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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.

SPS Virtual: Investment Strategies for Pension Funds (DB & DC)

February 11, 2021

SPS Virtual Nordic Institutional Investors' Conference

March 4, 2021

SPS Virtual: Local Authority Pension Fund Investment Issues

March 17, 2021

SPS Virtual: Seeking Income & Stable Returns for Pension Fund Investors

April 15, 2021

SPS Virtual: ESG & Impact Investment Strategies for Pension Funds

May 11, 2021

SPS Virtual: Fiduciary Management & Pension Fund Governance Issues

May 20, 2021

SPS Irish Pension Fund Investment & Current Issues

June 3, 2021

Royal College of Physicians

SPS Asset Strategies & Risk Management for Pension Funds Copy Copy

June 15, 2021

The Dilly, London

SPS Investment Strategies & Cash Flow Management for Maturing Pension Funds

July 8, 2021

The Dilly, London

SPS Optimising Value in Bonds for Pension Funds

September 2, 2021

The Dilly, London

SPS Alternative Investment Strategies for Pension Funds

September 16, 2021

The Dilly, London

SPS Sustainable Assets & ESG Investing for Dutch Pension Funds

September 29, 2021

Apollo Hotel, Amsterdam

SPS Property, Infrastructure & Real Asset Investment Strategies for Pension Funds

October 6, 2021

The Dilly, London

SPS Nordic Institutional Investors’: ESG, Impact & Sustainable Investing

October 19, 2021

Stockholm

SPS Current Investment Issues for Pension Funds

November 9, 2021

The Dilly, London

SPS Local Authority Pension Funds’ Sustainable Investment Strategies

November 18, 2021

The Dilly, London

SPS Annual Northern Investment Conference for Pension Funds

November 24, 2021

Leeds

SPS Private Market Investors’ Annual Seminar

December 7, 2021

The Dilly, London

Media Partners

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COVID-19

Given the continuing situation with Coronavirus/Covid-19, we have taken the decision to run some of our conferences virtually. Our updated conference calendar gives the dates of those events and the events we are currently planning to hold physically.

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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