Networking breakfast to start the day.
8.45am – 9.15am BST, 25 September 2025 ‐ 30 mins
Networking breakfast to start the day.
Chair sets the scene for the day with an insightful introduction
Content Director, REBA
9.15am – 9.30am BST, 25 September 2025 ‐ 15 mins
Chair sets the scene for the day with an insightful introduction
Opening Keynote
9.30am – 10am BST, 25 September 2025 ‐ 30 mins
Opening Keynote
Moderator: Jo Gallacher, Content Director, REBA
Workshops will run concurrently
10.10am – 11.10am BST, 25 September 2025 ‐ 1 hour
Workshops will run concurrently
Workshop
Head of Public Affairs, Aegon
DC Clients & Head of Master Trust, Aegon
10.10am – 11.10am BST, 25 September 2025 ‐ 1 hour
Workshop
Pension inequalities driven by gender, background, life events, career breaks and systemic design, remain a major workforce challenge. Drawing on the cross-industry Pensions Equity Group guide for employers and Aegon’s expertise, join this workshop to explore how employers can use education, alternative pension scheme design and introduce inclusive practices to level the pensions playing field and drive long-term financial fairness.
Key discussion points:
Workshop
Senior Consultant, Aon
Associate Partner Financial Wellbeing, Aon
10.10am – 11.10am BST, 25 September 2025 ‐ 1 hour
Workshop
For employees to gain the most value they can from their pension, they need to understand it. Financial education/wellbeing has evolved rapidly, with studies showing that tackling your underlying “behaviour to money” is key to building long-lasting financial resiliency. Featuring a practical demonstration from a financial coach on the “behaviours not budgets” approach to financial wellbeing, we’ll delve into how building habits leads to greater financial resiliency and explore how we can we take learnings from broader financial wellbeing support and embed this into our pensions offering to help ensure employees are better equipped to handle a more flexible retirement landscape.
Key discussion points:
Workshop
Director of Corporate Relationships, Natwest Cushon
Master Trust Leader, NatWest Cushon
10.10am – 11.10am BST, 25 September 2025 ‐ 1 hour
Workshop
Explore how emotional connections, engaged ownership, and behavioural design can encourage employees to voluntarily save more to build financial security without increasing employer spend.
Key discussion points:
Workshop
Senior Corporate Distribution Manager, Hargreaves Lansdown
Financial Wellbeing Specialist, Hargreaves Lansdown
10.10am – 11.10am BST, 25 September 2025 ‐ 1 hour
Workshop
As younger employees face rising financial pressures and shifting priorities, traditional pensions are no longer fit for purpose. Join this workshop to explore innovative savings models and flexible contribution structures which better support the diverse needs of the workforce while still supporting long-term savings habits.
Key discussion points:
Workshop
Head of DC Corporate Consulting, Hymans Robertson
Senior DC Investment Consultant, Hymans Robertson
10.10am – 11.10am BST, 25 September 2025 ‐ 1 hour
Workshop
Explore how employers can play a pivotal role in tackling the growing pensions adequacy challenge and why they should care. From considering responsibility and power of defaults through to education and support. Join this workshop to share insights and practical approaches to support employees in achieving a financially secure retirement, while also creating a more sustainable long-term people strategy.
Key discussion points include:
Workshop
Head of Client Development, WEALTH at work
Head of Client Relations, WEALTH at work
10.10am – 11.10am BST, 25 September 2025 ‐ 1 hour
Workshop
It takes a working lifetime to save effectively for retirement. To help employees build the best possible retirement pot requires an inclusive pensions and communications strategy. That means being able to engage scheme members at every stage of their working lives.
This session will explore how to:
Workshop
Director, DC & Financial Wellness, Mercer
Head of Client Engagement, Mercer Master Trust
10.10am – 11.10am BST, 25 September 2025 ‐ 1 hour
Workshop
Provider developments, advancing technology, and evolving legislation are reshaping the art of the possible. At the same time, expectations for both employers and employees are changing. This workshop will delve into emerging employer strategies that can create real value for accumulation and employee outcomes, as well as discuss how other organisations balance quick wins and long-term fixes.
Research insight: What are the characteristics of market-leading pension designs in 2025?
How can employers integrate pensions accumulation into a broader financial wellbeing framework
Understanding essential cost, risk and value features for optimising member outcomes
Workshop
DC and Solutions Managing Director, Institutional Group, EMEA and Asia, SEI
10.10am – 11.10am BST, 25 September 2025 ‐ 1 hour
Workshop
As pensions policy evolves and DC investment comes under Government scrutiny, you need to stay ahead of the curve. Join this workshop to explore the future of DC investment - from default fund scrutiny to emerging asset classes and UK-focused investment expectations - and how to ask the right questions to ensure your scheme is going to work harder for your employees as a result of change.
What the Mansion House reforms and government ambitions for UK investment could mean for DC schemes
The growing role of illiquid assets and long-term term asset funds in DC portfolios – risks, rewards and practical implications and the impact on members
How employers can be more certain that changes will result in better outcomes for members
Aligning your DC investment strategy with member needs and expectations
DC and Solutions Managing Director, Institutional Group, EMEA and Asia, SEI
Workshop
Head of DC Sales & Strategy, L&G
Head of DC Member Proposition, L&G
10.10am – 11.10am BST, 25 September 2025 ‐ 1 hour
Workshop
Exploring how employers can use behavioural science in order to interact with employees at the right time, and in a way that is effective for individual needs. Discover how digital tools can really help employees navigate complex pension decisions as well as close savings gaps and drive better retirement outcomes across all demographics of workers.
Understanding the science: The behaviours employers can tune into to encourage engagement in pensions and wider financial decisions
What employers need to be aware of across cohorts of employees and how they engage differently with technologies to close gaps and improve inclusivity
Using tech to align pensions support with wider financial decisions to bridge the advice gap without cost and complexity
Case study example: how digital solutions can improve retirement readiness
Workshop
Workplace Pensions Engagement and Innovation Specialist, Scottish Widows
Relationship Director, Scottish Widows
Head of Workplace Strategic Relationships, Scottish Widows
10.10am – 11.10am BST, 25 September 2025 ‐ 1 hour
Workshop
Social media is growing up as a medium where employees consume financial information. There are still plenty scammers out there but The Governor of the Bank of England and even No. 10 Downing St are reaching out to Tik Tok influencers to get their message across. Join us in this workshop where we’ll look at some of the risks and opportunities as this world is brought in from the Wild West and embraced by organisations.
Workshop
Client Director, Vidett
Head of Trusteeship, Vidett
10.10am – 11.10am BST, 25 September 2025 ‐ 1 hour
Workshop
Strong pension governance isn’t just compliance, it’s a strategic tool to unlock better outcomes for members and employers alike. This workshop will explore how governance can drive value, performance and fairness across workplace pensions, while deepening employee ownership and long-term engagement.
Using governance to ensure equity and consistency across multiple DC schemes and legacy arrangements
Tackling underperformance: how to identify it, address it and hold providers accountable
Embedding member engagement as a governance metric to measure impact and drive behaviour change
Workshop
Principal and Senior DC Consultant, Barnett Waddingham
Principal and Investment Consultant, Barnett Waddingham
10.10am – 11.10am BST, 25 September 2025 ‐ 1 hour
Workshop
As pensions costs rise and scrutiny intensifies, employers must ensure they’re getting the best possible outcomes from their workplace pension schemes. Join this workshop to explore how to measure the quality of your pension arrangements and enhance value to ensure your pension spend drives performance for your business and your people.
How to evaluate whether your pension scheme is fit for purpose and how it compares to peers
What metrics and reporting tools can help track value, investment performance and member outcomes
Working with pension providers to strengthen accountability, visibility and transparency
Strategies to align the pension with broader insurance and benefits spend, to achieve your people objectives
Workshop
Creative Director of Workplace, Standard Life
Director of the Standard Life Centre for the Future of Retirement, Standard Life
10.10am – 11.10am BST, 25 September 2025 ‐ 1 hour
Workshop
Join this workshop to explore how to leverage a deep understanding of behaviour's and harness data to transform personal financial management and retirement planning, into a relevant and motivating experience. Discover how data can help turn communication into real connection and drive better long-term outcomes.
The importance of storytelling, behavioural science and design to make engagement clearer, more compelling and actionable
Driving real action – ensuring the connection we build results in actions that will improve outcomes
Gaining and building employee trust to drive long term planning
Director of the Standard Life Centre for the Future of Retirement, Standard Life
A short break with light refreshments
11.10am – 11.35am BST, 25 September 2025 ‐ 25 mins
A short break with light refreshments
A series of three short sharp spotlight talks from leading industry commentators that provide insights and latest thinking on big picture issues and the key emerging themes and trends.
11.35am – 12.35pm BST, 25 September 2025 ‐ 1 hour
A series of three short sharp spotlight talks from leading industry commentators that provide insights and latest thinking on big picture issues and the key emerging themes and trends.
