WEBINAR:

A fresh approach to pensions

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This webinar – held in association with Punter Southall – will offer a rare opportunity to hear from one of the founders, Jonathan Punter, about how technology and innovation influenced the ebb and flow of the business and the pension industry as a whole. He will explain how the entrepreneurial spirit which created the firm 35 years ago is still very present today.

He will be joined by Richard Jones who will discuss how the latest innovation to come out of the group is meeting the needs of DB schemes and offering them a new means of meeting their long-term objectives.

In this session they will explore:

The role of technology, innovation and entrepreneurial spirit has had in shaping the pension industry.
Discuss new innovations they see making a real difference to pension schemes and their members.
How capital-backed journey plans could offer DB pension schemes a new means of meeting long-term objectives

Presenters

Jonathan Stapleton

Editor, Professional Pensions

Jonathan is editor of Professional Pensions and has been reporting on UK occupational pensions since 2001. He has won a number of awards during his career, most recently the SPP Trade Journalist of the Year Award in 2019. He is also holder of the PMI's Retirement Provision Certificate.

Jonathan Punter

Chief Executive, Punter Southall

Prior to forming Punter Southall with Stuart Southall in 1988, Jonathan began his career with Duncan C Fraser and Co in 1978, where he became a Partner within seven years. He has 40 years’ experience in the actuarial profession and particular expertise in UK pensions, investment strategy, pensions in mergers, buy-outs and due diligence deals. A director of several investment companies in London and Dublin, he is also a Fellow of the Institute and Faculty of Actuaries

Richard Jones

Principal, Punter Southall

Richard Jones is the Managing Director of Punter Southall Pension Solutions. He is a qualified actuary with almost 25 years industry experience, including over a decade heading up Punter Southall’s specialist employer consulting division, prior to the sale of all the pension consulting businesses in 2018. His particular specialism is the interaction of employer covenant with funding and investment, helping schemes to understand and navigate to the best long-term outcome for their specific circumstances. He have led over 300 complex pension projects during his career.

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