Pension Protection Fund Ombudsman
Anthony Arter is the Pensions Ombudsman and Pension Protection Fund Ombudsman. He was originally appointed in May 2015 for a period of four years. In December 2018, Anthony was reappointed as the Pensions Ombudsman and the Pension Protection Fund Ombudsman for a further two years until 31 July 2021.
In May 2018, he was elected as the Vice Chair of the Ombudsman Association Executive Committee. Anthony graduated from Jesus College Cambridge, in 1988, where he read Law.
He is a solicitor who has specialised in pensions since 1996. He was Eversheds LLP's Head of Pensions from 2005 until 2013 and their London Senior Partner 2009 until 2014. Until 2015 Anthony was an independent member of the Pensions Management Institute Committee overseeing their Accredited Adviser Programme. He has also been an independent trustee for many years.
In December 2018 Anthony was appointed as a pro bono Trustee Director of the Action for Children pension scheme. In 2009 he was appointed as HRH Prince Charles' BITC London Ambassador for Volunteering.
Anthony has been involved in corporate responsibility activities since 2002, and each year led ‘Give and Gain Day', an employee volunteering day, which in 2013 attracted 12000+ volunteers from 300 companies.
From 2009 until 2012, Anthony was a member of the Business in the Community London Advisory Board.
Former Cabinet Minister
Ed Balls is a Senior Fellow at The Harvard Kennedy School, Visiting Professor at King's College London and Chairman of Norwich City Football Club.
He was UK Shadow Chancellor of the Exchequer and served in the UK Cabinet as Secretary for Children, Schools and Families. He was the UK Minister for Financial Services and the Chief Economic Adviser to the UK Treasury during which time he was Chair of the IMFC Deputies and UK G20 Deputy. While Shadow Chancellor he was co-Chair with Larry Summers of the Center for American Progress Inclusive Prosperity Commission.
He was a Teaching Fellow in the Department of Economics, Harvard University and a leader, writer and columnist at the Financial Times. He has also written for the Guardian, New Statesman and Tribune and co-authored a number of books, papers, articles and pamphlets including the Sunday Times bestseller Speaking Out: Lessons in Life and Politics. He studied economics at Keble College, Oxford and the Kennedy School of Government (MPA) where he was a Kennedy Scholar.
Ed was dubbed ‘The People's Champion' after the extraordinary public response to his dance performances in BBC's Strictly Come Dancing. His memorable performance of Gangnam style with partner Katya Jones was nominated for the 2017's Virgin's Must-See Moment BAFTA award.
Since then, he has presented Ed Balls' Dream Dinner Party for BBC Radio 4, Have I Got News For You (BBC One) and Ed Balls on Musical Theatre (BBC Radio 2). In 2018 he journeyed to America for Travels in Trumpland with Ed Balls (BBC Two).
Ed lives in London and Castleford with his wife, Yvette Cooper MP, and their three children. Ed's interests include learning the piano, cooking and marathon running. He has run the London Marathon three times, raising over 160,000 for WhizzKidz, a disabled Children's charity and Action for Stammering Children. His new found hobby is dancing, having competed on the latest series of Strictly Come Dancing.
Ed is a Patron of the British Stammering Association and a member of the Holocaust Memorial Foundation Board.
In-house HR specialist at CogntionX
PhD candidate, Leeds University Business School (LUBS)
Megan is a PhD candidate at Leeds University Business School (LUBS) and the inhouse HR specialist at CogntionX, an AI specialist research house. Her work is looking at the AI market for HR. Her interests include the practical application of AI in HR and its impact on the future of work. Bringing together more than 10 years of professional work in business and HR with an extensive academic background, Megan's goal is to bridge the theoretical/practical gap with her research. Providing HR professionals and business leaders with insights and actionable advice.
The Pensions Regulator
Charles will re-join TPR as Chief Executive at the beginning of April 2019. He has been the Chief Executive of the Money Advice Service since June 2017, ensuring millions of people have access to free, independent financial information and guidance.
He was previously Executive Director of Automatic Enrolment at TPR, designing and leading the delivery of the highly successful AE programme which has resulted in nearly ten million more people saving into a workplace pension. Charles was awarded an OBE for services to workplace pension reform.
Prior to this, Charles spent nearly 20 years setting up and running major business change programmes.
Baillie Gifford & Co. Investment Managers
A Partner in the Clients Department, Lynn has been with Baillie Gifford for 27 years and has had the privilege of working with a number of UK institutional clients since the inception of their relationship with Baillie Gifford.
She graduated BA in Business Studies from Napier University, Edinburgh in 1991 and MSc in Investment Analysis from Stirling University in 1996. Her current responsibilities include chairing the UK Clients Group and the firm's Diversity & Inclusion Group, and she is a member of the Investment Management Group, Staff Committee and Remuneration Committee.
Lynn has been actively involved in the recent launch of Baillie Gifford's equal parental leave policy and is an advocate of equality and diversity across the firm.
Robin Ellison is a Partner at Pinsent Masons. He is a Director of the boards of a number of companies and is a Trustee of several pension funds, both as independent Trustee and as Chairman. He also practices as a Commercial Mediator.
He is a member of the CBI (Confederation of British Industry) Pensions Panel. He was a Founder of the Association of Pensions Lawyers, being awarded its Wallace Prize in 1995. In 1997 he was elected the first solicitor Honorary Fellow of the Pensions Management Institute. He is the author of numerous books on pensions and is editor of Pensions Benefits Law Reports.
Neil is Reward Director at Countrywide, a leading property services company in the UK. He is responsible for a wide range of areas including the Remuneration Committee, executive remuneration, bonus, pay and benefits. Prior to joining Countrywide in 2014 Neil spent over 10 years working in Reward across a broad range of sectors including telecommunications, logistics and media, and has picked up a number of awards in recognition of his work along the way. Neil is a regular conference speaker and contributor to industry press.
Doctor, Journalist, Broadcaster, Campaigner and Comedian
He qualified as a GP in 1991 and is currently works in a specialist NHS centre for children and adolescents with chronic fatigue syndrome/ME. Phil is also a presenter on BBC Radio Bristol and has been Private Eye's medical correspondent since 1992, campaigning for patient empowerment, open data in healthcare and for the NHS to be honest and transparent about the harm it causes as well as the good it does. In 2012, he was shortlisted with Andrew Bousfield for the Martha Gellhorn Prize for Investigative Journalism for a Private Eye Special Report about the shocking treatment of NHS Whistleblowers. Phil has also won awards for broadcasting, popular health journalism, comedy and teaching. He is Vice President of the Patients' Association and a patron of Meningitis UK, the Doctors' Support Network, the Herpes Viruses Association, Patients First and Kissing It Better.
Phil presented five series of Trust Me, I'm a Doctor on BBC2 and has appeared regularly on Have I Got News for You, The News Quiz, The Now Show, The One Show and Countdown. He has been a Lecturer in Medical Communication at the Universities of Bristol and Birmingham,. Phil's Radio 4 sitcom about GPs struggling with the NHS reforms - Polyoaks - was written with David Spicer and the third series airs in June 2014. Phil has written three books - Medicine Balls, Trust Me, I'm (Still) a Doctor and Sex, Sleep or Scrabble? - and released two DVDs of his tours (Dr Phil's Rude Health Show and Confessions of a Doctor). He has currently on his third UK comedy tour with Games to Play With Your Doctor and writing his fourth book, ‘Staying Alive - How to Survive the NHS' which will be published by Quercus in January 2015
Simon is the BBC's Business editor who was previously the Business and Economics Presenter on Radio 4's Today Programme, and also co-presented on BBC Radio 5 Live's Five Live Breakfast & Five Live Drive.