Followed by Q&A with spotlight speakers moderated by Jo Gallacher, Content Director, REBA
Spotlight talk
Director of Policy & Research, NatWest Cushon
11.35am – 12.35pm BST, 25 September 2025 ‐ 1 hour
Spotlight talk
Spotlight talk
Managing Director, Nest Insight
11.35am – 12.35pm BST, 25 September 2025 ‐ 1 hour
Spotlight talk
Spotlight talk
Pensions and Later Life Analysis, Department for Work and Pensions (DWP)
11.35am – 12.35pm BST, 25 September 2025 ‐ 1 hour
Spotlight talk
Pensions and Later Life Analysis, Department for Work and Pensions (DWP)
Spotlight talk
11.35am – 12.35pm BST, 25 September 2025 ‐ 1 hour
Spotlight talk
Networking table exercise hosted by REBA and a guest speaker
Content Director, REBA
12.35pm – 1pm BST, 25 September 2025 ‐ 25 mins
Networking table exercise hosted by REBA and a guest speaker
Lunch and networking
1pm – 2pm BST, 25 September 2025 ‐ 1 hour
Lunch and networking
Workshops will run concurrently
2.15pm – 3.15pm BST, 25 September 2025 ‐ 1 hour
Workshops will run concurrently
Workshop
DC Clients & Head of Master Trust, Aegon
Head of Public Affairs, Aegon
2.15pm – 3.15pm BST, 25 September 2025 ‐ 1 hour
Workshop
Pension inequalities driven by gender, background, life events, career breaks and systemic design, remain a major workforce challenge. Drawing on the cross-industry Pensions Equity Group guide for employers and Aegon’s expertise, join this workshop to explore how employers can use education, alternative pension scheme design and introduce inclusive practices to level the pensions playing field and drive long-term financial fairness.
Key discussion points:
Workshop
Senior Consultant, Aon
Associate Partner Financial Wellbeing, Aon
2.15pm – 3.15pm BST, 25 September 2025 ‐ 1 hour
Workshop
For employees to gain the most value they can from their pension, they need to understand it. Financial education/wellbeing has evolved rapidly, with studies showing that tackling your underlying “behaviour to money” is key to building long-lasting financial resiliency. Featuring a practical demonstration from a financial coach on the “behaviours not budgets” approach to financial wellbeing, we’ll delve into how building habits leads to greater financial resiliency and explore how we can we take learnings from broader financial wellbeing support and embed this into our pensions offering to help ensure employees are better equipped to handle a more flexible retirement landscape.
Key discussion points:
Workshop
Director of Corporate Relationships, Natwest Cushon
Master Trust Leader, NatWest Cushon
2.15pm – 3.15pm BST, 25 September 2025 ‐ 1 hour
Workshop
Explore how emotional connections, engaged ownership, and behavioural design can encourage employees to voluntarily save more to build financial security without increasing employer spend.
Key discussion points:
Workshop
Senior Corporate Distribution Manager, Hargreaves Lansdown
Financial Wellbeing Specialist, Hargreaves Lansdown
2.15pm – 3.15pm BST, 25 September 2025 ‐ 1 hour
Workshop
As younger employees face rising financial pressures and shifting priorities, traditional pensions are no longer fit for purpose. Join this workshop to explore innovative savings models and flexible contribution structures which better support the diverse needs of the workforce while still supporting long-term savings habits.
Key discussion points:
Workshop
Head of DC Corporate Consulting, Hymans Robertson
Senior DC Investment Consultant, Hymans Robertson
2.15pm – 3.15pm BST, 25 September 2025 ‐ 1 hour
Workshop
Explore how employers can play a pivotal role in tackling the growing pensions adequacy challenge and why they should care. From considering responsibility and power of defaults through to education and support. Join this workshop to share insights and practical approaches to support employees in achieving a financially secure retirement, while also creating a more sustainable long-term people strategy.
Key discussion points include:
Workshop
Head of Client Development, WEALTH at work
Head of Client Relations, WEALTH at work
2.15pm – 3.15pm BST, 25 September 2025 ‐ 1 hour
Workshop
It takes a working lifetime to save effectively for retirement. To help employees build the best possible retirement pot requires an inclusive pensions and communications strategy. That means being able to engage scheme members at every stage of their working lives.
This session will explore how to:
Workshop
Director, DC & Financial Wellness, Mercer
Head of Client Engagement, Mercer Master Trust
2.15pm – 3.15pm BST, 25 September 2025 ‐ 1 hour
Workshop
Provider developments, advancing technology, and evolving legislation are reshaping the art of the possible. At the same time, expectations for both employers and employees are changing. This workshop will delve into emerging employer strategies that can create real value for accumulation and employee outcomes, as well as discuss how other organisations balance quick wins and long-term fixes.
Research insight: What are the characteristics of market-leading pension designs in 2025?
How can employers integrate pensions accumulation into a broader financial wellbeing framework
Understanding essential cost, risk and value features for optimising member outcomes
Workshop
DC and Solutions Managing Director, Institutional Group, EMEA and Asia, SEI
2.15pm – 3.15pm BST, 25 September 2025 ‐ 1 hour
Workshop
As pensions policy evolves and DC investment comes under Government scrutiny, you need to stay ahead of the curve. Join this workshop to explore the future of DC investment - from default fund scrutiny to emerging asset classes and UK-focused investment expectations - and how to ask the right questions to ensure your scheme is going to work harder for your employees as a result of change.
What the Mansion House reforms and government ambitions for UK investment could mean for DC schemes
The growing role of illiquid assets and long-term term asset funds in DC portfolios – risks, rewards and practical implications and the impact on members
How employers can be more certain that changes will result in better outcomes for members
Aligning your DC investment strategy with member needs and expectations
DC and Solutions Managing Director, Institutional Group, EMEA and Asia, SEI
Workshop
Head of DC Member Proposition, L&G
Head of DC Sales & Strategy, L&G
2.15pm – 3.15pm BST, 25 September 2025 ‐ 1 hour
Workshop
Exploring how employers can use behavioural science in order to interact with employees at the right time, and in a way that is effective for individual needs. Discover how digital tools can really help employees navigate complex pension decisions as well as close savings gaps and drive better retirement outcomes across all demographics of workers.
Understanding the science: The behaviours employers can tune into to encourage engagement in pensions and wider financial decisions
What employers need to be aware of across cohorts of employees and how they engage differently with technologies to close gaps and improve inclusivity
Using tech to align pensions support with wider financial decisions to bridge the advice gap without cost and complexity
Case study example: how digital solutions can improve retirement readiness
Workshop
Workplace Pensions Engagement and Innovation Specialist, Scottish Widows
Relationship Director, Scottish Widows
Head of Workplace Strategic Relationships, Scottish Widows
2.15pm – 3.15pm BST, 25 September 2025 ‐ 1 hour
Workshop
Social media is growing up as a medium where employees consume financial information. There are still plenty scammers out there but The Governor of the Bank of England and even No. 10 Downing St are reaching out to Tik Tok influencers to get their message across. Join us in this workshop where we’ll look at some of the risks and opportunities as this world is brought in from the Wild West and embraced by organisations.
Workshop
Head of Trusteeship, Vidett
Client Director, Vidett
2.15pm – 3.15pm BST, 25 September 2025 ‐ 1 hour
Workshop
Strong pension governance isn’t just compliance, it’s a strategic tool to unlock better outcomes for members and employers alike. This workshop will explore how governance can drive value, performance and fairness across workplace pensions, while deepening employee ownership and long-term engagement.
Using governance to ensure equity and consistency across multiple DC schemes and legacy arrangements
Tackling underperformance: how to identify it, address it and hold providers accountable
Embedding member engagement as a governance metric to measure impact and drive behaviour change
Workshop
Principal and Senior DC Consultant, Barnett Waddingham
Principal and Investment Consultant, Barnett Waddingham
2.15pm – 3.15pm BST, 25 September 2025 ‐ 1 hour
Workshop
As pensions costs rise and scrutiny intensifies, employers must ensure they’re getting the best possible outcomes from their workplace pension schemes. Join this workshop to explore how to measure the quality of your pension arrangements and enhance value to ensure your pension spend drives performance for your business and your people.
How to evaluate whether your pension scheme is fit for purpose and how it compares to peers
What metrics and reporting tools can help track value, investment performance and member outcomes
Working with pension providers to strengthen accountability, visibility and transparency
Strategies to align the pension with broader insurance and benefits spend, to achieve your people objectives
Workshop
Director of the Standard Life Centre for the Future of Retirement, Standard Life
Creative Director of Workplace, Standard Life
2.15pm – 3.15pm BST, 25 September 2025 ‐ 1 hour
Workshop
Join this workshop to explore how to leverage a deep understanding of behaviour's and harness data to transform personal financial management and retirement planning, into a relevant and motivating experience. Discover how data can help turn communication into real connection and drive better long-term outcomes.
The importance of storytelling, behavioural science and design to make engagement clearer, more compelling and actionable
Driving real action – ensuring the connection we build results in actions that will improve outcomes
Gaining and building employee trust to drive long term planning
Director of the Standard Life Centre for the Future of Retirement, Standard Life
Employer case studies
3.25pm – 4.25pm BST, 25 September 2025 ‐ 1 hour
Employer case studies
In this practical, case study-led session, reward and benefits leaders from three diverse organisations - spanning sectors and sizes - will share how they are addressing evolving challenges and new retirement journeys to futureproof their pension strategies. From redesigning schemes to reimagining employee engagement and ownership, this session offers actionable insights, practical tips and a deeper understanding of the emerging issues. Each case study will outline the specific challenge faced, the approach taken and the key outcomes and impacts for their organisations and employees.
The three case study presentations will be followed by discussion and Q&A.
