6.00pm - 6.30pm: Tea/Coffee
6.30pm - 8.00pm: Meeting
The presenter, Steve Charlton, will take a look at the rational for the emergence of Master Trusts in the UK; the regulatory framework that caused their ascendancy; and what the future might look like in the new Authorised environment.
Steve joined SEI in 2017 as SEI’s Defined Contribution Managing Director for EMEA & Asia.
In his role, he is responsible for building upon the success of SEI’s US and UK DC proposition across global markets.
Steve has 30 years’ experience in the pensions industry, with particular expertise in defined contribution plans. He joined SEI from Vanguard Asset Management where he was their Defined Contribution Manager for Europe.
Prior to Vanguard, Steve spent 15 years consulting with some of the largest DC clients in the UK whilst working at Towers Perrin and Mercer. During his time at Mercer, Steve was part of the Global DC Leadership team and spent time consulting with clients in Asia, India, Australia as well as the US.
LIA Accreditation: This event has been accredited by the LIA.
Institute of Bankers Accreditation: This event has been accredited by the Institute of Bankers.