Simon replaced Declan Curry as the business presenter for BBC Breakfast, and also presented business news on the One o'clock, Six o'clock and Ten O'Clock News.
Before joining the BBC, Simon spent ten years in commercial and investment banking in London, New York and Bermuda. He has a degree in Politics Philosophy and Economics from Oxford University.
During the banking crisis in September 2006 Simon reported for BBC News, BBC News Channel and Working Lunch covering the Federal takeover of Fannie Mae and Freddie Mac, the Bankruptcy of Lehman Brothers, the bailout of AIG and the Lloyds TSB takeover of HBOS.
Simon has also presented business and financial podcasts for The Daily Telegraph.
Jennie specialises in occupational pension schemes, advising sponsoring employers or trustees of pension arrangements in this highly complex and important field of law. She has advised large multi-employer schemes as well as smaller single employer arrangements and has wide experience of both Defined Contribution and Defined Benefit schemes and the difficulties to which they can lead.
Jennie qualified in 1986 originally as a criminal prosecutor. Poacher turned gamekeeper, she now sits as a Magistrate in her local justice area and is an Approved Chairman.
She was a member of the Board of the Legal Complaints Service throughout its existence and was a member of its Audit Committee (now replaced by the Office for Legal Complaints). Jennie has worked in both industry (at a large Actuarial Consultancy) and in the Public Sector (as Legal Director of the Occupational Pensions Regulatory Authority - the predecessor of the current Pension Regulator). She has worked in Private Practice at a large City law firm as well as in a major South East law practice.
Malcolm McLean is currently a Consultant with pension consultants and actuaries Barnett Waddingham.
He was previously for many years Chief Executive of The Pensions Advisory Service (TPAS), in which capacity he built up a reputation as one of the country's leading experts on pensions across the board.
During his time in pensions Malcolm has won four major industry awards, as well as being appointed OBE in 1997. At the UK Pension Awards in 2007 (special 10th Anniversary Event) he received the award for the "Greatest Single Contribution to Occupational Pensions of the Decade".
Roger is a Past President of the Society of Pension Professionals having spent his entire career in the Pensions industry. He has recenty been appponted Trustee Director at Ross Trustees. Previously, he was Director of PAN Trustees Limited since 2013 and it's Managing Director since November 2014. He served on the board of what was HSBC Actuaries and Consultants for over 20 years. Over the years he has been a member of various industry groups including the Pensions Regulator's Stakeholder Advisory Panel, the PLSA's Multi Employer DC Committee, the House of Commons Pensions Leadership Group and has been a member of several DWP Policy Engagement groups. He is a member of the Standard Life IGC ,Chair of the Trustee Board of the Aon Master Trust and the current Chair of the PLSA's Multi Employer DB Committee. He is also a Fellow of the Institute of Directors.
Department for Work and Pensions
Guy Opperman was appointed as Parliamentary Under-Secretary of State at the Department for Work and Pensions on 14 June 2017. He served as a Government Whip (Lord Commissioner of HM Treasury) from 17 July 2016 to 14 June 2017. He was elected Conservative MP for Hexham in May 2010.
Guy has an Honours Degree in Law from the University of Buckingham and a first class diploma from the University of Lille, France. Guy was called to the Bar in 1989 and spent 20 years as a barrister - 15 years of which were spent predominantly at the criminal bar. Guy is an amateur jockey and rode his first win in 1985.
Associate Professor of Human Resource Management
London South Bank University
Rea is an Associate Professor of HRM at London South Bank University, School of Business. She has an interest in developing theoretical and practical approaches to improving work relationships and working life and, subsequently, to use these approaches to better understand these concepts in a variety of economic contexts and organisational settings. She has published a number of journal articles in outlets such as the British Journal of Management, European Journal of Industrial Relations, European Management Review, Economic and Industrial Democracy, and International Journal of Human Resource Management. Rea has authored numerous book chapters, co-edited the book Critical Issues in Human Resource Management and co-authored the book Managing People in Small and Medium Enterprises in Turbulent Contexts. Rea is on the Editorial Advisory Board of Employee Relations, is a Senior Fellow of the Higher Education Academy (HEA) and an Academic Member of the Chartered Institute of Personnel and Development (CIPD).
Director of Market Policy
Edwin Schooling Latter is Director of Markets and Wholesale Policy at the Financial Conduct Authority where his responsibilities encompass policy in relation to primary and secondary markets, trading venues, trading conduct, benchmarks, asset management and pensions.
From 2011-2014 Edwin was head of the Financial Market Infrastructure Directorate at the Bank of England, responsible for supervision of CCPs, securities settlement systems, and systemically important payment systems, and for the Bank's input to policy making on central clearing and OTC derivatives reforms. Prior to appointment as head of MID, Edwin worked in the Bank's Financial Stability area for several years, including as secretary to the Bank's Financial Stability Committee. Edwin was also previously Managing Director of UK payment system, LINK Interchange Network Ltd.
Product Owner, Single Customer View
Lloyds Banking Group
Phil is a highly experienced digital professional with a 30 year career in financial services, 20 years of which spent immersed in digital design, customer experience and delivery. He has experience of multi-brand businesses, quality design and customer experience and the 'nuts and bolts' of delivery and joined LBG Group Digital in 2013 in a leadership role to help shape strategy in the emerging digital space for Wealth Management and Investments.
Today Phil's role is Product Owner, Single Customer View, Insurance and Wealth Group Transformation. He is accountable for helping customers get easy access to their insurance products alongside their banking and being the launch pad for helping customers transact with us; whether digitally, in branch or over the phone.
Previous to LBG, Phil joined the NatWest/RBS in 1989 working in several roles including Head of Digital, RBS Wealth in 2008. In this role he transformed the purpose of digital in UK private banks, Coutts and Adam & Company. His strategy saw the end-to-end digital experience redesigned, providing engaging new content for customers, acquiring, for the first time, new customers through digital, creating an award winning social media presence, redesigning the personal and commercial online banking services and launching a new mobile banking app.
Business in the Community
In the context of responsible business, the aim of BITC's Wellbeing Campaign is to create environments where individuals and organisations can be at their best by taking a preventative, whole person, joined up approach to physical, mental, financial and social health.
In partnership with PHE, BITC has co-produced a suite of freely available interconnected toolkits, consolidating the best evidence, resources and employer practice, including the challenging topics of suicide and domestic abuse.
PTL Independent Trustees
Alison joined PTL Independent Trustees as a Client Director in July 2015 with 25 years' experience in actuarial, investment and DC consulting. In her previous role as a principal and scheme actuary at Punter Southall, she advised trustees of open and closed schemes ranging in asset size from around £25m to over £500m.
She has dealt with and advised a wide variety of scheme sponsors including quoted companies, private equity-backed and family-owned businesses as well as charities and other not for profit organisations.
Her special project experience includes liability management exercises from both the trustee and sponsor perspective, scheme closures to new entrants and future accrual and winding up Defined Contribution (DC) and Defined Benefit (DB) schemes with a solvent employer.
