CONFIRMED SPEAKERS FOR THE EVENT
Keynote
speaker: James Purnell MP Minister of State for Pensions Reform,
DWP
James
Purnell MP began his political career as researcher to Rt. Hon.
Tony Blair MP during his time as Shadow Employment Secretary,
1989-92. After graduating, he went to Hydra Associates 1992-94,
and then became a Research Fellow at the Institute for Public
Policy Research 1994-95 on their media and communications project.
He went on to become head of corporate planning at the BBC from
1995-97. He then returned to work for the Prime Minister Tony
Blair as special adviser on culture, media, sport and the knowledge
economy from 1997-2001. He was selected for the seat of Stalybridge
and Hyde in 2001, and went on to win the election with a majority
of 8,859. As a Labour Member of Parliament, he was a member of
the Work and Pensions Select Committee in the House of Commons
2001-03, and the Chair of the All Party Group on Private Equity
and Venture Capital 2002-03. In 2003 James became Parliamentary
Private Secretary to Rt. Hon. Ruth Kelly MP in the cabinet office,
and in December 2004 he joined the government as an assistant
whip. In May 2005 he became Parliamentary Under-Secretary of State
at the Department for Culture, Media and Sport and last year he
became Minister of State for Pensions Reform at the Department
of Work and Pensions.
Keynote
speaker: Nigel Waterson MP, Shadow Minister for Pensions and Conservative
Spokesman for Older People
In addition to his role as Shadow Minister for Pensions, Nigel
Waterson is a Solicitor, having built up a successful practice
in maritime law. He served for a time as a local councillor and
is a former Chairman of the Bow Group. Nigel was appointed Parliamentary
Private Secretary to the Minister for Health in 1995. The following
year he was made Parliamentary Private Secretary to the Deputy
Prime Minister. He was appointed as Opposition Whip in June 1997.
In February
1999, Nigel was appointed Shadow Minister for Local Government
and Housing. From September 2001 to July 2002 he served as Shadow
Minister for Trade and Industry. Nigel has recently been re-elected
as Co-Chairman of the All Party Group for Older People, a post
he has held for several years.
Christopher
Berkeley, National Head of Pensions, Pinsent Masons
Christopher
Berkeley is National Head of Pensions at the law firm Pinsent
Masons. He leads a team of about 50 specialist pensions and pensions
litigation lawyers in a group which is nationally rated as one
of the UK's leading pensions practices. He has worked in pensions
since 1990, first with Lovells and for the last ten years with
Pinsent Masons. He also serves on the committee of the NAPF City
& Eastern Group.
Mark
Bingham, Director, Secondsight
Mark Bingham has been providing employee benefits advice to employers
since 1994. He has worked with a number of leading innovators
on ways to encourage employees to save more for their retirement
and is an advocate of using human interaction when communicating
pensions and benefits. He strongly believes this is the only way
to truly help employers achieve a tangible Return on Investment,
and for employees to really understand and value their benefits.
Mark
has spoken at numerous industry conferences on the effective communication
of benefits and appears regularly in industry publications discussing
this, and other benefit and pension related issues.
Vincent
Chailley, Global Fixed Income Portfolio Manager, Credit Agricole
Asset Management
Vincent Chailley has been a Global Fixed Income Portfolio Manager
in the CAAM team since July 1998 and was promoted to Head of Global
Fixed Income & Currency Management in November 2002. He joined
CAAM in 1996, first as a research analyst in the Strategy team,
and then as a portfolio manager in the asset allocation team.
Before joining CAAM, Vincent was a Research and Financial Engineering
analyst at CPR, a French investment bank. Vincent Chailley holds
an Actuarial degree and an MA in Economic and Mathematical modelling
from ENSAE. He also holds a postgraduate degree in Applied Mathematics
from the University of Paris Dauphine.
Tony
Hobman, Chief Executive, the Pensions Regulator
Tony Hobman has held a number of senior appointments within the
financial services arena. He spent twenty years with Barclays
Bank, holding a number of key roles in marketing, project and
change management and customer service. In 1996 he joined ProShare
as head of investor services and was promoted to chief executive
in 1999. From 2000 to 2001 he was chief executive of Money Channel
plc. In 2002 he was appointed as chief executive of the Occupational
Pensions Regulatory Authority (Opra) and in July 2004 chief executive
designate of the Pensions Regulator. In April 2005 he began work
as the first chief executive of the Pensions Regulator.
Ian
McQuade is Head of Consulting, Higham Dunnett Shaw
Higham Dunnett Shaw provides consultancy outsourced administration
services to the Life & Pensions industry. Ian McQuade joined
the group in December 2001, having spent three years as Operations
Director in Sheffield for a large third party administration company.
He had previously spent 11 years working for a large insurance
company in their corporate pension teams. An Associate of the
Chartered Insurance Institute, Ian has spent much of the past
18 years dealing with all aspects of DC pension schemes. The
HDS Consulting Team delivers subject matter expertise on operational
strategy, governance, customer engagement processes, administration
and technology for a broad range of clients that include corporate
pension schemes, trustees and financial services companies.
Matthew
Swynnerton, Partner, DLA Piper UK
Matthew Swynnerton is a partner at DLA Piper UK, and a pensions
law specialist. He is also a secretary of DLA Piper’s independent
trustee company. He has both technical and practical experience
of the day-to-day issues frequently faced by trustees. Matthew
is also a secretary of the Education and Seminars Sub-Committee
of the Association of Pension Lawyers, which involves running
technical seminars, and has been chairman of an APL sub-committee
since 1999.