Spotlight talk
Head of Pensions Engagement, Nestle UK
3.25pm – 4.25pm BST, 25 September 2025 ‐ 1 hour
Spotlight talk
Using data on what employees think about finances to define the aims and challenges of a future-facing DC strategy
Road to pensions adequacy: engaging employees to use the pensions and financial wellbeing tools that are right for them
Linking pensions and financial benefits with wider reward and wellbeing activities to aid better outcome
Content Director, REBA
Jo Gallacher is the Content Director at REBA.Content Director, REBA
Jo Gallacher is the Content Director at REBA.Head of Public Affairs, Aegon
Kate is Head of Public Affairs at Aegon, with over 35 years of experience in the pensions industry. She’s been at Aegon since 2006, and previously worked at PWC, Mercers and Friends’ Provident. Kate is a Fellow of the Pensions Management Institute.
Kate’s focus is on the ever-changing pension environment and the evolving shape of the workplace pensions market. Kate led the Trustees’ submission for the authorisation of the Aegon Master Trust with the Pensions Regulator.
Kate’s mission is to seek to achieve good outcomes for savers, promote the value of saving and highlight the importance of regulated professional advice to help people achieve a lifetime of financial security Kate is a frequent commentator in the financial and consumer press.
She’s a founding member of the Pensions Equity Group (PEG) and co-chair of its policy workstream. She’s also a corporate trustee of a defined benefit pension scheme.
She’s twice winner of the Woman in Financial Advice awards (2018 and 2019). In 2021 Kate was recognised as a role model for Women in Banking & Finance (WIBF) for her work in highlighting the gender pension gap and was shortlisted for Professional Pensions Lifetime Achievement Award in 2022 and 2025.
DC Clients & Head of Master Trust, Aegon
Antonia is a qualified Actuary with 28 years pensions experience. Her background is in consultancy, working initially as an Actuary to large defined benefit schemes at Aon and Willis Towers Watson, before switching to focus on DC schemes 13 years ago.
As part of the senior leadership team at Aegon, Antonia is responsible for the DC clients and relationship teams across Aegon’s workplace business, as well as personally managing a select portfolio of Aegon’s largest clients.
More recently Antonia was appointed as Head of Master Trust, bringing together Aegon, the Master Trust trustees and employers in delivering the innovation and collaboration needed to drive excellent member outcomes.
Head of Public Affairs, Aegon
Kate is Head of Public Affairs at Aegon, with over 35 years of experience in the pensions industry. She’s been at Aegon since 2006, and previously worked at PWC, Mercers and Friends’ Provident. Kate is a Fellow of the Pensions Management Institute.
Kate’s focus is on the ever-changing pension environment and the evolving shape of the workplace pensions market. Kate led the Trustees’ submission for the authorisation of the Aegon Master Trust with the Pensions Regulator.
Kate’s mission is to seek to achieve good outcomes for savers, promote the value of saving and highlight the importance of regulated professional advice to help people achieve a lifetime of financial security Kate is a frequent commentator in the financial and consumer press.
She’s a founding member of the Pensions Equity Group (PEG) and co-chair of its policy workstream. She’s also a corporate trustee of a defined benefit pension scheme.
She’s twice winner of the Woman in Financial Advice awards (2018 and 2019). In 2021 Kate was recognised as a role model for Women in Banking & Finance (WIBF) for her work in highlighting the gender pension gap and was shortlisted for Professional Pensions Lifetime Achievement Award in 2022 and 2025.
DC Clients & Head of Master Trust, Aegon
Antonia is a qualified Actuary with 28 years pensions experience. Her background is in consultancy, working initially as an Actuary to large defined benefit schemes at Aon and Willis Towers Watson, before switching to focus on DC schemes 13 years ago.
As part of the senior leadership team at Aegon, Antonia is responsible for the DC clients and relationship teams across Aegon’s workplace business, as well as personally managing a select portfolio of Aegon’s largest clients.
More recently Antonia was appointed as Head of Master Trust, bringing together Aegon, the Master Trust trustees and employers in delivering the innovation and collaboration needed to drive excellent member outcomes.
Senior Consultant, Aon
Alex has 10 years’ experience having joined Aon in 2013 working in Aon’s corporate consulting team - helping corporates optimize their pension strategy covering both DB and DC pensions. Alex has worked with a number of clients from various backgrounds, ranging from large financial institutions with multi-billion-pound DB schemes to firms in the charity sector. Alex is also a member of Aon’s Financial Wellbeing specialist team, helping both UK and Global clients implement financial wellbeing programmes and developing Aon’s thinking and capabilities in this space.Associate Partner Financial Wellbeing, Aon
Fleur Iannazzo has been in financial services for 15 years, working in Melbourne, Hong Kong and London. Most recently Fleur set up a financial coaching business, in which she provided one-to-one behaviour-focused financial coaching to high-net-worth individuals. She is an award-winning author, with her book ‘The Money Pizza’ winning Best Book UK at the Money Awareness and Inclusion Awards 2025.
Fleur holds a Masters in Coaching and Behavioural Change from the Henley Business School, is a CFA Charterholder and is accredited as a Professional Certified Coach with the International Coaching Federation.
Senior Consultant, Aon
Alex has 10 years’ experience having joined Aon in 2013 working in Aon’s corporate consulting team - helping corporates optimize their pension strategy covering both DB and DC pensions. Alex has worked with a number of clients from various backgrounds, ranging from large financial institutions with multi-billion-pound DB schemes to firms in the charity sector. Alex is also a member of Aon’s Financial Wellbeing specialist team, helping both UK and Global clients implement financial wellbeing programmes and developing Aon’s thinking and capabilities in this space.Associate Partner Financial Wellbeing, Aon
Fleur Iannazzo has been in financial services for 15 years, working in Melbourne, Hong Kong and London. Most recently Fleur set up a financial coaching business, in which she provided one-to-one behaviour-focused financial coaching to high-net-worth individuals. She is an award-winning author, with her book ‘The Money Pizza’ winning Best Book UK at the Money Awareness and Inclusion Awards 2025.
Fleur holds a Masters in Coaching and Behavioural Change from the Henley Business School, is a CFA Charterholder and is accredited as a Professional Certified Coach with the International Coaching Federation.
Director of Corporate Relationships, Natwest Cushon
Sarah Steel is a Fellow of the Pension Management Insitute and the Director of Corporate Relationships at NatWest Cushon. She plays a key role in building trusted relationships with corporate clients, employee benefit consultants, trustees, and internal stakeholders to deliver strategic growth and drive innovation in the pensions and financial wellbeing sectors.
Sarah is also a Director of Better with Money, the specialist financial wellbeing company, acquired by NatWest Cushon is 2022 and before that spent over 25 years in pension consultancy and strategic relationship roles at Aon, Hymans Robertson, Bluefin and Gissings (both now part of the Capita Group).
Master Trust Leader, NatWest Cushon
David is Cushon’s Master Trust Lead and has worked in the DC pensions market for over 25 years. During that time, he has worked on both “sides of the fence” at Consultants and Insurers and has built up a really good understanding of what both companies and members look for and value when it comes to pension provision.
Director of Corporate Relationships, Natwest Cushon
Sarah Steel is a Fellow of the Pension Management Insitute and the Director of Corporate Relationships at NatWest Cushon. She plays a key role in building trusted relationships with corporate clients, employee benefit consultants, trustees, and internal stakeholders to deliver strategic growth and drive innovation in the pensions and financial wellbeing sectors.
Sarah is also a Director of Better with Money, the specialist financial wellbeing company, acquired by NatWest Cushon is 2022 and before that spent over 25 years in pension consultancy and strategic relationship roles at Aon, Hymans Robertson, Bluefin and Gissings (both now part of the Capita Group).
Master Trust Leader, NatWest Cushon
David is Cushon’s Master Trust Lead and has worked in the DC pensions market for over 25 years. During that time, he has worked on both “sides of the fence” at Consultants and Insurers and has built up a really good understanding of what both companies and members look for and value when it comes to pension provision.
Senior Corporate Distribution Manager, Hargreaves Lansdown
Richard has been working with corporate clients at Hargreaves Lansdown since 2006. He enjoys helping employers put plans in place to make it easy for employees to save and invest for a better future. Previously, Richard worked as a financial adviser to high-net-worth clients with various providers.Financial Wellbeing Specialist, Hargreaves Lansdown
Maisie has been working with corporate clients at HL since 2020, spending 12 months in the Client Support team before moving to specialise in pensions in 2021. For the last two years, Maisie has been delivering financial education sessions to the full breadth of HL Workplace members. Maisie is passionate about engaging younger employees with their personal finances, specifically addressing the challenges of saving for their first property and helping develop their confidence with money management decisions.
Senior Corporate Distribution Manager, Hargreaves Lansdown
Richard has been working with corporate clients at Hargreaves Lansdown since 2006. He enjoys helping employers put plans in place to make it easy for employees to save and invest for a better future. Previously, Richard worked as a financial adviser to high-net-worth clients with various providers.Financial Wellbeing Specialist, Hargreaves Lansdown
Maisie has been working with corporate clients at HL since 2020, spending 12 months in the Client Support team before moving to specialise in pensions in 2021. For the last two years, Maisie has been delivering financial education sessions to the full breadth of HL Workplace members. Maisie is passionate about engaging younger employees with their personal finances, specifically addressing the challenges of saving for their first property and helping develop their confidence with money management decisions.
