Speakers Gallery
Chairman
Ian EggledenPrincipal
Mercer
Ian is a Principal at Mercer. He joined in 1988 and was President of the Pensions Management Institute from 2001 to 2003.
His entire career has been in the pensions industry. He started as an actuarial student in 1963 and moved into consulting after a period as Pensions Manager of the Miles Druce Group, now part of GKN.
As Managing Consultant for a number of clients, he has advised on pensions strategy which, in the last few years, has inevitably revolved around the management of risk and the possibility of buy-out.
Panel Speaker
John HawkinsDirector
Foresight Trustees
John is a founder director of Foresight Trustees Limited and was, until recently, a Principal within the Financial Strategy Group of Mercer. Prior to joining Mercer in 2006, John was the Head of Finance and Risk at Invensys plc and has served as group treasurer of several other major companies.
John is a Fellow of the Association of Corporate Treasurers and the author of its training material for the Certificate in Pensions Risk Management. He is a regular writer of articles on pensions and other subjects for The Treasurer and other publications.
Keith BartonPrincipal Consultant, Hewitt
Chairman, Association of Consulting Actuaries
Keith Barton commenced his actuarial career with the Government Actuary's Department on leaving university in 1976, moving to Bacon & Woodrow (now part of Hewitt) on completing the actuarial exams in 1979 and where has remained ever since. For virtually all his career he has been involved with advising sponsors and trustees of occupational pension schemes. He became Chairman of the Association of Consulting Actuaries on 1 June 2008.
Speakers
John BrokerDirector
ITM
John is a Director at ITM, the leading independent pension data and administration consultants. John leads the ITM team in providing data risk auditing services to trustees and organisations involved in buying out scheme liabilities and has been involved in several recent high profile deals.
John qualified as APMI in 1994 and has 23 years experience in all aspects of pension administration. John has worked for two leading third party pension pension administrators and also managed an in house administration team. He joined ITM in 2007.
Trevor ConnorPrincipal & Actuary
Aon Consulting
Trevor graduated from Cambridge University with a degree in Mathematics. He joined Aon Consulting (then Clay & Partners) in 1990, qualifying as an actuary in 1993. Trevor is also qualified as a Fellow of the Institute of Actuaries.
Throughout his career, Trevor has primarily been involved in providing actuarial and consultancy advice to clients. Trevor works as a Scheme Actuary and also provides advice to employers regarding scheme design and funding issues. From 2005 to 2008 Trevor was Head of the Actuarial Practice in the UK and is currently a member of Aon’s European Practice Council for Retirement Benefits. Trevor sits on the Pension Committee of the Association of Consulting Actuaries.
Steven DickerSenior Consultant
Watson Wyatt
Steven Dicker is a senior consultant specialising in advice to corporate clients on pensions and other reward issues. He leads our merger & acquisition services in the UK and is member of our European corporate consulting and global total reward steering groups. Steven’s experience working with corporate clients is broad, including all aspects of pension design, funding, management and governance, total reward design, and measurement of the risk and effectiveness of reward systems.
Steven is a Fellow of the Institute of Actuaries and an Associate of the Pensions Management Institute.
His degree is in Mathematics from Bristol University and he completed the General Management Programme at Ashridge Business School in 1997.
Paul PhillipsPartner
Sacker & Partners
Paul Phillips is a partner at Sacker & Partners, the UK’s leading specialist pensions law firm. Along with significant experience in all aspects of pensions issues, Paul is a leading member of the firm’s Investment Unit, where he advises schemes on the legal aspects of their investment arrangements including investment re-organisations and investment documentation for defined benefit and defined contribution schemes.
Paul’s recent focus has been helping clients with the “de-risking” of their schemes, whether through buy-out / buy-in strategies or alternative investment methods. Paul was heavily involved in Sackers’ ground-breaking work this year with the trustees of the Friends Provident Pension Scheme, understood to be the first of its kind for a FTSE 100 company, where the Scheme trustees entered into a bulk annuity "buy-in" under which the scheme’s pensioner liabilities, worth approximately £350m, were re-assured.
Andy ReedDirector, Defined Benefit Solutions
Prudential
Andy has 4 years experience with Prudential, having successfully implemented significant pension vesting transactions currently worth over £500 million per annum. Andy is currently responsible for innovation within the Defined Benefit market, developing new routes to market and led the transaction to secure £300m of pension liabilities from Goldman Sachs in July 2008.
Andy is a qualified actuary with, over 20 years experience in the UK insurance industry. He previously held senior strategic, finance and actuarial roles at AMP (Pearl, NPI, LL, Hendersons) and Virgin Money.
Terry RitchieHead of Management Consulting
Capita Hartshead
Terry has over 29 years experience in the pensions arena. He is currently the Head of Management Consulting for Capita Hartshead having previously been Consultancy Director for Regent Pensions.
He has held senior positions within in-house occupational pension schemes, both defined benefit, defined contribution schemes and industry-wide pension schemes. During his career he has worked for Grand Metropolitan (Diageo) Royal Ordnance plc and Aon Consulting. During his 9 years with Aon he worked as a Client Manager running a large portfolio of clients.
He has in-depth experience of setting up both self administered schemes and contract based schemes, winding up Defined Benefit and Defined Contribution schemes and drafting communication material.
In his current role, Terry and his team undertake benchmarking of adviser reviews, reviewing systems and processes, procurement exercises and project management.
Terry is also qualified to provide financial advice and is an Associate of the Institute of Management.
Jay ShahPartner
Pension Corporation
Jay is a partner at Pension Corporation and co-leads the transaction origination activities. Jay was previously at PricewaterhouseCoopers as an actuarial adviser and then as Director in the Corporate Finance unit. He joined Prudential in 2003 as Corporate Development Director and led Prudential’s innovations in the large bulk annuity transfer market prior to setting up a separate bulk annuity venture, now part of Pension Corporation. Jay has 20 years of experience in the financial services sector having qualified as an actuary in 1991.
Anil SharmaCorporate Deal Principal
Prudential
Anil joined Prudential in 2004 working in strategy and product development, before moving to work on large insurer and pension scheme transactions.
Anil also spent 7 years in a variety of roles in London and New York within financial services working for PricewaterhouseCoopers, Andersen and Credit Suisse.
Anil holds an MBA and qualified as a Chartered Accountant with PricewaterhouseCoopers.
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