Showcasing the Best of Welsh Business


14th March – Newport
Pensions for Breakfast Seminar



Join us at our next South Wales and South West “Pensions for Breakfast” seminar.

Our speakers will be addressing selected topical issues on the agendas of pension scheme trustees, pension managers, finance directors, HR managers and anyone who has an interest in pensions and employee benefits


8:00 – 8:30am – Tea/coffee and Breakfast

8:30 – 9:45am Speakers

Beware the Ides of March
Jordan Griffiths, Investment Consultant at Quantum Advisory
Jordan will provide an update on how investment markets have performed over the last 12 months, giving his thoughts on how markets are reacting to Brexit, the Trump trade wars and provide you with an insight into what pension schemes should be wary of in the coming months.

Keeping track of your members
Luke Davies, Business Development Manager at LexisNexis
Luke will give a talk on the importance of keeping track of your scheme members and the implications for not doing so. Along with this, Luke will highlight the need for verification of members identities upon retirement and transfers out, with guidance on how this can be done behind the scenes hassle free for the member.

Guaranteed Minimum Problems
Adam Cottrell, Consultant at Quantum Advisory
Adam will give an update on the development of the many GMP-related challenges trustees, administrators and actuaries have been tackling in recent years. Adam will also provide further insight into the landmark GMP equalisation ruling, its likely implications on projects that are currently underway, and how it will no doubt shape trustees’ agendas over the next few years. Adam will finish with a round-up of other topical defined benefit and defined contribution pension issues.

9:45 – 10:30am – Tea/coffee and Networking

Registration and breakfast will start at 8am. The seminar takes place from 8.30am to 9:45am, with the opportunity to network until 10:30am. For further information please Click Here

Who should attend?
Policy makers, trustees and anyone who is involved in the running of their company pension scheme.

Why attend?
To improve your knowledge and gain the views of other delegates.

Do you have any questions on pensions and investments?
We welcome the opportunity to assist with your queries, and if you let us know in advance, we will try to incorporate them into the seminar.

Book Here

WHEN:14th March 2019 – 8:00am – 10:30am
Newport – Celtic Manor