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Master Trust Working Group

With over 14 million members now saving through master trusts, the sector is going through a period of change. The PMI’s Master Trust Working Group aims to provide education, represent the views of those at the heart of the industry, support the improvements that must be made and tackle these issues.

The working group consists of four worksteams, which aim to develop educational materials and produce thought leadership to support the master trust industry.

The key workstreams are:

  • Governance: This workstream comprises of trustees and scheme strategists to encourage best practice across the trusteeship sector. Aimed at both commercial and non-commercial trusts, the group will promote the importance of having a diverse range of skills on trustee boards.
  • Training and Education: Aimed at those who run and work for master trusts, as well as advisers, this group will look at training and education guides and tools to help employers to manage their schemes. The stream will also promote improvements to the master trust qualifications currently available. 
  • Technology and Engagement: This workstream will cover both operational and member facing technology, with a focus on the Pensions Dashboards, big data, artificial intelligence, the regulatory framework and the reliance on the quality of data.
  • Innovation: This workstream will focus on innovation across the pensions sector, particularly in relation to decumulation and investment.

If you are interested in joining one of the workstreams, please get in touch: info@pensions-pmi.org.uk

Workstream membership will be limited to two representatives per organisation – but companies may have delegates across all four workstreams. The current members of the workstreams are as follows:

Governance

Mark Baker (Pinsent Masons) - Chair
Robin Armer (NEST)
Vicky Holmes (The Pensions Regulator)
Rosalind Knowles (Linklaters)
Ivan Laws (Ensign)
Jessica Rigby (Evolve)
Phil Spary (Crowe)
Maralyn Thomas (Castle Pension Trustees)
Alan Whalley (Atlas Master Trust)
Anthea Whitton (Eversheds Sutherland)

Technology

Justine Pattullo (Origo) - Chair
Julie Parker-Welch (HSBC)
Darren Philp (Smart Pension)
Kate Smith (Aegon)
Maiyuresh Rajah (SSGA)
Jonathan Hawkins (Bravura)
Graham Peacock (Scottish Widows)
Tim Gosling (Peoples Pension)
Malcom Reynolds (Mercer)
Duncan Howarth (ITM Limited)

Training 

Graham Peacock (Scottish Widows) - Chair
Robin Armer (NEST)
Maria Nazarova-Doyle (Mercer)
Jessica Rigby (Evolve)
Andy Parker (Barnett Waddingham)
Jonathan Hawkins (Bravura)
Bill Finch (Salvus)
Lesley Carline (PMI/KGC)
Anthea Whitton (Eversheds Sutherland)

Innovation

Maiyuresh Rajah (SSGA) - Chair
Justine Patullo (Origo)
Lesley Carline (PMI/KGC)
Julie Parker-Welch (HSBC)
Maria Nazarova-Doyle (Mercer)
Darren Philp (Smart Pension)
Kate Smith (Aegon)
Malcolm Reynolds (Mercer)
Andy Parker (Barnett Waddingham)
Jonathan Hawkins (Bravura)
Bill Finch (Salvus)
Tim Gosling (Peoples Pension)
Mark Baker (Pinsent Masons)
Mark Beck (RPMI)