The Pensions Asset Allocation Summit

David has spent his 30+ year career working in pensions and investment. The early years were spent in consulting, during which he qualified as an actuary before joining what is now Willis Towers Watson’s investment practice to advise UK and European clients on investment strategy. He then spent six years as Chief Investment Officer for the Pensions Trust, before joining Lloyds Banking Group (Pensions Investment Team) as Head of Investment Strategy. 

In that role, David was responsible for all aspects of investment strategy including asset allocation, de-risking ‘triggers’, longevity hedging, rebalancing policy and responsible investment policy. He became Chief Investment Officer in February 2022. 

Shalin joined DWS in 2018 and leads the UK Pensions business. His asset management experience includes the management of liability driven investment strategies for pension funds and insurers across fixed income, derivatives as well as listed and private credit. He has managed these strategies for asset owners in the UK, USA and South Africa and has 30 years of experience in pensions and asset management.

Prior to DWS, he worked for Legal & General Investment Management, AXA Investment Managers, FirstRand Bank, Mercer and Aon. Shalin is a Fellow of the Faculty of Actuaries and holds an Honours Degree in Statistics and Actuarial Science from the University of Cape Town. He is also an advisory board member for the City of London’s Taskforce on Socio-Economic Diversity.

Robert is a pensions professional with an extensive business background. He has worked for trustee, not for profit, private equity owned, and insurance businesses over the last 30 years. Robert transitioned the Office of the Paymaster General from a public to a private sector outsourcing business in the late 1990’s and worked with Cabinet Office to establish the joint venture which became MyCSP. He has also managed the back office or pension functions for several pension schemes, including the NHS, Civil Service, Royal Mail Statutory scheme, and the £20 billion Railways pension scheme. Currently, he is the Chair of the Armed Forces Pension Scheme, a Governor of the Pensions Policy Institute and sits on the Board of Local Pensions Partnership Administration (LPPA), a fully-owned subsidiary of Local Pensions Partnership (LPP).

Robert is a regular speaker at pensions and employee benefits events and is a regular contributor to the UK pensions industry press. He is passionate about ensuring that members and employers at LPFA obtain the best support and service in an increasingly challenging pensions environment. At the LPFA, Robert’s focus is to provide support and quality service to members and employers, to support the development of and oversee LPP activities, to help the LPFA Board fulfil its statutory objectives and to work with interested stakeholders to ensure LPFA is an efficient, sustainable and well-run pension fund.

Sally is an actuary with extensive experience in innovation, risk management and responsible investment across investment management and pensions. She was CEO of the BP Pension Scheme in 2007-14 after twenty years with Aon Hewitt working as a consultant and in investment research.

Her non-executive portfolio has included roles as trustee and investment committee chair at the Nuclear Liabilities Fund, NEST Corporation and the Lloyds Bank pension schemes. Sally’s non-executive portfolio currently includes Chair at Impax Asset Management Group plc, non-executive director at insurers Royal London, Pension Insurance Corporation and Royal & Sun Alliance Insurance, and at Local Pensions Partnership (LPP) Limited, where she chairs its regulated investment company.  

Sally is a Fellow of the Institute of Actuaries and has served the actuarial profession on its Council and professional committees. In the City of London, Sally is a Liveryman with both the Wheelwrights’ and the Actuaries’ Companies, having held office as the first lady Master of the Worshipful Company of Actuaries in 2016-17.

Sally’s passion for maths education is evident in her work as a member of the Royal Society’s Advisory Committee on Mathematics Education (ACME) and as Chair of the Strategic Advisory Board for the Centre for Mathematical Cognition at Loughborough University. Sally is an Honorary Group Captain in 601 Squadron of the Royal Auxiliary Air Force, introducing diverse ideas to the way that the Senior Leadership Team of the RAF think and work. 

Marian is the Global Head of Risk & Sustainability at GFG Alliance. 

Prior to joining GFG, she was a Managing Director at Redington and before that led Deloitte’s Trustee Advisory team in London. Her experience covers pension risk management, sustainability, trusteeship, scheme actuarial work, corporate advisory and investment consulting.

Jo joined the Local Government Association in January 2021 as Senior Pensions Secretary, and also acts as Deputy Secretary to the Local Government Pension Scheme Advisory Board.

