ANDY CHESELDINE
Principal
Lane Clark & Peacock
Andy is a Principal in the DC team at LCP, having joined them in 2010 .
With over 30 years of experience in the employee benefits market, Andy guides employers and trustees through the design, creation, communication, delivery and ongoing monitoring of DC pension arrangements.
Andy’s most recent DC client has focused on the design of default and investment range options, transition management, the implications of behavioural finance for member communication, the potential impact of the automatic enrolment in 2012 on reward strategy and wider alternatives for wealth creation.
DAVID ROWLEY
Editor
Pensions Week at Financial Times
LEN CURRIE
Investment Director
UK Local Authorities Business
Len joined Standard Life Investments in April 2008 as Investment Director – UK Institutional Business, with responsibility to develop Local Authority and corporate business. Len began his career in 1986 as a Managing Consultant with Mercer Human Resource Consulting. Prior to joining Standard Life Investments, he worked for three years with KPMG as a Senior Pension and Employee Benefits Consultant.
ANDREW BENTON
Head of International Sales and Business Development
Barings
Andrew joined Barings in June 2010 to lead all UK, European and Middle Eastern institutional sales activities. Before joining Barings, Andrew spent five years as Head of UK Institutional Sales at Schroders, developing their DB and DC offerings to institutional clients and platforms. Prior to Schroders, he held senior consultant/client roles at RCM Ltd UK, Royal London Asset Management and SLC Asset Management.
BARRY PARR
Founding Co-Chair
Association for Member Nominated Trustees
Barry is a founding Co-Chair of the Association for Member Nominated Trustees; the support organisation for member representatives of private and public sector pension schemes. The AMNT was formed in 2010 and has a growing membership, now numbering about 200.
Barry is a Member Nominated Director of the Orange Pension Scheme and has been active within its Investment Committee for the last 5 years. He has a special interest in Collective DC (CDC) schemes and also in the design of DC default and risk-rated funds.
In his ‘day job’ Barry is a Technology Engagement Manager within Everything Everywhere Ltd – the recently merged activities of Orange UK and T-Mobile UK and is currently working on Cloud Computing strategies for a parent company, France Telecom.
In previous roles Barry has held IT Director and senior roles at Colt International, Allied Pickfords and Schering AG, following an earlier career in fruit farming.
BOB MCDONALD
Trustee Director
Tate & Lyle Group Pensions Scheme
Bob McDonald was a Logistics Manager by Profession for 25 years, specialising in the field of transporting bulk liquids and powders & Logistics Outsourcing, but since retiring a few years ago, he has become a freelance Logistics Consultant.
He has been a Trustee Director for the Tate & Lyle Group Pensions Scheme for the last 7 years & has served for all that time on the Investment Sub Committee. He has also served on 2 of the sub committees for the Triennial valuations.
CHARLIE THOMAS
Executive Editor
Pensions Management
Charlie Thomas is executive editor of Pensions Management. She is an award winning journalist, having extensively covered pensions and investment for both the retail and institutional markets. Her specialisms include pensions reform, responsible investment, alternative investment, pension scheme de-risking, trustee governance and personal pensions.
Prior to her appointment at Pensions Management, Charlie was deputy editor at Pensions Week.
DAVID MCCOURT
Senior Policy Adviser: Investment & Governance
National Association of Pension Funds
David McCourt joined the National Association of Pension Funds (NAPF) as Policy Adviser : Investment and Governance in October 2007 and became Senior Policy Adviser: Investment and Governance in September 2009.
David has more than 23 years industry experience mainly in a variety of ‘in house’ secretariat roles including Head of Pensions at the University of Manchester and Assistant Pensions Manager at National Grid plc. David has focused primarily on assisting both trustees and plan sponsors on a range of scheme management and governance issues with a particular emphasis on the work of Investment Committees.
Before embarking on his pensions career David gained an MA in Political Theory from the University of Manchester. Away from the NAPF David has a wide range of sporting interests.
DON HANSON
Retired
Accounting & Consulting industry
Don Hanson spent his full time working career in the Accounting and Consulting industry. He worked with several large pension plans on strategic development and was at various times President of Professional Services Insurance Company a captive insurer based in Bermuda. He spent the last time years of his full time career in New York as Deputy Chairman of Andersen-Worldwide the parent of Arthur Andersen and Andersen Consulting (now Accenture).
Since retiring from full time employment he has been an active investor in small companies in the UK and frontier markets. He has been Chairman of the University of Manchester Pension Fund for many years.
