Mark Adamson,
Client Director,
JLT Benefit Solutions

Mark Adamson is Client Director at JLT Benefit Solutions (JLT) working across JLT's administration services.

Mark has more than 30 years experience in pensions, predominantly in outsourcing and administration systems. He previously worked for HS Administrative Services and Edis Partnership Ltd where he held the position of Managing Director for both organisations.

A well-known figure in the TPA market, Mark has chaired and spoken at many industry conferences as well as contributing regularly to the press. He is a Chartered Fellow of the Chartered Institute of Personnel & Development and is a Master of Arts in Human Resource Management.

Michael Chatterton,
Senior Consultant,
Watson Wyatt

A Fellow of the Institute of Actuaries, Michael Chatterton has over 20 years’ experience in professional services, including working for Bacon & Woodrow, Arthur Andersen and Black Mountain, where he was CEO based in its New York headquarters. In his career, Michael has worked in a wide range of roles including consulting on international pensions and broader human capital issues, developing new consulting solutions, business management, and sales and marketing.

Michael now leads the team developing Watson Wyatt’s comprehensive service offering for organisations looking to settle their pension liabilities, wherever they are along their journey to settlement.

Charlotte Clark,
Head of Workplace Pension Reform,
DWP

Charlotte is a deputy director at the UK Department for Work and Pensions. She is currently head of the Workplace Pension Reform Team, which is responsible for taking forward the policy to implement major reform of private pension saving in the UK from 2012. Charlotte has worked on the pension reform programme for the past four years and has been instrumental in delivering well-received policy analysis, white papers and legislation.

Martin Clarke,
Executive Director of Financial Risk,
Pension Protection Fund (PPF)

A Cambridge-educated mathematician, actuary and Harvard Business School alumnus, Martin Clarke's previous career was spent in retail financial services with the Co-operative Insurance Society (CIS), the financial services arm of the Co-op, which he joined in 1977.

Among his achievements were to develop the marketing function of the company’s insurance business and lead the CIS’s life and savings business through a period of recovery.

He is an experienced general manager used to dealing with complex and technical projects such as the development of new products, new business opportunities and major change programmes. He has a special interest in corporate social responsibility and the development of socially responsible investment.

Chairman for the event:
Roger Cobley,
Chairman,
Stamford Associates

Roger Cobley has spent his entire career working in pensions. After working for two insurance companies, he became an international benefits consultant with Martin Paterson Associates (now part of Buck Consultants), and then worked for Rank Xerox as International Benefits Manager. Roger moved back into consulting as manager, international consulting with Mercer, and finally became international benefits director for Fisons plc. He is now the Chairman of Stamford Associates Limited, Chairman of the trustee board of three pension funds and a member of the investment sub-committee of another major fund. He was elected President of the PMI in 2003.

Bill Galvin,
Executive Director for Strategic Development,
The Pensions Regulator

Bill Galvin is executive director for strategic development at the Pensions Regulator. Bill was formerly in the Department for Work and Pensions (DWP), where he led on pensions protection policy. Prior to joining DWP, he worked as a strategy consultant at IBM Consulting and in strategy and marketing for IBM Global Services.

At the DWP, Bill was responsible for (among other things) the policy framework governing The Pensions Regulator and PPF. At IBM, Bill held several roles in strategy and marketing in the services business, leading many initiatives in IBM's transformation to a services led company. As a strategy consultant, Bill helped some of the largest international companies create and deliver value from mergers and acquisitions.

Prior to joining IBM, Bill completed an MBA at Manchester Business School, and has work and consulting experience in pharmaceuticals, banking and publishing.

Richard Lee,
Partner,
Combined HR Solutions
Wragge & Co.

Richard advises employers and trustees on a wide range of pension issues. He has a particular interest in the pensions aspects of corporate restructurings. He is also Head of the Combined HR Solutions (CHRS) team and has been with Wragge & Co LLP since 1998.

The CHRS team specialises in advising on the legal links between pensions and employment law including the future of the UK workforce, discrimination and pensions, pension scheme restructuring, TUPE/consultation and pensions, retirement policy and
managing liability solutions.

