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Eastern Regional Group - Master Trusts, preferred IFAs and a legal update

Eastern Regional Group - Master Trusts, preferred IFAs and a legal update

18 November 2020 | 15:30
Free

Eastern Regional Group - Master Trusts, preferred IFAs and a legal update

Join the PMI's Eastern Regional Group and our expert speakers in exploring the considerations around moving to Master Trust, how appointing a preferred IFA can improve DB member decision making and a topical legal update.

 

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    Free

    for members and non-members
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    1.5 hour

    of CPD
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    3

    Speakers
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    Online

    BrightTALK

Event Details

THE BASICS

Topics of discussion:
  • Master Trust transition – an overview of the market and the process/ considerations for those moving to Master Trust
  • Appointing an IFA to improve DB member decision making
  • Legal update
Who should attend:
  • Pension consultants
  • Pension Mangers
  • Trustees
  • Pension administrators
  • In house teams
  • Actuaries
The venue
Event Venue Brighttalk 2

Speakers

Hear from the experts

 Mike Ambery
Mike Ambery
Hymans Robertson LLP
- Head of DC Provider Relations

Mike Ambery FPMI is a Partner at Hymans Robertson. Mike has worked in pensions for over twenty years after a degree in Genetics. Originally starting out under SIB reviews and moving into consultancy with KPMG. He leads provider relationships and is responsible for DC development and delivery at Hymans Robertson. Mike is also a qualified fitness trainer and group exercise leader.

Mark van den Berghen
Mark van den Berghen
Buck
- Principal & Senior Consulting Actuary

Mark has over 20 years of experience advising trustees and sponsors on DB pensions. Advising on ‘both sides of the fence’ ensures he understands all points of view and tailors his advice accordingly.

Mark prides himself on taking specific scheme circumstances into account when advising on strategy and works hard to support the preferred solution, as long as risk is managed appropriately.

Alongside his client work, Mark leads Buck’s Liability Management proposition - being featured in an article on the front of the Financial Times earlier this year. He also leads Buck’s Brexit Working Party and has a seat on Buck’s corporate consulting team, as well as Buck’s settlement team.

Outside of Buck, Mark coaches his son’s football team, enjoys watching as much sport as he can and is an avid Maidenhead United fan - for his sins.

Alex Rush
Alex Rush
BDB Pitmans
- Legal Director

Alex provides clear and pragmatic advice to trustees and sponsors of DB and DC schemes on all aspects of pensions and employee benefits law including benefit redesign, scheme mergers, scheme governance, funding and investment matters, scheme closures, buyouts and pensions issues arising on corporate transactions and public sector outsourcing.

Alex also has niche expertise in the following specialist areas:

  • Life assurance – including advice to clients on the design and implementation of effective group life schemes as well as managing any issues relating to those arrangements;
  • Negotiation of pensions related contractual documentation – including administrator agreements, investment management agreements, consultancy agreements and custody agreements;
  • DC schemes – including advice to employers on the establishment of pensions governance committees, master trust transfers, automatic enrolment compliance and salary sacrifice; and
  • Dubai International Financial Centre – including advice to clients in the Dubai International Financial Centre on end of service benefits, including the DIFC’s new workplace savings scheme and advising service providers on the establishment of such schemes in compliance with the DIFC’s Employment Law
  • In addition to his work in private practice, Alex has had the benefit of two secondments to the Pension Protection Fund and seven years’ experience as the secretary to the trustees of a DB pension scheme.