The-Pensions-Net-Work (TPNW) was set up in 2006 to meet the needs of senior practitioners in the pensions and employee benefits industry. Our regular residential meetings, held to enable members to meet, discuss industry issues and exchange new ideas with their peers in a non-competitive, relaxed, and informal environment, had to be put on hold due to the pandemic. However, TPNW continued to meet regularly, albeit online.
Our residential meetings, held under the Chatham House rule to encourage open debate, new learning and thinking, start at 17:30 on a Thursday and finish at 13:35 on Friday. There are usually six main speakers with ample time allowed for discussion after each presentation. There are also several networking opportunities offering the priceless opportunity for 1-1 conversations during coffee breaks, at the bar, over dinner or at breakfast with the other delegates. Included is dinner and overnight accommodation on the Thursday, breakfast, and lunch on the Friday. Locations are typically within 50 miles of central London. The objective is open, relaxed, and constructive debate in an informal environment, allowing the opportunity for members to interact with their peers, colleagues, and friends.
Lively, Engaged Debate
A key feature of our meetings is the time dedicated to debate. Speakers are invited to present formally for approximately 35-40 minutes, with the same time allowed for questions and discussion. The maximum number of delegates admitted to our meetings is 45: in our experience the optimal size to facilitate engaged, high quality and spontaneous debate. Each seminar provides 6 speakers who are all experts in their fields and excellent presenters.
Online Meetings were quickly set up to fill a gap when the pandemic restrictions curtailed our residential meetings. Held over 90 minutes with 2-4 speakers, they have proved extremely popular with our members, so much so that we, by popular request will have a mix of residential and online meetings in our future. These too are held under the Chatham House rule.
Meetings are held over a 24 hour period including a dinner and overnight stay.
Our first meeting was held in June 2006.
To celebrate a decade of The-Pensions-Net-Work we held a special event in London on the 4th October 2016, there were many senior figures within the Pensions Arena in attendance. A star studded list of speakers including Steve Webb, Baroness Jeannie Drake, Joanne Segars, Chris Curry, Paul Johnson and many others helped us look forward to the pensions and savings landscape in ten years’ time.
John Moret – Chairman
|John Moret was appointed Chairman of The-Pensions-Net-Work in March 2010. He is a non-practicing actuary and he is often referred to as “Mr SIPP” having spent much of his working life since 1990 promoting the advantages of SIPPs. He was the inaugural chairman of the SIPP Provider Group – now known as AMPS – and has worked closely with Government and regulators on a range of issues. He helped shape the income drawdown regime introduced in 1995.John is a frequent contributor to a wide range of pensions journals and other trade magazines and is a sought after chair and speaker at industry conferences and seminars. Last year he was named as an adviser champion in Professional Adviser’s “50 most influential list” and more recently he was amazed to discover he was number 3 in New Model Adviser’s list of ten pension experts. He is board member of the Investment and Life Assurance Group (ILAG).
After more than forty years working in the life and pensions industry John retired from permanent employment at the end of 2010. His last position was Director of Marketing at Suffolk Life. He has recently set up a new consultancy – for more information go to: http://www.moretosipps.co.uk
He is a non-executive director of the Salisbury Playhouse theatre. He is also non-executive chairman of Investor in Customers – a small company that provides a diagnostic analysis of the strength of an organisation’s customer relationships.
Patricia McSherry – Director
Other Advisory Board Members are:
James Slevin (representing Delta Financial Systems)
James Slevin, Business Development Director, Delta Financial Systems
Experienced Business development manager with over seventeen years in financial services working for both large and small organisations. Customer outcomes really matter to me and I am very passionate that each client feels like they are in a partnership and has a very pro active BDM.
|Emma Watkins, Managing Director, Retirement and Longstanding – Scottish Widows
Emma is the Annuities Director where she has responsibility for the end to end delivery of the Bulk Annuity proposition (from overseeing the management of key employee benefit consultant relationships to the participation in competitive tender processes, including the execution of bulk annuity transactions, and implementation and administration of bulk annuity policies); and proposition development of Individual Annuities, including the recent successful launch into the open market.Emma sets high level strategy for the individual and bulk annuity propositions. Hand in hand with her business role, Emma also has change responsibility across the annuities division. Acting as a transformational leader, she works collaboratively to create an empowered team, who are motivated to take on business problems and realise value, to ensure and evidence that the team is working on the right set of Business Problems – “building the right things” – and that appropriate value is being realised by the Group as a result.Collectively, her dual role results in an overall responsibility for overseeing the delivery of projects, product solutions and process improvements in order to meet business targets and provide an excellent customer experience.
Specialties: Pension scheme de-risking, buy-in and buyout bulk annuities, retail annuities, P&L responsibility, sales / new business development, operational management of administration and actuarial functions, strategy, client relationship management, marketing and PR.
Holds PMI Advanced Diploma in Retirement Provision and Diploma in International Employee Benefits. She is an Fellow of the Pensions Management Institute and on PMI Council.