UK Leadership of Pensions Summit 2013
 
Lisa Botter
Deputy Editor
Pensions Week

Lisa worked as senior reporter on MandateWire Analysis before joining Pensions Week in June 2013 and has written on investment for FTfm. Previously she was a writer at Criticaleye and completed an internship atCNN.com. She writes on a range of topics including asset management and regulation.
 
Steven Daniels
Chief Investment Officer
Tesco Pension Fund

Steven joined Tesco in September 2011 and has responsibility for setting up and leading Tesco Pension Investment. Steven was at Liverpool Victoria (LV=) from 1988 to 2010, in 1995 he became Group Chief Investment Officer and was a member of the LV=Group Executive and Board from 1996 to 2009. When LVAM the asset management subsidiary was established in 1997, Steven became the Managing Director of the firm. In his Group role he was heavily involved in LV=’s M&A activity, leading several acquisitions. In 2010, Steven established his own consultancy where he advised businesses on many aspects of the investment process. Steven is a Fellow of the Institute of Actuaries, a graduate of the London School of Economics and an external member of the Alzheimer’s Society Investment Committee.


 
Marian Elliott
Director
Spence & Partners

Marian Elliott is a Director of Spence & Partners and heads the Trustee Advisory practice. She has particular expertise in pulling together actuarial, covenant and investment advice to provide funding solutions for clients. Having moved to the UK from South Africa in 2002, Ms. Elliott has gained significant experience advising both trustees and corporate clients in the UK pensions market in both the public and private sectors. She is a Fellow of the Institute and Faculty of Actuaries and holds a formal Scheme Actuary certificate. Ms. Elliott regularly contributes to the press on a range of pensions related topics. She also sits on the Consulting Editorial Board of Lexis PSL Pensions.
 
Joe Grice
Executive Director & Chief Economist
Office for National Statistics

Joe Grice has spent most of his career at the Treasury. His last two posts were as Director of Macroeconomic Policy (till 2000) and then as Chief Economist and Director of Public Services.

Since 2007, he has been the Chief Economist at ONS, responsible for the production and interpretation of UK economic statistics. Joe is a past chairman of the European Union Economic Policy Committee and ex officio member of the Council of Economic and Finance Ministers (ECOFIN).

Joe chairs the OECD’s Working Party on Macroeconomic and Structural Policy Issues and also the EU Committee on Monetary, Finance and Balance of Payments Statistics. He has been elected to the Council of the Royal Economic Society and is a visiting lecturer at the University of Cambridge.
 
Jeff Houston
Head of Pensions
The Local Government Association

Jeff Houston has over 30 years experience in the LGPS starting his career at Merseyside CC. In 1992 he moved to LPFA from the City of Westminster, where he was pensions manager, and over the next 19 years took on a number of different roles including shared service and third party initiatives, communications & PR, and governance & legal functions. He was a member of the CLASS Group Management Team as well as being chair of the CLASS Police & Fire Group.

In 2011 Jeff took on the role of Head of Pensions at the Local Government Association where he is responsible for policy matter relating to pension reform and representing local government interests in the development of the LGPS. He is a Secretary to the Local Government Pensions Committee and the LGPS 2014 project and is a member several other national working parties and committees.
 
Tim Jones
CEO
NEST

Tim has substantial experience in the financial sector, having previously held a variety of senior positions including non-executive director of Capital One Bank (Europe), chief executive of retail banking at NatWest Bank and chief executive at Mondex, Purseus and Simpay. 

In addition to his role at NEST, Tim is currently an independent director of Investment Technology Group Inc, a New York-based institutional broker dealer, and is on the board of directors of the Rotman International Centre for Pension Management.



 
Neil Latham
Principal
Punter Southall

Neil Latham is the Principal leading Punter Southall's defined contribution (DC) consultancy team in the Guildford office He is one of the firm's senior management team members.

He specialises in corporate advice and works closely with a portfolio of our leading clients on the challenges imposed by recent legislation and regulatory guidance.

Neil has particular expertise in many of the issues that face employers when addressing auto-enrolment, including; the design of their scheme; the selection of a default investment option; how they communicate with their members and; the DC governance required to ensure the scheme remains compliant and fit for purpose.
 
Nicola Mark
Head of Pension Fund
Norfolk Pension Fund

Passionate about workplace pension’s provision, Nicola is deeply committed to the LGPS. She sees today’s challenges as an opportunity for dynamic enterprise, seeking innovative, creative solutions to drive out continuous improvement alongside value for money, to meet the needs and expectations of all stakeholders.

Nicola is active in the LGPS 2014 project, and leads the National LGPS Frameworks procurement initiative, a unique LGPS collaboration to give all Funds efficient access to quality services.

Head of the Norfolk Pension Fund since 2001, Nicola is also a member of the CIPFA Pensions Panel, NAPF investment Council and NAPF Local Authority Steering Group.
 