As a qualified actuary, Alison has considerable technical knowledge of DB funding and investment strategies but always remains focused on the desired outcome.
Head of Reward Consultancy and Research
Institute for Employment Studies
Duncan leads the performance and reward management work at IES, a leading independent research-based charity which supports improvement in HR and employment practice.
He has more than 25 years' experience in HR consulting & research with Aon Hewitt, PwC and Willis Towers Watson. He spent 5 years as Assistant Director General at CIPD.
His clients have included major companies such as National Grid and Lloyds Banking Group, public sector bodies such as the Cabinet Office and National Health Service, and not-for-profits such as Fairtrade and the United Nations.
Duncan is a leading commentator on HR, publishing many articles and books. His new book written with Michael Armstrong is A Handbook of Reward Management Practice (Kogan Page, 2019)
He has participated on Government taskforces concerned with fair pay, gender pay, engagement, pensions and human capital reporting and produced reports for government on pay determination methods for doctors and the judiciary. He advises a number of remuneration committees.
Human Resources magazine placed him in its listing of the top five most influential thinkers in UK HR.
Duncan has an MA from Cambridge University, an MBA from the London Business School and is a Fellow of the CIPD. He is a Visiting Professor at Greenwich University.
Read his blogs at:
Head of Master Trusts
The Pensions Regulator
Kim was appointed as Head of Master Trust Authorisation and Supervision at The Pensions Regulator in January 2018. Kim has worked at The Pensions Regulator for 10 years, managing complex cases, implementing new legislation and leading the regulatory transactions team. Most recently she led the design and implementation of master trust authorisation.
Duncan Buchanan is recognised as a leading individual in both the Legal 500 and Chambers directories. After qualifying as a solicitor in 1990, Duncan realised he had a passion for pensions, which he has concentrated on since 1992. His wealth of experience is second to none and he has been an asset since he joined us as a partner in 2006.
Duncan is a former President of the Society of Pension Professionals and a member of the Tax Law Committee of the Law Society of England and Wales. Duncan is APMI qualified and a volunteer adviser for TPAS (the pensions advisory service).
Professor of Health Psychology
University of Surrey
Dr Mark Cropley is a Chartered Psychologist, and Professor of Health Psychology at the University of Surrey, UK. He conducts research in the area of health psychology, and he is particularly interested in how people unwind and recover from the effects of work during their leisure time. In 2008 he organised the first international workshop on ‘Recovery from Work'. The event attracted academics from across Europe and the USA. Mark has published over 100 journal articles, book chapters and conference presentations, and is the author of the popular self-help book The Off Switch: Leave on time, relax your mind but still get more done. He has acted as a guest editor for a special issue on ‘Recovery from Work' in the scientific journal Stress and Health. Current research projects focus on cognitive aspects of unwinding from work, strategies to reduce work-related rumination and fatigue; the effects of rumination and heart rate variability, and how the recovery process changes with age.
Pensions Policy Institute
Chris Curry is the Director of the Pensions Policy Institute (PPI) with overall responsibility for leading and managing the PPI. Chris originally joined the PPI as Research Director in July 2002 and was responsible for the research programme for eleven years. At the PPI Chris has authored and presented a number of research reports analysing pensions (including state, private and public sector pensions), pension reforms and other provision for retirement income. Chris is experienced in presenting research findings to a wide range of audiences and to the media.
Chris is currently a member of the Joint Expert Panel (JEP) that has been set up to examine the valuation of the Universities Superannuation Scheme (USS). The JEP is tasked with agreeing key principles to underpin the future approach of the University and College Union (UCU) and Universities UK (UUK) to the USS valuation.
For details of the JEP's second phase of work on the USS valuation please visit their website http://www.ussjep.org.uk/
In February 2017 Chris was announced as one of the three co-chairs for the DWP AE Review Advisory Group. Chris led on providing advice on the theme of Contributions. The DWP published the final report in December 2017.
Chris started his career as an Economic Adviser at the Department of Social Security (now the Department for Work and Pensions), before joining the ABI as Senior Economist.
Chris has a BSc (Hons) in Economics from the University of Warwick, and an MSc in Economics from Queen Mary and Westfield College, University of London.
Head of FM Evaluation
Peter is a Principal within Barnett Waddingham's investment consulting practice and Head of FM Evaluation, the firm's independent fiduciary management advisory service. He is a senior investment consultant, experienced at advising on all aspects of pension scheme investment strategy and implementation. Over the last 5 years he has advised on a significant number of FM cases, including selection exercises and performance reviews, as well as being involved in the firm's fiduciary manager research. More recently, he was heavily involved in the firm's response to the CMA review, in particular with regard to aspects involving the FM market.
Sophie Dapin is a Solutions Manager at Schroders, responsible for the provision of strategic and liability-led input to Fiduciary Management clients. She is a Member Nominated Trustee for the Schroders Retirement Benefit Scheme. Prior to joining Schroders, she worked in the both the actuarial and investment practices of Lane Clark & Peacock LLP. She is a Fellow of the Institute of Actuaries (FIA) and Chartered Enterprise Risk Actuary (CERA).
Head of Pensions Strategy and Insight
Universities Superannuation Scheme
Mel is Head of Pensions Strategy and Insight at the Universities Superannuation Scheme (USS), the hybrid pension scheme for academics and related roles in the UK higher education sector. Mel has been heavily involved in the design and implementation of the scheme's new DC section, USS Investment Builder, since joining USS in February 2015, and has a wider remit covering employer and member insight, product strategy, and employer liaison.
Before joining USS, Mel was Deputy Director at the Pensions Policy Institute (PPI), an independent research charity focusing on pensions and retirement savings issues, and prior to that Head of Research and Strategic Policy at PLSA.
Mel started her professional career in the UK civil service, working as a senior economic advisor at HM Treasury, the Department for Work and Pensions and the Department for Education.
Mel has a BSc in Economics from Nottingham University, an MSc Economics from Bristol University, is a serving Magistrate on the SW London bench, and plays football and climbs mountains in her spare time.
Chair, Institute and Faculty of Actuaries’ CDC working group
Willis Towers Watson
Simon Eagle has been at the centre of recent developments in UK CDC, through advising Royal Mail on their CDC scheme design. Simon also chairs the Institute and Faculty of Actuaries' CDC working group, and is Willis Towers Watson's UK CDC specialist. Simon has been a pensions actuary for 17 years.
National Business Development Manager
WEALTH at Work
She has over 11 years of experience in financial services. She has previous experience as a Lecturer with WEALTH at work and Corporate Pensions Implementer and Investment Helpdesk Consultant with Hargreaves Lansdown.
Policy Lead: Investment & Stewardship
Caroline leads on a number of institutional investment, governance and stewardship issues at the PLSA. She also chairs the PLSA's diversity and inclusion work, including its work to improve diversity within the pensions industry.
Before joining the PLSA in 2017, Caroline led on pensions policy at the Personal Investment Management and Financial Advice Association (PIMFA) and was Head of Public Policy at the UK Sustainable Investment and Finance Association (UKSIF).
She has also held roles providing financial policy analysis to Members of Parliament and undertaking fixed income research for a large asset management firm.
Executive Director of Regulatory Policy, Analysis and Advice
The Pensions Regulator
David was appointed Executive Director of Regulatory Policy, Analysis and Advice on 2 July 2018. He is responsible for development of policy for TPR and has oversight of TPR's professional advisers including lawyers, actuaries, investment advisers and business analysts.