DONNY HAY
LawDeb Pension Trustees
Donny, a qualified chartered accountant, is an investment professional with over 25 years’ experience of investment markets and providing asset management services to pension funds and institutional clients internationally.
He trained with KPMG, and then spent 9 years managing international equities with Edinburgh Fund Managers. Up to 1999 he was with ING (New Zealand) as General Manager, Institutional Funds Management, before working with Martin Currie Investment Management as Director of Institutional Business Development. He has served as an AIMSE Council Member and as a Trustee of the Martin Currie Pension Fund. In 2009 he set up a financial services consultancy business and joined LawDeb Pension Trustees in October 2010, where he acts for a range of pension schemes, specialising in investment and governance.
IAN RICHARDS
Independent Chairman
The Trustees of the Next plc’s DB and DC scheme
He is currently an independent chairman of the trustees of the Next plc’s DB and DC scheme and engages in some consultancy work. He has a wealth of over 40 years pensions and investment experience.
He retired from Legal & General Investment Management in 2009 where he was Head of DC Strategy and Governance. During his career he has gained a good understanding and practical experience of working with trustees and their advisers to determine appropriate strategies for growth and de-risking portfolios. He has specific expertise in most aspects of DC and was instrumental in driving forward the industry’s STP data standard.
JAMIE PATTERSON
Investment Consultant
Bluefin
Jamie Patterson is an investment consultant, advising charities, foundations and pension schemes with assets ranging from £2m to £250m. Within the pensions space, he works with trust based DB schemes, and both trust based and contract based DC schemes. He advises trustee boards and sponsoring companies on asset allocation, strategies for dynamic de-risking, liability matching, and asset transfer. Jamie also specialises in unconstrained equity and diversified growth products and manager research experience. He holds both the IMC and the CFA.
Pensions Insight Magazine included him amongst the 50 most influential people in pensions at the end of 2010.
STEPHEN BUDGE
Executive Consultant
KPMG LLP
Stephen joined KPMG in March 2011 to lead the development of the DC investment client proposition, working closely with both the Investment and DC Solutions teams to build on their already well established DC client base and DC investment work. Stephen also helps to coordinate KPMG’s auto-enrolment proposition providing support to clients looking to review their arrangements ahead of their duty staging dates. KPMG has a firm belief that the investment design is key to supporting member’s pension savings and also to drive member engagement with the benefit. The DC Investment team is applying the latest DC design techniques to support this approach.
Prior to KPMG, Stephen worked at Aon Hewitt – originally starting in Bacon & Woodrow’s investment practice in 2000. At Aon Hewitt, Stephen provided services to a number of clients including a global DC pension plan reporting client and Hewitt’s two own DC plan trustees.
BARRY PARR
Founding Co-Chair
Association for Member Nominated Trustees
Barry is a founding Co-Chair of the Association for Member Nominated Trustees; the support organisation for member representatives of private and public sector pension schemes. The AMNT was formed in 2010 and has a growing membership, now numbering about 200.
Barry is a Member Nominated Director of the Orange Pension Scheme and has been active within its Investment Committee for the last 5 years. He has a special interest in Collective DC (CDC) schemes and also in the design of DC default and risk-rated funds.
In his ‘day job’ Barry is a Technology Engagement Manager within Everything Everywhere Ltd – the recently merged activities of Orange UK and T-Mobile UK and is currently working on Cloud Computing strategies for a parent company, France Telecom.
In previous roles Barry has held IT Director and senior roles at Colt International, Allied Pickfords and Schering AG, following an earlier career in fruit farming.
JUSTIN A. URQUHART STEWART
Director and Co-founder
Seven Investment Management
Having trained as a barrister, Justin took up corporate finance, working in both Africa and Singapore. He then returned to the UK and helped in the developments towards Big Bang in 1986 in London which led to him helping to found Broker Services in 1986. Broker Services went on to become Barclays Stockbrokers, where Justin was Corporate Development Director. In early 2001, he co-founded Seven Investment Management, an investment management business that innovated the UK investment market with the introduction of the first Sterling Investment Wrap Account. Seven Investment Management now manages and administers around £3.4 billion on behalf of professional financial wealth managers and intermediaries.
Justin has a keen interest in developing the investment market to break down as many of the traditional barriers as possible for both private investors and smaller companies. As part of this he was involved in the original development of the AIM market and the investor educational company, Proshare. He writes regularly for national magazines and newspapers, and is a frequent commentator on television and radio, both in the UK and abroad.
