The West Midlands Group has 61 member organisations. The Group meets monthly from October to April. The format of the meeting is a talk or panel discussion on a topical issue followed by discussion. Tea and coffee are served before the meeting, a bar is available afterwards. The AGM precedes the October meeting and the April meeting is an annual dinner. Each meeting usually attracts between 50 and 100 participants.
Meetings are accredited by the Pensions Management Institute.
£60 per organisation; or
£25 per individual
Becoming a Member
If you would like further information about about this group, or would like to become a member, please contact:
Andrew Fryer | 0121 230 6771 | Andy.firstname.lastname@example.org
Amended PLSA West Midlands Rules
Meeting recording - 2 July 2020
FIDUCIARY MANAGEMENT – A CHANGING MARKET
click on the link above for the meeting recording
Peter provided an overview of how different multi-asset managers, including fiduciary managers, have performed during the recent bout of market volatility, as well as a summary of broader fiduciary market trends.
Tony explained how fiduciary managers can help schemes to improve their resilience (in changing markets), plan for maturity and invest responsibly.
Peter Daniels FIA, Head of FM Evaluation, Barnett Waddingham
Peter is a Principal within Barnett Waddingham’s investment consulting practice and Head of FM Evaluation, the firm’s independent fiduciary management advisory service. He is a senior investment consultant, experienced at advising on all aspects of pension scheme investment strategy and implementation. Over the last 5 years he has advised on a significant number of FM cases, including selection exercises and performance reviews, as well as being involved in the firm’s fiduciary manager research.
Tony Baily, Partner, Aon
Tony's focus is on growing Aon’s fiduciary business, helping to build and to continually improve the services and solutions provided to our clients. Tony has over 25 years' experience in the pensions industry, as an investment consultant, Scheme Actuary and a corporate pensions adviser. His deep knowledge of both assets and liabilities means that Tony is ideally placed to help pension scheme trustees and sponsors achieve their funding goals.