About
Early in 2019, the Pensions Regulator announced the formation of an industry working group to help pension schemes following the High Court’s ruling on the equalisation of GMPs in October 2018.
The group brings together representatives from across the pensions industry, including from the legal, advisory, actuarial, data and trustees sectors, and is chaired by Geraldine Brassett of the Pensions Administration Standards Association (PASA). The primary objective of the group is to produce good practice industry guidance to support schemes in preparing for and then implementing GMP equalisation and potentially, for some schemes, conversion.
Publications
July 2021 – Introducing the GMPE Administration sub-group
February 2021 – GMPE Tax Guidance
January 2021 – GMPE Working Group update
August 2020 – GMPE Communications Guidance
July 2020 – GMPE Data Guidance
March 2020 – When to Rectify
September 2019 – Guidance focusing on Equalising for the Effects of GMP
July 2019 – Call to Action
June 2019 – Open Letter
Members
Kim Gubler – PASA Board sponsor
Geraldine Brassett – Chair (Capita)
Rebecca Shevill (AXA)
Pete Rennalls (PIC)
Robert Thomas (Law Deb)
Sean Burnard (Law Deb)
Catherine McAllister (Addleshaw Goddard)
Rob Yuille (ABI)
Lynsey Ellis (WTW)
Duncan Buchanan (Hogan Lovells LLP)
David Everett (LCP)
Daniel Gerring (Travers Smith)
Thomas Yorath (AON)
Jason Eshelby (AON)
Akash Rooprai (ITM)
Rebecca Morgan (ITM)
Mark Williams (Buck)
Joe Dabrowski (PLSA)
Tiffany Tsang (PLSA)
Bill Mexson (Siemens)
Data sub-group
Akash Rooprai – Chair (ITM)
Fiona McCartney (Aviva)
Dan Holmes (SAUL)
John Doherty (XPS Admin)
Brendan Doherty (Intellica)
Andy Campbell (Willis Towers Watson)
Sharon Bill (ITM)
Ian Dack (Mercer)
Megan Green (Capita)
Steve Nicholson (Equiniti)
Lucy Cresswell (Barnett Waddingham)
Impacted Transactions sub-group
Lynsey Ellis – Chair (Willis Towers Watson)
Clive Wickenden (Aviva)
Craig Wooton (XPS Pensions)
Heather Bryson (Willis Towers Watson)
TBC (ITM)
Megan Green (Capita)
Tax sub-group
Daniel Gerring – Chair (Travers Smith)
Mark Riordan (Capita)
Kathy Cruse (Willis Towers Watson)
John Wilson (Spence & Partners)
Richard Wyatt (Mercer)
Catherine McAllister (Addleshaw Goddard LLP)
Chris Widdison (Travers Smith LLP)
James Riley (Isio)
Rebecca Shevill (AXA)
Shayala McRae (Lane Clark & Peacock LLP)
Wendy Pitcher (Willis Towers Watson)
Reconciliation & rectification sub-group
Geraldine Brassett – Chair (Capita)
Aled Edwards (Quantum)
Edward Hopkins (SAUL)
Jane Bailey (Willis Towers Watson)
Nathan Jones (ITM)
Andrew Linster (Mercer)
John Docherty (XPS Admin)
Owen McCrea (Barnett Waddingham)
Melissa Stanford (XPS Admin)
Methodology sub-group
Duncan Buchanan – Chair (Hogan Lovells LLP)
Stephen Scholefield (Pinsents)
Julien Smith (Just)
Tony King (Reach)
Tim Smith (Herbert Smith Freehills LLP)
Faith Dickson (Sackers)
Richard Akroyd (Willis Towers Watson)
Paul Charles (Isinglass)
Richard Gibson (Barnett Waddingham)
Rebecca Morgan (ITM)
Felicity Boyce (AON)
Alan Whalley (BCSSS)
Deborah Cooper (Mercer)
Heather Chandler (Shoosmiths)
Mark Riordan (Capita)
Peter Scott (Equiniti)
Alasdair Mayes (LCP)
Rebecca Shevill (AXA)
Communications sub-group
Lou Harris (Chair) (Willis Towers Watson)
Jane Beverley (Law Debenture LLP)
Johanna Clarke (CMS)
Joe Craig (Quietroom)
Tracey Dalman (Capita)
Shaun Gunner (Willis Towers Watson)
Bill Mexson (Siemens)
Katherine Robertson (Siemens)
Mark Williams (Buck)
Kirsty Macdonald (CMS)
Michael Bendall (Mercer)
Samantha Marshall (Mercer)
Admin subgroup
Geraldine Brassett – Capita Pension Solutions
Mark Riordan – Capita Pensions Solutions
Ellie Ingamells – , Capita Pensions Solutions
Malcolm Reynolds – JLT
Stephen Blakesley – Mercer
Karla Bradstock – THPA
Ian Wort – Premier Pensions
Lucy Cresswell – Barnett Waddingham
Jan Manning – Equiniti
Julia Wyatt – Equiniti
Brian Docherty – Hymans
Iain Wilson – XPS
Sarah Allard – Barnett Waddingham
John Doherty – XPS
Kathy Cruse – Willis Towers Watson
Suzanne Dosell – Hymans
Christian Macnab – LCP
Marcus Hines – Equiniti
Elyot Rush – Willis Towers Watson