PARTICIPANTS


Melanie Cusack Client director PTL Governance


Lucy Barron Partner, head of investment risk settlement Aon


Lucy Barron brought a 20-year track record of providing strategic advice to pension schemes when she joined Aon in 2017. Barron leads Aon’s specialist investment advice for schemes preparing for buyout, working closely with the risk settlement team. In the past three years, her team has helped 128 schemes align their assets for buyout.


Melanie Cusack became a professional trustee in 2009 after working for consultan- cies such as Willis Towers Watson.Today she works with defined benefit schemes on their liability management, risk reduction and endgame planning. Cusack’s work is not limited to pension schemes, as she also helps charities and not-for-profits. She sits on The Pension Regulator’s Diversity & Inclusion Working Group and is chair of the Winmark Pension Chair Network.


Tiziana Perrella Professional trustee Dalriada Trustees


Tiziana Perrella is a lead trustee based in Dalriada’s Manchester office. A qualified actu- ary, she has worked with pension schemes for 20 years on risk settlement, leading more than 200 buy-ins and buyouts. Prior to joining Dalriada, Tiziana was a principal consultant within Aon’s Risk Settlement Group, having joined from JLT where she was head of the bulk annuities team.


Colin Cartwright Partner Aon


Colin Cartwright is a partner in Aon’s invest- ment practice. He is the lead consultant to several defined benefit pension schemes worth between £100m and £1.5bn. Cartwright is also a member of the firm’s investment risk settlement team where he helps schemes prepare for buy-in or buyout.


Elizabeth Hartree Director LawDeb


Elizabeth Hartree is a trustee with seven appointments across a range of defined benefit and defined contribution schemes. Before becoming a trustee, she was a lawyer working in private practice and for FTSE100 companies. Hartree is experienced in journey planning and de-risking, including buy-ins and buyouts.


Wayne Phelan Chief executive Punter Southall Governance Services


Wayne Phelan specialises in investment, governance and endgame planning. The chief executive of independent trustee firm Punter Southall Governance Services started his trustee career working on direct pension scheme investment for wealthy individuals. He continued to work with pension schemes at consultancy Alexander Clay & Partners. Today he is chair of several schemes, the largest of which has £5bn of assets.


Charlotte Quarmby Associate partner Aon


Charlotte Quarmby is an associate partner in Aon’s Risk Settlement Group and has advised schemes on around 60 buy-ins collectively worth more than £20bn. This has seen her complete transactions for retirement plans sponsored by ICI, British American Tobacco and 3i.Quarmby sits on the management committee of the Institute and Faculty of Actuaries’ bulk annuity and longevity swap member interest group, which is responsible for driving changes to the industry.


Jo Myerson Trustee director Ross Trustees


Jo Myerson spent 12 years as a pensions lawyer and then as a strategy and policy adviser at a £26bn scheme before becoming a trustee. She is Ross Trustees’ restructur- ing lead working with schemes undergoing significant change, such as the sponsor being taken over. Myerson also works on liability- management, buy-ins, buyouts as well as complex funding arrangements.


Alan Pickering President BESTrustees


Alan Pickering is a trustee of the retirement plan for plumbers and mechanical engineers as well as for workplace scheme The People’s Pension. His experience is vast having served as a non-executive director of The Pensions Regulator and as a member of the Occupa- tional Pensions Board. Pickering is also a former chair of the body that is now known as the Pensions and Lifetime Savings Associa- tion (PLSA). In 2002, he wrote A Simpler Way to Better Pensions, a government-sponsored report on the industry.


July–August 2022 portfolio institutional roundtable: Endgame investing 5


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