Past Events

Event
IAPF Annual Benefits Conference
Details
Date:
23/10/2012
Time:
8.30am - 1.00 pm
Venue:
Convention Centre Dublin
Calendar:
Price:
Funds: €100*
Practitioners: €350
Non Members: €500

* Group Discount available for Funds only.
Please see booking section below for details.

Sponsors
Gold Sponsors
 
Prescient Investment Managers (Ireland)

Pensions in Ireland - the future?

Pension provision in Ireland has experienced considerable challenges and change in recent years. With sustainability questions on the Public Sector, State and DB pensions and adequacy concerns on DC pensions, what is the future? Where is pension provision heading and what choices are open to scheme members, trustees and employers?

This year's IAPF Annual Benefits Conference will hear from national and international experts on the key issues and challenges facing Irish pension schemes. The purpose of which is to encourage solutions and pension reform to ensure a robust pension provision structure that is fit for the future.

  • What does the OECD think of the Irish system?
  • Minimum Funding Standard - what are the implications for Defined Benefit Schemes?
  • Sovereign Bonds - Can they help?
  • Funding Alternatives - there is another way.
PLUS: the results of our latest Defined Benefit Survey, audience discussion and time to catch up with your peers in the industry. Join us in the fantastic surroundings of the Convention Centre Dublin on the morning of 23rd October from 8am. 

This Conference has been accredited 3.5 CPD hours by the LIA and 4 CPD hours by the IIPM.

The reference number for the Institute of Bankers is: 2012-1938

If you have a query relating to CPD hours please contact the relevant awarding body


8.30 Welcome, Conference Chair
Richard Curran
  Opening Address – IAPF Chair
Maurice Whyms, IAPF
  OECD Review of the Irish Pension System
Edward Whitehouse, OECD
  Pension Taxation - The challenges in budget 2013
Niall O’Callaghan, IAPF Tax Group
Audience Q&A
  Presentation of IAPF Benefits Survey 2012
Rachael Ingle, IAPF Vice-Chair
Audience Q&A
10.30 BREAK
11.00 IAPF PQS Awards
Maurice Whyms, IAPF Chairman
  Irish Amortising Bonds
Anthony Linehan, NTMA
  Managing money in a low interest rate & volatile environment
Eldria Fraser, Prescient Investment Management (S.A)
  Panel Discussion & Audience Q&A
  Section 48 - The Priority Order
Cathal Fleming, Society of Actuaries in Ireland

DB Scheme Review - The Implementation Challenge
Barry Holmes, Royal College of Surgeons in Ireland
Audience Q&A
12.55 Conference Close
13.00 Lunch

Richard Curran
Business Journalist, Broadcaster & Economic Commentator

Richard Curran is a business journalist, broadcaster and economic commentator. Richard is a regular presenter and commentator on buisness matters on radio and television. In a business journalism career spanning nearly two decades, he has been deputy editor of The Sunday Business Post and business editor of the Irish Independent and RTE News. He is presenter on RTE Television's successful business programme Dragons Den and has made a number of documentaries for RTE Television. These include Future Shock Property Crash in 2007, and Property Crash: Where to now in 2011.

Maurice Whyms
Chair
IAPF

Maurice Whyms is a consulting actuary, providing advice to many multinational and indigenous companies. He is a director of Willis Risk Services (Ireland), who recently acquired Attain Consulting and sister company Trustee Principles, in which Maurice was a founding director. Maurice is also a trustee of a number of pension schemes for the specialist trustee company Trustee Principles. A fellow of the Society of Actuaries in Ireland, and a CFA Charterholder, Maurice has over 26 years’ experience in pensions. Maurice was formerly a worldwide partner in Mercer where he held a number of senior positions including the role of Chief Executive Officer in Ireland.

Maurice is current Chair of the Irish Association of Pension Funds and was previously a Council member of the Society of Actuaries in Ireland.

Edward Whitehouse
Head of Pension Policy Analysis
OECD

Edward Whitehouse is Head of Pension Policy Analysis in the Social Policy Division of the Organisation for Economic Co-operation and Development. He is leading the OECD review of pensions policy in Ireland, which was commissioned by Joan Burton, the Minister for Social Protection.

Edward is lead author of the OECD’s flagship report on retirement-income systems, Pensions at a Glance, whose fourth edition was published in March 2011, and contributed the first three chapters of OECD Pensions Outlook 2012.

