Trustee fortnight is an online series specifically designed for our Trustee Group Members including professional and member nominated trustees. The event will feature presentations from across the industry, who will provide insight and training to our members through CPD accredited webinars.
Trustee fortnight Virtual Event covers a range of topics affecting professional, independent and member-nominated trustees, including communication, DB endgame options, Sole trusteeship, ESG, COVID-19 exit strategies, Investment climate post Brexit, Longevity, DB Funding Code, De-risking, GMP Equalisation and more as we navigate these uncharted waters.
We want to provide you with insights and resources from your peers working through unprecedented challenges at their organisations.
Freefor member and non-members
1 hourof CPD per session
- Pension fund de-risking
- Planning for the Endgame – Helping Trustees navigate their options and responsibilities
- Employer covenant – Balance in the Bounce Back
- Bulk annuities post COVID – Getting engagement and value from insurers
- Understanding the Regulator’s approach and expectations with regard to scheme funding
- DC benefit statements: How to communicate alarming news effectively
- The investment landscape post COVID/Brexit
- Does your scheme require a professional Trustee?
- Impact on the markets of different COVID-19 exit strategies
- Make (insolvency) law in haste, repent at leisure?
- Financial Wellbeing
- Introducing: RetirementMatters financial education that bridges the gap to retirement
- DB schemes and scams
Whether your current work environment is a home office, kitchen table, or hiding from the kids in your bathtub, you can join Trustee fortnight (whether live or at your own pace!) as we chat through front-of-mind topics and solutions.
Hear from the experts
James joined Insight in March 2012 and is a Senior Solution Designer in the Client Solutions Group. James works on the design and delivery of investment solutions tailored to address the specific risk and return objectives of Insight’s clients. Prior to joining Insight, James spent two years at Deloitte as a manager providing investment consulting services to trustee and corporate pension fund clients. He began his career at Towers Watson in 2001 as a pension’s consultant and subsequently as an investment consultant. James holds a BSc (Hons) in Mathematical Sciences from Bath University and is a Fellow of the Institute of Actuaries in the UK.
Fiona Frobisher is Head of Policy at the Pensions Regulator with responsibility for producing regulatory strategies, policies and products to help schemes, trustees and employers fulfill their duties and to ensure that TPR’s regulatory objectives are met.
Fiona joined Opra (the Pension Regulator’s predecessor) in 2002 before which she worked in the voluntary sector specialising in welfare legislation.
Her current priorities are debating the future of trusteeship, developing a new DB funding framework, raising standards of administration and setting clear expectations for standards of governance in all pension schemes.
Steve is Chairman of PAN Trustees and a former President of the Pensions Management Institute. Prior to becoming an independent trustee, his career spanned senior roles in consulting and asset management. He is currently chair of trustees for a number of major UK DB and DC schemes, including prominent authorised Master Trust, the People’s Pension.
Steve has a collaborative, energetic and enthusiastic trusteeship style. He has significant experience of DB funding negotiations, covenant evaluation, conflicts management, Regulator engagement, DC governance and regulation, trustee team building, administration rectification issues, scheme restructuring, parent company guarantees, asset backed funding, investment strategy setting and flight planning, dynamic de-risking and adviser reviews.
He was twice named Engaged Investor’s Independent Trustee of the Year and listed several times in the Top 50 People in Pensions (by Pensions Insight).
As a Senior Strategist, Katie impacts a wide range of Willis Towers Watson’s institutional clients, delivering customised investment advice and fiduciary solutions to pension schemes and charities with up to £5bn in assets.
Through strong partnerships within Willis Towers Watson’s investment and actuarial teams, and in the wider industry with independent trustees and intermediaries, Katie works to identify clients’ and prospects’ investment needs, articulating their goals and objectives. As a Senior Director and member of the European Leadership group, Katie contributes to the continual development of Willis Towers Watson’s investment offerings to meet this evolving demand.
Katie has a First Class Maths degree from Oxford University, is a CFA Charterholder and holds the Investment Management Certificate.
Craig is the Global Chief Investment Officer at Willis Towers Watson. In this role Craig is ultimately responsible for all aspects of Willis Towers Watson's investment philosophy and process. The various research teams (Manager Research, Asset Research and Thinking Ahead), the portfolio management team within the fiduciary business and the content that makes its way into advisory portfolios are all ultimately his responsibility. This ensures there is a single investment philosophy and approach for all clients regardless of location or type of engagement with Willis Towers Watson.
Craig is a member of the Global Steering Group, a ten-person group responsible for managing Willis Towers Watson's global investment practice. In addition, Craig is a member of the Global Portfolio Management Group, chairs the investment committee for Alliance Trust, a global equity investment trust managed by Willis Towers Watson, and a member of the investment committee of the Partners Fund, Willis Towers Watson's best-ideas growth assets portfolio.
Prior to taking on the CIO role in June 2014, Craig spent three years as Head of Investment Research and 15 years leading the Manager Research team at Willis Towers Watson. Craig joined Towers Watson in 1994.
Judy joined Lincoln Pensions in January 2014, having previously spent time at EY and Mercer, where she qualified as an actuary.
She has significant experience in advising trustees and corporates on managing their defined benefit pension risk, particularly from an IRM perspective.
Judy holds a BSc in Mathematics and Information Technology from the University of Western Sydney and an MSc Actuarial Finance from Imperial College.
Richard has spent the last 15 years advising on covenant related matters to trustee, sponsors, and capital providers working across a wide range of sectors. In addition he understands the challenges facing sponsors of DB schemes from his experience as a main board director of several PLCs over a 20 year period.
