United Kingdom

How to improve the effectiveness of your Trustee board

Aon & Cass Business School Trustee Governance Seminar

FREE Evening Seminar

23 November 2016

When asked what keeps them awake at night, trustees and companies regularly cite issues such as lack of time, resources, knowledge and information. In other words, they worry about their collective ability - as individuals with responsibility for the pension scheme - to be able to make decisions and implement them effectively.

Having the right governance structures can aid effective decision making, allowing trustees of both DB and DC schemes to be more nimble in a transient market environment and ultimately increase their chances of reaching full funding or improving member outcomes.

Join us for this evening seminar on 23 November at Cass Business School in London, where you'll have a unique opportunity to hear directly from governance specialists from both Aon and Cass Business School.

We will share with you Aon's learnings from research into pension scheme governance, learnings from Cass about the governance of other types of organisation, and provide our views on how to ensure your trustee board is equipped to deliver a 21st Century Trustee role.

The event is free to attend and open to anyone involved with the management of DB and DC pension schemes so please feel free to share the invitation.

Register here

 

The Agenda

Introduction to Pension Scheme Governance
Governance in other areas (PV)
Practical Steps to improving governance
Panel Discussion
Close

 

Speakers

Paul McGlone

Paul McGlone is a Partner in Aon's Retirement Practice. He is a qualified Actuary and has over 25 years' experience advising a range of clients from both a trustee and corporate perspective. He has a particular interest in the mid-market, and is passionate about taking the ideas developed for the largest schemes and ensuring that they reach smaller schemes quickly.

Susan Hoare

Susan is a Principal Consultant and Actuary within our Retirement & Investment Business with over 15 years' pensions experience. She is a Scheme Actuary based in our Bristol office and works with trustee clients on the complete range of pensions issues.

Susan is a regular speaker at our Pensions Conferences and part of our pensions stability team looking specifically at addressing the operational challenges facing many schemes.

This is a topic that Susan is very passionate about and in particular she is keen to be part of developing solutions that will add value to the pensions industry in the longer term.

Andrew Clare

Andrew Clare is the Professor of Asset Management at Cass Business School and the Associate Dean responsible for Corporate Engagement. He was a Senior Research Manager in the Monetary Analysis wing of the Bank of England which supported the work of the Monetary Policy Committee. While at the Bank Andrew was responsible for equity market and derivatives research. Andrew also spent three years working as the Financial Economist for Legal and General Investment Management (LGIM), where he was responsible for the group's investment process and where he began the development of LGIM's initial Liability Driven Investment offering. He is the co-author of “The Trustee Guide to Investment”. He has also published extensively in both academic and practitioner journals on a wide range of economic and financial market issues. In a survey published in 2007, Andrew was ranked as the world's ninth most prolific finance author of the past fifty years. Andrew serves on the investment committee of the GEC Marconi pension plan, which oversees the investments and investment strategy of this £4.0bn scheme, and is a trustee and Chairman of the Investment Committee of the £2.5bn Magnox Electric Group Pension scheme.

Dr Justin Davis Smith CBE

Justin is a Senior Research Fellow at the Centre for Charity Effectiveness, Cass Business School. He was previouslyChief Executive of Volunteering England, Director of the Institute for Volunteering Research and Executive Director of Volunteering at NCVO. He has over 20 years in the volunteering movement and has advised the UK Government and the United Nations on the development of volunteering policy. He wrote the volunteering strategy for the London 2012 Olympic and Paralympic Games and has published numerous articles and books on volunteering and the voluntary sector. He is a member of the awards committee for the Queen’s Award for Voluntary Service and an advisor to the Queen’s Anniversary Prizes for Higher and Further Education. He served on the Council of the Economic and Social Research Council from 2012-2015. In 2011 he was awarded the CBE in the Queen’s Birthday Honours in recognition of his work on behalf of volunteering and the voluntary sector.

 

 

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DATE AND VENUE

Date:

Wednesday 23rd November 2016

Timings:

5.30pm - Registration
6.00pm - 8.00pm Seminar
8.00pm - Networking drinks
9.00pm - Close

Venue:

Cass Business School, London
Click here for directions

Questions

Please email [email protected]