Before joining the LGA, Jo worked as a senior policy adviser on public service pensions at HM Treasury for 4 years.

Prior to joining HM Treasury, Jo worked for the Department of Health as a policy manager on the NHS Pension Scheme for just over 3 years.

Debbie is the Deputy Head of the Clwyd Pension Fund, a £2.4bn Local Government Pension Scheme and a member of the Wales Pension Partnership (WPP).  

She represents The Clwyd Fund on both Private Markets and Responsible Investment working groups within the WPP and represents the WPP on the Responsible Investment Cross Pool Group and also the Scheme Advisory Board Responsible Investment Advisory Group. 

The Clwyd Fund has investments with many Private Market managers and Debbie is a member on several of those investments Advisory Boards. 

Debbie has also recently been appointed as a Non-Executive Director for Pensions For Purpose. 

In her spare time, Debbie enjoys taking her dogs and grandchildren away camping and caravanning.

Andrew has spent nearly 25 years working in pensions and is APMI qualified. He considers pensions to be all about engaging with people to improve their future financial security. He has managed many types of pension arrangements for very different organisations with unique attributes. 

Andrew’s work has included: 

• Innovative pension solutions – with focus on digitisation, simplification and effective communication 
• DB schemes – closures, de-risking liabilities, long term objectives, endgame, s75 debt, New Fair Deal 
• DC arrangements – auto re-enrolment, pension freedoms, investment changes, Master Trusts, aim for better outcomes 

• HR Teams – Reward matters, group risk benefits, annual pay reviews, impact on high earners of Annual & Lifetime Allowance changes 

Denise’s role as Chair of Brunel Pension Partnership goes back to its foundation, and to the guiding vision she helped to formulate: Forging better futures by investing for a world worth living in.

Denise was formerly Chair of the LGA’s Local Government Pension Committee (LGPC) and served as Board Member on the LGPS Scheme Advisory Board (SAB) from inception to May 2019. She has also served as Co- Chair of the Local Authority Pension Fund Forum (LAPFF).
In another capacity, Denise is Chair of Brightwell and the JPM Chase UK Retirement Plan.

Denise grew up on a farm in Canada and has a BA from Carleton University. She left Canada in 1985 to complete an MBA at INSEAD and subsequently pursued a career in banking at Salomon Brothers, Chase Manhattan and IBJ.

Ian is a highly experienced pensions investment executive. Most recently, he has been the Chief Investment Officer at Lloyds Banking Group Pensions, overseeing some £40 billion of assets across both DB and DC sections. He joined Lloyds from Aviva, where he carried out a similar role. Prior to that, he was the CIO of the Pension Protection Fund. Ian is also a member of the actuarial profession’s Finance and Investment Board, while also being Chairman of EPFIF’s Pension Fund Investment Advisory Committee.

Charlotte Moore is an award-winning journalist and communications consultant, who has written about investments and pensions for 18 years.

She writes for a number of well-respected trade magazines. She examines how institutions like pension schemes and insurers allocate capital. Investing to protect the planet and improve society is one of her areas of expertise and she holds regular salons, where panellists are invited to debate different sustainable institutional investment topics. She is often asked to moderate panel topics at external conferences.

In addition to his role at M&G, Mark is a Member of the Independence Governance Committee at Zurich Insurance; Executive Chairman of the UBS (UK) Pension & Life Assurance Scheme Investment Committee; and a Member of the Investment & Funding and DC Committees at Lloyds Banking Group Pensions. He was previously the Chief Investment Officer of HSBC Bank Pension Trust (UK) Limited, who he joined in 2011.

Prior to this, he held a number of senior investment roles at Prudential/M&G. These included UK Equity Fund Manager, Head of Equity Research, Director of Collective Investments, and Investment & Strategy Director for Prudential Europe. 

Alan has over 37 years experience as an asset manager, and now as an asset owner.

After a long career at LAS, then Scottish Mutual in Fixed Income, he was a Managing Director of Global Fixed Income & Currency at Baring Asset Management for 10 years before joining Trafalgar House Pension Trust as Chief Investment Officer in 2018. 

Alan is also an Independent Investment Adviser to the Executive Investment Committee at One Family, and pro bono an adviser to the Treasury Committee of the UN Workers Relief Agency. 

A former professional footballer and SFA Referee, Alan’s interests outside of work are mainly sport related.