David is a former Chairman of the Association of Consulting Actuaries and Director of the Association of Consulting Actuaries Limited, a former Council member of the International Actuarial Association, and inaugural Chairman of the Joint Industry Forum for Workplace Pensions. He was also a Council member of the Society of Pension Consultants and is immediate past Chairman of the Actuaries Club.
David was a Senior Partner in the Pensions practice at KPMG where he advised on the design, implementation, management and communication of pensions and employee benefit arrangements. Immediately prior to joining TPR, David developed and lead the Trustee Board Effectiveness service provided by KPMG and in collaboration with the Pensions and Lifetime Savings Association. He has previously worked with DWP and HM Treasury on pensions and pension taxation policy.
Jason is the Chief Investment Officer (CIO) at LGPS Central Limited, and he has responsibility for the investments managed on behalf of our Partner Funds. He manages the Investment Team, is Chair of the Investment Committee, and is a member of the Executive Committee, reporting into the LGPS Central Board on investment matters. His objectives are to deliver superior risk adjusted returns, after costs, to Partner Funds delivered through pooled investments and to beat the cost savings targets set out at the inception of LGPS Central whilst fully integrating RI and engagement into the investment process.
Member Nominated Trustee Director
Tom is one of four member nominated Trustees that sit on the Citrus DB master trust board. Tom's interdisciplinary background brings a unique perspective and set of skills to the board and contributes to the effective governance and management of Citrus. Tom also provides a greater balance of representation for younger members in Citrus.
Tom holds an MA Joint Honours in International Relations and History and an LLM in Energy and Environmental Law from the University of Aberdeen and he currently supports the coordination and administration of Scotland's Rural College's work with the Scottish Government.
Chief Commercial Officer
Francis is Chief Commercial Officer at AHC and a Board member of Engage for Success, the UK's employee engagement taskforce. Francis has over 20 years' experience in technology, employee engagement, communication and wellbeing, and advises organisations on effective strategies and solutions to engage employees with their pensions and benefits. Francis holds an Honours degree in Law and a Diploma in Employee Motivation, and has addressed audiences including the House of Commons' HR Leadership Team and the Engage for Success annual conference. He is a keen rower and won gold at the British Rowing Masters Championships in 2016.
Head of Benefits Strategy
Howden Employee Benefits & Wellbeing
Steve Herbert is an award-winning thought leader on Pensions and Employee Benefit issues, and is widely known to employers, industry journalists, and insurers across the UK.
His principal aim is better communicating the value and usage of employee benefits to Human Resources professionals. This he has achieved through many (highly successful) seminar series, and his regular and widely read articles and blog posts on the subject.
Steve also acts as a judge in HR and Employee Benefits industry awards, product innovator, a regular contributor to DWP forums, and compulsive responder to formal Government Consultations on pension and benefit issues.
He is occasionally accused of making employee benefits interesting.
MD, Head of UK Fiduciary
BMO Global Asset Management
David joined BMO Global Asset Management in 2017 and is responsible for the UK FM business.
David began his career at PwC in 2000 where he qualified as Chartered Accountant in international tax structuring. In 2003 he joined Barclays Capital, initially working in exotic equity derivatives. In 2007 David moved into pension solution sales and became Head of UK & Ireland Pension Origination (sales and solutions). David covered some of the largest UK DB schemes/sponsors for asset and liability side solutions and helped develop the Barclays LDI business into one of the first and largest on the street.
In 2012 David moved to SEI to help develop a Fiduciary Management proposition. Initially focussed on investment strategy advice for larger clients and more latterly the broader solution, as Managing Director in their EMEA Advice Team, David oversaw a period of rapid expansion in SEI's UK business. David has a 1st class Degree in Mathematics (Warwick).
Chief HR Officer
Olivia Hill has been Chief HR Officer at AAT, the UK's leading qualification and membership body for vocational accountants, since November 2014.
She has worked for AAT for 11 years, and is responsible for the organisation's Reward and Benefits strategy, Training and Development, Employee Engagement and Recruitment and Retention.
Head of UK Institutional Defined Contribution
As Head of UK Institutional Defined Contribution at Schroders, Tim is responsible for the design of the overall strategy of Schroders' DC business and the delivery of Schroders' investment proposition to our DC clients. This includes partnering with our clients and their consultants in the provision of investment solutions, tailored to the specific requirements of DC schemes and their members at each stage of their savings journey.
Tim joined the DC Team at Schroders in 2011 and is based in London. Before joining Schroders, Tim was a Senior Investment Consultant at Towers Watson where his responsibilities included giving investment and strategy advice to a range of UK DC schemes.
Previously Tim has been a DC Client Director at Fidelity International as well as holding senior positions at MSCI and Mellon Global Investments Tim is a frequent industry commentator on DC issues and also a CFA Charterholder.
Hetty Hughes is a Policy Adviser in the Long-Term Savings team at the Association of British Insurers (ABI). She is responsible for Defined Benefit Policy, Collective Defined Contribution, ESG and most recently GMP equalisation issues. Hetty is also a passionate member of the Insuring Women's Futures project, with a focus on tackling the gender pensions deficit. Hetty is a Chartered Accountant, and worked in private practice prior to joining the ABI. Hetty holds a BA in Economics and Politics from the University of Leeds.
Christine is the Managing Director of RedArc, a specialist company providing long-term help and support to employees, individuals and families suffering from serious illness, disability or bereavement, through its team of highly qualified, registered nurses.
She spent the initial part of her career in financial roles within the chemical industry before moving into financial services. Since then, Christine has held several directorships she is a Chartered Director and a Fellow of the Institute of Directors.
Christine first came across RedArc when she was involved in the acquisition of the business and she "fell in love" with it, she was delighted to pick up the reins in 2010.
Speaking of RedArc, Christine has said she is "proud to be helping so many people at often the most difficult times of their lives, whilst at the same time adding value to a wide range of clients within financial services and other markets"
BMO Global Asset Management
Christy is responsible for the market strategy and business development across BMO Global Asset Management's UK Fiduciary Management business line. Prior to joining BMO, he has successfully grown fiduciary management businesses at Kempen, MN and Mercer. He has over 20 years of client-facing and sales experience within the pension and investment industry.
Christy has broad experience working with institutional investors, including pension schemes, endowments and sovereign wealth funds in the UK, Netherlands, Scandinavia and the Middle Eastern markets. Within the UK, he has worked with pension schemes from sub £100m to over a £1bn across all aspects of investments including strategic asset allocation, de-risking, LDI, governance, portfolio construction, manager selection, transition management and ongoing investment and risk monitoring.
Christy has a BSc in Mathematics and Management from Kings College, London.
Client Strategy Director
SEI Institutional Group
Alistair serves as a Director in SEI's Client Strategy Team where he is responsible for formulating and delivering investment strategies for institutional investors in the UK, mainland Europe and Asia.
Alistair has 18 years' experience. Prior to joining SEI Alistair spent seven years as a Strategist within the Portfolio Solutions Team at Schroders, where he advised institutional investors on strategic asset allocation. His specialisms include designing liability matching, multi-asset and defined contribution investment strategies. Prior to Schroders, Alistair was an Investment Consultant at Aon focusing on investment strategy and derivatives. He started his career on the liability side of the balance sheet working in Watson Wyatt's actuarial team (now Willis Towers Watson).