Patrick McCoy
Partner and Head of Investment Advisory
KPMG

Patrick joined KPMG as Head of Investment Advisory in January 2005. He is a lead consultant on a number of corporate pensions investment and risk advisory engagements and advises a range of large pension funds on investment strategy and implementation. Patrick is also a senior member of the team researching and advising clients on fiduciary management (FM) selections and governance reviews. He has co-led the largest FM selection (MNOPF) in the UK and is currently leading another £2.5bn fiduciary management selection.

Previously Patrick worked at Hewitt, Bacon & Woodrow where he set up the Bristol Investment Consulting Practice in 1995, before moving to London in 1998. In both roles Patrick provided strategy, fund manager and implementation advice to trustees and sponsors. In 2002, Patrick moved to the US to help develop Hewitt’s global investment consulting capabilities through internal integration and advising Hewitt’s large global clients on international issues.

Patrick returned to the UK at the end of 2004 to lead the KPMG Investment Advisory Practice, which has been a great success.The team has grown from 2 to over 70 professionals and the clients have grown proportionately in that time.
 
Jeff Neate
Senior Client Director UK
MN

Jeff Neate joined MN in September 2011 as a Senior Account Manager in the UK office. Jeff is responsible for managing relationships with our UK fiduciary management clients.

Jeff joined MN from P-Solve where he was Head of Strategic Consulting and member of the derivatives policy committee. He started his career at Watson Wyatt, where he held a variety of roles.

Jeff has broad experience working with pension schemes from £20m to £4bn across all aspects of investment including strategy design and implementation, transition management, governance, monitoring, de-risking, liability driven investment and manager selection.

Jeff is a Fellow of the Institute of Actuaries and holds an MA (Hons) and an MMath with distinction in Mathematics. He has more than 12 years of experience working with UK pension funds.
 
Stephen Nichols
Chief Executive
The Pensions Trust

Stephen is a Fellow of the Pensions Management Institute. Stephen has 27 years’ of experience within the pension environment through positions held with LCP, Burmah Castrol, Express Dairies as well as The Pensions Trust. Stephen regularly produces pieces of work for trade publications and speaks at Conferences on associated pension topics.

Stephen is also a member of the Institute of Directors and a Fellow of the Royal Society for the Encouragement of Arts.

 
Myles Pink
Co-Head of Business Development
Rothesay Life

Myles is co-head of the Rothesay Life business development team, working with pension scheme and corporate clients to develop de-risking solutions. Prior to joining Rothesay Life, Myles was a founding member of the Paternoster management team and head of marketing and product development.While at Paternoster, Myles was involved in structuring a number of de-risking transactions including the £817m buy-in executed between Paternoster and the P&O Pension Scheme and the £3bn longevity swap executed between Abbey Life and the BMW Pension Scheme.He was previously a director at Hawkpoint Partners, advising on UK M&A transactions and financings in the financial services sector, including the fund-raising that led to the establishment of Paternoster in early 2006.Prior to his 3 years at Hawkpoint, Myles was an investment banker at Goldman Sachs in London.

 
Clive Pugh
Partner
Burgess Salmon

Clive Pugh joined Burges Salmon as a pensions partner in 2008, having spent over five years at the Pensions Regulator. Prior to that he worked at Simmons & Simmons and Gouldens (now Jones Day). His private practice background, coupled with his regulatory experience, creates an ideal fit for advising both employers and trustees.

Mr. Pugh advises on all aspects of pensions law, and specialises in clearance, PPF cases, scheme funding and governance, legal interpretation, strategic advice and buy-ins. He advises on the pension schemes for clients including the PDSA, Yellow Pages, Herdmans, Cambridge University Press, Munich Re and Northern Ireland Transport/Translink, among others.

His experience at the Regulator includes advising on pension scheme funding and clearance issues. Hehas also led numerous significant drafting projects in respect of scheme consolidations and mergers. He is regarded as an expert in negotiations, including on benefit redesign, closures and corporate developments.
 
Philip Read
Chair of the Trustees
British Coal Staff Superannuation Scheme

Philip qualified as an actuary in South Africa, and was a partner in one of the leading firms of consulting actuaries there, before moving to the UK to join Towers Perrin in 1986.

In 1993 he joined GEC, where he became Pensions Manager. He then became the UK Pensions Manager of The Metal Box Pension Scheme in 1999.

He has been a member of the Council, and a Vice-President, of the Pensions Management Institute.

He retired from his Metal Box position on 28 February 2009, and is currently the non-executive Chair of the Trustees of the British Coal Staff Superannuation Scheme and a Senior Adviser with Goldman Sachs.


 
Henry Smith
Editor, Analysis
MandateWire

Henry’s career at the Financial Times Group began in 1997 as a reporter on Offshore Financial Review. From 1999, he was features editor and subsequently editor of FT Mandate, a global institutional investment publication. In 2011, he was instrumental in the launch of the Analysis section of MandateWire, a digital institutional investment intelligence service for asset managers around the world.
 
Ian Smith
Editor
Pensions Week

Ian oversees the writing and reporting of all news and news analysis, and has been at Pensions Week since November 2012. Previously, he was deputy editor at schemeXpert.com. He has reported on pensions and investment for FTfm and the Financial Times, and has previously completed internships at the New Statesman and Reuters.
 