Head of DC Corporate Consulting, Hymans Robertson
Hannah is head of DC Corporate Consulting services. She has extensive experience defined contribution pension schemes and is responsible for the management and advising on the strategic direction of numerous high profile corporate clients. In particular, Hannah specialises in DC pension scheme design, change and implementation.
Hannah joined Hymans Robertson in September 2013, qualified as an actuary in 2018. This has enabled her to consider joined up DB and DC pension strategies.
Head of DC Corporate Consulting, Hymans Robertson
Hannah is head of DC Corporate Consulting services. She has extensive experience defined contribution pension schemes and is responsible for the management and advising on the strategic direction of numerous high profile corporate clients. In particular, Hannah specialises in DC pension scheme design, change and implementation.
Hannah joined Hymans Robertson in September 2013, qualified as an actuary in 2018. This has enabled her to consider joined up DB and DC pension strategies.
Head of Client Development, WEALTH at work
Mark has many years of experience in financial services, including delivering service innovation and pension scheme member services for major FTSE companies.
He leads the team responsible for developing and implementing a range of financial education and guidance services for our existing clients and for companies and Trustee boards across the UK.
Mark also actively manages partnerships with major institutes for retirement savings professionals including the Pensions Management Institute and Pensions Policy Institute and leads the development of our at-retirement services for workplace pension schemes and pension scheme members.
Head of Client Relations, WEALTH at work
Victoria East is the Head of Client Relations at WEALTH at work, bringing over 17 years of experience in the financial services industry. She has spent the last 8 years at WEALTH at work, where she has held several key roles, including a Financial Coach and a Business Development Manager. In these positions, she played a pivotal role in delivering impactful financial education to employees and championing the importance of financial wellbeing.
In her more recent role as a Relationship Manager, Victoria was dedicated to helping organisations strengthen their employees' financial resilience on topics such as pensions, tax, share schemes, investments, and retirement planning. Now, as Head of Client Relations, Victoria oversees the successful implementation and delivery of tailored financial wellbeing solutions. Her focus is on creating exceptional value for clients while supporting their employees' financial health and long-term financial success.
Head of Client Development, WEALTH at work
Mark has many years of experience in financial services, including delivering service innovation and pension scheme member services for major FTSE companies.
He leads the team responsible for developing and implementing a range of financial education and guidance services for our existing clients and for companies and Trustee boards across the UK.
Mark also actively manages partnerships with major institutes for retirement savings professionals including the Pensions Management Institute and Pensions Policy Institute and leads the development of our at-retirement services for workplace pension schemes and pension scheme members.
Head of Client Relations, WEALTH at work
Victoria East is the Head of Client Relations at WEALTH at work, bringing over 17 years of experience in the financial services industry. She has spent the last 8 years at WEALTH at work, where she has held several key roles, including a Financial Coach and a Business Development Manager. In these positions, she played a pivotal role in delivering impactful financial education to employees and championing the importance of financial wellbeing.
In her more recent role as a Relationship Manager, Victoria was dedicated to helping organisations strengthen their employees' financial resilience on topics such as pensions, tax, share schemes, investments, and retirement planning. Now, as Head of Client Relations, Victoria oversees the successful implementation and delivery of tailored financial wellbeing solutions. Her focus is on creating exceptional value for clients while supporting their employees' financial health and long-term financial success.
Director, DC & Financial Wellness, Mercer
Ken is a senior member of Mercer’s DC & Financial wellness team, advising clients to deliver great outcomes for them and their people. Ken leads Mercer’s DC MOT benchmarking service, supporting employers to compare their pension approach relative to other employers, helping them to identify ways to reduce cost, mitigate risk and increase value for them and their people
Head of Client Engagement, Mercer Master Trust
With over twelve years of experience in the financial services industry, Rishal specialises in client relationship management and defined contribution (DC) solutions, with expertise in the Australian superannuation and banking sectors. Her key strength is translating complex messages into clear, actionable insights that motivate clients, members, and stakeholders. This is supported by excellent communication skills and a proactive, growth-oriented approach to developing strategies that meet evolving needs.
Director, DC & Financial Wellness, Mercer
Ken is a senior member of Mercer’s DC & Financial wellness team, advising clients to deliver great outcomes for them and their people. Ken leads Mercer’s DC MOT benchmarking service, supporting employers to compare their pension approach relative to other employers, helping them to identify ways to reduce cost, mitigate risk and increase value for them and their people
Head of Client Engagement, Mercer Master Trust
With over twelve years of experience in the financial services industry, Rishal specialises in client relationship management and defined contribution (DC) solutions, with expertise in the Australian superannuation and banking sectors. Her key strength is translating complex messages into clear, actionable insights that motivate clients, members, and stakeholders. This is supported by excellent communication skills and a proactive, growth-oriented approach to developing strategies that meet evolving needs.
DC and Solutions Managing Director, Institutional Group, EMEA and Asia, SEI
Steve Charlton joined SEI in 2017 as SEI’s Defined Contribution and Solutions Managing Director for EMEA and Asia. In his role, he is responsible for building upon the ongoing success of SEI’s U.S. and U.K. DC proposition across global markets. Steve has over 30 years’ experience in the pensions industry, with particular expertise in defined contribution plans. He joined SEI from Vanguard Asset Management, where he was the Defined Contribution Manager for Europe. Prior to Vanguard, Steve spent 15 years consulting with some of the largest DC clients in the U.K. whilst working at Towers Perrin (now Willis Towers Watson), Punter Southall and Mercer.
DC and Solutions Managing Director, Institutional Group, EMEA and Asia, SEI
Steve Charlton joined SEI in 2017 as SEI’s Defined Contribution and Solutions Managing Director for EMEA and Asia. In his role, he is responsible for building upon the ongoing success of SEI’s U.S. and U.K. DC proposition across global markets. Steve has over 30 years’ experience in the pensions industry, with particular expertise in defined contribution plans. He joined SEI from Vanguard Asset Management, where he was the Defined Contribution Manager for Europe. Prior to Vanguard, Steve spent 15 years consulting with some of the largest DC clients in the U.K. whilst working at Towers Perrin (now Willis Towers Watson), Punter Southall and Mercer.
Head of DC Sales & Strategy, L&G
Louise Whyte is Head of DC Sales & Strategy at Legal & General where she leads the development and execution of strategic initiatives across the DC business. With extensive experience in asset management, Louise has built a strong reputation for delivering client solutions and forging lasting partnerships with pension schemes trustees, employers and their advisers. Louise is passionate about financial wellbeing and equality in pension savings.
Head of DC Member Proposition, L&G
Olasumbo serves as the Head of DC Member Proposition in the DC Distribution. She oversees the development and enhancement of L&G’s DC member proposition, ensuring it remains innovative and effective. Olasumbo engages with clients and external stakeholders to maintain L&G’s leadership in DC innovation. She leads a team of communication professionals who assist clients in developing effective communication strategies, from scheme implementation to ongoing engagement with pension scheme members. With 20 years of experience in the financial services industry, Olasumbo has collaborated with some of the largest pension schemes, creating strategies and tools to simplify complex scheme designs and changes. Prior to joining L&G, Olasumbo held communication consulting roles at Hymans Robertson and the creative agency Like Minds. She is committed to enhancing member engagement and understanding what drives individual behaviour, as well as advocating for greater diversity within the pension industry. Olasumbo holds a Certificate in Strategic Communication Management and earned a 2:1 BSc in Politics and International Relations from the University of Southampton.
Head of DC Sales & Strategy, L&G
Louise Whyte is Head of DC Sales & Strategy at Legal & General where she leads the development and execution of strategic initiatives across the DC business. With extensive experience in asset management, Louise has built a strong reputation for delivering client solutions and forging lasting partnerships with pension schemes trustees, employers and their advisers. Louise is passionate about financial wellbeing and equality in pension savings.
Head of DC Member Proposition, L&G
Olasumbo serves as the Head of DC Member Proposition in the DC Distribution. She oversees the development and enhancement of L&G’s DC member proposition, ensuring it remains innovative and effective. Olasumbo engages with clients and external stakeholders to maintain L&G’s leadership in DC innovation. She leads a team of communication professionals who assist clients in developing effective communication strategies, from scheme implementation to ongoing engagement with pension scheme members. With 20 years of experience in the financial services industry, Olasumbo has collaborated with some of the largest pension schemes, creating strategies and tools to simplify complex scheme designs and changes. Prior to joining L&G, Olasumbo held communication consulting roles at Hymans Robertson and the creative agency Like Minds. She is committed to enhancing member engagement and understanding what drives individual behaviour, as well as advocating for greater diversity within the pension industry. Olasumbo holds a Certificate in Strategic Communication Management and earned a 2:1 BSc in Politics and International Relations from the University of Southampton.
Workplace Pensions Engagement and Innovation Specialist, Scottish Widows
Robert has lead the Scottish Widows Employer and Employee engagement teams, dedicated to crafting impactful messages and materials for a variety of pension seminars and engagement events. His team's outreach touches thousands of employees annually, fueling Robert's passion for demystifying pensions. His commitment to simplification is evident in his team's collaboration with LBG digital resources, aiming to integrate pensions into the broader context of Financial Wellness for employees. With the increasing role of digital engagement through APPs and AI Robert has focused on this area to really take understanding and interaction with pensions to the next level.
