About this event
Join us as this year’s conference that will focus on topics including funding and savings, pension law current issues, ESG, the end game and transferring risk, investment issues, data visualisation and data science.
We hope you will join us for what promises to be a brilliant conference - expect a great line-up of speakers and a wide range of thought-provoking topics. A great opportunity to engage with those leading research, thought and innovation in the pensions sector. We expect this conference to be popular, so register quickly to secure your place.
The IFoA’s policy regarding Coronavirus is designed to safeguard the well being of those who attend IFoA events. Find out more.
If you have further questions specifically about this event please contact the IFoA Events Team on email@example.com
Confirmed speakers include
John Breedon, Fellow of the Institute of Actuaries
With over twenty five years of experience, John has held senior roles at a number of consulting firms, working as a Scheme Actuary, a corporate actuary and latterly within Investment Consulting providing risk advice. John has led a corporate consulting business as well as leading two investment consulting businesses. John is Head of Strategic, Asset and Risk Solutions at Buck. John holds a BSc in Mathematics, an MSc in Pure Mathematics (both from Sheffield University) and an MBA from the Open University.
David Gordon, Senior Review Actuary at the IFoA heading up the Actuarial Review Team.
David joined the IFoA at the start of 2020 with over 30 years’ experience in the pensions industry. He has worked with Willis Towers Watson throughout his career advising numerous UK pension schemes and their sponsors on how best to deliver funding, investment and risk management. Alongside client work, David provided guidance to colleagues worldwide on best practice and professional issues. He was Willis Towers Watson's Senior Quality Assurance Representative under the IFoA's Quality Assurance Scheme. David was voted the Actuarial Post's Pensions Actuary of the Year 2016.
Fiona Frobisher, Head of Policy at the Pensions Regulator
Fiona has responsibility for producing regulatory strategies, policies and products to help schemes, trustees and employers fulfil their duties and to ensure that TPR’s regulatory objectives are met.
Fiona joined Opra (the Pension Regulator’s predecessor) in 2002 before which she worked in the voluntary sector specialising in welfare legislation.
Tim Jiblonski, Product Director, EValue
Tim is currently Product Director at EValue, having joined in 2010 as Consultant Actuary. Since then, Tim has worked with some of the UK's largest financial services companies, as well as start-ups, to help them deliver personal and engaging digital advice and guidance. He is currently responsible for the specification and prioritisation of new and existing propositions at EValue, as well as providing key actuarial oversight across the organisation.
Tim chairs the “Drawdown Strategies, Modelling Tools and Consumer Communications” Working Party for the Institute and Faculty of Actuaries.
Judith Joy, Regulatory Lawyer in the General Counsel directorate of the IFoA.
Judith is responsible for drafting and maintaining standards, guidance and other material with the purpose of regulating the profession in the public interest. She currently manages the review of the CPD Scheme, the regulatory working party considering CDC Pension Schemes, and the IFoA’s Designated Professional Body Regime.
Lisa McCrory, Chief Finance Officer at the Pension Protection Fund (PPF)
Lisa McCrory was appointed as Chief Finance Officer at the PPF in February 2020. She joined the PPF in March 2009, and has been the Pension Protection Fund’s Chief Actuary since September 2018. Before this, she was Head of the Actuarial Financial Management Team.
She is responsible for providing actuarial advice to the Board on the PPF’s Funding Strategy, making sure that any assumptions we make are appropriate and consistent, and for signing the annual valuation of the fund for the Annual Report and Accounts.
Jane Ralph, Actuary, Barnett Waddingham
Jane Ralph is a qualified actuary who specialises in advising to pension scheme sponsors. Her role at Barnett Waddingham includes, amongst other areas, engaging sponsors on funding matters, navigating the DB pension journey, considering contingent solutions, member engagement and managing pension risk. Jane has nearly 30 years’ experience advising on pension related matters across a broad range of areas. In that time her clients have covered the full spectrum from listed global multinationals to small family owned businesses both from a sponsor and, historically, a trustee perspective.
Jane’s awareness of the considerations trustees face and how they (or their advisers) are likely to approach any given scenario enables her to best advise sponsors who are typically more versed in the business considerations than pension regulation or guidance. Jane is chair of the Institute and Faculty Working Party Pensions Scheme Funding and employer dividends.
Caroline Rookes, Non-executive Trustee of the Civil Service Sports Council Superannuation Scheme and interim Chair of the Pensions Ombudsman
Caroline's career has spanned several top management roles. She has extensive experience of, and expertise in shaping major policy programmes across Government including the development and introduction of automatic enrolment and the NEST pension scheme.
Steve Webb, Partner, LCP- Former Pensions Minister
Recently appointed as a partner at the consulting firm Lane Clark & Peacock (LCP) where he will work on the firm's client service offering and lead campaigns in helping the wider pensions industry stay apace of changes and members needs, Steve Webb is also the UK's longest serving Pensions Minister (2010-2015).
