Designed for trustees, CFOs, and key decision-makers, the programme brings together leading voices from across the industry, including asset managers, covenant advisers, insurers, legal experts, and consultants, to share the tools and knowledge needed for confident, informed decision-making. Alongside expert sessions and debate, delegates will benefit from valuable networking opportunities, strengthening expertise and shaping better outcomes for their schemes.
Why Attend
Agenda
Speakers
IC Select
Head of Research
IC Select
Head of Research
Matthew Course
Head of Research
Matt is responsible for leading IC Select’s Research Programme and is focussed on maintaining an in-depth knowledge of the characteristics and capabilities of prominent UK investment consultancies and fiduciary managers. Matt specialises in matching the delivery qualities of these organisations with the demands of pension schemes and other investors, supporting the achievement of strategic investment objectives.
Head of Research
IC Select
Matthew Course
Head of Research
Matt is responsible for leading IC Select’s Research Programme and is focussed on maintaining an in-depth knowledge of the characteristics and capabilities of prominent UK investment consultancies and fiduciary managers. Matt specialises in matching the delivery qualities of these organisations with the demands of pension schemes and other investors, supporting the achievement of strategic investment objectives.
PMI
President
PMI
President
Girish Menezes EPMI
President
President
PMI
Girish Menezes EPMI
President
Spence & Partners Limited
Actuarial Associate & Risk Transfer Consultant
Spence & Partners Limited
Actuarial Associate & Risk Transfer Consultant
Aoife Farrell
Actuarial Associate & Risk Transfer Consultant
Aoife has over six years’ experience in the pensions and actuarial industry, specialising in Risk Transfer. She is fully dedicated to Risk Transfer work at Spence, where she has been part of the growing Risk Transfer team for the past 3 years, advising trustees on both insured and non-insured Risk Transfer solutions.
Aoife is Actuarial Team Lead and Client Relationship Manager for a number of Trustee clients with ongoing Risk Transfer work, ranging from £20m to over £100m in size. She works closely with administration teams to deliver a collaborative service, streamline workflows and drive efficiency.
Prior to joining Spence & Parters in March 2023, Aoife spent over two years with a Belfast-based pensions company, where her primary focus was on Risk Transfer for large pension schemes. This provided her with extensive experience supporting trustees through complex Risk Transfer transactions.
Aoife qualified as an Associate of the IFoA in 2022 and is currently studying towards Fellowship alongside the Certified Enterprise Risk Actuary (CERA) qualification. Aoife graduated from Queen’s University Belfast in 2020 with a First-Class Honours degree in Actuarial Science and Risk Management, following a 14-month placement with a leading life insurance company in Dublin.
Aoife has recently joined the Society of Professional Pensions Risk Transfer Group as an “Early Careers” member.
Actuarial Associate & Risk Transfer Consultant
Spence & Partners Limited
Aoife Farrell
Actuarial Associate & Risk Transfer Consultant
Aoife has over six years’ experience in the pensions and actuarial industry, specialising in Risk Transfer. She is fully dedicated to Risk Transfer work at Spence, where she has been part of the growing Risk Transfer team for the past 3 years, advising trustees on both insured and non-insured Risk Transfer solutions.
Aoife is Actuarial Team Lead and Client Relationship Manager for a number of Trustee clients with ongoing Risk Transfer work, ranging from £20m to over £100m in size. She works closely with administration teams to deliver a collaborative service, streamline workflows and drive efficiency.
Prior to joining Spence & Parters in March 2023, Aoife spent over two years with a Belfast-based pensions company, where her primary focus was on Risk Transfer for large pension schemes. This provided her with extensive experience supporting trustees through complex Risk Transfer transactions.
Aoife qualified as an Associate of the IFoA in 2022 and is currently studying towards Fellowship alongside the Certified Enterprise Risk Actuary (CERA) qualification. Aoife graduated from Queen’s University Belfast in 2020 with a First-Class Honours degree in Actuarial Science and Risk Management, following a 14-month placement with a leading life insurance company in Dublin.
Aoife has recently joined the Society of Professional Pensions Risk Transfer Group as an “Early Careers” member.
Mayer Brown LLP
Associate
Mayer Brown LLP
Associate
Henry Corrigan
Associate
Henry Corrigan, senior associate, advises trustee and employer clients on all aspects of pensions law and practice. Henry helps clients comply with their legal obligations in relation their pensions arrangements both in a day to day advisory capacity and on significant projects.
