Speakers List - Trustee Senate 2019

Keynote Speakers

Philip Collins


The Times

Philip Collins is a columnist on The Times, before which he was the chief speech writer to the Prime Minister Tony Blair. He has also worked as a lecturer in politics, an investment banker and the director of a think tank.

Philip trained as an investment banker, he went on to become a novelist, academic, charity director and columnist for The Times - not to mention chief speech-writer to the UK prime minister in 2005-2007. His work at No. 10 Downing Street entailed the coordination, writing and editing of all the former Prime Minister Tony Blair's speeches. This meant control of the process from conception through to the final delivery. His work included addresses on European policy, education, health, law and order and the major conference keynotes.

Starting his career as an investment banker, he ended his time in the City as the top ranked equity strategist in the smaller companies sector. He has also worked in TV and as a teacher and academic. He has several novels and a number of academic books on broadcasting policy and public service reform.

He was also Director of the Social Market Foundation, an independent think-tank and charity. At the SMF he pioneered market-based reforms to health and education which were influential in persuading the government down that track. During this time at the SMF, Philip became a regular contributor to the main broadsheet newspapers and appeared frequently as a pundit on political programmes on TV and Radio.

Since, he has become a regular columnist for The Times, and is a Visiting Fellow in the Department of Public Policy at Oxford University.


Dr. Gerard Lyons

Leading global economist and Co-founder of 'Economists for Brexit'


Gerard Lyons is one of the UK's leading economists who is widely respected for his understanding of macro-economic trends and the accuracy of his forecasting. He is the former Chief Economist and Group Head of Global Research at Standard Chartered Bank. He also advised on local, national and international economic issues for Boris Johnson whilst he was Mayor of London.

Previous to his appointment at Standard Chartered, Gerard served as Chief Economist and Executive Director at DKB International, as Chief UK Economist at the Swiss Bank Corporation and Chief Economist at UK stockbroker Savory Milln.

Gerard now marries his extensive knowledge of the economy and markets with a first-hand insight into policy making and a view of how the UK cannot just recover, but thrive. He speaks about all aspects of the domestic and global economy - where we are, where we're going, where we might go - with an engaging, original style. Using catchy summaries such as 32, 62, 72 (the amount in trillions that the global cash economy was worth at the turn of the century, when Lehman's crashed, and today) to look at global trends, and analogies including fairytales, superheroes and Gangnam style to understand Asian economic development.

Whilst broadly optimistic about the outlook Gerard believes in a balance between austerity and promoting growth though capital investment in infrastructure. He says it is essential to improve consumer confidence, not just market confidence. Furthermore, government must make concerted efforts to encourage businesses to lend and invest, and to improve relations with both the developing economies. He is also critical of the ‘weak' pound strategy pursued to encourage exports when most UK exports are of quality, high-end goods and services.

Gerard now serves as an economist at wealth management company Netwealth, as Economic Advisor at the Policy Exchange think-tank and the Official Monetary and Financial Institutions Forum, and as an Independent non-executive Director at the Bank of China. Attending quarterly Board meeting, plus a Chair of the Renumeration Committee and member of the Risk Committee. On Advisory Board of financial consultants since 2014 at Parker Fitzgerald, on Advisory Board of The Grantham Institute on climate change and the environment at the London School of Economics & Imperial College since 2018 and Advisory Board of Warwick Business School since 2014. He regularly appears in the media, often writing in the Telegraph and The Times, and was a leading pro-Brexit economic voice. He has testified before the House of Lords Select Committee on the Bank of England and was a member of the Commission that examined the economic consequences if Britain retained the pound.


Dianne Morgan

Head of Relationship Supervision

The Pensions Regulator

Dianne Morgan is Head of Relationship Supervision at TPR. She is responsible for establishing the effective supervision of the most strategically important DB, DC and PSPS schemes in the UK through a relationship based regime. Her department will include the supervision of Master Trusts from the end of 2019, and in due course DB superfunds and Collective defined contribution pensions.
Dianne has worked at TPR for nearly two years before this, as Head of Case Management with particular responsibility for DB Scheme Funding and Avoidance.