A recognized voice in the industry, Robert is a regular fixture in print and on the radio, and hosts the Scottish Widows Workplace Pensions Podcast. His insights on pension engagement, technology, and data are sought after at industry conferences, and his interactions with policymakers over the years have been influential. As a founding partner in Pension Engagement Season and National Pension Tracing Day, Robert has been at the forefront of initiatives that strive to improve retirement outcomes for individuals.
In addition to his extensive professional experience, Robert holds a degree in Marketing and Finance, underscoring his expertise in the financial sector. His educational background complements his practical knowledge, making him a well-rounded specialist in his field.
Relationship Director, Scottish Widows
Stuart joined Scottish Widows in 2002 and has over 25 year’s experience of working with Independent Financial Advisers, Employee Benefit Consultants, Trustees and Employers. Prior to joining Scottish Widows, Stuart held Account Manager and Business Development roles at Legal & General and Scottish Amicable.
Stuart has a vast experience of Auto Enrolment and a passion for helping people better understand and make the most of their workplace savings.
Stuart hosts our webinar programme and is responsible for a team of Scottish Widows Workplace Relationship Managers and supports our wider relationships with Key Workplace clients and Employee Benefits firms.
Head of Workplace Strategic Relationships, Scottish Widows
Jill celebrates 26yrs at Scottish Widows this year, having spent most of this time in and around Workplace Pensions.
Most recently Jill took on the role as Head of Workplace Strategic Relationships, building relationships with Financial advisers, consultancies and workplace clients.
Previous roles include interim Head of Workplace Relationships, and Partnership Director.
Jill has a long-standing passion for financial equality, is Co-Chair of the Sottish Widows Women In Retirement workstream.
Workplace Pensions Engagement and Innovation Specialist, Scottish Widows
Robert has lead the Scottish Widows Employer and Employee engagement teams, dedicated to crafting impactful messages and materials for a variety of pension seminars and engagement events. His team's outreach touches thousands of employees annually, fueling Robert's passion for demystifying pensions. His commitment to simplification is evident in his team's collaboration with LBG digital resources, aiming to integrate pensions into the broader context of Financial Wellness for employees. With the increasing role of digital engagement through APPs and AI Robert has focused on this area to really take understanding and interaction with pensions to the next level.
A recognized voice in the industry, Robert is a regular fixture in print and on the radio, and hosts the Scottish Widows Workplace Pensions Podcast. His insights on pension engagement, technology, and data are sought after at industry conferences, and his interactions with policymakers over the years have been influential. As a founding partner in Pension Engagement Season and National Pension Tracing Day, Robert has been at the forefront of initiatives that strive to improve retirement outcomes for individuals.
In addition to his extensive professional experience, Robert holds a degree in Marketing and Finance, underscoring his expertise in the financial sector. His educational background complements his practical knowledge, making him a well-rounded specialist in his field.
Relationship Director, Scottish Widows
Stuart joined Scottish Widows in 2002 and has over 25 year’s experience of working with Independent Financial Advisers, Employee Benefit Consultants, Trustees and Employers. Prior to joining Scottish Widows, Stuart held Account Manager and Business Development roles at Legal & General and Scottish Amicable.
Stuart has a vast experience of Auto Enrolment and a passion for helping people better understand and make the most of their workplace savings.
Stuart hosts our webinar programme and is responsible for a team of Scottish Widows Workplace Relationship Managers and supports our wider relationships with Key Workplace clients and Employee Benefits firms.
Head of Workplace Strategic Relationships, Scottish Widows
Jill celebrates 26yrs at Scottish Widows this year, having spent most of this time in and around Workplace Pensions.
Most recently Jill took on the role as Head of Workplace Strategic Relationships, building relationships with Financial advisers, consultancies and workplace clients.
Previous roles include interim Head of Workplace Relationships, and Partnership Director.
Jill has a long-standing passion for financial equality, is Co-Chair of the Sottish Widows Women In Retirement workstream.
Client Director, Vidett
Kelly joined Vidett in June 2025 to lead governance and secretarial services, supporting all types of trustee boards and governance committees and taking the lead on our General Code service line. She also acts as a co-trustee and is a committee member for the East Midlands Pensions UK (formerly the PLSA) regional group.
Kelly’s previous experience includes in-house pensions management within two large employers, covering both DB and DC. Kelly has hands-on experience with the set up and running of an own trust DC scheme, and also working with trustees and employers to establish governance committees, where they have opted to use a Master Trust. Kelly advocates for great governance for members, and employers, to get the best from their pension schemes.
Head of Trusteeship, Vidett
Alison joined Vidett in May 2025 as Head of Trusteeship. She helps provide member-focused outcomes for our clients and shape our business into the future.
Before joining Vidett, Alison was an independent pensions consultant and professional trustee and Non-Executive Director (NED) of The Pensions Regulator (TPR). She had previously been the CEO of HSBC Retirement Services Limited and Head of Global Pension Strategy Corporate Clients.
Alison is one of the founders of Women in Pensions, an industry group set up to support women. She is an active pensions and retirement market participant speaking at conferences. She previously sat on the Pensions and Lifetime Savings Association (PLSA) Board.
Client Director, Vidett
Kelly joined Vidett in June 2025 to lead governance and secretarial services, supporting all types of trustee boards and governance committees and taking the lead on our General Code service line. She also acts as a co-trustee and is a committee member for the East Midlands Pensions UK (formerly the PLSA) regional group.
Kelly’s previous experience includes in-house pensions management within two large employers, covering both DB and DC. Kelly has hands-on experience with the set up and running of an own trust DC scheme, and also working with trustees and employers to establish governance committees, where they have opted to use a Master Trust. Kelly advocates for great governance for members, and employers, to get the best from their pension schemes.
Head of Trusteeship, Vidett
Alison joined Vidett in May 2025 as Head of Trusteeship. She helps provide member-focused outcomes for our clients and shape our business into the future.
Before joining Vidett, Alison was an independent pensions consultant and professional trustee and Non-Executive Director (NED) of The Pensions Regulator (TPR). She had previously been the CEO of HSBC Retirement Services Limited and Head of Global Pension Strategy Corporate Clients.
Alison is one of the founders of Women in Pensions, an industry group set up to support women. She is an active pensions and retirement market participant speaking at conferences. She previously sat on the Pensions and Lifetime Savings Association (PLSA) Board.
Principal and Senior DC Consultant, Barnett Waddingham
Jeni is a Principal and a Senior Client Relationship Manager. She is an experienced DC consultant and provides advice to a wide range of corporate and trustee bodies in relation to their Defined Contribution (DC) workplace pension arrangements. This includes scheme design, restructures, ongoing governance and member engagement.
By working with corporate and trustee bodies, Jeni is acutely aware of the overarching aim of enhancing member outcomes and enables these by providing clarity and focus to our DC strategy advice and tailored solutions.
Principal and Investment Consultant, Barnett Waddingham
Hugo works closely with trustees and sponsors of UK defined contribution (DC) pension schemes in relation to investment matters. He works with both own trust and master trust schemes and is driven by a desire to improve the quality and certainty of retirement outcomes for members.
Hugo’s expertise centres on designing, monitoring, and reviewing investment strategies for DC schemes according to their own specific beliefs and circumstances. Alongside advising clients, he has a key role in shaping our research from a DC perspective, in particular for research into new and innovative strategies, sustainable investment, and equity & multi-asset investments.
Principal and Senior DC Consultant, Barnett Waddingham
Jeni is a Principal and a Senior Client Relationship Manager. She is an experienced DC consultant and provides advice to a wide range of corporate and trustee bodies in relation to their Defined Contribution (DC) workplace pension arrangements. This includes scheme design, restructures, ongoing governance and member engagement.
By working with corporate and trustee bodies, Jeni is acutely aware of the overarching aim of enhancing member outcomes and enables these by providing clarity and focus to our DC strategy advice and tailored solutions.
Principal and Investment Consultant, Barnett Waddingham
Hugo works closely with trustees and sponsors of UK defined contribution (DC) pension schemes in relation to investment matters. He works with both own trust and master trust schemes and is driven by a desire to improve the quality and certainty of retirement outcomes for members.
Hugo’s expertise centres on designing, monitoring, and reviewing investment strategies for DC schemes according to their own specific beliefs and circumstances. Alongside advising clients, he has a key role in shaping our research from a DC perspective, in particular for research into new and innovative strategies, sustainable investment, and equity & multi-asset investments.
Creative Director of Workplace, Standard Life
Phil’s focus is partnering with clients to find creative, innovative ways to engage and educate members and help more people secure a life of possibilities. With a background in marketing and advertising, Phil has worked across a range of industries and brands in the UK, Australia and New Zealand including financial services, tourism, higher education, sport, health, media and advertising, and is passionate about the role of creativity to connect with more people and bringing important messages to life in refreshing, relevant and meaningful ways.
Director of the Standard Life Centre for the Future of Retirement, Standard Life
Catherine Foot is Director of the Standard Life Centre for the Future of Retirement, a think tank focused on ensuring long-term financial security for everyone. A social researcher, policy analyst, campaigner and writer, she founded the Centre (originally launched as Phoenix Insights) in 2021.
Catherine has spent her career working to improve public policy and business practice, with a focus on pensions, employment, health, social care and housing. Before her current role, she was the founding Director of Evidence at the Centre for Ageing Better, and has held senior roles at the King’s Fund and Cancer Research UK.
