Archive for Press

Comment on Regulator’s governance survey

Posted in Business, Governance, Operations, Pensions, Press, Risk with tags , , , , , , , , , , on July 16, 2007 by katephiz

Press comment on the Regulators annual survey of governance with full text reported here. Various excerpts picked up and quoted by the press. For the benefit of the press I summaried my detailed commentary as follows:

“The survey reports encouraging progress in several areas, including conflict awareness and the evaluation of the employer covenant. It also highlights a number of areas where general practices remain weak, namely Advisers, Risk Management and Administration. Whilst we expect to see developments in these areas over the next 12 months, the focus for trustees should be to ensure they have good governance structures in place and the rest will follow. As well as delivering a well run scheme, this will protect their position with the Regulator.”

Governance Consulting

Posted in Consulting, Employee benefits, Financial controls, Governance, IT, Management, Operations, Pensions, Press, Process, Risk with tags , , , , , on December 13, 2006 by katephiz

Press release annoucing the launch of LCP’s Governance Consulting Practice for which I am one of the two senior contacts.
The launch consolidates work to produce a manual for clients on how to undertake a risk management exercise.

Applying the code

Posted in Consulting, Governance, Management, Pensions, Press, Professional Pensions, Risk with tags , , , on July 7, 2005 by katephiz

Author of article in Professional Pensions on good governance for pension schemes and reducing risk through the development of good practices.  Excerpt follows:

The prevention of disasters is a worthwhile exercise. Viewed as a bedrock compliance regime, the codes should help to reduce the number of schemes forced into the Pension
Protection Fund. Trustees should, however, see them as very blunt tools when it comes to proactive risk management and seek assistance from a
professional guide. Indeed, the codes themselves increase the need for trustees to consider their personal exposure to risk.

Be a Smartie

Posted in Consulting, Employee benefits, Governance, Management, Pensions, Pensions World, Press, Risk with tags , , , , on April 1, 2005 by katephiz

Author of an article in the April 2005 issue of Pensions Word addressing risk assessment and how risk can be controlled through effective Governance such as the use of SLAs for managing outsourced services.  Excerpt follows:

Establishing performance measures involves three separate steps:

  1. what aspects should be measured?
  2. how should these be measured?
  3. what is the benchmark for good performance?

Flexible Benefits

Posted in Business, Flex bens, Press, Tax with tags , , , , on February 1, 2005 by katephiz

Press comment, picked up by Pensions Age, warning that organisations should take a considered approach and not just drift into establshing flexible benefit arrangements.

Phizackerley says that many organisations are now drifting into flexible benefits as a result of changes in the law that are incentivising them to participate in various initiatives

LCP press release

Posted in Business, Consulting, Employee benefits, Management, Pensions, Press with tags , , , , , on April 1, 2004 by katephiz

Press release of my appointment to establish a management consulting service at Lane Clark & Peacock LLP.

Phizackerley and Sferrino join from KPMG and each has over 15 years’ pensions experience to bring to the practice. Kate has worked both in the public and private sector and her experience includes three years as an IT Director.