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Simon Lee

Head & Chief Investment Officer

M&S Pensions Trust

Simon is Head of M&S Pension Trust and Chief Investment Officer for the M&S Pension Scheme. He leads the executive team that supports the Trustee. The Scheme has 112,000 members, assets of c. £10bn and was closed to future accrual in 2017. Prior to joining M&S in July 2015, he spent over 7 years at Lloyds Banking Group as Head of Investments where his role included responsibility for the legacy Lloyds TSB defined benefit schemes and design and implementation of the Group’s defined contribution scheme. Previously he was Head of Strategy & Investment for the UK pension schemes of telent (formerly Marconi and GEC). A Fellow of the Institute of Chartered Accountants, a member of the Pre-Emption Group of the Financial Reporting Council and a graduate of the University of Southampton, he previously served on the DC Council of the Pensions & Lifetime Savings Association and has been a Trustee Director of DB and DC schemes.

Investment Strategies for Pension Funds

February 13, 2020

Le Meridien Piccadilly, London

Nordic Institutional Investors' Conference

March 4, 2020

Radisson Collection Royal Hotel, Copenhagen

Local Authority Pension Fund Investment Issues

March 19, 2020

Le Meridien Piccadilly, London

Seeking Income & Stable Returns for Pension Fund Investors

April 2, 2020

Le Meridien Piccadilly, London

Fiduciary Management & Investment Governance for Pension Funds

April 21, 2020

Le Meridien Piccadilly, London

ESG & Impact Investing for Pension Funds

May 14, 2020

Le Meridien Piccadilly, London

Irish Pension Fund Investment & Current Issues

June 10, 2020

Royal College of Physicians, Dublin

Annual DC Investment Strategies & Current Issues

June 17, 2020

Le Meridien Piccadilly, London

Investment Strategies & Cash Flow Management for Maturing Pension Funds

July 9, 2020

Le Meridien Piccadilly, London

Adding Value through Credit & High Yield Investing for Pension Funds

September 3, 2020

Le Meridien Piccadilly, London

Alternative / Innovative Investing for Pension Funds

September 17, 2020

Le Meridien Piccadilly, London

Dutch Pension Fund Investors: Focus on ESG & Impact Investing

September 23, 2020

Apollo Hotel, Amsterdam

Nordic Institutional Investors: Focus on ESG, Impact & Sustainable Investing

October 1, 2020

7A Strandvagen, Stockholm

Property, Infrastructure & Real Asset Investment Strategies for Pension Funds

October 8, 2020

Le Meridien Piccadilly, London

Current Investment Issues for Pension Funds

November 5, 2020

Le Meridien Piccadilly, London

LGPS Investors: Focus on ESG, Responsible & Sustainable Investing

November 12, 2020

Le Meridien Piccadilly, London

Annual Northern Investment Conference for Pension Funds

November 19, 2020

Victoria & Albert Marriott Hotel, Manchester

SPS Private Market Investors' Annual Seminar

December 3, 2020

Le Meridien Piccadilly, London

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SPS conferences is a division of Specialist Pension Services Limited

Registered Address: Northside House, Mount Pleasant, Barnet, Herts, EN4 9EE

Registered in England & Wales No 2706061

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