Money Marketing Auto Enrolment LIVE returns in February 2015

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Speakers

Steve-Webb 2

Rt. Hon. Steve Webb MP

Minister of State for Pensions

Department for work and pensions

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Steve Webb was appointed Minister of State for Pensions in May 2010. He is the Liberal Democrat MP for Thornbury and Yate.

Education
Steve studied philosophy, politics and economics at Hertford College, Oxford.

Political career
Steve was the Member of Parliament for Northavon from 1997 to 2010 and held a number of posts in the Liberal Democrat Shadow Cabinet including Shadow Secretary of State for Energy and Climate Change and Shadow Secretary of State for Work and Pensions.

Career outside politics
Steve worked as an economist at the Institute for Fiscal Studies from 1986 to 1995 before being appointed Professor of Social Policy at Bath University.

Personal life
Steve is married with 2 children. He is actively involved in the Parliamentary Christian Fellowship and his hobbies include the internet and computing, music and being an armchair supporter of West Bromwich Albion.

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Paul Budgen

Head of Business Development

NEST

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Paul is a passionate pension professional with over 22 years’ experience. He is responsible for the delivery of NEST to intermediary groups and employers and has expertise in business development, marketing and proposition development. He is a member of the Chartered Insurance Institute.

Neil-Esslemont

Neil Esslemont

Head of Industry Liaison

The Pensions Regulator

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Neil Esslemont is the Head of Industry Liaison at The Pensions Regulator. In this role he is responsible for engaging with UK suppliers to promote understanding and readiness relating to the automatic enrolment regulations, as well as communicating with employers to help them understand the new duties.

Neil has more than 25 years experience in dealing with large companies in both private & public sector. Neil previously worked as a Client Director for BT and Siemens, and as a Management Consultant for PriceWaterhouseCoopers. Neil has a technology background in computer software engineering, gained after graduating from Exeter University with a Maths & Physics B.Sc.

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Jason Green

Head of Workplace Research

Finance & Technology Research Centre

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In April 2010 Jason joined F&TRC as a Research Consultant and has subsequently been appointed Head of Workplace Research in 2013. Having gained a strong understanding of financial services during his six-year stint as a paraplanner to the CEO of a High Net Worth advice firm, Jason is now responsible for all the Corporate research and consultancy carried out.

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Christine Hallett

CEO

Carey Pensions UK

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Carey Pensions UK is led by CEO, Christine Hallett and has been in the pensions industry for over 30 years providing administration and trustee services.

Christine is dedicated to the delivery of quality service through her team approach. She is passionate in ensuring relationships are built on mutual trust and understanding and ensures that the highest standards are strived for by all those that work with her.

The Carey Pensions team are experienced operators and provide named relationship contacts for all clients. We believe that understanding the needs of partners and customers is key to success. By operating a partnership approach to activities a high level of success is achieved for all.

Chris townson

Mark Hodson Dip PFS, Dip PMI

Associate Director

Web Employee Benefits

Following a long career with Scottish Widows, latterly as Account Director for Web Employee Benefits, Mark joined The Bourne Group in 2009 as Senior Adviser on employee benefits and was promoted to Associate Director in 2012.

Mark’s primary role has been the development of a specialist employee benefits division, now branded as Omnium Employee Benefits, to support the growth of automatic enrolment as well as group risk and international employee benefits.

Mark is a regular seminar speaker as well as writing for various trade publications. He received an industry award in 2008. 

Suzanne Morris

Suzanne Morris FCIPD

HR Manager

PTS Consulting

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Having studied for her CIPD qualification, Suzanne decided she wanted to work in HR for an organisation where she could really get involved and make a contribution to the success of the business. 

‘People’ is PTS Consulting’s number one company value and she has enjoyed working with  such an interesting, supportive and diverse group of people. 

For Suzanne, the highlight at PTS is the relationship that HR has built with the business and the close partnership it maintains on an individual basis. Launching and promoting a new workplace pension scheme has allowed further employee engagement and has been very well received.

