GMP equalisation: clarity, understanding and the way forward

This seminar, in partnership with leading pensions legal advisers Squire Patton Boggs, will focus on the true scope of the equalisation exercise, how trustees and employers can confidently address the issues in a cost-effective way, and what the longer-term benefits of GMP equalisation could be. Attendees will also benefit from industry insight direct from the PASA/TPR GMP equalisation working group.

When: Thursday 20th June 2019
Where: Buck | 160 Queen Victoria Street | London EC4V 4AN
Time: 8.30am - 11am 
Breakfast and registration from 8.30am
Speakers from 9am 

Spaces are limited so reserve yours today >>

The programme for this two-hour seminar includes:

  • Incisive legal analysis of the complexities of GMP equalisation
  • Practical and clear help understanding the options that are open to trustees and employers
  • A review of the solutions available to pension schemes
  • Insight from members of the PASA/TPR industry working group, and other key industry bodies
  • There will also be an opportunity to raise questions with our panel of experts at the end of the seminar

Introducing our speakers:

Mark Williams | Principal and Senior Consulting Actuary at Buck

Mark is Buck’s London Retirement Practice Leader and is a senior actuary advising trustees and companies on matters such as scheme funding, member options and legislative change. Mark leads Buck’s corporate pensions advisory service and is head of their GMP equalisation solution, “Square.” Mark also holds significant roles beyond Buck – in particular he is chair of the Pensions Board at the Institute and Faculty of Actuaries and is a member of the industry GMP Equalisation Working Group (endorsed by PASA and TPR).

Mike Fenton | Principal and Senior Consulting Actuary at Buck

Mike is a senior consulting actuary and leads a range of Buck’s client proposition developments. He has a wide range of actuarial experience such as innovative funding designs, advising trustees and companies in actuarial valuation negotiations and is a specialist in Pension Protection Fund advice. Since joining Buck in late 2017, Mike has led some of our most prestigious client accounts and has, more recently, helped clients navigate the complexities of GMP Equalisation. Mike has been a Fellow of the Institute and Faculty of Actuaries since 2000.

Clifford Sims | Partner at Squire Patton Boggs

Clifford leads Squire Patton Boggs’ Pensions Practice Group. He is recognised by Chambers UK as “an expert in investment and financial services in relation to occupational pensions.” The UK Legal 500 also recognises him as an expert in the pensions field, “deeply knowledgeable" and "more commercial than the average pensions lawyer." Clifford advises trustees, local authorities, product providers, investment banks and sponsoring employers on pensions and investment issues.

Kirsty Bartlett | Partner at Squire Patton Boggs

Kirsty Bartlett has more than 15 years of experience in pensions law. Her practice focuses on UK occupational pensions, working with trustees and sponsoring employers on matters ranging from projects such as mergers, benefit changes and buy-ins, to the impact of new legislation, day-to-day compliance and member complaints. 

Register to secure your free place