This webinar is hosted in partnership with:
For DB pension schemes approaching their endgame, there are now more options than ever to consider.
This webinar – held in partnership with Legal & General – is aimed at trustees and will explore how you can plan for your endgame, regardless of where you are on your de-risking journey or the size of your scheme.
Expert speakers from Legal & General’s award-winning investment management and pension risk transfer businesses will examine the endgame landscape and the options available to schemes, while two independent trustees will offer their reflections from a small and large scheme-perspective to give you a practical outlook on the different considerations that may shape your thinking.
- Investment Management Perspective: choosing the right destination for your scheme and investment solutions to help get you there
- Small and Large Scheme Perspectives: two pension trustees offer their reflections on the steps that small and large schemes can take to manage down their risks
- Pension Risk Transfer perspective: from traditional solutions such as buy-in and buyout to new and innovative approaches for schemes that are not currently transaction-ready or who are looking at more affordable de-risking options.
The event is accredited through the CPD Certification Service meaning delegates can gain credits for continuing professional development.
Director, Law Debenture Pension TrusteesView presenter info
Alan joined LawDeb in May 2019 from Mercer where since 2017 he has been Head of DB Solutions Development and Chair of the DB Policy Group. At Mercer Alan was responsible for developing and leading Mercer’s ground breaking fiduciary management business Mercer Dynamic De-risking Solution (MDDS) as well as Mercer’s DC platform Mercer Workplace Savings (MWS).
Alan also led the project to develop and launch the first longevity hedging solution for smaller DB schemes Mercer Smart DB, a key innovation that opened the market to schemes with more than £50m of pensioner liabilities.
In his time at Mercer, as well as working to advise specific clients, Alan sought to drive forward the business’ approach to pension risk management and improve the advice to clients across both defined benefit (DB) and defined contribution (DC). This included the use of Integrated Risk Management (IRM), the concept of cashflow driven funding and investment advice as well as a wide range of other developments.
Before joining Mercer, Alan worked in a number of consulting roles within the insurance industry. This included time at Oliver Wyman as well as PwC and IBM where between 2002 and 2007 he was commercial director for the strategy consulting team. Prior to that, he worked for Lloyds Bank from 1989 to 1997 in a number of roles including establishing an internal software house, the “Software Factory”.
In addition to his professional experience Alan acts as trustee and director of Strawberry Hill House a cultural heritage site internationally famous as Britain’s finest example of Georgian Gothic Revival architecture.
Alan holds a BSc (Hons.) in Biochemistry from Imperial College, London and is Associate of the Royal College of Science. He is currently studying towards his PMI Certificate in Trusteeship which all LawDeb trustees undertake.
Head of Client Solutions, Legal & GeneralView presenter info
Frankie is the Head of Client Solutions within Legal & General’s Pension Risk Transfer Business. The PRT team at Legal & General specialise in solutions for pension scheme trustees and sponsoring employers to remove risk and improve benefit security for their members. Legal & General are the longest serving insurance provider in this market having delivered insurance solutions to defined benefit pension schemes for over 30 years. Frankie has over ten years’ experience in the pension and insurance markets, having previously worked for two other bulk annuity providers and at a leading corporate pension consultancy. Frankie is a Fellow of the Institute and Faculty of Actuaries.
Director of Business Development, Punter Southall Governance ServicesView presenter info
Kevin is responsible for managing new client relationships and holds several professional pension trustee appointments.
Kevin’s pensions experience began in 1975 as an administrator at Hogg Robinson. He moved into consultancy in 1985 whilst at Antony Gibbs (HSBC).
Kevin joined Guinness Mahon to serve on the boards of its new benefit consulting business and subsidiaries, James Hay Pension Trustees (the SSAS specialist) and Personal Pension Management (the UK’s first SIPP provider). In 1997, he joined SBJ Benefit Consultants as Executive Director with responsibility for new client relationships, and remained throughout the integration into Bluefin and then Capita.
Kevin’s experience includes advising defined benefit (DB) trustees to achieve a successful strategy and effective relationships with scheme sponsors and developing defined contribution (DC) pension strategies. He has acted as a professional trustee and scheme secretary for over 25 years.
Kevin regularly particip
ates in charity fundraisers and also achieved a personal goal to study French Classics. Qualifications: PMI Trustee Certificate, Certificate in Financial Planning 1-4
Areas of specialism
- pension scheme funding negotiations
- pension de-risking
- advisor selection
- DC scheme governance
- trustee training
Anne-Marie Morris (née Cunnold)
Head of Solutions StrategistsView presenter info
Anne-Marie focuses on working with our clients to implement LDI, CDI and broader solutions based investment strategies including equity derivative and FX strategies. Anne-Marie joined LGIM in 2012 from BlackRock where she worked as a strategist focusing on LDI and solutions across a wide range of derivative instruments for UK pension funds. Prior to BlackRock, From 2004 to 2011 Anne-Marie was at Close Brothers Asset Management, where she was a senior fund manager in the structured investments and solutions area, where her responsibilities included designing structured products for retail and institutional clients. Anne-Marie started her career as an analyst in corporate finance at Robert W. Baird. Anne-Marie is a CFA charterholder, holds the Financial Derivatives paper from the CISI diploma and graduated from Cambridge University with a first class honours degree in Natural Sciences (theoretical physics).