Seminar - In person, Edinburgh
REGULATORY HORIZON SCAN - FOCUS ON DC & OWN RISK ASSESSMENT (ORA)
8 May 2025 | 4pm - 7pm
James Walsh with a member of the PLSA policy team will give an overview of how the pensions regulatory landscape is developing. Gordon Taylor and Wendy Round will update on ORA and review progress on ESOG. There will be opportunity for discussion and questions.
Speakers
Gordon Taylor, Professional Trustee
Wendy Round, Barnett Waddingham
James Walsh, PLSA
Olivia Sizeland, PLSA
Chair: Louisa Knox, PLSA Scotland Group
Venue
Seminar room, Shepherd and Wedderburn, 9 Haymarket Square, Edinburgh, EH3 8FY
Programme
4 - 4.30pm Registration, Tea & coffee
4.30 - 6pm Speakers, Discussion
6 - 7pm Drinks & Canapes
ABOUT THE SPEAKERS
Gordon Taylor has been MNT and Chair of the Baillie Gifford DB scheme for the past 8 years. He has a strong governance, risk and regulatory background, having worked as a lawyer for 30 years, with 20 of those in-house at BG. He has recently joined Pi Partnership as a professional trustee. Gordon worked with Barnett Waddingham to craft the scheme's ESOG and is now working on its first Own Risk Assessment.
Wendy Round is Senior Pensions Management Consultant at Barnett Waddingham where she heads up the technical research and support group, and co-leads the General Code Steering Group. The team have taken a pragmatic and unique approach to the code with the development of systems aimed at simplifying and streamlining the risk / governance proceses for Trustees. This led to the development of BW CORE, combining ESOG, ORA, Risk Register and Calendar into one central governance platform.
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