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Chris Morgan

Distributor Partnerships Manager

Ellipse

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Chris Morgan, Distributor Partnerships Manager at Ellipse, is responsible for leading Ellipse’s key distributor relationships and communications activities. He joined Ellipse in 2010, just after the insurer launched to the market and has spent the last 5 years building relationships with a variety of firms, from specialist employee benefit consultancies to generalist independent advisers.His distribution experience has afforded him a broad perspective on the industry, which he combines with a progressive view on the role of technology in improving product choice and customer experience within the sector. He lives in London, is studying for an MBA at Warwick Business School and makes regular (if largely unsuccessful) appearances for his local cricket team.

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Graham Peacock

Business Development Manager

Carey Pension Uk

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Graham Peacock has 23 years experience in UK and International financial services. He has worked for a number of the largest product providers in both insurance and investment and for the last 8 years he has specialised in group benefits schemes and pensions. Graham travels regularly in the UK to support, train and develop professional advisers in all aspects of the Carey Group pensions proposition.  Graham can help advisers and corporate entities with UK and International corporate schemes, as well as SIPP, SSAS and UK and International pension transfer solutions.

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Roy Porter

Director of Business Development

The People's Pension

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As Director of Business Development, Roy champions the delivery of the highest levels of service and support to our employer and adviser customers. Responsible for supporting employers signing up to The People’s Pension, and leading on client and customer relationships, Roy is happy to talk about any aspect of The People’s Pension from product offering to service delivery. Roy has more than 30 years’ experience in the financial services industry. He has worked as a specialist in the retirement planning sector for most of that time and is a member of the Personal Finance Society and Pensions Management Institute.

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David Lunt

Head of Business Development

The People's Pension

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As Head of Business Development, David advocates close engagement with business sectors supporting workplace pensions to help ensure the highest levels of service to our employer and adviser customers. Responsible for relationships with organisations supporting employer sign up to The People’s Pension, David is happy to talk about any aspect of using The People’s Pension to help deliver positive employer and member outcomes. David has more than 25 years’ experience in the financial services industry and is an experienced public speaker and is a member of the Personal Finance Society and Pensions Management Institute.

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Debra Lowndes

Tax Practice Specialist

AVN

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Debra is Inland Revenue trained with a historical background of working as a tax specialist for both PKF and Grant Thornton and subsequently heading up the tax functions of two local accounting firms.

As the Tax Practice Specialist for AVN, Debra’s role focuses on helping members implement new and innovative ways of dealing with constantly changing legislative and compliance requirements.

With a recent background of implementation of transformational business development projects Debra has achieved success in the last two years as the introducer of a systemised process for accountants to deliver an end to end Automatic Enrolment service. Giving clear support, technical training and hands on guidance to the accounting and payroll professions through the development of tools, resources and personal mentoring.

In 2013 this work brought Debra the opportunity to work with the Pension Regulator as an industry representative and since then she has been part of a focus group consisting of DWP, TPR, accountants and payroll professionals, meeting quarterly to drive forward the smooth implementation of the Pensions Act 2008.

Debra is currently working on the content of the first NVQ and CPD accredited programme in Automatic Enrolment specifically for the accounting profession which will be run out in August 2015.

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John Ritchie

Chief Executive

Ellipse

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John Ritchie, Chief Executive of Ellipse, is a well-known figure within the employee benefits sector both in reinsurance and insurance roles. He is a strong believer in the transformative effect of technology on the group risk and benefits industry and the constant, ongoing need to improve service and efficiency standards.

Having spent over a decade at Munich Re at the outset of his career, John worked for Swiss Life UK from 1998 to 2003 before re-joining Munich Re in 2004. He took up the mantle of heading up its group division and from there he led the creation of Ellipse, a project he started in October 2008.

Out of the office, John spends most of his time pursuing passions for golf and gardening - he is “a 16 handicap golfer but virtually scratch at growing veg”.