He also works in the Pensions Unit of the World Bank. He wrote the joint World Bank/OECD report, Pensions Panorama: Retirement-Income Systems in 53 countries, published in November 2006. He has worked on pension reforms in many countries; most recently, Canada, Egypt, Trinidad and Tobago, and South Africa.

Previously, Edward was a leader writer and social affairs correspondent for the Financial Times and worked at the Institute for Fiscal Studies in London. He has taught at University College, London and Oxford University. He has an M.A. in Philosophy, Politics and Economics from Jesus College, Oxford.

Niall O’Callaghan
Actuary
Mercer

Niall is an actuary and Head of Consulting in Mercer’s Health & Benefits business. He also has responsibility at a European level for the development of Mercer’s member services.

Niall is on the IAPF Council, is a member of the IAPF Benefits Committee and Chair of the Taxation Working Group. BAFS, FIA, FSAI. QFA

Rachael Ingle
Vice Chair of the IAPF
IAPF

Rachael is Vice Chair of the IAPF.

Rachael is Managing Director of Aon Hewitt and has been with the company since 1998. Initially working in their London office. Rachael subsequently established the company's actuarial practice in Belfast before returning to Dublin to lead the integration of the Delany Bacon & Woodrow and Hewitt businesses in Ireland. Prior to joining Aon Hewitt, Rachael held actuarial and wider HR consulting roles at Sedgwick Dineen in Dublin, Sedgwick Noble Lowndes in Bristol and Hay Management Consultants in London.

Rachael is a qualified actuary.

Anthony Linehan
Deputy Director, Funding and Debt Management
NTMA

Anthony Linehan is Deputy Director, Funding and Debt Management at the National Treasury Management Agency. The Funding and Debt Management directorate is responsible for debt issuance on behalf of the Irish State and the risk management of that debt within the guidelines set by the Minister of Finance. Anthony joined the NTMA with 20 years’ financial markets experience, mainly as a fund manager. He was a Director of KBC Asset Management and prior to that Managing Director of Wuerttembergische Portfolio Management Company. He holds a BA and MA from the National University of Ireland in history and economics.

Eldria Fraser
Chief Executive Officer
Prescient Investment Management (South Africa)

Eldria has 19 years experience in investment markets. Following the completion of a BCom (Hons) degree in Investment Management at Johannesburg University (RAU) in 1992, she joined Deutsche Securities (formerly Ivor Jones Roy) as an equity analyst. At Deutsche, Eldria started studying towards her CFA designation and was awarded the charter in 1998.

In 1997 Eldria moved to Investment Solutions, and over the following 8 years covered all areas of the market, gaining broad knowledge of markets and the industry. At the end of 2005, Eldria decided to take up a new challenge and accepted the position of Chief Investment Officer at Prescient. Today, Eldria is an Executive Director and the Chief Executive Officer of Prescient Investment Management (S.A). She is responsible for the overall running of the business, and has remained fully involved in the investment process.

Cathal Fleming
Society of Actuaries

Cathal is a Fellow of the Society of Actuaries in Ireland. He is currently on the Council of the Society of Actuaries in Ireland and is Chairman of the Pensions Committee.

Cathal is a Principal in Mercer's retirement business in Ireland. He provides retirement consulting and actuarial advice to leading Irish and multinational companies. He also provides advice to a number of trustee clients and holds a Scheme Actuary practising certificate.

Barry Holmes
Director of Human Resources
Royal College of Surgeons

Barry Holmes joined RCSI as the Director of Human Resources in August 2011 from RSA Insurance Ireland Ltd where he was the Director of Human Resources and Change. Prior to RSA Insurance Ireland Ltd, Barry held a number of senior HR roles at Intel Ireland and was an Industrial Relations Executive with the Irish Business Employers’ Confederation (IBEC). Barry was educated at University College Dublin where he completed both B.Comm and Masters Degrees specialising in Human Resource Management. In addition, Barry is a Chartered Member of the Institute of Personnel and Development (MCIPD).

Barry brings with him a wealth of experience across all aspects of human resources, employee relations and learning and development from his time in HR having supported the growth and development of these respective businesses in Ireland.

In addition RCSI have been shortlisted in the Best Communication category for a European Pensions Irish Award – the results of which will be announced on 21st November next.