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Past Event
14 May 2008

2008 Spring Trustee Forum

2008 Spring Trustee Forum

Wednesday 14 May 2008
11 Pilgrim Street, London EC4

2008 has seen a flurry of activity in the pensions arena. Our interactive forum will seek to give you the inside track on the key developments and how they may impact upon your pension scheme as well as taking stock in relation to some old favourites.

Chair :
Philippa James, Partner
Mayer Brown, London

Presenters :
Jonathan Moody, Partner
Mayer Brown, London

Richard Evans, Partner
Mayer Brown, London

Giles Bywater, Associate
Mayer Brown, London

Joanna Myerson, Associate
Mayer Brown, London

Christopher Holmes, Professional Support Lawyer
Mayer Brown, London

9.30 Registration and coffee
10.00 Welcome and opening remarks

10.10 Keynote speaker
The Pensions Ombudsman and pensions landscape.

Tony King was appointed as the new pensions ombudsman last Autumn. Prior to this appointment, he was Lead Ombudsman, Pensions and Securities, with the Financial Ombudsman Service since February 2005. He joined the Financial Ombudsman Service in 2003 after nine years as Casework Manager for the Pensions Ombudsman. His earlier background was in pensions consultancy and administration.

10.40 Age Discrimination: where are we now?
18 months after coming into force of the anti age discrimination legislation as it relates to pension schemes we take stock of where we are. Jonathan Moody will talk about the continuing relevance and significance of the age regulations to pension schemes and how they have played out in the courts over their first year and a half.

Jonathan Moody is a recognised authority on this area of the law having been involved with the DTI and DWP throughout the complex consultation and drafting process.

11.00 The new Employer Debt Regulations: at last
The DWP have finally published the revised employer debt regulations. This session will focus on how trustees should approach the issues of apportionment, withdrawal and the kinds of practical situations they may find themselves faced with.

Richard Evans has a fundamental understanding of the likely impact of the regulations for trustees and has written our detailed client briefing on the subject.

11.30 Coffee break

11.45 Clearance revisited

After extensive consultation the Pensions Regulator has finally published its revised clearance guidance for employers and trustees. Giles Bywater will take you through the new guidance and suggest how the revisions may play out in practice and what effect they will have for you as trustees.

12.15 Have we got pensions news for you

In the frenetic pensions arena it is crucial for trustees to be kept fully up to speed with every new development. In this interactive session Joanna Myerson and Christopher Holmes will take you through the latest pensions news including conflicts of interest and funding assumptions and what it may mean for you and your scheme.

12.45 Discussion and concluding remarks

1.00 Buffet lunch

We very much hope that you will be able to join us for this seminar.

Register >>

If you have any questions concerning registration or the seminar location, or if you would like to make any amendments to your contact details, please contact Lorraine Kevany on or telephone 020 7782 8952.

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