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PMI Scotland Regional Group: The new normal - working in the pensions industry after Covid

PMI Scotland Regional Group: The new normal - working in the pensions industry after Covid

04 August 2021 | 10:30 – 12:00
Free

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PMI Scotland Regional Group: The new normal - working in the pensions industry after Covid

An event for PMI members in Scotland on what the ‘new normal’ will look like for those working in the pension industry in Scotland after all Covid restrictions are removed. Presentations will be given by members of the PMI Scotland Committee on what their own firms are doing and then the event will be opened up into a wider discussion including polls to help determine where firms are.

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    Fees

    free for members
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    4

    speakers
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    Online

    BrightTALK
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    2 hours

    of CPD

Event Details

THE BASICS

Topics of discussion:

- Working in the pension industry post-Covid

Who should attend:
  • PMI Scottish Regional Group members
  • PMI members
The venue
Event Venue Zoom

Speakers

Hear from the experts

John Wilson
John Wilson
Scotland Regional Chair
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John is Head of Technical, Research and Policy with over 33 years’ experience in employee benefits knowledge management

He joined Spence in December 2019.

Previously he was Head of Technical at JLT Employee Benefits for 20 years and pensions technical roles at insurance companies and employee benefit consultancies since 1986.

Claire Roarty
Claire Roarty
Hymans Robertson LLP
- Senior DC Consultant

Claire has been with Hymans Robertson for over 10 years, working across a range of areas including DB and DC pensions, Expert Witness cases and leadership roles.  She now focuses solely on DC Consulting, specialising in provider research and selection and high earners work.

Julie Walker
Julie Walker
Barnett Waddingham
- Principal and Senior Pensions Manager

Julie specialises in all aspects of pension administration, with a particular focus on process development, governance and delivery management.

As a key member of our specialist PPF administration team, Julie has developed particular expertise on successfully guiding schemes through the challenges inherent in the PPF transition process.

Julie works across DB, DC, CARE, Hybrid and PPF schemes at all stages in the scheme life cycle.

Significant experience:

PPF assessment services with a particular focus on efficient delivery of bulk data interrogation and reconciliation projects
standalone administration consultancy services, including benefit audit, process re-design
provision of scheme secretarial services
trustee training and interpretation of complex regulatory issues.

Other expertise:

As a key member of Barnett Waddingham’s national administration service, Julie has extensive experience of managing performance and aligning processes and procedures with the wider regulatory and governance framework.

Sarah Paul
Sarah Paul
Ernst & Young LLP
- Director, Strategy and Transactions