Event details

Date
Time
Duration
2021-12-07 11:00:00
2021-12-07 12:00:00
Europe/London

In partnership with:

Webinar description:

Fiduciary management has changed significantly over the past 18 months – both as the result of the CMA’s review of the market and the subsequent retendering process, which ended in June this year, but also because of the changing needs of pension schemes themselves.

Indeed, there have been several factors that are leading pension schemes to reconsider their governance arrangements – including the impact of Covid-19; the increasing importance and complexity of climate change and ESG; and an increased regulatory focus on funding and journey planning by The Pensions Regulator.

This webinar will look at some of the changes in fiduciary management – with our panel of experts looking at three perspectives of the changing market.

Our speakers will look at innovation in fiduciary management; how the pension schemes buying fiduciary management services are changing, and growing in size; and, in the aftermath of COP26 and the introduction of new TCFD rules on schemes, the importance of ESG.

It will also discuss the future of fiduciary management and how the market for such services is expected to grow in the future.

Presenters

Simon Partridge FIA

Simon Partridge FIA

Director, Head of Fiduciary Management Solutions

View Bio

Simon is Head of Fiduciary Management Solutions and leads the evolution and growth of the firm’s fiduciary management offering for UK pension schemes. Based in London, he works with prospective clients to design custom solutions, bringing together our fiduciary strategy, investment and client teams.

Simon is a qualified actuary and has 18 years’ experience serving UK defined benefit and defined contribution pension schemes.

He joined Russell Investments in 2021 from BlackRock where he worked in a variety of client-facing roles for 11 years. There, he co-founded the fiduciary client team and was responsible for business development and served as relationship manager on key accounts.

Before that, Simon was an investment consultant at Mercer where he advised UK pension schemes on setting objectives, strategy design and manager selection. He started his career as a pensions consultant at Watson Wyatt.

MA, Mathematical Sciences, University of Oxford

Fellow of the Institute and Faculty of Actuaries

Investment Management Certificate

William Parry

William Parry

AON

Helen Hope

Helen Hope

Mercer, Partner and Head of UK Fiduciary Clients

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Helen leads the UK Fiduciary Client Team within Mercer’s investments team. Located in London she is responsible for the retention of over 200 UK clients (including pensions, E&F and insurance) and manages a team of 40 consultants across the UK. She is also involved in the leadership of the UK Fiduciary and UK Investment Teams. She is the lead consultant on a number of clients across the UK and Europe. This includes clients ranging in size of up to £9bn across a variety of industries and organisational set-ups.

Jonathan Stapleton

Jonathan Stapleton

Editor, Professional Pensions

View Bio

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.

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