Speakers List - Defined Contribution Conference 2019
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Keynote Speaker

Chris Curry

Director

Pensions Policy Institute

Chris Curry was recently appointed on a part-time basis as Principal of the Pensions Dashboards Industry Delivery Group at the Money and Pensions Service. Pensions Dashboards will ensure people throughout the UK have easy access to key information about what pensions they have, who manages them and what they are worth, revolutionising how people engage with their pensions throughout their lives.

Chris also brings valuable expertise and insight gained in his other role as the Director of the Pensions Policy Institute (where he will continue to work part-time). Chris has worked on important projects such as the DWP Auto-Enrolment Review Advisory Group in 2017, where he was co-chair and led on providing advice on the theme of Contributions.

At the PPI Chris has authored and presented a number of research reports analysing pensions (including state, private and public sector pensions), pension reforms and other provision for retirement income.

Chris started his career as an Economic Adviser at the Department of Social Security (now the Department for Work and Pensions), before joining the ABI as Senior Economist.

Chris has a BSc (Hons) in Economics from the University of Warwick, and an MSc in Economics from Queen Mary and Westfield College, University of London.

Speakers

Michael Ambery

Head of DC Provider Relations, London

Hymans Robertson

Michael is Head of DC Provider Relations and has been in the pensions industry for more than 17 years.

He has extensive experience of defined contribution pension schemes and is responsible for the day-to-day management of numerous high profile trustee and corporate clients. He specialises in pension scheme design and benefits management; and change and implementation. This includes leading the advice in the following areas: alteration of pension and benefit scheme design, salary sacrifice implementation, flex scheme implementation, pension scheme closure, the impact of Freedom and Choice for DB and DC schemes, pension scheme governance (Corporate and Trustee including both private and public sector) and Guided Outcomes delivery as part of DC scheme design.

Matthew Arends

Partner & Head of UK Retirement Policy

Aon

Matthew Arends is an actuary, Partner and Head of UK Retirement Policy for Aon. He has over 25 years' experience advising boards of corporates and trustees in relation to their DB and DC pension arrangements.

Matthew is the strategic consultant and relationship manager on a portfolio of clients of a range of sizes, typically being clients who have significant pensions challenges and who look to him for his proactive approach to problem solving.

Matthew is one of Aon's industry-leading experts on Collective DC. He was instrumental in developing Aon's thinking on CDC starting in 2013 and culminating in the White Papers The Case for Collective DC and Collective DC - Stability and Fairness. He continues to work with industry figures and employers to lobby for CDC and to develop thinking on CDC.

He is a regular speaker at conferences - chairing Aon's Pension Conference series, and is a regular contact for journalists on pensions issues.

Katie Banks

Partner

Hogan Lovells

For over 20 years, Katie has been focused on providing pension's advice to companies and trustees. She enjoys providing day to day advice to her clients, many of whom are very longstanding and has had success helping clients with significant and often high-profile projects. These projects have required the coordination of large teams of lawyers and a collaborative approach with other advisers.

She advises buyers and sellers on the increasingly complex issues arising on mergers, acquisitions and disposals. She also leads the team which focuses on advising product providers on pension products.

Katie is ranked as a leading individual in both Chambers and the Legal 500. She is a member of the Association of Pension Lawyers and Pensions Management Institute.

Representative experience

  • Advising Rolls-Royce Plc on a £12 billion defined benefit pension scheme merger.
  • Advising Alstom on the pensions aspects of its transformational deal with GE.
  • Advising Santander UK plc on a seven defined benefit pension scheme merger.
  • Advising Bestway on the pensions issues arising from the acquisition of the Co-operative Group pharmacies.
  • Advising ITV on its various management projects including a longevity swap, enhanced transfer values and pension increase exchange.
  • Advising the trustees of the Industry-Wide Coal Schemes on an innovative debt for equity swap with UK Coal.

 

Nick Collyer

Head of Market Engagement

ITM

Nick heads up market engagement for ITM, where he actively drives for improved member administration across the pension industry; at scheme level as well as sitting on PASAs eAdmin working group. Nick joined ITM in January 2019, having previously held operational and client relationship roles with Third Party Administrators including Aon, Willis Towers Watson and Capita, where he had responsibility for a portfolio of large administration clients. Without knowing what a pension was Nick started his working life as a trainee administrator - how 23 years can change things!

Outside of work Nick doesn't make life easy for himself, supporting West Ham, coaching a netball team and parenting two teenage daughters.

Chris Inman

Investment Principal

Aon

Chris leads Aon's DC investment advisory service as well as being a member of the DC investment committee. As part of this role he is responsible for ensuring that the investment consulting services provided to DC pension plans in the UK evolve to meet their changing needs and are tailored to the unique requirements of their members. He also has an active role in 'thought leadership' with a large focus being on the translation of the best investment ideas available to the market into investable strategies for all of Aon's DC clients. Chris brings a truly global perspective with his formative years in the investment industry spent providing investment advice and managing assets of DC pension plans in Australia, the Middle East and South East Asia.

Alistair Jones

Client Strategy Director

SEI - Institutional Group

Alistair serves as a Director in SEI's Client Strategy Team where he is responsible for formulating and delivering investment strategies for institutional investors in the UK, mainland Europe and Asia.