Dianne began her career in the City in shipping litigation, then moving into the regulation and investigation of complaints about solicitors. She worked as Head of Regulation for the RICS. For 5 years before joining TRP Dianne was a senior ombudsman at the Financial Ombudsman responsible for the determination of complaints in the Pension, Portfolio Management and Investment Departments.



Pramila Agrawal

Portfolio Manager, Director of Custom Income Strategies

Loomis Sayles

Pramila Agrawal is a vice president and head of the custom income strategies (CIS) group at Loomis, Sayles & Company and a portfolio manager for specialized insurance mandates. In this role, she co-manages assets with investment teams and collaborates with clients to design customized solutions. Pramila joined Loomis Sayles in 2007 as an analyst in the quantitative research risk analysis group where she worked with investment teams across the firm developing relative value tools, predictive models and portfolio construction process.
Later, she joined the relative return team as a strategist, responsible for identifying and evaluating investment ideas and implementing them in portfolios, and was promoted to portfolio manager for the buy & maintain strategies in 2018. In 2019, Pramila was promoted to portfolio manager and head of the CIS group. Previously, she was in a research and development position at Metis Design. Pramila earned a BE from BITS in India and an MS and PhD in Robotics from Vanderbilt University.

Tim Banks



Tim is responsible for the sales and marketing of Mercer's fiduciary investment solutions for external clients. He joined Mercer from AllianceBernstein where he was responsible for multi-asset solutions for defined contribution, defined benefit and wealth management clients. He has 25 years industry experience, in a variety of senior positions across pensions and investment arena. He has been involved from the outset in a number of new industry initiatives that have delivered positive benefits for clients, and has been a regular industry contributor and speaker. Tim holds the Investment Management Certificate and is a Fellow of the Pensions Management Institute.

Kathleen Bochman

CFA, VP, Director of ESG

Loomis Sayles

Kathleen Bochman is a vice president of Loomis, Sayles & Company and director of ESG (environmental, social and governance). She is responsible for increasing awareness of ESG principles among the firm's investment teams and partnering with them to identify how ESG considerations may be further incorporated into their unique investment processes. Kathleen leads the Loomis Sayles ESG Committee in providing strategic support to investment teams, conducting internal education and serving as a thought leader for the firm on material sustainability issues.

Kathleen has 31 years of investment industry experience and joined Loomis Sayles in 2006 as global equity analyst covering the financial sector. She began her career as a senior consultant for Andersen Consulting, specializing in systems consulting for financial clients. Following this, Kathleen moved to State Street Research & Management where she was a fixed income credit analyst, and later was named head of credit research for the firm. She then joined Wellington Management Company as a fixed income credit analyst. Prior to joining Loomis Sayles, Kathleen was a financial sector credit analyst for Gimme Credit. She earned a BA from Dartmouth College and an MBA from Columbia University.

Frankie Borrell


Legal & General

Frankie joined Legal & General in 2016 as Business Development Director where he is responsible for delivering insurance solutions for small to mid-sized defined benefit pension schemes. The role is focused on leveraging Legal & General's business capabilities to implement innovative and tailored products for trustees in a rapidly developing market. Prior to joining Legal & General, Frankie worked for two other bulk annuity providers and KPMG's corporate pension advisory team where he became a Fellow of the Institute and Faculty of Actuaries.

Geraldine Brassett

Client Relationship Director

Capita Employee Solutions

Geraldine is a Client Relationship Director within Capita's Pension Management business.

As well as providing strategic direction to her own portfolio of large third party administration clients, Geraldine also provides support on broader client initiatives such as the analysis, client impact and implementation of legislative and market changes.

Geraldine has a wide experience of all aspects of administration from both an in house and third party perspective and has extensive technical knowledge and practical experience covering benefits delivery, governance and management.

Geraldine is an FPMI and is also a member of the PMI Qualifications, Examinations and Assessment Committee, the PASA Policy and Strategy Group and the PRAG DC Working Group.


Susan McIlvogue

Partner and Head of Trustee DB Consulting

Hymans Robertson

Susan is Head of Trustee DB Consulting at Hymans Robertson. She has over 20 years' experience working with a wide variety of trustees and companies to help manage their defined benefit pension schemes, with assets ranging from £50million to over £1.5billion.