Steve recently received Honorary Fellowship of the IFoA for recognition of his contributions to pensions and social care in the UK.
Jacqui Woodward, Actuary
Jacqui is a qualified actuary who has specialised in covenant related projects since 2006 following a brief spell advising on international pensions issues for a global consultancy in New York. She was part of the team advising on some of XPS’s first ever covenant-related projects including distressed situations and corporate restructurings.
Jacqui has over twenty years’ experience on advising on pensions related issues most recently providing pragmatic advice on how to incorporate employer covenant assessments into trustees’ decision making processes whilst maintaining a collaborative relationship between all parties.
She has also developed bespoke monitoring conventions to enable trustees to engage with their sponsor on a regular basis and better understand the underlying risk factors that might result in a change to the underlying covenant strength supporting the scheme.
- Registration Thu, 18/06/2020 - 14:30 - 15:30 Registration open
- Plenary session Thu, 18/06/2020 - 15:30 - 16:30 Plenary 1: Professional Skills
- Refreshments Thu, 18/06/2020 - 16:30 - 17:00 Refreshments
- Plenary session Thu, 18/06/2020 - 17:00 - 18:00 Plenary 2: An alternative view of pensions
Speaker: Derek Benstead, First Actuarial LLP
- Registration Thu, 18/06/2020 - 18:00 - 18:30 Registration open
- Social Thu, 18/06/2020 - 18:30 - 19:00 Drinks Reception
- Dinner Thu, 18/06/2020 - 19:00 - 23:30 Dinner
After dinner speaker: Vincent Franklin
- Registration Fri, 19/06/2020 - 08:30 - 09:00 Registration Open
- Plenary session Fri, 19/06/2020 - 09:00 - 10:10 Chair’s Welcome
Chair: Hilary Salt, First Actuarial
- Plenary session Fri, 19/06/2020 - 09:10 - 10:10 Plenary 3
Speaker: Steve Webb, Former Pensions Minister
- Transfer time Fri, 19/06/2020 - 10:10 - 10:20 Transfer time
- Workshop Fri, 19/06/2020 - 10:20 - 11:20 Workshop A
A1: GMP Equalisation
Speaker: Mark Williams, Buck
A2: Climate scenario analysis for a DB pension scheme – A case study
Speakers: Andrew Claringbold, Aon and Lisa Eichler, Ortec Finance
A3 - The State of PPF Universe
Speaker: Lisa McCrory, Pension Protection Fund
A4 - Professionalism session
Speaker: TBC, IFoA
- Refreshments Fri, 19/06/2020 - 11:20 - 11:45 Refreshments
- Plenary session Fri, 19/06/2020 - 11:45 - 12:45 Plenary 4
Speaker: Caroline Rookes, Interim Chair at Pension Ombudsmen
- Refreshments Fri, 19/06/2020 - 12:45 - 13:30 Lunch
- Plenary session Fri, 19/06/2020 - 13:30 - 13:40 Presidential Update
- Workshop Fri, 19/06/2020 - 13:40 - 14:40 Workshop B
B1: Cash is King – where next for CDI
Speaker: Norbert Fullerton, Janus Henderson
B2: AMS Thematic Review Programme & changes to the CPD Scheme
Speakers: Judith Joy and David Gordon, IFoA
B3: Longevity – CMI update
Speaker: Katherine Fossett, CMI Limited
B4: Public Service Pensions – Good Pensions that last
Speaker: Dale Walmsley, First Actuarial
- Transfer time Fri, 19/06/2020 - 14:40 - 14:50 Transfer time
- Workshop Fri, 19/06/2020 - 14:50 - 15:50 Workshop C
C1: Decumulation in pension plans via pooled annuities
Speakers: Catherine Donnelly, Heriot Watt University and Tim Jablonski
C2: Integrated Risk Management: Pensions Risky Business
Speakers: John Breedon and Gary Mayall, Buck
C3 - Impact of Dividends and other covenant leakage on Pensions Scheme Funding
Speakers: Jane Ralph, Barnett Waddingham and Jacqui Woodward, XPS Group
C4: Legal Update: Make your mind up time
Speakers: Patrick Kennedy, Gateley Legal
- Refreshments Fri, 19/06/2020 - 15:50 - 16:10 Afternoon refreshments
- Plenary session Fri, 19/06/2020 - 16:10 - 17:10 Plenary 5
Speaker: Fiona Frobisher, Head of Policy, TPR
- Other Fri, 19/06/2020 - 17:10 - 17:15 Chair’s closing comments
Chair: Hilary Salt, First Actuarial
Copies of the presentation slides will be added to this section as and when they are sent in by speakers, so please keep coming back to check for the presentations you need.