Alistair has 18 years' experience. Prior to joining SEI Alistair spent seven years as a Strategist within the Portfolio Solutions Team at Schroders, where he advised institutional investors on strategic asset allocation. His specialisms include designing liability matching, multi-asset and defined contribution investment strategies. Prior to Schroders, Alistair was an Investment Consultant at Aon focusing on investment strategy and derivatives. He started his career on the liability side of the balance sheet working in Watson Wyatt's actuarial team (now Willis Towers Watson).

Alistair has worked with a wide range of asset owners including Defined Benefit and Defined Contribution pension funds as well as charities, institutions and private clients.

Sorca Kelly-Scholte

Head of EMEA Pensions Solutions & Advisory

J.P. Morgan Asset Management

Sorca Kelly-Scholte, Managing Director, is Head of EMEA Pensions Solutions & Advisory. She is responsible for advising European institutional investors and leading strategic, proprietary research and thought leadership initiatives on pension investment issues. Sorca has 20 years of advisory experience focussing on asset-liability management and portfolio strategy and structure. She has published extensively on pension, funding and investment issues, and leads the creation of the quarterly publication of Pulse. She is a regular speaker at industry events, and a member of J.P. Morgan Asset Management's Long-Term Capital Markets Assumptions committee. Sorca is a member of the Pensions Board at the Institute of Actuaries, and a trustee of the J.P. Morgan UK Pension Plan. Prior to joining J.P. Morgan Asset Management tin 2015, Sorca led strategic advice to advisory and fiduciary management clients in EMEA for Russell Investments. Sorca holds a BA (Mod) in Mathematics from Trinity College Dublin, and is a qualified actuary.

Jon Millidge

Pensions Director

Royal Mail Group

Jon Millidge has been Pensions Director since June 2019 and is also the Pension Scheme Trustee of the Royal Mail Defined Contribution Plan.

He has previously worked as Chief Risk and Governance Officer from June 2018, Group HR Director from February 2014 and joined Royal Mail in 1985 as a graduate. He was worked across number of the business functions within the group and was the Company Secretary during the IPO.

Meaghan Muldoon

EMEA Head of Sustainable Investing

BlackRock

Meaghan Muldoon, Managing Director, is EMEA Head of Sustainable Investing at BlackRock. The Sustainable Investing team is focused on identifying drivers of long-term return associated with environmental, social, and governance issues, integrating them throughout BlackRock's investment process, and creating solutions for our clients to achieve sustainable investment returns. In this capacity, Meaghan is a member of BlackRock's ESG and Policy Committee. Previously, Meaghan served as a Managing Director and Liaison to BlackRock's Board of Directors within the Corporate Strategy team, where she led the Board of Directors function and managed a rage of complex strategy projects.

Prior to joining BlackRock in 2016, Ms. Muldoon served for more than seven years as a fiscal and economic policy advisor in the Obama Administration. Most recently, she served as Counselor to Treasury Secretary Jack Lew, coordinating the Department's fiscal, domestic, and economic policy efforts, and leading cross-functional teams on issues including infrastructure investment, tax policy, retirement policy, higher education finance, and financial inclusion.

In previous roles, Ms. Muldoon served at the White House as Deputy Assistant to the President and Policy Advisor to the Chief of Staff, as Associate Director to the National Commission on Fiscal Responsibility and Reform (Bowles-Simpson Commission), and as a lead advisor to three Directors of the Office of Management and Budget.

Ms. Muldoon earned a Bachelor of Arts in government, cum laude, from Georgetown University, and a Master of Public Policy from Duke University.

Terry Pullinger

Deputy General Secretary (Postal)

CWU

Terry joined Royal Mail as a postman in 1985 and served as a Union Representative at all levels for over 28 years.

In 2001 Terry was elected as a National Officer for the CWU and in July 2015 he was elected as Deputy General Secretary (Postal) with responsibility for representing over 110,000 members working in Royal Mail Group, Parcelforce and the Post Office.

Anish Rav

Head of Clients, Proposition and Strategy

Atlas

Anish is part of the Atlas Executive team and is Head of Clients, Proposition and Strategy. He is a Fellow of the Pensions Management Institute and has over 22 years' experience of providing pension and employee benefit consultancy advice. Anish has advised many large trustee and corporate clients on the issues faced by both defined contribution and defined benefit pension schemes and has been in involved in developing Master Trusts since 2012.

Ryan Taylor

UK Institutional Client Director

Schroders

Ryan Taylor is UK Institutional Client Director at Schroders, focusing on building and developing relationships with DC Pension Scheme clients. He previously spent 4 ½ years as an Employee Benefit Consultant, with the majority of this time managing the Aon DC Investment Team. His main responsibilities included the development and delivery of all investment-based services to UK DC clients, including: thought leadership, developing the DC Investment Centre of Excellence as well as investment product research and development.

Prior to this Ryan worked for a number of Pension Companies, including Friends Provident and Norwich Union/Aviva where his role at the former included Investment Proposition Manager and was part of the Fund Strategy and Selection Group, responsible for the positioning of the investment proposition both externally and internally.

Chairperson

Jonathan Stapleton

Editor-in-Chief

Professional Pensions

Jonathan is Editor of both Professional Pensions and Workplace Savings and Benefits. He has responsibility for Professional Pensions and Workplace Savings and Benefits Magazines and the websites www.professionalpensions.com and www.wsandb.co.uk.

Jonathan has 12 years' experience in journalism, beginning his career writing for a magazine dealing with the debt and capital markets of Russia and East/Central Europe before beginning to write about pensions in 2001.
He obtained the PMI's Retirement Provision Certificate at the end of 2009 and was named SPC Journalist of the Year in 2011.