Funding & investment regulations: the impact on small DB pension schemes

Richard Jones is the Managing Director of PSPS and the Chief Executive of Stoneport team and was a key architect in its development. He is a qualified actuary with almost 25 years' industry experience, including over a decade heading up Punter Southall’s specialist employer consulting division, prior to the sale of all the pension consulting businesses in 2018.

His particular specialism is the interaction of employer covenant with funding and investment, helping schemes to understand and navigate to the best long-term outcome for their specific circumstances. He have led over 300 complex pension projects during his career.

Margaret deValois is a senior consultant in Punter Southall Pension Solutions. She has more than 20 years of experience in the pensions industry advising clients on pension strategies. She has a track record of growing financial service firms, both as an independent consultant and as an executive leader.

Margaret supports the team in the design and implementation of the business development strategy of Stoneport from time to time whilst attempting to relieve the existing PSPS actuarial team of any tasks she can help. She will advise and guide Stoneport’s clients through the consolidation process.

Tegs is a professional trustee at Independent Trustee Services Limited, working with schemes in a range of different sectors. She is a qualified actuary with over 15 years’ experience in the finance industry, having previously worked in investment consulting, asset management and retail banking. Having previously been an investment consultant, Tegs has experience in all aspects of investment strategy. Tegs has a keen interest in ESG and is part of the APPT working group looking at TCFD reporting.