Brian Spence Email and Phone Number
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As a Non-executive Deputy Chair at 3173, I oversee the strategic direction and growth of a group of companies that provide innovative and bespoke solutions for pension schemes and their sponsors. I am an Accredited Professional Trustee with over 25 years of experience in managing complex and challenging situations, such as funding negotiations, restructuring, insolvency, litigation, and liability management. I have a strong actuarial background and a proven track record of founding and leading successful pensions businesses.I qualified as a Fellow of the Institute and Faculty of Actuaries in 1990 and have held a UK Scheme Actuary practising certificate since 1997. I founded and led Dalriada Trustees Limited, one of the UK’s largest firms of professional pension scheme trustees, Spence & Partners Limited, a leading firm of actuaries, and Mantle, a pension scheme administration and risk analysis software company. Together, these businesses form the 3173 group of companies, which has 250 colleagues, 7 offices, and annual turnover in excess of £30m. I am passionate about the businesses within 3173 delivering high-quality and value-added services to its clients and stakeholders, and advancing the standards and professionalism of the pensions industry.
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Non-Executive Deputy Chair And Chair Of Non-Executive Risk And Audit Committee3173 Mar 2024 - PresentUk, GbAs Non-executive Deputy Chair at 3173, I oversee the strategic direction and growth of a group of companies that provide innovative and bespoke solutions for pension schemes and their sponsors.I am Chair of 3173's Non-executive Risk and Audit Committee.
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Founder And Chief Executive Officer3173 Feb 2000 - Feb 2024Uk, GbI founded and led Dalriada Trustees Limited, one of the UK’s largest firms of professional pension scheme trustees, Spence & Partners Limited, a leading firm of actuaries, and Mantle, a pensions scheme administration and risk analysis software company. Together, these businesses form the 3173 group of companies.The group began with an investment of my own savings of £10,000 operating from a bedroom and when I stepped back as Chief Executive in 2024 the group had nearly 250 colleagues and an annual turnover of over £30m a year.I was involved in every aspect of running the business but my particular interests and where I had the biggest input were corporate culture (including EDI), change management, digital transformation, risk management, marketing and business development.I am particularly proud of my role in championing Dalriada's formal Net Zero goals across its investment portfolios and signing up to the UN supported Principles of Responsible Investment.I was raised in Cloughfern, a very disadvantaged area of East Antrim in Northern Ireland. My career was founded on a supportive home background and a great free education I was fortunate enough to access. In my leadership roles I have been a passionate advocate of Equality, Diversity and Inclusion principles in both the workplace and in the decisions taken by employers and professional trustees within Dalriada Trustees, 3173’s trustee business.
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Founder And Accredited Professional Trustee (Formerly Director)Dalriada Trustees Limited Jul 2003 - PresentBelfast, Northern Ireland, GbI led the team that grew Dalriada from start-up to enjoying a position as one of the largest professional pension scheme trustee companies in the UK before stepping down from an executive management role in 2024. I continue to act for Dalriada in the capacity of Professional Trustee.Many decisions taken by trustee boards are finely balanced. I firmly believe that trustee boards make better, more robust decisions where they have access to a broad-based team with experience of the diverse issues which can impact on the ability of a scheme to deliver the best possible outcomes for its members.Dalriada applies process and technology to deliver more efficient and better services to our members. We work closely with partners committed to the use of Fintech to develop online access for members where possible and this is their preference. We provide timely reporting and best in class risk management all of which contributes to an enhanced member experience and engagement when interacting with their pension scheme.My experience as a trustee is extremely broad and includes:- High profile situations involving Parliamentary and media interest- Schemes with problematical legal, data or administration issues- Large and small DB and DC schemes- Improving governance where disharmony exists within trustee boards or with other parties.- Acting as a trustee in corporate transactions.- Bulk annuity transactions (buy-outs and buy-ins).- All aspects of investment and actuarial funding of DB schemes.- Insolvency and restructuring including schemes transferring to the PPF or FAS.- Working with the PPF as a member of their Trustee and Support Services Panel- Hostile and non-hostile litigation as a trustee.- Acting a a Key Person with personal accountability for DB and DC schemes where TPR has needed to appoint a trustee including claims on the FCF -