Susan believes in a holistic approach to managing risk, bringing together funding, investment and covenant risk to form a cohesive strategy. She has advised and guided trustees and companies through complex funding negotiations, significant corporate transactions, scheme mergers, benefit changes, and the myriad of legislative changes over the years.


Ian Mills

Principal and Senior Investment Consultant

Barnett Waddingham

Ian has been helping pension trustees and sponsors on investment and risk management issues for over twenty years. He has been lead adviser to schemes ranging in size from a few million to several billion pounds. He provides clear and actionable advice that helps pension schemes take control of their situation by focussing on the issues that will have the biggest impact.

One of Ian's particular areas of expertise is in helping pension schemes to set realistic long-term goals and developing investment strategies to achieve them. He is particularly interested in developing buy-out ready portfolios and self-sufficiency investment strategies. He is also one of our buy-out team members, helping our clients to execute buy-in and buy-out transactions efficiently

Ian is also responsible for the development of Barnett Waddingham's investment consulting services to DB pension schemes and leads our research into LDI and CDI strategies. He is a member of our Research Board, that oversees all of the firm's investment research activities.

Not forgetting that he has acted as a pension trustee for a former employer's large DB and DC scheme. He uses this experience to put himself in his clients' shoes.



James Mullins

Partner and Head of Risk Transfer Solutions

Hymans Robertson

James is a partner and head of Hymans Robertson's risk transfer buy-out solutions team.

He qualified as a Fellow of the Institute of Actuaries in 2003 and joined Hymans Robertson in 2007. James' expertise is working with trustees and companies to help them find opportunities to reduce their pension scheme's risks in a cost effective and intelligent way, as the number of non-pensioner members reduces.

James is also a regular speaker at conferences and his views are often quoted in the press, particularly in relation to buy-ins and longevity hedging.


Matt Simms

Senior Consultant


Matt is a senior investment consultant in Mercer's Fiduciary investment solutions business. He has spent 14 years within the pensions and investment industry. His experience spans actuarial, asset management, investment consulting and fiduciary management, having previously worked for KPMG, WIllis Towers Watson, Hermes Investment Management and River and Mercantile Solutions. He has also been an Independent Trustee for UK DB pension schemes and a DC Master Trust.

Matt studied Mathematics at Sheffield University, has a Masters in Finance from London Business School and was awarded the Sir Joseph Burn prize by the Institute and Faculty of Actuaries, where he is a Fellow. He was recently selected as one of Financial News Asset Management Rising Stars for 2018.

Gary Smith


Atlas Master Trust

Gary is CEO of the Atlas Master Trust. He has worked in DC pensions and employee benefits for over 30 years across both consulting and provider organisations. During most of that period, he has been at the forefront of driving developments and best practice across the UK DC industry.
In July 2010, Gary was voted ‘European Pensions Personality of the Year', recognising him as someone who has truly made their mark in the European pensions space in recent years and, in 2011, he was voted 'Top 5 Benefits and Investment Consultant' by PlanSponsor Europe.

John Towner

Head of Origination and Execution, Pension Risk Transfer

Legal & General

John Towner is Head of Origination and Execution for the pension buy-in, buyout and longevity insurance business at Legal & General. Prior to Legal & General, John was an investment consultant at Redington and advised DB trustee boards on their investment, risk management and funding policies. He began his career in asset management at Bankers Trust in New York and then moved to investment banking at Deutsche Bank and Barclays Capital in London where he built up sixteen years of market experience.

Chris Ramsey

Principal, Senior Consulting Actuary

Barnett Waddingham

Chris is a Scheme Actuary at Barnett Waddingham and advises trustees on the full range of scheme actuary work, including pension scheme funding, as well as on broader strategic matters.
Chris is one of Barnett Waddingham's thought leaders on Integrated Risk Management (IRM) and advising clients on their long term journey plan to get to either buy-out or a low risk strategy. As a result Chris is a regular speaker at industry events.
Until recently Chris was a member of the Institute and Faculty of Actuaries' working party on Integrated Risk Management (IRM). As part of this he co-authored a guide for actuaries on how to implement IRM in practice.
Chris also advises trustees and corporates on strategies for engaging members on their options (so called "liability management"), and until recently led our team that advises clients on the Pension Protection Fund (PPF) levy and how it can be managed.



Anish Rav

Head of Clients, Proposition and Strategy


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.