David
Turner, Consulting Actuary, Hewitt
David Turner has been with Hewitt, a global human resources
services company, since 1990. He specialises in providing advice
to sponsoring employers and trustees of occupational pension schemes,
particularly in relation to accounting, funding and corporate
transactions and the subsequent establishment of new pension arrangements.
David's clients currently include GSK and General Motors. David
is a member of the team responsible for formulating the firm's
policy and providing guidance to the firm's actuaries on scheme
funding issues.
Jill
Walker – DC Strategy & Proposition Manager, Friends
Provident
Jill
has worked with Corporate Pensions for approx. 20 years, half
of that time with Friends Provident. Her current role has an external
focus and an internal focus. Externally, Jill ensures the Defined
Contribution (DC) range of products and services meets the needs
of major clients, customising Friends Provident systems and proposition
where appropriate. Internally she ensures the DC proposition remains
market leading and innovative for all clients, existing and new.
This dual focus means that Jill works closely with intermediaries
and large corporate clients to truly understand their needs and
contributes to many of the large Friends Provident internal projects
on DC pensions. She is passionate about ensuring that the experience
corporate clients have when dealing with their pension scheme
is a positive one.
Mark
Wood, Chief Executive, Paternoster UK
Mark
Wood began his career with Price Waterhouse London where he qualified
as a Chartered Accountant. At PW, he specialised in financial
services and particularly life insurance. He has held a number
of senior positions in the financial services industry including
at Commercial Union, where he worked in the Investment division
and was the first Group Treasurer at Barclays Bank in London and
New York and at BZW, the Investment Bank formed in 1986. In 1996
he was appointed Chief Executive of Axa UK plc prior to moving
to the Prudential as Chief Executive, UK & Europe in 2001.
He left Prudential in the latter part of 2005 to set up Paternoster
UK Limited. He
was Deputy Chairman of the ABI between 1997 and 2000 and has been
a Trustee of the NSPCC since 1997, becoming Deputy Chairman in
2000. He is also Chairman of the Board of Governors of Amesbury
School.
Michael
Perotti, CIO of Alternative Investments, Union Bancaire Privée
(UBP)
Michael
Perotti joined UBP in 1996 and is CIO Alternative Strategies,
Union Bancaire Privée London. He manages a team of 25 people
based in London, dedicated to providing hedge fund advisory and
discretionary management services to a private and institutional
client base. Perotti is also a member of the Board of Directors
of several of UBP's asset management entities. Prior to joining
UBP, Perotti worked for Coopers & Lybrand for eleven years
in various sectors, which included financial services, audit and
tax. He is a member of the Institute of Chartered Accountants
in England and Wales, the UK Society of Investment Professionals
and the Association of Investment Management Research.
Chairman
for the event: Roger Cobley, immediate past president of The Pensions
Management Institute (PMI) and chairman of Stamford Associates
Roger Cobley has spent his entire career working in pensions.
After working for two insurance companies, he became an international
benefits consultant with Martin Paterson Associates (now part
of Buck Consultants), and then worked for Rank Xerox as International
Benefits Manager. Roger moved back into consulting as manager,
international consulting with Mercer, and finally became international
benefits director for Fisons plc. He is now the Chairman of Stamford
Associates Limited, Chairman of the trustee board of three pension
funds and a member of the investment sub-committee of another
major fund. He was elected President of the PMI in 2003. His two
year term of office ended in July 2005.
Agenda
08.15
– 08.50 Registration and Coffee
08.50
– 09.00
Chairman’s introduction & welcome:
By
Roger Cobley, chairman of Stamford Associates and
Immediate Past President of the PMI
09.00
– 09.40
Opening address:
Keynote
Speaker: James Purnell MP
Minister
of State for Pensions Reform
Department
for Work and Pensions
09.40
– 10.10 Governance and DC Risk: Working with the Industry:
Tony
Hobman, Chief Executive, the Pensions Regulator
10.10
– 10.40 Pension Scheme Governance – a practical guide:
Ian
McQuade, Head of Consulting, Higham Dunnett Shaw
10.40
– 11.10
Keynote speaker: Nigel Waterson MP
Shadow
Minister for Pensions and Conservative Spokesman
for Older People
11.10
– 11.30 Morning coffee
11.30
– 12.00 Flight to Quality -
the impact of NPSS on GPPs and Stakeholder:
Jill Walker,
DC Strategy and Proposition Manager,
Friends
Provident
12.00
– 12.30
Pension Communication – making it
individual:
Mark
Bingham, Director, Secondsight
12.30
– 13.00 Internal Controls – a legal perspective:
Christopher
Berkeley, National Head of Pensions,
Pinsent
Masons
13.00 –
14.00 Lunch
14.00
– 14.30 Scheme specific funding:
David Turner,
Consulting Actuary, Hewitt
14.30
– 15.00 Trustee hot topics including Conflicts of Interest,
MNTs and abandonment
Matthew
Swynnerton, Partner, DLA Piper UK
15.00
– 16.15 Panel
discussion: Managing Your Liabilities – the options
Presentation
A: Buying out your liabilities
By Mark Wood, Chief Executive, Paternoster
Presentation
B: LDI, By Vincent Chailley, Global
Fixed Income Portfolio Manager,
Credit Agricole Asset Management
Presentation
C: Using Hedge Funds
Michael
Perotti, CIO of Alternative Investments,
Union Bancaire Privée (UBP)
16.15 –
17.00 Drinks reception
