ESG group. She has over 14 years’ experience advising the asset management industry. She is a regulated funds specialist with particular expertise on the product side. Laura has a market leading practice in sustainable investment, advising both the investment industry and companies who are indirectly impacted by ESG changes within the investment industry. Laura advises in particular on the impact of EU and UK regulation in relation to sustainable finance, including in particular all elements of the EU’s Sustainable Finance Action Plan, the implementation of the Task Force on Climate-related Financial Disclosures (TCFD) and the UK’s approach under its Green Finance Strategy. Laura advises clients across Europe and the US on sustainability issues, is a frequent industry and media speaker on the topic and is a member of the Financial Market Law Commission’s ESG Scoping Forum.
David is an active professional trustee engaged in a number of co-trustee and sole trustee appointments. Prior to joining Dalriada in 2020 he spent over 30 years at Mercer first on the actuarial side and more latterly on the investment consulting side. Alongside executing the more general aspects of a professional trustee he is heavily engaged on investment issues – strategy, risk management as well as engagement with advisers, providers and asset managers. He takes board responsibility for development of our position on investment including how we as trustee embrace ESG risks and opportunities. He was instrumental in the formulation of Dalriada’s ESG Policy.
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Chris ConnellyPensions Dashboard Working Group (PDWG)Chair of the Pensions Administration Standards Association (PASA)
-
Mark HodsonOmnium Employee BenefitsAssociate Director
-
Pete JenningsJUST GroupDB Business Development Manager
-
Andrew CheseldineCapital CranfieldProfessional Trustee
-
Lee CookBuckHead of Administration
-
Kris ElliotBuckHead of Implementation and Technology
-
Ross WilsonBuckSenior Administration Manager
-
Victoria EastWEALTH at workNational Business Development Manager
-
Nathan RobinsonPMI North West Regional GroupChair
-
Vikki MassaranoArc Pensions LawPartner
-
Claire GoodbyArc Pensions LawAssociate
-
John WilsonSpence and PartnersHead of Technical, Research and Policy
-
Louise WebbPunter Southall Governance ServicesClient Director
-
Emma WatkinsScottish WidowsManaging Director of Retirement and Longstanding
-
Maria Nazarova-DoyleScottish WidowsHead of Pension Investments and Responsible Investments
-
Laura HouëtFunds, global co-head of ESG CMSPartner
-
David FogartyDirectorDalriada Pension Trustees Limited