She is passionate about creating fairer systems that support people to thrive throughout longer working lives and into retirement, and believes that building partnerships across the public, private and voluntary sectors is essential to driving lasting system change. Her current work explores how policy and business must adapt to the changing realities of how we work, save and retire, in order to improve the financial prospects of future generations of retirees. Catherine regularly speaks at conferences, advises on government policy, and is a commentator on pensions, employment, ageing and financial wellbeing.
Creative Director of Workplace, Standard Life
Phil’s focus is partnering with clients to find creative, innovative ways to engage and educate members and help more people secure a life of possibilities. With a background in marketing and advertising, Phil has worked across a range of industries and brands in the UK, Australia and New Zealand including financial services, tourism, higher education, sport, health, media and advertising, and is passionate about the role of creativity to connect with more people and bringing important messages to life in refreshing, relevant and meaningful ways.
Director of the Standard Life Centre for the Future of Retirement, Standard Life
Catherine Foot is Director of the Standard Life Centre for the Future of Retirement, a think tank focused on ensuring long-term financial security for everyone. A social researcher, policy analyst, campaigner and writer, she founded the Centre (originally launched as Phoenix Insights) in 2021.
Catherine has spent her career working to improve public policy and business practice, with a focus on pensions, employment, health, social care and housing. Before her current role, she was the founding Director of Evidence at the Centre for Ageing Better, and has held senior roles at the King’s Fund and Cancer Research UK.
She is passionate about creating fairer systems that support people to thrive throughout longer working lives and into retirement, and believes that building partnerships across the public, private and voluntary sectors is essential to driving lasting system change. Her current work explores how policy and business must adapt to the changing realities of how we work, save and retire, in order to improve the financial prospects of future generations of retirees. Catherine regularly speaks at conferences, advises on government policy, and is a commentator on pensions, employment, ageing and financial wellbeing.
Director of Policy & Research, NatWest Cushon
Steve is Cushon’s Director of Policy & Research. He has spent over 30 years of his career advising organisations on all aspects of pensions and workplace savings both in the UK and internationally.
Director of Policy & Research, NatWest Cushon
Steve is Cushon’s Director of Policy & Research. He has spent over 30 years of his career advising organisations on all aspects of pensions and workplace savings both in the UK and internationally.
Managing Director, Nest Insight
Will Sandbrook is Managing Director of Nest Insight – the public benefit research and innovation centre focused on financial security for low and moderate income households. He has spent 20 years working in strategy, public policy, research and communications roles relating to personal finance and pensions, including working for the UK government on financial inclusion policy and the design and implementation of their landmark automatic enrolment programme.
He has worked at Nest since 2008 in a number of roles including leading the strategy, policy, research and data teams. In 2016 he oversaw the launch of Nest Insight, which he has led ever since.
In his role at Nest, Will has published papers on pensions policy, workplace emergency saving and financial wellbeing in the AARP International Journal, the International Journal of Pensions Management and with the World Bank, among others, as well as authoring and contributing to a number of Nest Insight reports. He has spoken on these topics at conferences and events in the UK, Europe, Asia and North America. Will is also a visiting fellow in the school of Psychology and Behavioural Science at the London School of Economics.
Managing Director, Nest Insight
Will Sandbrook is Managing Director of Nest Insight – the public benefit research and innovation centre focused on financial security for low and moderate income households. He has spent 20 years working in strategy, public policy, research and communications roles relating to personal finance and pensions, including working for the UK government on financial inclusion policy and the design and implementation of their landmark automatic enrolment programme.
He has worked at Nest since 2008 in a number of roles including leading the strategy, policy, research and data teams. In 2016 he oversaw the launch of Nest Insight, which he has led ever since.
In his role at Nest, Will has published papers on pensions policy, workplace emergency saving and financial wellbeing in the AARP International Journal, the International Journal of Pensions Management and with the World Bank, among others, as well as authoring and contributing to a number of Nest Insight reports. He has spoken on these topics at conferences and events in the UK, Europe, Asia and North America. Will is also a visiting fellow in the school of Psychology and Behavioural Science at the London School of Economics.
Content Director, REBA
Jo Gallacher is the Content Director at REBA.Content Director, REBA
Jo Gallacher is the Content Director at REBA.DC Clients & Head of Master Trust, Aegon
Antonia is a qualified Actuary with 28 years pensions experience. Her background is in consultancy, working initially as an Actuary to large defined benefit schemes at Aon and Willis Towers Watson, before switching to focus on DC schemes 13 years ago.
As part of the senior leadership team at Aegon, Antonia is responsible for the DC clients and relationship teams across Aegon’s workplace business, as well as personally managing a select portfolio of Aegon’s largest clients.
More recently Antonia was appointed as Head of Master Trust, bringing together Aegon, the Master Trust trustees and employers in delivering the innovation and collaboration needed to drive excellent member outcomes.
Head of Public Affairs, Aegon
Kate is Head of Public Affairs at Aegon, with over 35 years of experience in the pensions industry. She’s been at Aegon since 2006, and previously worked at PWC, Mercers and Friends’ Provident. Kate is a Fellow of the Pensions Management Institute.
Kate’s focus is on the ever-changing pension environment and the evolving shape of the workplace pensions market. Kate led the Trustees’ submission for the authorisation of the Aegon Master Trust with the Pensions Regulator.
Kate’s mission is to seek to achieve good outcomes for savers, promote the value of saving and highlight the importance of regulated professional advice to help people achieve a lifetime of financial security Kate is a frequent commentator in the financial and consumer press.
She’s a founding member of the Pensions Equity Group (PEG) and co-chair of its policy workstream. She’s also a corporate trustee of a defined benefit pension scheme.
She’s twice winner of the Woman in Financial Advice awards (2018 and 2019). In 2021 Kate was recognised as a role model for Women in Banking & Finance (WIBF) for her work in highlighting the gender pension gap and was shortlisted for Professional Pensions Lifetime Achievement Award in 2022 and 2025.
DC Clients & Head of Master Trust, Aegon
Antonia is a qualified Actuary with 28 years pensions experience. Her background is in consultancy, working initially as an Actuary to large defined benefit schemes at Aon and Willis Towers Watson, before switching to focus on DC schemes 13 years ago.
As part of the senior leadership team at Aegon, Antonia is responsible for the DC clients and relationship teams across Aegon’s workplace business, as well as personally managing a select portfolio of Aegon’s largest clients.
More recently Antonia was appointed as Head of Master Trust, bringing together Aegon, the Master Trust trustees and employers in delivering the innovation and collaboration needed to drive excellent member outcomes.
Head of Public Affairs, Aegon
Kate is Head of Public Affairs at Aegon, with over 35 years of experience in the pensions industry. She’s been at Aegon since 2006, and previously worked at PWC, Mercers and Friends’ Provident. Kate is a Fellow of the Pensions Management Institute.
Kate’s focus is on the ever-changing pension environment and the evolving shape of the workplace pensions market. Kate led the Trustees’ submission for the authorisation of the Aegon Master Trust with the Pensions Regulator.
Kate’s mission is to seek to achieve good outcomes for savers, promote the value of saving and highlight the importance of regulated professional advice to help people achieve a lifetime of financial security Kate is a frequent commentator in the financial and consumer press.
She’s a founding member of the Pensions Equity Group (PEG) and co-chair of its policy workstream. She’s also a corporate trustee of a defined benefit pension scheme.
She’s twice winner of the Woman in Financial Advice awards (2018 and 2019). In 2021 Kate was recognised as a role model for Women in Banking & Finance (WIBF) for her work in highlighting the gender pension gap and was shortlisted for Professional Pensions Lifetime Achievement Award in 2022 and 2025.
Senior Consultant, Aon
Alex has 10 years’ experience having joined Aon in 2013 working in Aon’s corporate consulting team - helping corporates optimize their pension strategy covering both DB and DC pensions. Alex has worked with a number of clients from various backgrounds, ranging from large financial institutions with multi-billion-pound DB schemes to firms in the charity sector. Alex is also a member of Aon’s Financial Wellbeing specialist team, helping both UK and Global clients implement financial wellbeing programmes and developing Aon’s thinking and capabilities in this space.Associate Partner Financial Wellbeing, Aon
Fleur Iannazzo has been in financial services for 15 years, working in Melbourne, Hong Kong and London. Most recently Fleur set up a financial coaching business, in which she provided one-to-one behaviour-focused financial coaching to high-net-worth individuals. She is an award-winning author, with her book ‘The Money Pizza’ winning Best Book UK at the Money Awareness and Inclusion Awards 2025.
Fleur holds a Masters in Coaching and Behavioural Change from the Henley Business School, is a CFA Charterholder and is accredited as a Professional Certified Coach with the International Coaching Federation.
Senior Consultant, Aon
Alex has 10 years’ experience having joined Aon in 2013 working in Aon’s corporate consulting team - helping corporates optimize their pension strategy covering both DB and DC pensions. Alex has worked with a number of clients from various backgrounds, ranging from large financial institutions with multi-billion-pound DB schemes to firms in the charity sector. Alex is also a member of Aon’s Financial Wellbeing specialist team, helping both UK and Global clients implement financial wellbeing programmes and developing Aon’s thinking and capabilities in this space.Associate Partner Financial Wellbeing, Aon
Fleur Iannazzo has been in financial services for 15 years, working in Melbourne, Hong Kong and London. Most recently Fleur set up a financial coaching business, in which she provided one-to-one behaviour-focused financial coaching to high-net-worth individuals. She is an award-winning author, with her book ‘The Money Pizza’ winning Best Book UK at the Money Awareness and Inclusion Awards 2025.
