Pensions Governance Conference 2024

The Isle of Man's only dedicated pensions conference, this full day event is specifically created for anyone involved with the provision and/or governance of Isle of Man company pension schemes and group personal pensions.

REGISTRATION IS NOW CLOSED

View the Morning Agenda

View the Afternoon Agenda

Meet the Speakers

Morning Agenda

Afternoon Agenda

Meet the Speakers

 

Karen Kelly | Director & General Manager | Boal & Co

Karen oversees Boal & Co’s business operations and manages its international and domestic corporate pension client portfolio. She has more than 20 years’ experience managing retirement benefits schemes.

Ben Hughes | Head of Pensions | Keystone Law (Isle of Man)

Having qualified in London as a pensions specialist, Ben has advised on all aspects of Isle of Man pensions law for the last 20 years. His practice covers the majority of domestic and international schemes in the Isle of Man.

Andrew Kniveton | Head of Policy and Risk | Isle of Man FSA

Andrew has been involved in a wide range of regulatory policy initiatives and has supported the risk management & information governance frameworks. He has responsibility for the Authority’s regulatory policy, enterprise risk management framework & information governance compliance.

Andrew Pugh | Actuarial Consultant | Mercer

Andrew is a Scheme Actuary and Risk transfer broker and Consultant. With a focus on broking bulk annuity transactions for DB schemes, the subsequent implementation of buy-ins and buy-outs, together with scheme wind ups, Andrew specialises in advising IOM DB occupational pension schemes.

Annemarie Hughes | Head of Pensions | DQ Advocates

Annemarie leads the pensions team at DQ. Her specialisms are trusts and pensions in addition to advising on international tax investigation matters involving Isle of Man structures.

Ashley Whyte | Head of AML/CFT Supervision | Isle of Man FSA

As Head of the AML/CFT Supervision Division, Ashley has risen through the ranks since joining the FSC as a graduate trainee in 2007. She leads a team of officers dedicated to the AML/CFT supervision and oversight of all regulated entities and designated businesses in the Island.

Bettina Roth | Chief Executive Officer | Isle of Man FSA

As CEO of the IOM FSA since October 2021, Bettina has also held senior roles at the Cayman Islands Monetary Authority, Abu Dhabi Global Market, and the Office of the Superintendent of Financial Institutions. Her recent focus has been on automation of key processes and risk-based methodology.

Hannah English | Head of DC Corporate Consulting, London | Hymans Robertson

Hannah advises corporates operating DC pension schemes on all aspects of their arrangements and design, with a focus on how employers can support improved retirement outcomes for their employees.

Jasmine Chan | Director | Grant Thornton

Jasmine has significant FATCA/CRS and QI compliance experience with an international client base. She also works with intermediaries and investors on managing withholding tax exposure, helping with preparing and filing reclaims and managing overseas tax exposures.

John Batty | Technical Manager | Boal & Co

John has wide ranging pensions knowledge. He is involved with Boal's GPP, SIPP, SSAS and master-trust pension products for the IOM market as well as QROPS, QNUPS and IPP solutions for individuals internationally. With 30 years' experience, he has worked in Europe, the Middle East and the Far East.

Mark Doyle | Director | Boal & Co

Mark has overall responsibility for Boal & Co’s personal pensions and involvement in the trusteeship of domestic corporate pensions (DB and DC). He is also a key technical/sales contact within the business for advisers, introducers and clients.

Richard Lunt | Senior Investment Consultant | Hymans Robertson

Richard is an Actuary and experienced investment advisor. His specialisms include investment portfolio construction and LDI. Richard worked for Willis Towers Watson and Aon Hewitt before joining Hymans in 2023. He qualified as an actuary in 2004.

Ros Lynch | Head of Supervisory Practices and Innovation Strategy | Isle of Man FSA

Ros joined the Authority in 2018. Her recent focus has been on the development of the Authority’s data systems and automation, as well as updating and enhancing the Authority’s overall supervisory methodology.

Sara Vaughan | Head of Operations | Boal & Co

Sara is responsible for business operations and overseeing the pension administration teams for Boal & Co’s personal and corporate offerings, ensuring operational efficiency and the delivery of a first-class service.

Simon Evans | Senior Associate, Pensions | CMS

Simon is an English-qualified lawyer providing advice on contentious and non-contentious pensions matters. He advises several cross-border schemes connected to the IOM on winding up and buying-out, employer covenant, and best practice scheme governance.