Alistair has worked with a wide range of asset owners including Defined Benefit and Defined Contribution pension funds as well as charities, institutions and private clients.
Sustainability and Wellbeing Officer
Teifion Maddocks has dedicated his working life to enhancing the wellbeing of others and protecting the environment for current and future generations. With a degree in environmental risk management, Teifion started his career as an environment, health and safety professional at global giant General Electric.
Having successfully implemented Health Safety and Environmental culture change initiatives and achieved international standard for environmental management ISO14001 at GE, he felt the ‘Hiraeth', a calling for home. He now lives near the beautiful coast of Swansea Bay with his wife and two children.
Striding from one multinational to another, Teifion continued his passion for safeguarding the environment at Tata Steel. Collaborating with regulators, Port Talbot community and steel works, he sought ways to reduce local pollution and secured environmental approvals for the £150m rebuilding of a blast furnace in 2015.
Teifion has now turned his attention to ensuring the sustainability and wellbeing of Swansea University. Working with the sustainability team, Teifion founded the award winning SWell engagement app, which encourages and rewards the University community for taking daily steps towards a future of wellbeing and environmental sustainability. Having taken the University to silver corporate health standard award, he is currently reaching for the gold level public health Wales healthy workplace status.
Workplace Pensions Specialist
Alex has been supporting employers and their advisers in the workplace pensions market since 2009 in a variety of relationship roles. He was responsible for delivering Automatic Enrolment solutions and compliance to several large employers during the early years of Automatic Enrolment and is now using this experience in his current role as a Workplace Pensions Specialist at Scottish Widows where he continues to support customers with the ever changing Automatic Enrolment landscape.
Senior Policy Adviser, Resourcing and Inclusion
Claire is the Resourcing and Inclusion Policy Adviser at the CIPD. She specialises in the areas of diversity & inclusion, flexible working, resourcing and talent management. She has also conducted research into age diversity, workplace carers, and the menopause and has worked on a number of international projects. Claire has over 15 years of experience as a research and policy professional and represents the CIPD on key Government and external advisory groups.
Head of Flexible Benefits Services
The options and solutions available when you're planning to evolve your employee benefits offering are almost innumerable. Dipa helps employers with their benefit packages, specifically in relation to strategy (including stakeholder buy-in), ROI's design and developing a coherent communication plan. As technology and wellbeing solutions in the market increase both will play an increasing role in the delivery of employee benefits and pensions. Dipa's role is to always find solutions that work best for the client and their people now and in the longer term - which may not always be what's "en-vouge".
Vocational Rehabilitation Consultant
Jenna has worked in Vocational Rehabilitation and Absence Management services for 10 years. Jenna currently works at Unum in the Rehabilitation and Wellbeing team. This is a varied role focusing on providing effective early intervention services to Unum customers, including case management of employees with varied and complex medical conditions to support them return to work, education and training for managers to empower them to support their staff proactively and prevent absence, and consultation services for employers to assist them with their absence management processes and wellbeing programmes, especially in relation to Mental health. Jenna recently developed the newest training workshop, Gender, Health and Work, focusing on gender related health issues that are rarely talked about at work.
Peter Murphy is a partner at Sackers, the UK's leading law firm for pension scheme trustees and employers. He is head of Sackers' specialist litigation and disputes team and has over 20 years' litigation experience. He is ranked as a leading lawyer for pensions litigation by both Chambers UK and Legal 500. Peter has led the litigation for a number of important recent High Court and regulatory enforcement proceedings and is a former member of the APL's Litigation Committee. He also chairs the team at Sackers responsible for professional trustee relationships.
Gethin is a psychology graduate who has been helping some of the world's largest organisations to improve their Employee Experience for almost two decades. The last 8 years have been working as part of the senior leadership team at Benefex. As a frequent writer and speaker on employee experience and employee wellbeing, Gethin has been featured in The Guardian, The Huffington Post and The Financial Times as well as all the major HR, Reward and Pensions publications. Gethin is also a regular keynote speaker, guest lecturer, founding member of the Engage for Success Wellbeing Thought Action Group, listed on the Employee Engagement Powerlist and one of Cardiff Life's ‘One to Watch in The City'.
In 2018, Gethin published his first book - the 5 star rated Amazon HR bestseller ‘A World of Good: Lessons From Around the World in Improving the Employee Experience', which has gone on to inspire HR and Reward teams at some of the world's best known brands.
Willis Towers Watson
Louise Nash is a Director in Willis Towers Watson's retirement team, specialising in advising Trustees and corporates on longevity risk management, bulk annuity deals and longevity insurance transactions. Louise has been involved in a number of large transactional projects, which have involved using technology to create innovative solutions.
Spence & Partners
Hugh is an experienced consultant on all types of pension schemes, acting as Scheme Actuary, corporate adviser and independent trustee. He also has a key management role within Spence & Partners and industry roles with the Society of Pension Professionals (SPP) and Association of Consulting Actuaries (ACA).
Hugh joined Spence in April 2016 having held a variety of senior roles in several major pension consultancies since 1989. He was Chief Actuary at JLT until 2016 and is the immediate past President of the SPP. Hugh has also sat on the Main Committee of the ACA and chairs the ACA's Defined Contribution Committee.
Chief Investment Officer
Niall is the CIO for MGIE. He is responsible for the design, implementation and ongoing management of Mercer Investment Management's range of Fund Investment solutions in Europe, whether provided to Multi-Client Funds, Single Client Funds or other implementation platforms. He is also responsible for the Discretionary Management services that we provide to clients such as DDS.
Sarah is a Managing Associate in Linklaters' pension team and has specialised in pensions law for over ten years. Sarah advises clients on all main areas of pension law practice. Transactions she has worked on include advising a trustee on a bespoke longevity swap which removed a significant proportion of the scheme's longevity risk. Sarah has continued to advise trustee and sponsors on longevity contracts and buy-in and buy-outs and the issues involved. Her recent experience includes advising the Trustee of the Marks and Spencer Pension Scheme on two umbrella bulk annuity contracts with Aviva and Phoenix.
Head of Bulk Annuities
Colin takes a leading role in the preparation of schemes for the bulk annuity market and the execution of bulk annuity transactions. Colin's longstanding and regular contact with insurers allows him to understand what attracts insurers to a case in order to obtain the best terms for his clients.
Colin has over 15 years of pensions advisory experience and around 50 bulk annuity transactions to his name so he has seen most of the different journeys that can be taken to reach buy-out. Colin has successfully executed many annuity transactions for schemes including a £100 million pensioner only buy-in transaction and a large number of buy-outs for small to medium sized schemes. He works closely with a variety of insurers and achieves very high closure rates on the cases that he takes to the bulk annuity market.
Andy is a Senior Communications Consultant and specialises in communication strategy and developing creative communication campaigns, including those for member options exercises. Andy has some 13 years of consulting experience, advising clients on engaging people with pensions and wider employee benefits. Prior to working as a communications consultant, Andy spent five years as a financial journalist.