Fleur holds a Masters in Coaching and Behavioural Change from the Henley Business School, is a CFA Charterholder and is accredited as a Professional Certified Coach with the International Coaching Federation.
Director of Corporate Relationships, Natwest Cushon
Sarah Steel is a Fellow of the Pension Management Insitute and the Director of Corporate Relationships at NatWest Cushon. She plays a key role in building trusted relationships with corporate clients, employee benefit consultants, trustees, and internal stakeholders to deliver strategic growth and drive innovation in the pensions and financial wellbeing sectors.
Sarah is also a Director of Better with Money, the specialist financial wellbeing company, acquired by NatWest Cushon is 2022 and before that spent over 25 years in pension consultancy and strategic relationship roles at Aon, Hymans Robertson, Bluefin and Gissings (both now part of the Capita Group).
Master Trust Leader, NatWest Cushon
David is Cushon’s Master Trust Lead and has worked in the DC pensions market for over 25 years. During that time, he has worked on both “sides of the fence” at Consultants and Insurers and has built up a really good understanding of what both companies and members look for and value when it comes to pension provision.
Director of Corporate Relationships, Natwest Cushon
Sarah Steel is a Fellow of the Pension Management Insitute and the Director of Corporate Relationships at NatWest Cushon. She plays a key role in building trusted relationships with corporate clients, employee benefit consultants, trustees, and internal stakeholders to deliver strategic growth and drive innovation in the pensions and financial wellbeing sectors.
Sarah is also a Director of Better with Money, the specialist financial wellbeing company, acquired by NatWest Cushon is 2022 and before that spent over 25 years in pension consultancy and strategic relationship roles at Aon, Hymans Robertson, Bluefin and Gissings (both now part of the Capita Group).
Master Trust Leader, NatWest Cushon
David is Cushon’s Master Trust Lead and has worked in the DC pensions market for over 25 years. During that time, he has worked on both “sides of the fence” at Consultants and Insurers and has built up a really good understanding of what both companies and members look for and value when it comes to pension provision.
Senior Corporate Distribution Manager, Hargreaves Lansdown
Richard has been working with corporate clients at Hargreaves Lansdown since 2006. He enjoys helping employers put plans in place to make it easy for employees to save and invest for a better future. Previously, Richard worked as a financial adviser to high-net-worth clients with various providers.Financial Wellbeing Specialist, Hargreaves Lansdown
Maisie has been working with corporate clients at HL since 2020, spending 12 months in the Client Support team before moving to specialise in pensions in 2021. For the last two years, Maisie has been delivering financial education sessions to the full breadth of HL Workplace members. Maisie is passionate about engaging younger employees with their personal finances, specifically addressing the challenges of saving for their first property and helping develop their confidence with money management decisions.
Senior Corporate Distribution Manager, Hargreaves Lansdown
Richard has been working with corporate clients at Hargreaves Lansdown since 2006. He enjoys helping employers put plans in place to make it easy for employees to save and invest for a better future. Previously, Richard worked as a financial adviser to high-net-worth clients with various providers.Financial Wellbeing Specialist, Hargreaves Lansdown
Maisie has been working with corporate clients at HL since 2020, spending 12 months in the Client Support team before moving to specialise in pensions in 2021. For the last two years, Maisie has been delivering financial education sessions to the full breadth of HL Workplace members. Maisie is passionate about engaging younger employees with their personal finances, specifically addressing the challenges of saving for their first property and helping develop their confidence with money management decisions.
Head of DC Corporate Consulting, Hymans Robertson
Hannah is head of DC Corporate Consulting services. She has extensive experience defined contribution pension schemes and is responsible for the management and advising on the strategic direction of numerous high profile corporate clients. In particular, Hannah specialises in DC pension scheme design, change and implementation.
Hannah joined Hymans Robertson in September 2013, qualified as an actuary in 2018. This has enabled her to consider joined up DB and DC pension strategies.
Head of DC Corporate Consulting, Hymans Robertson
Hannah is head of DC Corporate Consulting services. She has extensive experience defined contribution pension schemes and is responsible for the management and advising on the strategic direction of numerous high profile corporate clients. In particular, Hannah specialises in DC pension scheme design, change and implementation.
Hannah joined Hymans Robertson in September 2013, qualified as an actuary in 2018. This has enabled her to consider joined up DB and DC pension strategies.
Head of Client Development, WEALTH at work
Mark has many years of experience in financial services, including delivering service innovation and pension scheme member services for major FTSE companies.
He leads the team responsible for developing and implementing a range of financial education and guidance services for our existing clients and for companies and Trustee boards across the UK.
Mark also actively manages partnerships with major institutes for retirement savings professionals including the Pensions Management Institute and Pensions Policy Institute and leads the development of our at-retirement services for workplace pension schemes and pension scheme members.
Head of Client Relations, WEALTH at work
Victoria East is the Head of Client Relations at WEALTH at work, bringing over 17 years of experience in the financial services industry. She has spent the last 8 years at WEALTH at work, where she has held several key roles, including a Financial Coach and a Business Development Manager. In these positions, she played a pivotal role in delivering impactful financial education to employees and championing the importance of financial wellbeing.
In her more recent role as a Relationship Manager, Victoria was dedicated to helping organisations strengthen their employees' financial resilience on topics such as pensions, tax, share schemes, investments, and retirement planning. Now, as Head of Client Relations, Victoria oversees the successful implementation and delivery of tailored financial wellbeing solutions. Her focus is on creating exceptional value for clients while supporting their employees' financial health and long-term financial success.
Head of Client Development, WEALTH at work
Mark has many years of experience in financial services, including delivering service innovation and pension scheme member services for major FTSE companies.
He leads the team responsible for developing and implementing a range of financial education and guidance services for our existing clients and for companies and Trustee boards across the UK.
Mark also actively manages partnerships with major institutes for retirement savings professionals including the Pensions Management Institute and Pensions Policy Institute and leads the development of our at-retirement services for workplace pension schemes and pension scheme members.
Head of Client Relations, WEALTH at work
Victoria East is the Head of Client Relations at WEALTH at work, bringing over 17 years of experience in the financial services industry. She has spent the last 8 years at WEALTH at work, where she has held several key roles, including a Financial Coach and a Business Development Manager. In these positions, she played a pivotal role in delivering impactful financial education to employees and championing the importance of financial wellbeing.
In her more recent role as a Relationship Manager, Victoria was dedicated to helping organisations strengthen their employees' financial resilience on topics such as pensions, tax, share schemes, investments, and retirement planning. Now, as Head of Client Relations, Victoria oversees the successful implementation and delivery of tailored financial wellbeing solutions. Her focus is on creating exceptional value for clients while supporting their employees' financial health and long-term financial success.
Director, DC & Financial Wellness, Mercer
Ken is a senior member of Mercer’s DC & Financial wellness team, advising clients to deliver great outcomes for them and their people. Ken leads Mercer’s DC MOT benchmarking service, supporting employers to compare their pension approach relative to other employers, helping them to identify ways to reduce cost, mitigate risk and increase value for them and their people
Head of Client Engagement, Mercer Master Trust
With over twelve years of experience in the financial services industry, Rishal specialises in client relationship management and defined contribution (DC) solutions, with expertise in the Australian superannuation and banking sectors. Her key strength is translating complex messages into clear, actionable insights that motivate clients, members, and stakeholders. This is supported by excellent communication skills and a proactive, growth-oriented approach to developing strategies that meet evolving needs.
Director, DC & Financial Wellness, Mercer
Ken is a senior member of Mercer’s DC & Financial wellness team, advising clients to deliver great outcomes for them and their people. Ken leads Mercer’s DC MOT benchmarking service, supporting employers to compare their pension approach relative to other employers, helping them to identify ways to reduce cost, mitigate risk and increase value for them and their people
Head of Client Engagement, Mercer Master Trust
With over twelve years of experience in the financial services industry, Rishal specialises in client relationship management and defined contribution (DC) solutions, with expertise in the Australian superannuation and banking sectors. Her key strength is translating complex messages into clear, actionable insights that motivate clients, members, and stakeholders. This is supported by excellent communication skills and a proactive, growth-oriented approach to developing strategies that meet evolving needs.
DC and Solutions Managing Director, Institutional Group, EMEA and Asia, SEI
Steve Charlton joined SEI in 2017 as SEI’s Defined Contribution and Solutions Managing Director for EMEA and Asia. In his role, he is responsible for building upon the ongoing success of SEI’s U.S. and U.K. DC proposition across global markets. Steve has over 30 years’ experience in the pensions industry, with particular expertise in defined contribution plans. He joined SEI from Vanguard Asset Management, where he was the Defined Contribution Manager for Europe. Prior to Vanguard, Steve spent 15 years consulting with some of the largest DC clients in the U.K. whilst working at Towers Perrin (now Willis Towers Watson), Punter Southall and Mercer.
