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Pensions Winter Forum: Pension Scams

Wednesday 8 December 2021 13:30 - 14:30

Spaces available

Pension scams have become more prevalent as a result of the pandemic, and Trustees have increased responsibilities to protect members, which means that actuaries need to be in a position to provide advice in this area. Our specialist panel will include a professional trustee, an IFA and head administrator, two of whom are members of PASA. You will hear about the latest pension scam trends, tPR’s pledge and real case studies, and you will have the opportunity to ask questions directly to the panellists.

Speakers:

Sean Browes, Dalriada Trustees

Sean is an Accredited Professional Trustee at Dalriada. Following graduation, Sean entered the pensions industry in 1988 and worked for two major benefit consultancies in both administration management and consultancy roles, before joining Dalriada in 2003.

Sean has a broad range of skills and experience suited to all areas of pension scheme management, but has particular strengths in technical administration aspects. Sean has also overseen a number of key business projects for the Group.

Sean leads the team dealing with Dalriada’s appointments by the Pensions Regulator (tPR) to schemes suspected of being used as vehicles for pension liberation and/or pension scams. He now has a wealth of experience and knowledge with regard to the unique characteristics associated with the administration and management of these types of scheme and the challenges they present.

James Ellison, Chief Operating Offcer, WPS Advisory, and Chair DB TV Working Group at PASA

Chief Operating Officer for WPS Advisory Limited, a specialist retirement planning adviser, with over 80 pensions schemes currently appointing us to provide advice to their members. I am also Chair of PASA DB Transfers Working Group which produced Guidance for the market in June 2019 and is currently working towards a Code of Practise due to be release in Q1 2022.

 

 

Girish Menezes, Head of Admin at Premier Pensions, Director of the Pensions Administration Standards Association and on the Advisory Council of the Pensions Management Institute

Girish Menezes has over 20 years of experience in business strategy, proposition development, technology build and operational delivery. He is also the Director of the Pensions Administration Standards Association and on the Advisory Council of the Pensions Management Institute. He has a Masters in Management from the London Business School.
 

Colin High, Aon, Member Options Team (Chair)

Event organiser

Contact Events Team for more information.

eventmanagement@actuaries.org.uk

0207 632 1498

Pricing information

  Price
Member Free
Student member Free
Non-member £45

 

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