Henry is particularly experienced in advising trustees of defined benefit occupation pension schemes. He helps trustee clients with scheme amendments (including consolidations), member complaints, compliance with legal developments, scheme mergers and liability management exercises (including bulk annuity transactions). For employer clients, Henry is experienced in advising on automatic enrolment compliance, scheme funding and pensions aspects of corporate transactions. He also has experience of advising clients on the Pensions Protection Fund and completed a secondment there whilst at his previous firm.
Before joining Mayer Brown in 2022, Henry worked in the pensions team of another international law firm.
Associate
Mayer Brown LLP
Henry Corrigan
Associate
Henry Corrigan, senior associate, advises trustee and employer clients on all aspects of pensions law and practice. Henry helps clients comply with their legal obligations in relation their pensions arrangements both in a day to day advisory capacity and on significant projects.
Henry is particularly experienced in advising trustees of defined benefit occupation pension schemes. He helps trustee clients with scheme amendments (including consolidations), member complaints, compliance with legal developments, scheme mergers and liability management exercises (including bulk annuity transactions). For employer clients, Henry is experienced in advising on automatic enrolment compliance, scheme funding and pensions aspects of corporate transactions. He also has experience of advising clients on the Pensions Protection Fund and completed a secondment there whilst at his previous firm.
Before joining Mayer Brown in 2022, Henry worked in the pensions team of another international law firm.
Mayer Brown LLP
Associate
Mayer Brown LLP
Associate
Gareth Davies
Associate
Gareth Davies, senior associate, acts for trustees, employers, and financial institutions on all aspects on pensions law. He has strong experience in pension risk transfer, acting for FTSE100 employers, multinationals, and scheme trustees on some of the largest insurance buy-ins in recent years.
Clients turn to Gareth for advice on scheme governance, regulatory change, restructurings, amendments, funding, surplus, and bulk transfers to master trusts. He also has broad transactional experience, advising corporates and private capital providers on the employer covenant aspects of M&A, financings, and other corporate activity.
Before joining Mayer Brown in January 2026, Gareth worked for a “magic circle” law firm in London.
Associate
Mayer Brown LLP
Gareth Davies
Associate
Gareth Davies, senior associate, acts for trustees, employers, and financial institutions on all aspects on pensions law. He has strong experience in pension risk transfer, acting for FTSE100 employers, multinationals, and scheme trustees on some of the largest insurance buy-ins in recent years.
Clients turn to Gareth for advice on scheme governance, regulatory change, restructurings, amendments, funding, surplus, and bulk transfers to master trusts. He also has broad transactional experience, advising corporates and private capital providers on the employer covenant aspects of M&A, financings, and other corporate activity.
Before joining Mayer Brown in January 2026, Gareth worked for a “magic circle” law firm in London.
BNP Paribas Asset Management
Senior Portfolio Manager, Fixed Income Investment Solutions
BNP Paribas Asset Management
Senior Portfolio Manager, Fixed Income Investment Solutions
Rob Price
Senior Portfolio Manager, Fixed Income Investment Solutions
Robert Price is a Senior Portfolio Manager in our London Buy and Maintain Credit team, and focuses on the design, implementation and ongoing management of long-term credit and cashflow solutions, with responsibility for managing credit portfolios on behalf of some of the largest pension schemes in the UK.
Rob has over 10 years’ experience working with UK Pension schemes on their investment strategies, in both asset management and as an investment consultant.
Rob joined AXA IM (now BNP Paribas Asset Management) in 2013 as a Solutions Manager, working closely with pension schemes and their advisors to design derivative-led investment strategies such as hedging and overlay solutions, before moving to the Buy and Maintain Credit team following the development and growth in Cashflow Driven Investment (CDI) strategies.
Prior to AXA IM, Rob worked at KPMG Investment Advisory as an Investment Consultant, advising trustees and sponsors of UK defined benefits pension plans on investment strategy, with a focus on asset liability modelling and liability driven investing.
Rob holds a degree in mathematics from the University of Cambridge and is a qualified actuary.
Senior Portfolio Manager, Fixed Income Investment Solutions
BNP Paribas Asset Management
Rob Price
Senior Portfolio Manager, Fixed Income Investment Solutions
Robert Price is a Senior Portfolio Manager in our London Buy and Maintain Credit team, and focuses on the design, implementation and ongoing management of long-term credit and cashflow solutions, with responsibility for managing credit portfolios on behalf of some of the largest pension schemes in the UK.