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Victor Sacks 

IFA

Ringrose Grimsley Ltd

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Victor's professional history in financial services started in 1994 at HSBC Bank as a financial planning manager working initially with personal customers.

After successfully looking after this sector, he decided to move into the Commercial market, still within HSBC Bank. This is where he has found his strengths really lie, working with business owners of all sizes (from the micro to the SME), to fulfil not only their business goals, but also their personal objectives. In 2011, after 17 years of service to HSBC, he felt the time was right to step out on his own. After all, how better to understand the demands of running a business than to do it yourself!

 His approach is to offer a highly qualified and professional, holistic service to all of his clients. He has exceptionally high standards of customer service and expects nothing less from all of the product providers he works with.

He lives in Brampton, Cambridgeshire, is married to Tina and has 4 children ranging from the age of 18 down to 2! There is never a dull moment! He feels he brings a degree of realism and on occasions, humour to what can be sometimes difficult subject matters!

HenryTapper

Henry Tapper

Pension PlayPen and Director

First Actuarial

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Henry is a director of First Actuarial and Founder of the Pension Play Pen. First Actuarial manage pensions; their clients are the sponsors and trustees of workplace pensions. They are equally comfortable advising on defined benefit and defined contribution arrangements. Their clients go to them to make sure they are compliant, properly invested and that staff know how to plan for their retirements.

Henry was born in Dorset, went to college at Cambridge and has worked most of his life in pensions. Though he now works in the institutional market, he started life as an IFA and has always regarded good member outcomes as what he strives for.

Henry blogs as www.henrytapper.com and is well known as an advocate of social media as a means of sharing knowledge and influencing people’s behaviours for the better.

Pension Play Pen is Britain's first online pension selection service -enabling SMEs and micros to directly engage with workplace pension providers and onboard their services as part of auto-enrolment.

Christownson

Chris Townson

Director

Toybox Great Denham Ltd

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Toybox Great Denham is a national award winning children’s day nursery. It was rated outstanding by Ofsted in 2013 and has awards for its Food and Website as well. It was placed in the final 5 nurseries out of 15,000 in the Individual Nursery of the Year 2014.
 
Chris has worked alongside his wife Jackie since 2006 when he moved over fulltime to the business whose roots go back to 1997. He is responsible in the business for Sales and Marketing as well as recruitment of the staff.  Chris was previously a manager for a number of multinational car companies.

Chris Wallace

Chris Wallace

MD

Visionary Accountants

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Chris Wallace is the MD of Visionary Accountants and a Chartered Management Accountant. He has over 20 years’ experience working in the accountancy and tax profession. Having left London University with a degree in Economics he started his career (briefly) in Banking but left to pursue a career in accountancy. Since then he has worked at a senior level in a variety of industries including electrical wholesale and distribution, software development and manufacturing across the UK and Southern Ireland.

Chris founded Visionary Accountants in 2008 – a Chartered Management Accountancy practice based in St Albans and serving client across the Home Counties and London. He and his team specialise in working closely with business owners to provide essential management information and strategic financial planning they can use to improve business performance as well as all aspects of accountancy and tax planning and compliance. Chris is also a Director of Visionary Wealth Management - providing Financial Planning and Wealth Management solutions to individuals and business owners.

Chris is originally from the south coast near Portsmouth. He moved to St Albans in 2004 and now lives there with his wife and two children.

DATES AVAILABLE

Register for free to attend:

LONDON

Tuesday 24th February 2015

15Hatfields, Chadwick Court, London

MANCHESTER

Thursday 26th February 2015

Wychwood Park, Crewe

REGISTRATION ENQURIES:

Candice Baptiste
Delegate Acquisition Manager
0207 970 4734
candice.baptiste@centaur.co.uk

SPEAKER ENQUIRIES:

Mihaela Biti
Conference Development Manager
020 7970 4221
mihaela.biti@centaur.co.uk

SPONSORSHIP ENQUIRIES:

Kim Harris
Sales Director

07985 874 161
kim.harris@centaur.co.uk

Sponsors
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Exhibitors
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