Director or Policy and Research
Nigel is the Director of Policy & Research at the Pensions & Lifetime Savings Association (PLSA). He is responsible for all the association's policy work. Prior to PLSA, he was a Policy Fellow at the Department for Work & Pensions and before that Director of Policy at the Pensions Regulator. While at the Pensions Regulator he regularly represented the UK at the Board of the European Insurance and Occupational Pensions Authority (EIOPA). Nigel has over 25 years' experience of policy and public affairs roles across a range of government, EU and industry bodies, including the National Association of Pension Funds (NAPF) where he was Director of Policy, and the Association of British Insurers, where he was responsible for managing EU relations, implementing the first IORP Directive, and advising on matters related to the 2006 Pensions Commission. He was a founding Director of the Pensions Quality Mark. Nigel is a Governor of the Pensions Policy Institute.
Head of Employer Services
Sue has been in Financial Services for over 30 years and currently advises clients on all aspects of their benefit strategy, design and communication. Whilst the majority of her working life has been around defined contribution pensions, over the last 10 years, this has evolved to include a more holistic approach that includes a wider range of benefits, technology and employee wellbeing.
Senior Policy Advisor
Imran is Senior Policy Adviser - Pensions & Institutional Market at The Investment Association, working primarily on public policy and regulation affecting the market for pension scheme investment. In recent years Imran has worked on a number of salient pensions investment issues, including: DC investment regulation and illiquid assets; cost transparency for pension schemes; CMA investment consultants and fiduciary management market investigation: and retirement income market reforms.
Prior to The Investment Association, Imran worked firstly as an Economic Adviser and then Senior Policymaker in the Department for Work and Pensions (DWP). Imran's DWP career encompassed a variety of roles covering many aspects of the Department's work, including Housing Benefit expenditure forecasting and assessing the distributional effects of welfare policy changes using micro-simulation modelling techniques. The majority of Imran's DWP career was spent working on pensions policy, specifically on the Department's automatic enrolment reform programme as well as leading the 2014 reforms to develop the primary legislation to enable Collective DC schemes in the UK.
Imran holds a BSc in Economics from the London School of Economics and an MSc in Economics from University College London.
PTL Independent Trustees
After joining PTL in 2014, Colin was appointed to the board of directors, following its MBO in 2017.
In his 25 year actuarial and advisory career, Colin has held senior positions in KPMG, Barnett Waddingham, JLT and Buck. As trustee for nine DB pension schemes and four DC pension schemes varying in size from £10 million to £1 billion, plus three DC Master Trusts, an Independent Governance Committee and as former Chair of the PTL Governance Advisory Arrangement assessing 14 smaller pension providers, Colin offers an enviable breadth and depth of experience.
Named Professional Trustee of the Year at the Pensions Insight DC Awards in 2017, Colin remains at the centre trustee and governance sector having been elected to the Pensions and Lifetime Savings Association (PLSA) DB Council in 2016, he also sits on The Pensions Regulator's Working Group formulating new standards for professional trustees.
A Fellow of the Institute and Faculty of Actuaries since 1993, he holds the PMI Trustee Certificate, has been an examiner for the PMI DC Governance Certificate, a former chair of the Association of Consulting Actuaries (ACA) Investment Committee and a former member of the ACA Local Government Committee and PLSA Yorkshire Committee.
Senior Partner, Head of Member Options
Ben is a Senior Partner and Head of Aon's specialist Member Options team . He spends the majority of time working with corporates and trustees on all aspects of member choice programmes. Recent relevant projects include leading the member options advice as part of the full scheme buy-outs for PA Consulting and Rentokil.
River and Mercantile
During her time at R&M Solutions she has held a variety of positions, starting out in the derivatives team structuring hedging solutions, then as an investment consultant advising some of our largest clients and now as a senior member of the investment management team.
She is a leading member of the Investment Strategy Committee, which interprets the house view on investment strategy for all advisory clients. She is also a member of the Multi-Asset Committee which translates the house view into the implementation actions required for all fiduciary management clients.
Barbara has significant experience of providing advice across the full range of investment considerations. This demands a grasp of detail, and the ability to understand that detail in its proper context, and the decisiveness to make definite recommendations on the basis of that understanding. But it also requires an aptitude for conveying that understanding to others, and for persuasion. This can prove crucial when significant investment decisions are required within a fairly short timeframe, but it relies on her ability to develop trust with her clients over the long-term.
Barbara's investment expertise is reflected also in her role as a leading member of the Investment Strategy Committee, which interprets the house view on investment strategy for application to consultancy clients. She has a particular depth of understanding of liability hedging, having spent the early part of her career modelling and trading LDI strategies for DB pension schemes.
In 2012 she was identified by Financial News as one of the "Rising Stars" in European Capital Markets.
Barbara is a qualified actuary.
She graduated in 2004 with first class degree in Mathematics from Royal Holloway, University of London, and obtained a Post Graduate Diploma in Actuarial Science from Cass Business School.
Managing Director, Head of EMEA Pensions Solutions & Advisory
J.P Morgan Asset Management
Sorca Kelly-Scholte, Managing Director, is Head of EMEA Pensions Solutions & Advisory and responsible for advising European institutional investors and leading strategic, proprietary research and thought leadership initiatives on pension investment issues. Sorca has 20 years of advisory experience focussing on asset-liability management and portfolio strategy and structure. She is a member of J.P. Morgan Asset Management's Long-Term Capital Markets Assumptions committee, a member of the Pensions Board at the Institute of Actuaries, and a trustee of the J.P. Morgan UK Pension Plan. Sorca holds a BA (Mod) in Mathematics from Trinity College Dublin and is a qualified actuary.
Fiona is passionate about the role business can play in addressing key societal issues. She began her career in the third sector as a corporate fundraiser - building key strategic partnerships with businesses before moving into a senior corporate responsibility role within a professional services firm, where she developed a leading business skills programme for young social entrepreneurs. She now leads on a number of social impact programmes for the CIPD including the Parent Returner programme.
ClearGlass, UK Treasury Fintech Envoy
Dr Christopher Sier Chaired the UK Financial Conduct Authority's panel investigating costs, fees and transparency in institutional investment, and has worked with the World Bank, EIOPA, the Committee on Workers Capital and institutional investors around the world on the same subject. He is also Fintech Envoy for England for the UK Treasury and Chairman of Fintech North, the innovation community for the North of England. Combining these two worlds he is Chairman of two fintechs, each looking at different aspects of the pensions market: ClearGlass sits between asset managers and pension funds and operates a near-zero price model for the collection and analysis of pension fund cost data; and AgeWage tackles the problem of orphan pension pots. In addition, Chris is Visiting Professor of Financial Technology at the University of Leeds and in the distant past he was a police officer in Edinburgh.
Head of Fiduciary Management
Hannah Simons is Head of Fiduciary Management at Schroders. She joined Schroders in 2015 and is based in London.
Hannah was previously a Fiduciary Partner at Russell Investments from 2013 to 2015, which involved providing total plan solutions to small and medium sized clients. She worked as an LDI product specialist at PIMCO from 2011 to 2013, which involved designing LDI solutions for UK and European pension funds. Prior to that, Hannah was a Solutions Specialist at BlackRock from 2004 to 2011, which involved designing LDI and broader solutions for pension funds across the globe. She was an Investment Consultant at Watson Wyatt from 1999 to 2004, which involved providing investment strategy advice to UK pension funds.
Hannah is a student member of the Institute of Actuaries
Qualifications: BSc in Actuarial Science from the London School of Economics.