Martin Thompson
Director
Premier Benefit Solutions

Martin is a Director at Premier and is responsible for Auto-enrolment services. He is working closely with a wide range of employers and has lead the development of Premier’s Auto-enrolment Manager Solution ‘PAM’. Prior to joining Premier in 2007 to establish their regulated business, Martin was Head of Employee Benefits Consultancy at Barclays.

He is a Fellow of the Pensions Management Institute and a Chartered Financial Planner.
 
Peter Thompson
Director
BESTrustees

Peter is an actuary with over 30 years' pensions experience. He joined BESTrustees in April 2005, after having worked at a leading actuarial consultancy for nearly 25 years, and became a Director on 1 January 2006. Peter has worked in London, Leeds and Manchester and has dealt with pension schemes of many different sizes and in many different industries.

Peter's BESTrustees clients include the J Sainsbury, Jacob's Bakery and Scottish Power pension schemes. Peter has also been much involved with the National Association of Pension Funds (NAPF), being a member of Council from 1994 to 2005 and NAPF Chairman from 2001 to 2003. He has been Interim Chief Executive of the corporate governance company RREV and was a member of the Railway Pensions Commission which reported in January 2008.

Peter is a regular speaker and chairman at conferences and seminars, including trustee and other training courses. He has also contributed on pensions to print and broadcast media, including Radio 4 Money Box and the Today programme. He is a member of the Council of the Pensions Policy Institute.

 
Andrew Warwick-Thompson
Executive Director for defined contribution (DC), governance and administration
The Pensions Regulator

Andrew Warwick-Thompson is the executive director for defined contribution, governance and administration at The Pensions Regulator. 

Andrew has nearly 30 years' DC pensions and investment consulting experience, spanning insurance, pensions funding vehicles and asset management, both in the UK and internationally. He has advised leading banks, insurance companies and asset managers on DC product design and market entry strategies in the UK and overseas, the Financial Services Authority on their "League Tables", as well as public and private sector employers on the design and governance of their domestic and multi-national DC retirement programs.

Andrew read Law at Sheffield University and then at Guildford College of Law. In 1986, he joined Bacon & Woodrow (now Aon Hewitt) where he became an Equity Partner in 1997. He has held positions within the Insurance, Investment and Retirement practices of the Firm, latterly as Partner in the International Retirement & Investment Practice where he was responsible for Global DC and Investment Solutions.

In February of 2000 the Council of the Institute of Actuaries elected Andrew as Affiliate Member of the Institute.

Since May 2011 Andrew has given some of his time to Mencap, the voice of learning disability, as Chairman of the Mencap Pension Plan Trustees.

 
Emma Watkins
Partner
Lane Clark and Peacock LLP

Emma is primarily responsible for consulting on buy-in and buy-out transactions and brings wide practical experience to companies and trustees, most recently built up at MetLife Assurance, one of the main pension buy-in and buy-out providers at MetLife she was involved with over 40 separate transactions.

Emma also works closely with the Business Development area, building relationships with new and prospective clients who choose to appoint LCP as a specialist advisor for a buy-in or buy-out transaction.

Emma has over 14 years' experience in the pension industry. Prior to MetLife, she held a senior position at ACE and started her career in pensions at Prudential. She therefore has a unique blend of pensions and insurance experience including de-risking, trustee liability insurance and pension administration.
 
Steve Webb MP
Minister of State for Pensions

In 1997, Steve Webb became the Liberal Democrat MP for Northavon. Boundary changes in May 2010 created a new constituency of Thornbury and Yate.At the last election, Steve became the first MP for this new area, which includes most of his former Northavon constituency, and is where he lives with his wife and two children.

Steve was appointed Minister of State for Pensions in May 2010, in the new Coalition Government.Prior to that, Steve was the Liberal Democrat spokesperson on Work and Pensions (1999 to 2005), Health (2005), Environment, Energy, Food and Rural Affairs (2007), Energy and Climate Change (2008), before returning to Work and Pensions in 2009.Steve also chaired the Liberal Democrat Manifesto Group in 2006.

Before being elected, Steve studied Philosophy, Politics & Economics at HertfordCollege, Oxford.Between 1986 and 1995, Steve worked as an economist at the Institute for Fiscal Studies before being appointed Professor of Social Policy at BathUniversity.

Aside from his parliamentary duties, Steve is actively involved in the Parliamentary Christian Fellowship and cites his hobbies as information technology, music, and being an armchair supporter of West Bromwich Albion.
 
Lesley Williams
Group Pensions Director
Whitbread

Lesley Williams is Group Pensions Director at Whitbread, with responsibility for Corporate pensions strategy and to the Trustee Company for the operation of the Pension Fund and its investments. The Whitbread pension fund has a closed DB and open DC section.Lesley has worked in the pensions industry for over 20 years, with previous positions in Gateway Foodmarkets, Abbey National , the Pearl Group and Head of Pensions with the Henderson Group.She is an Associate of the PMI and has an MBA.