Rob has over 10 years’ experience working with UK Pension schemes on their investment strategies, in both asset management and as an investment consultant.
Rob joined AXA IM (now BNP Paribas Asset Management) in 2013 as a Solutions Manager, working closely with pension schemes and their advisors to design derivative-led investment strategies such as hedging and overlay solutions, before moving to the Buy and Maintain Credit team following the development and growth in Cashflow Driven Investment (CDI) strategies.
Prior to AXA IM, Rob worked at KPMG Investment Advisory as an Investment Consultant, advising trustees and sponsors of UK defined benefits pension plans on investment strategy, with a focus on asset liability modelling and liability driven investing.
Rob holds a degree in mathematics from the University of Cambridge and is a qualified actuary.
BNP Paribas Asset Management
Investment Specialist, Fixed Income Investments
BNP Paribas Asset Management
Investment Specialist, Fixed Income Investments
Bruno Bamberger
Investment Specialist, Fixed Income Investments
Bruno is responsible for co-leading our fixed income investment specialist team, overseeing specialists across a broad range of offerings, including buy and maintain, high-yield, emerging market debt, short-duration and total return strategies. He also designs fixed income mandates for institutional clients and integrating responsible investment considerations into client portfolios.
Bruno has nearly two decades’ experience in financial services, is a Chartered Financial Analyst and holds a BSc in industrial economics from the University of Warwick.
Investment Specialist, Fixed Income Investments
BNP Paribas Asset Management
Bruno Bamberger
Investment Specialist, Fixed Income Investments
Bruno is responsible for co-leading our fixed income investment specialist team, overseeing specialists across a broad range of offerings, including buy and maintain, high-yield, emerging market debt, short-duration and total return strategies. He also designs fixed income mandates for institutional clients and integrating responsible investment considerations into client portfolios.
Bruno has nearly two decades’ experience in financial services, is a Chartered Financial Analyst and holds a BSc in industrial economics from the University of Warwick.
Just
Senior Business Development Manager
Just
Senior Business Development Manager
Ross Breckon
Senior Business Development Manager
As a senior business development manager Ross leads Just's relationship with consultancies, independent trustees and individual schemes - from initial discussions through to signing the buy-in contract. Before moving to Just, Ross worked as a risk transfer consultant advising schemes from £2m to £4bn. In his spare time, you can usually find him on the football pitch, running on trails or helping out on the family farm.
Senior Business Development Manager
Just
Ross Breckon
Senior Business Development Manager
As a senior business development manager Ross leads Just's relationship with consultancies, independent trustees and individual schemes - from initial discussions through to signing the buy-in contract. Before moving to Just, Ross worked as a risk transfer consultant advising schemes from £2m to £4bn. In his spare time, you can usually find him on the football pitch, running on trails or helping out on the family farm.
Schroders
Head of UK Design and Strategic Risk
Schroders
Head of UK Design and Strategic Risk
Gerard Francis
Head of UK Design and Strategic Risk
Gerard is responsible for developing Schroders’ approach to journey planning, integrated risk management and endgame solutions for DB pension schemes. A former scheme actuary, he previously led the Retirement and Investment Consulting Group at Willis Towers Watson and has more than 20 years’ experience in pensions and investment.
Head of UK Design and Strategic Risk
Schroders
Gerard Francis
Head of UK Design and Strategic Risk
Gerard is responsible for developing Schroders’ approach to journey planning, integrated risk management and endgame solutions for DB pension schemes. A former scheme actuary, he previously led the Retirement and Investment Consulting Group at Willis Towers Watson and has more than 20 years’ experience in pensions and investment.
Schroders
Head of Endgame Solutions
Schroders
Head of Endgame Solutions
Lawrence Phillips
Head of Endgame Solutions
Having started his career as an actuarial consultant, he now specialises in advising on and implementing investment solutions for UK DB pension schemes, with a focus on endgame objectives.
He leads the development of Schroders' endgame proposition, designing investment strategies to support a safe transfer to an insurer through buyout or the continued running of a pension scheme, either on a low-dependency basis or to generate and distribute surplus.
Lawrence has more than 19 years' experience in the pensions industry, spanning actuarial consulting, investment analytics, investment advisory services and fiduciary management. He is a part-qualified actuary and holds a BSc in Neuroscience and Physiology from the University of Bristol.
Head of Endgame Solutions
Schroders
Lawrence Phillips
Head of Endgame Solutions
Having started his career as an actuarial consultant, he now specialises in advising on and implementing investment solutions for UK DB pension schemes, with a focus on endgame objectives.