JOHN MACDONALD
Head of Alternatives
Hymans Robertson
John MacDonald leads Hymans Robertson’s research into Alternative Assets. Prior to joining the firm in April 2009 he worked as an independent consultant, providing industry thought leadership to leading professional services firms. He was a key member of the WINS equity research group at PricewaterhouseCoopers for six years, and prior to that worked as an industry analyst at IMS Health and Datamonitor. John is educated to PhD level in Physics and also holds an MSc from Imperial College, London and a BSc (Hons) from the University of Glasgow.
MARIAN ELLIOT
Director
Atkin & Co.
Marian was brought up and educated in South Africa, moving to England in 2002. She is now a Director of the specialist pension consultancy, Atkin & Co. A qualified Scheme Actuary, Marian has 9 years’ experience in advising both corporate and trustee clients in the private and public sectors on how to manage their pension schemes. She also acts as an Independent Trustee and writes a regular column for the FT’s SchemeXpert on trusteeship. Outside of work, Marian enjoys cooking, trying to improve her golfing handicap, learning Italian and is a regular lunchtime runner.
MARK THOMPSON
Chief Investment Officer
HSBC UK Pension Scheme
Mark is the Chief Investment Officer of the HSBC UK Pension Scheme, where he is responsible for the investments in the £15bn Defined Benefit Section and £1bn Defined Contribution Section. Mark joined HSBC from Prudential/M&G where he gained over 20 years of experience in a wide variety of senior investment and pension roles. Mark has a Master degree in Economics from the London School of Economics
MILES GELDARD
Fund Manager
Jupiter
Miles Geldard joined Jupiter in 2010 and currently manages the Jupiter Global Convertibles SICAV and the Jupiter Strategic Total Return SICAV. Before joining Jupiter, Miles was the Founder and Head of the Multi-Asset and Convertibles teams at RWC Partners, and at JPMorgan Asset Management, where he was Head of the Global Multi-Asset Group and Global Strategy teams. Prior to this, Miles was a Fund Manager at Jardine Fleming and an Adviser at the Central Bank of Botswana. Miles gained a degree in Oriental Studies from Oxford University and is a Chartered Financial Analyst.
NITA TINN
Director of Independent Trustee Services Limited
Nita is a solicitor by profession, and was appointed as a Director of Independent Trustee Services Limited in February 2010.
Nita started her legal career specialising in litigation before moving to corporate law as Head of Legal and Company Secretary for a major utility company where she also chaired the Board of Trustees of the Pension Scheme. She has been an independent pension trustee for the last six years and has chaired a number of Trustee Boards through challenging times. She is also an accredited mediator.
SIMON CHINNERY
Executive Director
Simon Chinnery, executive director, is a client advisor in the UK institutional Team. He joined the company in the spring of 2005. Previously, he was the director of UK institutional client service with ABN AMRO Asset Management since 2000. Prior to this, he was an assistant director with Schroder Investment Management for five years where he worked with both defined benefit and defined contribution institutional clients in the pooled pensions team. Before this, he worked at Gartmore Investment, also in pooled pensions client service. Simon began his career in the City in 1983 as a registered representative, stockbroking for a large private client firm.
SIMON MCCLEAN
Chair of Investment Committee
Commerzbank Pension Scheme
Simon has over twenty years experience in international financial markets gained in a range of major financial institutions.
He has specialised in asset and liability management in a career that has included running large trading mandates, developing new business products and managing global investment portfolios. He has extensive knowledge across the spectrum of fixed income securities, complex interest rate derivatives and bespoke investment products as they can be applied to pension scheme investments.
Simon is a trustee of a pension scheme of a large international bank where he chairs the Investment Committee. The scheme is hybrid with half the assets allocated to a closed Defined Benefit section. He has recently overseen a strategic review of the scheme assets, which culminated in the execution of an innovative multi-stage Liability Driven Investment program.
STEVEN EDGLEY
Investment Director
Fidelity Worldwide Investment
Steven is an Investment Director within Fidelity’s Investment Solutions Group. Prior to joining Fidelity in 2011, Steven was CIO of the Emerging Markets division of the Abu Dhabi Investment Authority. Steven is a CFA charter holder, having previously been awarded a MA in Finance and Investment at Exeter University and a BA in Economics from Northwestern University, USA.