Simon Cohen

FIA, CFA, IMC, BSc

Simon Cohen is an experienced pensions investment actuary who heads up the Investment Consultancy Services at Spence.  Simon advises a range of pension scheme clients with assets of up to around £250m on investment matters, including asset strategy and manager selection.

He has experience of a wide range of investment consultancy work including strategy setting, manager selection, liability hedging, long-term investment de-risking work particularly using triggers and DC scheme design. He has also advised Trustees on asset-backed contribution structures and Corporates on integrated de-risking.

Simon has a particular focus on investment strategy and the use of asset liability modelling when setting such strategies.

Simon joined Spence in 2015.  He entered the pensions industry in 1994 and became a Fellow of the Institute and Faculty of Actuaries in 2000.  He has worked for three major benefit consultancies holding senior roles in both investment consulting and management positions.  He also worked for an asset manager in their Liability Driven Investment team.

Simon is a member of the investment committee of the Association of Consulting Actuaries which is the industry body for pension’s investment consultants and regularly comments in the pensions press and presents at industry conferences.