He leads the development of Schroders' endgame proposition, designing investment strategies to support a safe transfer to an insurer through buyout or the continued running of a pension scheme, either on a low-dependency basis or to generate and distribute surplus.
Lawrence has more than 19 years' experience in the pensions industry, spanning actuarial consulting, investment analytics, investment advisory services and fiduciary management. He is a part-qualified actuary and holds a BSc in Neuroscience and Physiology from the University of Bristol.
The Pensions Regulator
Executive Director of Market Oversight
The Pensions Regulator
Executive Director of Market Oversight
Ben Gunnee FIA
Executive Director of Market Oversight
Ben is the Executive Director of Market Oversight at the Pensions Regulator (TPR). Market Oversight (MO) are responsible for the overall supervision of occupational pension schemes including DB, DC and Master Trust. MO authorise, and supervise, Superfunds and CDC schemes and ensure Employer compliance with Auto-Enrolment. MO are also responsible for oversight of scheme governance, including trustees. In addition to his role as Executive Director of MO, he also sits on the Executive Committee & Board of TPR and is the executive sponsor of several key initiatives including Pensions Dashboard and Value for Money Framework.
Prior to joining TPR Ben had over 25 years' experience within the pensions and institutional asset management industry, and has held senior leadership positions at Mercer, Cambridge Associates and Gresham House. Ben has a wide range of knowledge across pensions, investment consulting, fiduciary management and asset management, including private markets. Ben is a qualified Actuary.
Executive Director of Market Oversight
The Pensions Regulator
Ben Gunnee FIA
Executive Director of Market Oversight
Ben is the Executive Director of Market Oversight at the Pensions Regulator (TPR). Market Oversight (MO) are responsible for the overall supervision of occupational pension schemes including DB, DC and Master Trust. MO authorise, and supervise, Superfunds and CDC schemes and ensure Employer compliance with Auto-Enrolment. MO are also responsible for oversight of scheme governance, including trustees. In addition to his role as Executive Director of MO, he also sits on the Executive Committee & Board of TPR and is the executive sponsor of several key initiatives including Pensions Dashboard and Value for Money Framework.
Prior to joining TPR Ben had over 25 years' experience within the pensions and institutional asset management industry, and has held senior leadership positions at Mercer, Cambridge Associates and Gresham House. Ben has a wide range of knowledge across pensions, investment consulting, fiduciary management and asset management, including private markets. Ben is a qualified Actuary.
BNP Paribas Asset Management
Head of Pensions Solutions
BNP Paribas Asset Management
Head of Pensions Solutions
Julien Halfon
Head of Pensions Solutions
Julien joined BNPP AM in 2018 from Mercer, where he was a Senior Consultant in the Structured Solutions Group. Previous roles include Head of UK & European Coverage at P-Solve, Head of European Solutions at Lazard, Senior Consultant at Hewitt, Bacon & Woodrow and Senior Associate within European Pensions & Insurance Strategy at Goldman Sachs. He began his career as an economist at the French Finance Ministry, before working for the European Commission. Julien holds a Masters in Banking, Finance & Insurance and a Masters in International Economics & Finance, both from Paris Dauphine University, an MBA from Wharton School at the University of Pennsylvania and an MA from the School of Advanced International Studies at Johns Hopkins University.
Head of Pensions Solutions
BNP Paribas Asset Management
Julien Halfon
Head of Pensions Solutions
Julien joined BNPP AM in 2018 from Mercer, where he was a Senior Consultant in the Structured Solutions Group. Previous roles include Head of UK & European Coverage at P-Solve, Head of European Solutions at Lazard, Senior Consultant at Hewitt, Bacon & Woodrow and Senior Associate within European Pensions & Insurance Strategy at Goldman Sachs. He began his career as an economist at the French Finance Ministry, before working for the European Commission. Julien holds a Masters in Banking, Finance & Insurance and a Masters in International Economics & Finance, both from Paris Dauphine University, an MBA from Wharton School at the University of Pennsylvania and an MA from the School of Advanced International Studies at Johns Hopkins University.
TPT
Head of Superfund
TPT
Head of Superfund
Steve Collins
Head of Superfund
Steve is Head of Superfund at TPT. Steve has two decades of experience in pensions with roles as an actuary, covenant advisor, M&A specialist, and risk-transfer consultant. He also holds a role as a pension scheme trustee. Steve joined TPT from KPMG where he played a key role re-establishing the UK pensions advisory practice.
