This event has now passed, however presentations by the event speakers are downloadable below.
9.30am – Registration and coffee
10.00am – Welcome and introduction – Pauline Gleadle
10.10am – A confidence-based model of the UK business cycle: implications for retirement saving and pension policy – Richard Whittle. Download Richard's presentation (ppt)
10.50am – Public understanding of risk and its impact on pension engagement – Sharon Collard. Download Sharon's presentation (ppt)
11.30am – Coffee break
11.45am – Investor stewardship: fiduciary duties and the spectrum of pension fund engagement – Anna Tilba. Download Anna's presentation (ppt)
12.25pm – A pension fund perspective on stewardship and fiduciary duty – Frank Curtiss. Download Frank's presentation (ppt)
1.05pm – Closing remarks – Pauline Gleadle
1.15pm – Lunch
About the speakers
Dr Richard Whittle is Head of Behavioural Economics Research at Manchester Metropolitan University, Lead Economist at BECU and a Researcher at The Centre for Economic Research at Keele University. He is currently seconded to the MMU/HMRC tax and fiscal policy programme MSc where he leads on the Behavioural Economics Unit.
Richard’s research interests concentrate on behavioral economics, decision-making and the financial crisis. He has recently published in the Journal of Mathematical Finance and International Green Economics, as well as co-authored the CIPD report on behavioural science and reward. He is also a visiting research fellow at the University of Gothenburg in Sweden.
Sharon Collard is Professor of Personal Finance Capability at The Open University’s True Potential Centre for the Public Understanding of Finance (True Potential PUFin). The Centre works to improve the public understanding of personal finance both through its research and the delivery of free educational modules providing individuals with the tools to make sound financial decisions.
From 1998 to 2014, Sharon worked at the University of Bristol’s Personal Finance Research Centre and acted as its Director from 2010 to 2014.
Dr Anna Tilba is a Lecturer in Strategy and Corporate Governance and a Director of Corporate Engagement at the Newcastle University Business School. Her research interests include pension fund investment, financial intermediation and networks, accountability, corporate governance and investor engagement. She has also been a member of the Advisory Committee on Fiduciary Duties of Investment Intermediaries for the Law Commission.
Most recently, Anna has become an ambassador of the UK's Transparency Task Force, a campaigning organisation focused on making financial services markets fairer, safer, more efficient and likely to deliver better value for money.
Frank Curtiss is Head of Corporate Governance at RPMI RAILPEN Investments, which he joined in 1990 and where he has been responsible for corporate governance since 1997. Frank is also President of the UK Institute of Chartered Secretaries and Administrators (ICSA), an ICSA Fellow and the current chairman of the Chartered Secretaries Charitable Trust.
He is a member of CIMA, was appointed to the ICSA Council in May 2010 and has served as the Vice President and Treasurer from 2011 to 2014. He has been a trustee of the ICSA charities since 2007 and has also served on the judging panel of the annual ICSA Hermes Transparency in Governance Awards in each year since their inception in 2010.
Frank is a strong supporter of integrated reporting and serves on the International Integrated Reporting Council, also having done so previously on the predecessor IIRC Working Group from 2010 to 2015.