Yvonne rejoined Mercer in 2013, after six years out of the consulting industry working in senior HR roles in the Middle East and Europe. In her previous role in Mercer, Yvonne led the International Consulting Group in London, working with global companies on HR policy and programme design. Prior to that, there were a further fifteen years in the consulting industry. Her role at Mercer is Innovation Leader for the International region, leading design projects in the areas of Health, Wealth and Careers. At present, she is leading major global projects around flexible ways to source, manage, motivate and reskill future workforces, as well as co-leading Mercer's Next Age Next Stage initiative focussed on longevity solutions.
Yvonne has recently Co-Chaired the UK Government Department for Work and Pensions Fuller Working Lives Business Strategy Group, working with employers to recruit, retain and retrain older workers. Her own first book, The New Rules of Living Longer, was published in November 2015, with a foreword from the UK Pensions Minister. She is also working on Mercer's answer to the Mid-Life MOT. Yvonne is an Advisory Board member of Transform Ageing, and supports a number of other specialist bodies examining the demographic impact on workers, work and the workplace.
She is a Fellow of The Pensions Management Institute and a previous author of their International Diploma syllabus. Yvonne has Masters Degrees in Psychology and Business Research, and in her spare time holds both Trustee and Director roles in Creative Arts organisations.
Policy and Proposition Managers
Money and Pensions Advice Service
Jackie Spencer is the Senior Policy & Proposition Manager for pension strategy at the Money and Pensions Service - the organisation which brings together the free services delivered by the Money Advice Service, The Pensions Advisory Service and Pension Wise. Jackie's main responsibilities include developing the pension and retirement consumer strategies which, amongst other supportive resources include a retirement options tool, retirement adviser directory and the printed guide, Your Pension: it's time to choose. Jackie also worked closely with the team at HM Treasury to build the Pension Wise service.
Prior to joining the Money Advice Service, Jackie worked for Age Concern Ealing and managed a pre-retirement education project. Jackie has also been a financial planner for a major Canadian bank; worked in India leading a micro-credit project; and taught marketing to college students in Kenya. She is a Certified Financial Planner and holds a Masters degree in international finance.
Andrew is Propositions Director at EValue, having joined in 2003 to help create technological solutions which help consumers make the right financial decisions. Recently he has been leading a team who help to digitally transform advice and customer engagement businesses. For example, EValue's groundbreaking digital advice solution has helped clients create highly efficient advice processes, whilst also creating a modern experience for customers. Previously an actuarial consultant at PWC and Barnes & Sherwood, Andrew has over 20 years of financial services experience covering business analysis, testing, project management and sales. He has delivered FinTech projects for banks, building societies, product providers, asset managers and adviser firms. Andrew is a Fellow of the Institute of Actuaries and is certified in Financial Planning through the Chartered Insurance Institute, as well as holding a Diploma in Management from Reading University.
Willis Towers Watson
Gareth is a senior director with over 15 years' experience in the pensions industry at Willis Towers Watson.
Having advised both trustees and corporates in recent years with scheme sizes ranging from £50 million to multiple £3 billion worth of assets, Gareth has insight across a wide range of schemes and governance structures. He is currently using that experience to focus on the consolidation of pension schemes, working across Willis Towers Watson's administration, actuarial and investment businesses.
Alongside this role, Gareth advises a number of corporates on their strategic approach to pensions including governance structure, investment structure and liability management with a focus on simplifying current operating models, enhancing existing investment strategies and providing members with suitable information to allow them to choose the best options to suit their needs.
Fiona is a specialist presenter and commentator on all areas of pension planning. Having (obviously) started young she now has nearly 30 years' experience in pensions and is qualified as a Fellow of the Personal Finance Society.
She is currently the Technical Director for specialist retirement firm Intelligent Pensions and previously held long-term positions with pension providers Royal London and Aegon.
Fiona has been a guest speaker at numerous adviser conferences, including events for FT Adviser, Money Marketing and the Personal Finance Society, and is a regular contributor to the trade press and on social media in the persona of @pensionsgirlie.
Lorna is a Managing Associate in Linklaters' corporate insurance team who works on the full spectrum of transactions in the insurance sector, including de-risking, public and private M&A and capital markets. Her recent experience includes advising the Trustees of the Marks and Spencer Pension Scheme on two umbrella bulk annuity contracts with Aviva and Phoenix and advising Rothesay Life in relation to its c.£12bn acquisition of a portfolio of UK annuities from Prudential, including interim reinsurance.
Peter joined Capital Cranfield in 2018 having previously worked for a leading actuarial consultancy and a professional trustee company.
In his role as a professional trustee, Peter has dealt with a wide range of schemes including several with assets in excess of £1bn. He has also handled a Regulated Apportionment Arrangement, several buy-outs, a Company Voluntary Arrangement and many sets of employer negotiations and Regulator interactions.
Peter has also been Chairman of the NAPF and Master of the Worshipful Company of Actuaries. He has spoken on pension issues on TV and radio and is a regular speaker at conferences and seminars.
Maurice has worked in financial services specialising in corporate pensions for the last 22 years, including roles at Watson Wyatt and most recently Punter Southall, where he was principal in charge of administration systems development. A Microsoft Certified Professional with experience in software architecture and systems integration, Maurice is the director responsible for pensions technical matters and is a regular speaker at pension industry events.
The Pension Superfund
Luke, a co-founder of PSF, was formerly Chief Finance and Risk Officer at London Pension Fund Authority. He played a leading role in the ground breaking £11bn consolidation with the Lancashire CC Pension Fund, which was the first step in the creation of the SuperPools for the £260bn of assets in local authority pension funds.
David Weeks was elected as Co-Chair of the UK pension industry's Association of Member Nominated Trustees (AMNT) in 2016. The AMNT has over 700 members, from around 500 pension schemes. Together, these have assets under management of just under £700 billion: nearly one third of the UK total for occupational pension schemes.
David Weeks is a director of a defined benefit pension scheme, with a leading PLC in infrastructure services as the sponsoring employer. "Engaged Investor" included him in their "Top 50 people in pensions 2017". He is active in the affairs of the World Pensions Council, for whom he has made presentations to, and acted as rapporteur at, international conferences. Journals that have published contributions from him recently include "Revue Analyse Financiere", "Portfolio Institutional", "Professional Pensions" and "Pensions Expert". He has been a judge for major UK pension awards.
In his previous career, David Weeks has experience of both public and private sectors, and of their respective pensions regimes. Most recently, he served as a consultant or executive in UK Government Departments, including Home Office, Health, Trade and Industry, and the Office of the Deputy Prime Minister. Earlier, he worked in private sector business development and marketing, and in international advertising agencies. David Weeks is a graduate in history of the University of Bristol.
Senior Policy Researcher
Lauren joined the PPI in 2016 as a Policy Researcher, before progressing to Senior Policy Researcher in January 2019. During her time at the PPI Lauren has produced research on a range of topics, including Defined Benefit, consumer engagement, pension freedoms and Collective Defined Contribution.
Prior to joining the PPI, Lauren studied Politics and Philosophy at the University of Glasgow, followed by a Masters in Public Administration and Policy at the University of York.
Appointed as Sales and Marketing Director in November 2009 but focused solely on Group Insurance marketing from January 2013. Previously worked at Ceridian (LifeWorks) as Corporate Development Manager, Employ-Mend as Sales and Marketing Director, Legal & General (Group Risk) as Sales Manager, Unum as Senior Sales Consultant and General Accident (now Aviva) as Senior Life Consultant.
