Conference Details

Question Time: A Pension & Investment Legal Update
April 29, 2014
Question Time: A Pension & Investment Legal Update
Delegate Fee:
Free to Trustees and Pension Executives

18.15 - 18.20 Chairman's Introduction: John Price, Chairman, Mars Pension Trustees Ltd.

John gained a degree in Engineering Science at Balliol College, Oxford before joining Mars Ltd. He worked there in a number of divisions, with his final role of Vice-President Operations Europe. After retiring in 1999 he took an MA in Coaching and Mentoring at Oxford Brookes University, and runs a small land development company. In 2008 he was appointed Chairman of Mars Pension Trustees Ltds DB and DC pension schemes, and sits on the Investment Committees of Mars seven European DB schemes.

18.20 - 18.35 Paul Feathers, Partner, Wragge

Paul is a partner in Wragge & Co 50 lawyer pensions team. He advises major corporates and trustee clients on a broad range of pensions issues and has wide experience of advising in relation to buy-ins and buy-outs. Examples include advising: the trustee of the Baird Group Pension Scheme in relation to both the buy-out of its deferreds with L&G and its pensioner buy-out with Paternoster, which was Paternosters first trade; Paternoster in relation to a competitive tender process which resulted in the development of the structure subsequently adopted on the Emap transaction and on the issue of an all risks policy to the Powell Duffryn Pension Scheme; the trustees of the Emap Pension Plans in relation to their all risks buy-out with Paternoster; the trustees of the Delta Pension Plan on their partial buy-out with PIC; the trustee of the UK Can Scheme, the first scheme to buy-in as a transition to buy-out having been through a PPF assessment period, on its buy in with PIC; the trustees of the Dana Manufacturing Pension Scheme on their buy-in with L&G having also exited a PPF assessment period; the trustees of the London Stock Exchange Pension Scheme on their pensioner buy-in with PIC relating to approximately 150 million of liabilities; Rothesay Life on the issue of its 830 million buy in policy to the Uniq Pension Scheme; and another insurer on the development of an end-game solution for large schemes providing an alternative to traditional buy-out.

18.40 - 19.00 Robin Elllison, Partner, Pinsent Masons

Robin is a Partner at Pinsent Masons, an international law firm. He specialises in the development of pensions and related financial services products for insurers and other providers, and in European and international pensions, pensions trustee law and pensions in matrimonial matters. He is a director of the boards of a number of companies, including as Chairman of Pendragon Professional Information, publisher of Perspective, the electronic regulatory and legal publisher to the pensions industry, Chairman of London and Colonial Insurance, the company behind the Open Annuity and the EU SIPP, and Chairman of Occupational Pension Trusts (the alternative to buy-outs). He is a trustee of several pension funds, (including those of the Really Useful Theatre Group and Carillion) both as independent trustee and as chairman. He also practices as a commercial mediator. For some years he was a member of the Occupational Pensions Board (until its dissolution), and is a member of the CBI (Confederation of British Industry) Pensions Panel. He was a founder of the Association of Pensions Lawyers, being awarded its Wallace Prize in 1995. In 1997 he was elected the first solicitor Honorary Fellow of the Pensions Management Institute. He is the author of numerous books on pensions including a four volume loose-leaf Pensions Law and Practice, (Sweet & Maxwell), the Pension Trustees Handbook (Thorogood) and Family Breakdown and Pensions (Butterworths 2001, 2nd ed) and is editor of Pensions Benefits Law Reports.

19.00 - 19.20 Stuart O'Brien, Partners, Sackers

Stuart has experience of a broad range of pension related matters, advising employers and trustees alike and with an emphasis on investment issues. Stuarts advice includes making changes to pension benefits (including the closure of schemes to future accrual), scheme mergers and demergers, updating scheme documentation, dealing with member disputes and Ombudsman cases and advising on the legal aspects of funding issues including the use of contingent asset structures. He also has particular expertise advising on the pensions aspects of corporate transactions, Pensions Regulator clearance issues and dealing with section 75 debts, including apportionment and withdrawal arrangements. Career history Qualified: 2003, England & Wales Pensions experience since: 2003 Joined Sackers: 2003, Associate: 2008 Joined partnership/LLP: 2011 Employers: Hammonds (2001-2003) Academic history University/College: Nottingham Law School (2000-2001) University of Texas Law School, Austin, USA (1998-1999) University of Nottingham (1996-2000) Degree: LLB (with merit in American Law), Nottingham University; Legal Practice Course


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