Founder And Consulting Actuary (Formerly Director)Spence & Partners Limited Feb 2000 - PresentBelfast, Northern Ireland, GbSpence & Partners Limited is a firm of consulting actuaries and pensions administrators operating in the United Kingdom and Ireland and specialising in all aspects of the management of defined benefit and defined contribution pension schemes. I founded the business in 2000 and continue to act as a consulting actuary having stepped back from a full-time executive role in 2024.Work I have been personally involved with includes:- Scheme Actuary services (I held a Scheme Actuary Practising Certificate since 1997)- Expert Witness and Expert Adviser appointments including cross examination in Court- Corporate Actuary services including FRS17 and IAS19- Advising employers on future pension strategy including switching to defined contribution- Advising employers on liability management in the bests interests of members and the employer including enhanced transfer value exercises and pension increase swaps- Long term financial management of closed pension schemes- Pensions buy-outs- Actuarial Advice on Takeovers and Mergers- Advice to Pension Scheme Trustees- Advising Trustees and Employers on PPF levy calculation- Secretarial Services to pension scheme trustees- Investment Advice to Pension Scheme Trustees- Advice on Enhanced Transfer Value Exercises- Section 143 Valuations for Entry to the Pension Protection Fund- Working with the PPF as a member of their Special Administration and Actuarial Services and PPF+ Panels- Pension Scheme Administration- Pension Scheme Accounting- Pensions Payroll- Valuation of Pension Rights on Divorce- Advice on Pensions Sharing on Divorce- Actuarial Negligence Cases- Valuation of Pension Rights in Civil Litigation -
Co-Founder (Formerly Director)Mantle Services May 2014 - PresentBelfast, Northern Ireland, GbMantle was conceptualised by Mike Selby and myself - we wanted to build an application capable for hosting the world's pensions DB and DC.We have built the application and are still working towards the vision.Mantle is a cloud based SaaS application that hosts pension scheme data but crucially allows every form of processing required to operate a pension scheme from a single source of the truth - actuarial, accounting, administration, A/L modelling, risk management, investment reporting, member engagement.Mantle's clients that we can name include Government Actuary's Department, PwC, EY, Grant Thornton, Link Group as well as our own sister companies Spence and Dalriada. -
Managing Executive - Scotland And Northern IrelandMercer Jan 1987 - Feb 2000New York, Ny, UsI joined Ulster Pension Trustees as an actuarial assistant in 1987. I qualified as an actuary in 1990 while there and was appointed Actuarial Director in 1991 and then Managing Director of this firm of pension scheme trustees and actuarial consultants in 1994.I was promoted beyond the Northern Ireland business to become number two within the Scotland and Northern Ireland division of Sedgwick Noble Lowndes from 1997 until I left in 2000 to form Spence & Partners. I was responsible for a division employing some 200 consultants, administrators, actuaries etc. -
Assistant ActuaryIrish Life & Permanent Jul 1985 - Dec 1986Dublin, Dublin 1, Ie
Brian Spence Skills
Brian Spence Education Details
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Heriot-Watt UniversityPostgraduate Diploma In Actuarial Science -
Queen'S University BelfastMathematics (Pure And Applied)
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Belfast Royal AcademyChemistry To A Level
Frequently Asked Questions about Brian Spence
What company does Brian Spence work for?
Brian Spence works for 3173
What is Brian Spence's role at the current company?
Brian Spence's current role is Entrepreneur, Non-executive Director, Actuary and Professional Trustee.
What is Brian Spence's email address?
Brian Spence's email address is br****@****s.co.uk
What is Brian Spence's direct phone number?
Brian Spence's direct phone number is +4478024*****
What schools did Brian Spence attend?
Brian Spence attended Heriot-Watt University, Queen's University Belfast, Belfast Royal Academy.
What are some of Brian Spence's interests?
Brian Spence has interest in Technology, Fell Running, Pensions, Economics, Athletics.
What skills is Brian Spence known for?
Brian Spence has skills like Pensions, Defined Benefit, Retirement, Actuarial Science, Investments, Employee Benefits, Risk Management, Financial Services, Actuarial Consulting, Investment Strategies, Pension Funds, Financial Advisory.
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