Qualified with BA (Hons) in Cultural Studies in 1987, CIM Marketing Diploma in 1994, Diploma in Management Studies (DMS) in 1996 and gained an Henley MBA in 1999.
Stephanie joined the publication as Chief Correspondent in 2014 before becoming News Editor in 2016.
Stephanie has worked as a financial journalist for more than seven years, writing about pensions, investment management, and asset servicing.
Before Professional Pensions she was Online Editor at Global Investor/ISF, a Euromoney-owned title, which she joined in 2011.
Beth Brown is a Senior Associate in Mayer Brown's London Pensions Group. She advises clients on all aspects of pension law and practice, with particular focus on the insolvency, finance and governance aspects of pensions. She has undertaken secondments to the Pension Protection Fund and AstraZeneca PLC, London. Her work has included advising trustees on employer insolvencies and transition to the Pension Protection Fund, High Court litigation and an innovative £1.6 billion buy in as well as day to day scheme matters. She chairs the PMI's Award in Pensions Trusteeship Committee and is a member of the PMI's Certificate in DC Governance Committee, having helped establish the qualification.
Andrew Cole recently joined BESTrustees Limited as a Professional Trustee Executives, he is a highly experienced and respected investment professional and pension scheme trustee. He joined BESTrustees from Credit Agricole Corporate & Investment Bank where he was previously Global Head of Derivatives and Rates Product. Andrew has broad experience as pension scheme trustee and investment sub-committee chair, overseeing a large investment portfolio, developing and implementing changes to investment strategy and LDI hedging.
Andrew has been heavily involved in governance reviews, and the implementation of new governance arrangements plus the processes for appointing trustees (MND's). He also brings experience of liaising with a non-UK domiciled sponsor and has managed the tender process for Actuarial, Investment Advisory, Audit, Legal and Administration services.
Howden Employee Benefits & Wellbeing
I am an experienced client relationship director with a demonstrated history of working in the employee benefits sector. Strong Healthcare services professional skilled in negotiation, sales, customer relationship management, people management and Employee Wellness. After 6 years successfully growing the Towergate Healthcare business, I joined Howden in April 2016. My key function now is to work alongside the Howden UK regional offices to grow the UK employee benefits proposition. I also lead on the employee benefits partnership with the Engineers Federation. I have spent 18 years helping organisations of all shapes and sizes stay competitive through their employee benefit programmes.
With the knowledge that one size doesn't fit all, I adopt an approach which recognises the differing needs of employees to help them become engaged and motivated.
Brian entered the world of work with what is now known as B.T. in its engineering division. Having seen the transformation from a valve driven technology to a processor one, brought a fresh challenge. This led Brian to become a national trade union official.
Brian is currently an official of the CWU, a specialist in Telecommunication regulation and President of a European Forum for Social Dialogue for Employers and Employers Representatives.
Cajoled into being a MNT and when not thinking of Scheme valuation, technical provisions and employer's covenant, then a keen "Who do you think you are?" family history explorer.
Professional Head of Physiology
Justin has an MSc in Sport and Exercise Physiology and over a decade of experience in the health, fitness and wellbeing industry, with seven years at Nuffield Health. Having joined as a Health and Wellbeing Physiologist in 2009 Justin has held a number of clinical governance and leadership roles since and is now Professional Head of Physiology, leading a nationwide team of almost 200 clinicians, acting as clinical advisor for a number of the UK's largest corporations and sitting on advisory panels for a number of universities to help shape degree curriculums. Justin's main area of clinical interest is the pathophysiology of disease and he is a qualified cancer and cardiovascular disease rehabilitation practitioner.
Kim Kaveh joined Professional Pensions in 2017 after completing her masters degree in magazine journalism at Cardiff University.
She works as senior reporter for the magazine, covering mainly the defined contribution patch.
Director, Head of National Strategy
Pensioner-elected trustee of BTGplc Pension Fund
Peter Neville joined the AMNT Committee in 2019. Having taken early retirement, he has been a pensioner-elected trustee of BTGplc Pension Fund (400 members) for about fifteen years.
His knowledge of pensions, coupled with the fact that he was already an elected trustee, caused his local council to put him forward for the Hertfordshire Pension Board (the oversight body for all local authority pensions in Hertfordshire, with member-nominated reps on the Board), which he chaired 2017-8.
He has been an AMNT panellist at various events such as at PBUK.
At adviser events, he found that chatting to trustees of other schemes gave him a valuable wider perspective. Therefore, if AMNT didn't exist, it would surely have to be invented. Accordingly, his interest lies in contributing to AMNT's work to improve the capabilities of trustees and with its initiatives (such as Red Line Voting) which trustees would find it difficult to advocate as lone voices in their individual schemes without external support.
Tom leads the Deloitte covenant assessment practice. His experience includes advising trustees and corporates in valuation, acquisition, refinancing, and restructuring scenarios.
Tom has completed secondments in the Scheme Funding team at the Pensions Regulator and the Business Support team at Lloyds Banking Group.
James is News Editor at Professional Pensions, having joined the team in 2016 as a correspondent.
He writes on a wide range of pensions topics, including the law and regulation of occupational schemes, ESG, investment, and de-risking.
James was named a gold winner at the MHP 30 to Watch awards in 2018, and has also been shortlisted for the Headline Money Awards for B2B pensions journalist of the year in 2018, and for the State Street Institutional Press Awards for best newcomer in 2017 and 2016.
Accurate Data Services
David is passionate about positive consumer outcomes both pre and post retirement.
He holds board positions with Retirement Income Alliance, an exciting member community providing holisitc advice to people wanting to understand their retirement options and what the future might hold in store for them and Accurate Data Services who specialise in data quality, tracing lost customers, policy holders and members for a variety of organisations including Pension Funds, Insurers, Asset managers, Membership organisations and Banks.
Previously David spent 14 years as a high profile Personal Injury Lawyer and left the profession to set up a software business providing case management solutions to businesses such as Lawyers, Loss Adjusters, Claims Management Companies, Financial Services and Legal Costs Specialists.
Stephenson Harwood LLP
Stephen advises trustees and employers on all types of pensions issues. He has a commercial style on strategic issues and brings a responsive approach on day to day matters. With the ability to present complex ideas in a simple way, Stephen has helped a variety of clients with tricky pensions issues, from the trustees of global banks to UK manufacturers. He is an expert in pensions in the banking sector, master trusts, buy-ins and buy-outs. Stephen has experience on major strategic projects including advising on the acquisition of a major master trust provider and the largest company contribution made to a pension scheme to date.
Stephen has participated in the Pensions Regulator's DC working group, is a member of the Association of Pension Lawyers Main Committee and is organised the APL's 2018 annual conference. Stephen is a contributor to the Practical Law Company and a regular industry speaker.
Holly Roach joined Professional Pensions after completing her undergraduate degree in multimedia journalism at Bournemouth University.
She works as a correspondent for the magazine, covering mainly the administration and technology patch.
Jonathan is Editor of both Professional Pensions and Workplace Savings and Benefits. He has responsibility for Professional Pensions and Workplace Savings and Benefits Magazines and the websites www.professionalpensions.com and www.wsandb.co.uk.
Jonathan has 12 years' experience in journalism, beginning his career writing for a magazine dealing with the debt and capital markets of Russia and East/Central Europe before beginning to write about pensions in 2001.
He obtained the PMI's Retirement Provision Certificate at the end of 2009 and was named SPC Journalist of the Year in 2011.