April Members' Meeting

Leadership Pensions and HR Accounting and reporting Governance, regulation and compliance Financial sustainability

Tuesday 20 April 2021

Need-to-know pensions and insurance changes

Pension and insurance issues continue to be hot topics for charity organisations. 

The insurance industry has experienced impact from the Covid-19 pandemic, and the Pension Scheme Act 2021 is set to make fundamental changes to the UK pensions landscape.

Join us for our monthly CFG Members’ Meeting this April, where we'll be discussing these need-to-know changes to insurance policies, and an update on pension developments and how these impact your organisation.

This meeting will help you to be prepared, discuss the changes with your peers and have your questions answered by our expert speakers during Q&A sessions.

Where

Online via Zoom.

Who is the event for?

This meeting is free and available to CFG members only.

About CFG events and membership

CFG events, training and members' meetings can count towards your continuous professional development. Contact your association for further information, or email events@cfg.org.uk

Becoming a CFG member gives you discounts on events and training, and access to exclusive events. Membership is open to your whole organisation. Join our community

Association of Independent Museums members can register for free CFG membership through our partnership.

 

 
Speakers

David​ Davison, Director, Spence & Partners

Director and company owner of leading actuarial adviser Spence , David Davison, heads a specialist practice in the firm advising charities on the pensions issues they face and with access to the modelling tools and communications skills necessary to guide Boards through a variety of solutions.

David helps Boards understand their options to address issues such as ‘last man standing’ and ‘multi-employer’ pension schemes, pension accounting, auto-enrolment, Local Government pension scheme participation and pension schemes limiting merger and reconstruction.

For Charities operating their own pension schemes we can provide a full range of award winning actuarial, administration, data, consultancy and communication services for employers, charity trustees and scheme trustees.

An active member of the third sector finance community, and a regular commentator, David has worked alongside the Charity Finance Group, PLSA and ICAS in lobbying to find sustainable solutions to the pension and finance problems often experienced by organisations in the sector.

 

Scott Ingham, Managing Director, Matrix Global Services

Scott founded Matrix in 2000 to deliver a better way for organisations to test the efficiency of and to add extra value to their insurance arrangements.

Drawing on over 30 years of experience in the insurance and risk management sector. Scott has worked in some of the world’s leading insurance broking firms, both here in the UK and Australia.  During that time he was also Group Risk and Insurance Manager for a multinational IT services company with an annual turnover in excess of £3billion.

His insight into, and understanding of, the complex dynamics which drive the insurance markets, allied to his experience of working with businesses and organisations in every sector of the economy both here in the UK and abroad, means he is uniquely well equipped to help clients optimize their insurance programmes and secure improvements in cover and service.

Robin Hobbs, Project Director Corporate Insurance, Matrix Global Services

Robin heads up the Matrix corporate project team.  He is an insurance and risk management specialist with experience gained in over 40 years working in the insurance industry including some of the world’s largest insurance brokers where he designed, coordinated and managed national and international Client programmes.

During the last 15 years with Matrix, he has been involved with a large range of independent corporate insurance reviews including several for the care and charities sector, as well as major programme reconstructions and insurance tender management projects.

Andrew Sanderson, Partner, Fieldfisher

Andrew is a Partner in Fieldfisher’s Dispute Resolution group based in the London Office.  He heads up the road transport regulation and health and safety teams.  Andrew’s practice encompasses insurance disputes, international trade disputes regarding the sale and shipment of goods, voyage and time charters, bills of lading and general trading disputes.  He is a Solicitor-Advocate with rights of audience in the Higher Courts, both Criminal and Civil.

Andrew also a member of the firm’s arbitration team and has experience under the rules of most major arbitration institutions.

Programme
14.30 – 14.35

Chair’s welcome

14:35 – 15:00

Changes to insurance policies and preparation for your next renewal

The pandemic has caused many charities to locate and read their insurance policies, in particular on business interruption provisions. Following the pandemic and its implications for charities and insurers, changes are expected to follow. This session will explore those changes, how they may affect your organisation and what needs to be done to secure a good renewal result.

Scott Ingham, Managing Director, Matrix Global Services

Robin Hobbs, Project Director Corporate Insurance, Matrix Global Services

Andrew Sanderson, Partner, Fieldfisher

15:00 – 15:15

Q&A Session

15:20 – 15:45

Pensions update

This session will cover recent and upcoming updates regarding pension changes, from the Pension Scheme Act 2021 to Pensions Regulator Funding Code consultation - and what else to expect in 2021.

David​ Davison, Director, Spence & Partners 

15:45 – 16:00

Q&A Session

16:00

Chair's close and end of meeting

Prices
Charities - Members£0.00
Corporate - Members£0.00
Individual - Members£0.00