Head of Superfund
TPT
Steve Collins
Head of Superfund
Steve is Head of Superfund at TPT. Steve has two decades of experience in pensions with roles as an actuary, covenant advisor, M&A specialist, and risk-transfer consultant. He also holds a role as a pension scheme trustee. Steve joined TPT from KPMG where he played a key role re-establishing the UK pensions advisory practice.
Head of BPA Onboarding
Head of BPA Onboarding
James Rowles
Head of BPA Onboarding
James Rowles is Head of BPA Onboarding at Aviva, with over 20 years of defined benefit pensions experience and more than a decade leading post-transaction delivery. He oversees the onboarding of complex BPA transactions through to the in-house administration teams, driving operational stability through strong leadership, effective system integration, and the development of resilient onboarding capabilities.
Head of BPA Onboarding
James Rowles
Head of BPA Onboarding
James Rowles is Head of BPA Onboarding at Aviva, with over 20 years of defined benefit pensions experience and more than a decade leading post-transaction delivery. He oversees the onboarding of complex BPA transactions through to the in-house administration teams, driving operational stability through strong leadership, effective system integration, and the development of resilient onboarding capabilities.
IGG
Trustee Director
IGG
Trustee Director
Tim Giles ProfPMI
Trustee Director
Tim is a seasoned professional with 35 years’ experience and a comprehensive background in pensions and investment. He advised some of the largest UK pension schemes and financial institutions; and led Aon’s investment business in the UK and EMEA for many years. He is now a Trustee Director at Independent Governance Group. He serves as a trustee on a portfolio of schemes with assets ranging from hundreds of millions to billions. He has a track record of delivering successful and collaborative outcomes even when faced with complex structures, divergent views and difficult situations. His broad experience and expertise bring others into the conversation and challenges narrow thinking.
Trustee Director
IGG
Tim Giles ProfPMI
Trustee Director
Tim is a seasoned professional with 35 years’ experience and a comprehensive background in pensions and investment. He advised some of the largest UK pension schemes and financial institutions; and led Aon’s investment business in the UK and EMEA for many years. He is now a Trustee Director at Independent Governance Group. He serves as a trustee on a portfolio of schemes with assets ranging from hundreds of millions to billions. He has a track record of delivering successful and collaborative outcomes even when faced with complex structures, divergent views and difficult situations. His broad experience and expertise bring others into the conversation and challenges narrow thinking.
Costs
| Description | Cost |
|---|---|
| Members | ProfPMI, APMI, FPMI, EPMI, Trustees: Free - Student members: £600 (+ VAT) |
| Non-members | £1200 (+VAT) |
| Affiliate & Corporate members | £600 (+VAT) |
Location
Venue
BNP Paribas Asset Management, 22 Bishopsgate, London, EC2N 4BQ
Thank you to our sponsors and partners for their continued support
Got a question?  Frequently asked questions
How can the PMI help my career?
We offer qualifications, CPD support, networking, and access to job opportunities, mentoring and mentee development and more. Everything you need to grow in the pensions industry.
What is CPD?
Continuing Professional Development (CPD), refers to the ongoing learning and development activities that our professional members engage in to enhance their skills and knowledge throughout their careers. We offer a variety of different services which count as CPD such as in- person events, reading materials including a bi-monthly magazine and more.
Does the PMI offer CPD?
Yes. We help members track and manage their CPD to stay current and compliant. Depending on your membership type, you will be expected
How many CPD points can I claim per event?
You can claim up to 7 CPD hours for all full day PMI conferences.
For all CPD points references please go here: https://www.pensions-pmi.org.uk/resources/pmi-news/how-to-earn-cpd-hours/
How can I record my CPD?
-
Log in to your My PMI account.
-
Use the ‘Add CPD’ button on your homepage.
-
For your full CPD history, click ‘My Membership’ from the left-hand menu.
What networking opportunities are available?
-
Mentoring and Development programme
-
In-person events
-
Regional events
-
Online forums and communities – Special Interest Groups (SIG)
Are there events I can attend and how do I register?
Yes, we host events throughout the year. You can view all our upcoming events and register via our website or contact a member from our team here events@pensions-pmi.org.uk
How much does it cost to attend PMI events?
For PMI members, events are free. For non-members there will be a cost associated with attendance.
Can my employer arrange in-house training?
Yes! PMI offers Bespoke Training, tailoring sessions to your specific needs, goals, and preferred delivery format provides bespoke in-house training and bulk bookings.