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Implementation Statement written? Now to deliver on ESG

Implementation Statement written? Now to deliver on ESG

23 March 2021 | 11:15 – 12:00
Free

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Implementation Statement written? Now to deliver on ESG

Master Trusts are expected to lead the way, so what are the practical steps in delivering ESG. The PMI Master Trust Working Group has organised a live webinar for the benefit of all those involved in DC schemes to examine what actions should be taken to achieve their ESG targets.

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    Fees

    free for members and non-members
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    5

    speakers
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    45min

    of CPD
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    Online

    BrightTALK

Event Details

THE BASICS

Topics of discussion:
  • There’s more to ESG than just the “E”
  • You’ve heard the theory now for the practical
  • Using ESG to nudge member behaviour
  • And… Lessons learnt so far
Who should attend:

Anyone who is involved in DC schemes

  • Trustees
  • Scheme managers
  • EBCs
  • Advisers
  • Lawyers
  • Administrators
  • Investment Consultants
The venue
Event Venue Brighttalk 2

Speakers

Hear from the experts

Maiyuresh Rajah
Maiyuresh Rajah
SSGA
- Chair of PMI Master Trust Innovation Group, Senior Investment Strategist

As Senior Investment Strategist at State Street Global Advisors (SSGA), Maiyuresh’s role involves developing SSGA’s European DC investment proposition, supporting the firm’s existing client base with their investment strategies and promoting SSGA’s DC products and solutions to pension scheme trustees, plan sponsors and consultants. He is also a regular speaker at industry conferences and a press spokesperson for SSGA on European DC and investment issues.

Maiyuresh joined SSGA from Mercer where he was responsible for new business development in the south of the UK for Mercer’s flagship DC pensions solution, Mercer Workplace Savings. Prior to this, he was responsible for the development and delivery of the solution’s investment proposition. Maiyuresh has over fifteen years’ experience in DC business, investment and proposition development, and before that he worked as an investment consultant, advising institutional investors on a range of issues, including investment strategy, portfolio structure and manager selection.

Maiyuresh holds a BSc in Economics with Actuarial Studies and is a Chartered Financial Analyst (CFA) charter holder.

Caroline Escott
Caroline Escott
Standard Life Master Trust
- Trustee Director

Caroline joined RPMI Railpen in September 2020, having previously been in charge of the investment, stewardship and collective engagement programme at the Pensions and Lifetime Savings Association (PLSA). Prior to this, she was Head of Public Policy at the UK Sustainable Investment and Finance Association (UKSIF).

She is a trustee at the Standard Life Master Trust, winner of Investment Week’s “Investment Woman of the Year 2019” award and was one of Financial News’ 2020 “Top 25 Rising Stars of Asset Management in Europe”.

She has a Master’s degree (with Distinction) in International Political Economy from the London School of Economics, where she graduated top of her year, and holds the Investment Management Certificate (IMC).

Andrew Warwick-Thompson
Andrew Warwick-Thompson
Capital Cranfield
- Professional Trustee

Andrew is an industry recognised Board level pensions business leader, consultant, chair of trustees and regulator with experience in both the private and public pensions sectors. He has expertise in pensions regulation, scheme design, implementing and managing the governance and operations of occupational pension schemes, and designing and directing their asset management programmes.

Prior to joining Capital Cranfield as a professional trustee in 2020 Andrew was the CEO of LGPS Central Limited, an asset pool for eight Midlands Local Authority pension schemes with combined assets of c£45bn, the Executive Director for Regulatory Policy at The Pensions Regulator, where he was responsible for formulating the regulator’s DB, DC, AE and international policy, and a Partner at Aon Hewitt where he held a variety of consulting roles within the firm’s pensions, insurance and investment practices.

He is the Chair of Trustees of the Scottish Widows Master Trust, sits on the trustee board of the Cushon Master Trust and previously chaired a well-known charity’s pension plan.

Gerald Wellesley
Gerald Wellesley
Punter Southall Governance Services
- Client Director

Gerald has nearly 40 years’ experience in finance and 15 years as a pension trustee. He acts as chair of trustees, sole trustee and co-trustee on a variety of defined benefit and defined contribution schemes, including master trusts. He is also a member of an Independent Governance Committee (IGC).

Gerald started his career in New York as a management trainee at The Bank of New York (BNY). He moved into corporate banking, before progressing his career in London in management roles at BNY and Société Générale.

In 2005, Gerald led an HR team of over 50 at BNY and became a trustee of their hybrid pension scheme. He later became Head of European Pensions at BNY Mellon, which provided him with broad experience in the strategy, investment and financial management of pension schemes across the UK, Europe and Scandinavia.

Gerald is an adventurous type, having sailed the Pacific Ocean and co-led an expedition of students to the summit of Mount Kilimanjaro. As you do, in your spare time...

Qualifications: BA from Williams College, MA, PMI Level 3 Award in Pension Trusteeship DB/DC

Areas of specialism

  • investment strategy
  • governance
  • scheme mergers
  • investment manager reviews
  • master trusts
  • fiduciary manager selection
David Farrar
David Farrar
Department for Work and Pensions
- Senior Policy Manager