Highlights of Richard’s experience include:
• advising an international manufacturing client on the pensions/ employment aspects of a major re-structuring of benefit arrangements involving more than thirty participating employers and five trade unions across the UK;
• advising the trustees of the two Emap final salary schemes on the buy-out with Paternoster. First ever deal of its kind as a pre-cursor to the sale of Emap plc;
• arranging and presenting HR workshops in relation to the future of the UK workforce, including planning for phased retirement, working pensioners, personal accounts and financial information in the workplace;
• advising a UK-based international construction company on retirement policy, benefit provision and age discrimination; and
• providing day-to-day pensions advice to HR directors and managers in a range of organisations.

Zuhair Mohammed, FFA
Chief Executive,
Delegated Consulting Services,
Hewitt

Zuhair is Chief Executive of Hewitt's Delegated Consulting Services. Throughout his career, he helped develop a number of governance structures that allow pension schemes to benefit from nimble and efficient investment strategies.

Zuhair is a qualified actuary with over 20 years industry experience, during which he has headed up investment consulting practices, asset and liability modelling teams and manager rating committees. He has also been lead adviser to a wide range of institutional investors.

Alison Puhar,
Director of UK Real Estate,
Fidelity International Limited (FIL)

Alison Puhar joined FIL in 2007 and is responsible for UK fund performance and for purchases, asset management and sales in the UK and Ireland. She is part of the senior management team for FIL’s real estate business and has 17 years of experience in real estate investment across all major commercial property sectors. Alison joined FIL from Cordea Savills where she was Head of UK Institutional Pooled Funds and Fund Director for The Charities Property Fund, which she launched in 2000, and other funds. Prior to that, she was Joint Head of Fund Management at Savills Commercial and Chief Executive of Savills Investment Management.

Alison holds a Masters degree from Cambridge University where she studied Economics and Land Economy. She is a Fellow of the Royal Institution of Chartered Surveyors (FRICS) and a member of the Investment Property Forum. She also holds an RICS Diploma in Property and Business and received an MBA from the Open University in 2005.

David Schofield
President
INTECH International Division

David Schofield is the London-based President of Janus Capital
Group subsidiary INTECH’s international division where he is
responsible for developing, implementing and managing the
international business effort for INTECH outside the United States.

His position as business head for INTECH internationally also
incorporates a role as investment specialist responsible for
representing INTECH's proprietary investment process to
investors and consultants outside the US.

Prior to focusing on INTECH in 2006, David was responsible for
developing Janus Capital Group’s institutional activities in Europe
and the Middle East and had further responsibility for international
consultant relations.

Before joining Janus in 2001, David spent 15 years in investment
banking focusing on major institutional investors in Germany,
France and the UK. During this time he worked for Salomon
Brothers, Lehman Brothers and UBS in New York, London and
Frankfurt.David received a Joint Honours Masters Degree in French and German from the University of Oxford. He is also a published
author.

Penny Shepherd MBE,
Chief Executive,
UKSIF

Penny Shepherd has been UKSIF Chief Executive since May 2005.
She is also a lay member of the Actuarial Profession’s Professional Regulation Executive Committee. She was the first Chief Executive of the London Sustainability Exchange (2001-2005) and has been a member of the Mayor of London's Sustainable Development Commission (2002-2007). She is a former member of the Stakeholder Interests Working Group of the Board for Actuarial Standards and Professional Oversight Board.

As UKSIF Executive Director from 1997-2001, Penny played a leading role in championing the government’s SRI disclosure regulation for occupational pension funds and tripled UKSIF’s membership. Her leadership in socially responsible investment was recognised in the Queen’s Birthday Honours List in June 2000 with an MBE for “services to sustainable economic development and socially responsible investment”.

Penny spent twenty years in the computer industry, where she advised financial services and other companies on business solutions.

Graham Vidler, Director of Corporate Services,
Personal Accounts Delivery Authority (PADA)

Graham Vidler was appointed Director of Corporate Services at the Personal Accounts Delivery Authority in December 2008. He is responsible for the development of all communications relating to the scheme and leads the organisation on the implementation of a joint media and stakeholder engagement strategy with DWP.

Graham started his career as a researcher at the House of Commons, where his focus was pensions and social exclusion. He has held a number of senior positions including Head of Policy at Which? and Head of Marketing at Norwich Union (now AVIVA), where he led the company's engagement with pension reform.

Graham has a first class honours degree in Sociology and Geography from the University of Kent.

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