He was the first TPR secondee in 2005 and established the concept of the Employer Covenant while he was there and the first advisor to The Pension Protection Fund (“PPF”) on their choice of risk-based levy provider.
Richard has held senior positions at BDO, Swiss Re and PwC, joining Lincoln Pensions in January 2016.
Adolfo is a Managing Director at Lincoln Pensions, having joined from Lincoln International where he served in its corporate finance (M&A) division based in New York before moving to London in 2009. Adolfo has an MSc in Finance from the London School of Economics.
Adolfo has extensive experience advising pension schemes and sponsors on corporate transactions and funding de-risking structures impacting covenant across a variety of industries. Many of his clients are in the financial services industries, including insurers, (commercial and global investment) banks and asset managers.
Adolfo leads Lincoln Pensions’ end-game risk-transfer team. He has been involved in advising on the transfer of well over £25bn of pension liabilities since 2014 through de-risking instruments.
Sebastian Reger is a Finance and Investment Partner, with a particularly strong reputation in the pensions sector. He joined Travers Smith from Sackers in 2018.
Sebastian advises both buy-side and sell-side clients, ranging from a number of the UK's largest pension schemes, global investment banks and insurance companies to leading private equity houses, and central banks. Sebastian is a leading legal expert in longevity transactions, having advised insurance companies, pension schemes and collateral managers on longevity transactions over the course of a decade. He routinely advises clients on investment matters ranging from LDI mandates, pooled funds and segregated investment mandates, to bespoke investments in structured finance transactions.
Working with colleagues from across our Pensions Sector, Daniel advises on all aspects of pensions law, acting for trustees and employers as well as parties to corporate activity, including in distress and restructuring situations.
Daniel's practice includes strategic advice about employer covenant and security for occupational schemes, pensions aspects of corporate transactions and reorganisations, changes to benefit structures, risk management including buy-ins and longevity insurance, mergers, and disputes.
Daniel is a lead partner for both the firm's Corporate Social Responsibility and Diversity and Inclusion work and he has been recognised externally, including for a fourth consecutive year, Daniel has been ranked in OUTstanding’s worldwide 100 LGBT+ Executives List, placing in the top 25 internationally and the top 10 in the UK (and the highest-ranked lawyer in the world). Daniel ranks highly in both the Legal 500 and Chambers and Partners, and has been named by Who's Who Legal as the 'Global Elite Thought Leader' in the Pensions category in England.
Rob joined the Just DB Solutions team in 2014 and leads our business development team. He cares about what’s right for schemes when they’re preparing to buy-in or buy-out and has established a team that support trustees and their partner administrators from enquiry, through transaction and onwards to transition.
Before Just he was with Aviva for 12 years and had several roles including leading the pricing of bulk annuities for over six years. He’s a life insurance actuary and chief examiner for the IFoA and his expertise ensures we ask the right questions, to focus our expertise, so we maximise value for trustees and advisers when they’re de-risking.
Outside work, Rob runs ultra-marathons when he’s not focussed on his young family.
Stuart has experience of a broad range of pension related matters, advising employers and trustees alike with a particular emphasis on finance and investment issues. This includes buy-ins and buy-outs, de-risking and advising on the legal aspects of scheme funding issues, including the use of contingent assets.
Stuart is a leading industry figure for environmental, social and corporate governance (ESG) and climate change issues, stewardship, responsible and impact investing. He chairs the Pensions Climate Risk Industry Group and sits on high profile committees including at the PLSA. He also provides legal input to the City of London Green Finance working group, the Institute and Faculty of Actuaries working group on climate change and the newly created Impact Investment Institute.
Stuart’s advice includes making changes to pension benefits (including the closure of schemes to future accrual), liability management exercises including pension increase exchange and pre-retirement transfer exercises, as well as scheme mergers, demergers, and solvent and insolvent wind-ups.
Joe’s worked on communications strategy for pension schemes, investment firms, insurers and other financial institutions, big and small. He’s often on stage at industry events discussing how to make complicated or difficult messages more meaningful to more people.
Joe is also a best-selling author and screenwriter. He specialises in keeping people interested in what they’re reading, especially people with a low reading age, or who don’t want to be reading. He runs story workshops for writers of all ages, all over the world.
Charlotte joined the Eversheds Sutherland pensions team in 2019 and has over 10 years of experience in advising trustees and employers on all aspects of pensions advisory work, including on various different types of company insolvency processes and the related implications / necessary steps for the pension scheme. Charlotte has been praised by clients for her ability to breakdown complex legal issues into straightforward and manageable decisions.
Charlotte is actively involved in developing pensions law in the UK, including in her role on the legislative and parliamentary sub-committee of the Association of Pension Lawyers. Charlotte regularly writes on, and speaks at events about, pensions
David is a partner in the Eversheds Sutherland restructuring and insolvency team. He is also a licensed insolvency practitioner. David specialises in all aspects of corporate restructuring and insolvency, both non-contentious and contentious. He advises a wide range of clients, including banks and secondary lenders, accountants and corporate clients on restructuring and insolvency issues, including receiverships, administrations and liquidations.
David speaks at specialist conferences and provides training to clients, through presentations and technical briefings.
David has also written articles on restructuring and insolvency for many publications and is a regular contributor to Corporate Rescue & Insolvency. He is regarded by Legal 500 and Chambers Directory as a leading individual in restructuring and insolvency.