6 July 2022 – 10:15-11:45 BST - Place-Based Impact Investing Forum all-stakeholder online event with Clwyd Pension Fund, Cushon and Phoenix Group

From local government and defined contribution pension schemes to insurers: how can institutional capital be directed to support communities in the UK and what needs to change?

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Pensions for Purpose is delighted to invite Place-Based Impact Investing Forum members to its next online all-stakeholder member-only event at 10:15 on 6 July 2022.

We will be taking the opportunity to welcome our new partner – the Impact Investing Institute – and their role in supporting Place-Based Impact Investing (PBII).

Charlotte O’Leary, CEO of Pensions for Purpose, will host a panel discussion on how different asset owners can invest to achieve a local economic, environmental, and social impact in the UK and what support may be needed.

The breakout sessions will be used to discuss the individual challenges and solutions raised by each asset owner group and the Q&A will be facilitated by Legal & General, and Triple Point.

In the usual way, we will then re-group and our sponsors will share some of their key insights from the breakout room discussions before Charlotte O’Leary wraps the session up.

The outcomes from this session and broader work of the PBII Forum will be used to help shape the work of the PBII Innovation Programme led by The Good Economy. If you are an asset owner, we need your voice at the table to help shape the direction of the programme and ensure you are represented.


The agenda for this online interactive discussion will be as follows:

  • Welcome from Pensions for Purpose and housekeeping.
  • Welcome to our new partner – the Impact Investing Institute.
  • An asset owner panel discussion with Charlotte O’Leary, Pensions for Purpose.
  • Questions.
  • Mixed breakout rooms moderated by our forum sponsors, Legal & General, and Triple Point.
  • Return to main meeting – sharing of key insights.
Who is this event for?

This event is suitable for anyone involved in the governance or management of pension fund assets or other pools of assets, asset managers, and other stakeholders actively engaged and interested in the PBII opportunity.

For example, trustees of corporate defined benefit and defined contribution pension plans, LGPS pensions managers and committee members, in-house pension teams, legal, actuarial and investment advisers, asset managers particularly in private capital markets, other investment service providers, local government representatives and other stakeholders involved in developing PBII opportunities.


Please sign up for the event here. Delegates will be sent dial-in details after registering. If you are not already a member, you will also be invited to register for the Place-Based Impact Investing Forum. Membership is free and you will receive regular updates about the respective Forums’ activities.

Speaker biographies

Shadi Brazell, Senior Programme Manager for Place-Based Impact Investing, Impact Investing Institute

Shadi BrazellShadi is the Senior Programme Manager for Place-Based Impact Investing at the Impact Investing Institute. Her goal is to make it easier for investors to do impact investing that drives positive outcomes in underinvested places around the UK – putting capital to work to solve local challenges and improve people’s lives. She has a background in affordable housing funding, working for the Greater London Authority prior to joining the Institute in July 2021.


Debbie Fielder, Deputy Head, Clwyd Pension Fund

Debbie FielderDebbie is the Deputy Head of the Clwyd Pension Fund, a £2.4bn Local Government Pension Scheme and a member of the Wales Pension Partnership (WPP).

She represents The Clwyd Fund on both Private Markets and Responsible Investment working groups within the WPP and represents the WPP on the Responsible Investment Cross Pool Group and also the Scheme Advisory Board Responsible Investment Advisory Group.

The Clwyd Fund has investments with many private market managers and Debbie is a member on several of those investments’ Advisory Boards.

Debbie has also recently been appointed as a Non-Executive Director for Pensions for Purpose.

In her spare time, Debbie enjoys taking her dogs and grandchildren away camping and caravanning.

Danny Meehan, Director of Proposition, Cushon

Danny MeehanCushon is a DC Master Trust pension provider taking a leadership position on impact investing and carbon reduction, through its innovative investment strategy featuring a custom climate and impact tilted equity portfolio and climate impact private markets portfolio, the largest allocation in the DC master trust market. Before joining Cushon, Danny worked at leading organisations such as KPMG and Willis Towers Watson, advising some of the UK’s largest companies on pension and financial wellbeing strategies. 

Tom Sumpster, Head of Private Markets, Phoenix Asset Management, Phoenix Group plc

Tom SumpsterTom is the Head of Private Markets for Phoenix Group, the UK’s largest long-term savings and retirement provider with over £330bn of Assets under Administration, on behalf of over 14 million policyholders.

Tom is a member of the Leadership Team within Phoenix Asset Management, reporting into the Group Chief Investment Officer, Mike Eakins. Tom is responsible for leading the Direct Origination of Private Markets investments for Phoenix Asset Management, with Sustainability at the heart of the global investment strategy. Tom is a member of the Climate Change Committee Advisory Group and The Infrastructure Forum, both bringing industry leaders together to support common goals.

Prior to joining Phoenix Group in March 2021, Tom was Head of Infrastructure Investments at Legal & General Investment Management (LGIM) across Equity and Debt, investing globally in the asset class while supporting climate change, having joined in 2017. Prior to joining LGIM Tom was a Managing Director, Head of Acquisition Finance at Royal Bank of Canada for almost 10 years, advising, structuring and underwriting across RBC's M&A sectors (with notable transactions in Infrastructure, Energy, Industrials, Financial Institutions, Tech/Media/Telecoms and Healthcare) in both public and private M&A financing events. Tom is a Chartered Accountant (trained with PwC).

Outside of work Tom is married to Clare and has two children, living in West London. Tom is passionate about all sports, particularly golf, football, rugby, tennis and skiing. Tom is also the Chairperson of the Trustee's Board for the Pituitary Foundation and has been a Trustee since 2015 of this charitable organisation.

The Place-Based Impact Investing Forum

The Place-Based Impact Investing Forum was established by Pensions for Purpose and The Good Economy and is run in partnership with The Impact Investing Institute to help pension funds and other asset owners make informed decisions about place-based investments. We do this by sharing place-based-related thought leadership written by our Influencer members (asset managers, consultants and lawyers), by running training workshops for trustees and by engaging in industry-wide conversation through our quarterly all-stakeholder and asset-owner events. The Forum is sponsored by Legal & General, and Triple Point.

To join the Forum please email Charlotte O’Leary.  

Pensions for Purpose

Pensions for Purpose exists as a bridge between asset managers, pension funds and their professional advisers, to encourage the flow of capital towards impact investment. Our aim is to empower pension funds to seek positive impact opportunities and mitigate negative impact risks. For membership information, please email Charlotte O’Leary.


Please sign up for the event by clicking on the ‘Learn more here’ button below.

Learn more here