DC and Solutions Managing Director, Institutional Group, EMEA and Asia, SEI
Steve Charlton joined SEI in 2017 as SEI’s Defined Contribution and Solutions Managing Director for EMEA and Asia. In his role, he is responsible for building upon the ongoing success of SEI’s U.S. and U.K. DC proposition across global markets. Steve has over 30 years’ experience in the pensions industry, with particular expertise in defined contribution plans. He joined SEI from Vanguard Asset Management, where he was the Defined Contribution Manager for Europe. Prior to Vanguard, Steve spent 15 years consulting with some of the largest DC clients in the U.K. whilst working at Towers Perrin (now Willis Towers Watson), Punter Southall and Mercer.
Head of DC Member Proposition, L&G
Olasumbo serves as the Head of DC Member Proposition in the DC Distribution. She oversees the development and enhancement of L&G’s DC member proposition, ensuring it remains innovative and effective. Olasumbo engages with clients and external stakeholders to maintain L&G’s leadership in DC innovation. She leads a team of communication professionals who assist clients in developing effective communication strategies, from scheme implementation to ongoing engagement with pension scheme members. With 20 years of experience in the financial services industry, Olasumbo has collaborated with some of the largest pension schemes, creating strategies and tools to simplify complex scheme designs and changes. Prior to joining L&G, Olasumbo held communication consulting roles at Hymans Robertson and the creative agency Like Minds. She is committed to enhancing member engagement and understanding what drives individual behaviour, as well as advocating for greater diversity within the pension industry. Olasumbo holds a Certificate in Strategic Communication Management and earned a 2:1 BSc in Politics and International Relations from the University of Southampton.
Head of DC Sales & Strategy, L&G
Louise Whyte is Head of DC Sales & Strategy at Legal & General where she leads the development and execution of strategic initiatives across the DC business. With extensive experience in asset management, Louise has built a strong reputation for delivering client solutions and forging lasting partnerships with pension schemes trustees, employers and their advisers. Louise is passionate about financial wellbeing and equality in pension savings.
Head of DC Member Proposition, L&G
Olasumbo serves as the Head of DC Member Proposition in the DC Distribution. She oversees the development and enhancement of L&G’s DC member proposition, ensuring it remains innovative and effective. Olasumbo engages with clients and external stakeholders to maintain L&G’s leadership in DC innovation. She leads a team of communication professionals who assist clients in developing effective communication strategies, from scheme implementation to ongoing engagement with pension scheme members. With 20 years of experience in the financial services industry, Olasumbo has collaborated with some of the largest pension schemes, creating strategies and tools to simplify complex scheme designs and changes. Prior to joining L&G, Olasumbo held communication consulting roles at Hymans Robertson and the creative agency Like Minds. She is committed to enhancing member engagement and understanding what drives individual behaviour, as well as advocating for greater diversity within the pension industry. Olasumbo holds a Certificate in Strategic Communication Management and earned a 2:1 BSc in Politics and International Relations from the University of Southampton.
Head of DC Sales & Strategy, L&G
Louise Whyte is Head of DC Sales & Strategy at Legal & General where she leads the development and execution of strategic initiatives across the DC business. With extensive experience in asset management, Louise has built a strong reputation for delivering client solutions and forging lasting partnerships with pension schemes trustees, employers and their advisers. Louise is passionate about financial wellbeing and equality in pension savings.
Workplace Pensions Engagement and Innovation Specialist, Scottish Widows
Robert has lead the Scottish Widows Employer and Employee engagement teams, dedicated to crafting impactful messages and materials for a variety of pension seminars and engagement events. His team's outreach touches thousands of employees annually, fueling Robert's passion for demystifying pensions. His commitment to simplification is evident in his team's collaboration with LBG digital resources, aiming to integrate pensions into the broader context of Financial Wellness for employees. With the increasing role of digital engagement through APPs and AI Robert has focused on this area to really take understanding and interaction with pensions to the next level.
A recognized voice in the industry, Robert is a regular fixture in print and on the radio, and hosts the Scottish Widows Workplace Pensions Podcast. His insights on pension engagement, technology, and data are sought after at industry conferences, and his interactions with policymakers over the years have been influential. As a founding partner in Pension Engagement Season and National Pension Tracing Day, Robert has been at the forefront of initiatives that strive to improve retirement outcomes for individuals.
In addition to his extensive professional experience, Robert holds a degree in Marketing and Finance, underscoring his expertise in the financial sector. His educational background complements his practical knowledge, making him a well-rounded specialist in his field.
Relationship Director, Scottish Widows
Stuart joined Scottish Widows in 2002 and has over 25 year’s experience of working with Independent Financial Advisers, Employee Benefit Consultants, Trustees and Employers. Prior to joining Scottish Widows, Stuart held Account Manager and Business Development roles at Legal & General and Scottish Amicable.
Stuart has a vast experience of Auto Enrolment and a passion for helping people better understand and make the most of their workplace savings.
Stuart hosts our webinar programme and is responsible for a team of Scottish Widows Workplace Relationship Managers and supports our wider relationships with Key Workplace clients and Employee Benefits firms.
Head of Workplace Strategic Relationships, Scottish Widows
Jill celebrates 26yrs at Scottish Widows this year, having spent most of this time in and around Workplace Pensions.
Most recently Jill took on the role as Head of Workplace Strategic Relationships, building relationships with Financial advisers, consultancies and workplace clients.
Previous roles include interim Head of Workplace Relationships, and Partnership Director.
Jill has a long-standing passion for financial equality, is Co-Chair of the Sottish Widows Women In Retirement workstream.
Workplace Pensions Engagement and Innovation Specialist, Scottish Widows
Robert has lead the Scottish Widows Employer and Employee engagement teams, dedicated to crafting impactful messages and materials for a variety of pension seminars and engagement events. His team's outreach touches thousands of employees annually, fueling Robert's passion for demystifying pensions. His commitment to simplification is evident in his team's collaboration with LBG digital resources, aiming to integrate pensions into the broader context of Financial Wellness for employees. With the increasing role of digital engagement through APPs and AI Robert has focused on this area to really take understanding and interaction with pensions to the next level.
A recognized voice in the industry, Robert is a regular fixture in print and on the radio, and hosts the Scottish Widows Workplace Pensions Podcast. His insights on pension engagement, technology, and data are sought after at industry conferences, and his interactions with policymakers over the years have been influential. As a founding partner in Pension Engagement Season and National Pension Tracing Day, Robert has been at the forefront of initiatives that strive to improve retirement outcomes for individuals.
In addition to his extensive professional experience, Robert holds a degree in Marketing and Finance, underscoring his expertise in the financial sector. His educational background complements his practical knowledge, making him a well-rounded specialist in his field.
Relationship Director, Scottish Widows
Stuart joined Scottish Widows in 2002 and has over 25 year’s experience of working with Independent Financial Advisers, Employee Benefit Consultants, Trustees and Employers. Prior to joining Scottish Widows, Stuart held Account Manager and Business Development roles at Legal & General and Scottish Amicable.
Stuart has a vast experience of Auto Enrolment and a passion for helping people better understand and make the most of their workplace savings.
Stuart hosts our webinar programme and is responsible for a team of Scottish Widows Workplace Relationship Managers and supports our wider relationships with Key Workplace clients and Employee Benefits firms.
Head of Workplace Strategic Relationships, Scottish Widows
Jill celebrates 26yrs at Scottish Widows this year, having spent most of this time in and around Workplace Pensions.
Most recently Jill took on the role as Head of Workplace Strategic Relationships, building relationships with Financial advisers, consultancies and workplace clients.
Previous roles include interim Head of Workplace Relationships, and Partnership Director.
Jill has a long-standing passion for financial equality, is Co-Chair of the Sottish Widows Women In Retirement workstream.
Head of Trusteeship, Vidett
Alison joined Vidett in May 2025 as Head of Trusteeship. She helps provide member-focused outcomes for our clients and shape our business into the future.
Before joining Vidett, Alison was an independent pensions consultant and professional trustee and Non-Executive Director (NED) of The Pensions Regulator (TPR). She had previously been the CEO of HSBC Retirement Services Limited and Head of Global Pension Strategy Corporate Clients.
Alison is one of the founders of Women in Pensions, an industry group set up to support women. She is an active pensions and retirement market participant speaking at conferences. She previously sat on the Pensions and Lifetime Savings Association (PLSA) Board.
Client Director, Vidett
Kelly joined Vidett in June 2025 to lead governance and secretarial services, supporting all types of trustee boards and governance committees and taking the lead on our General Code service line. She also acts as a co-trustee and is a committee member for the East Midlands Pensions UK (formerly the PLSA) regional group.
Kelly’s previous experience includes in-house pensions management within two large employers, covering both DB and DC. Kelly has hands-on experience with the set up and running of an own trust DC scheme, and also working with trustees and employers to establish governance committees, where they have opted to use a Master Trust. Kelly advocates for great governance for members, and employers, to get the best from their pension schemes.
Head of Trusteeship, Vidett
Alison joined Vidett in May 2025 as Head of Trusteeship. She helps provide member-focused outcomes for our clients and shape our business into the future.
Before joining Vidett, Alison was an independent pensions consultant and professional trustee and Non-Executive Director (NED) of The Pensions Regulator (TPR). She had previously been the CEO of HSBC Retirement Services Limited and Head of Global Pension Strategy Corporate Clients.
Alison is one of the founders of Women in Pensions, an industry group set up to support women. She is an active pensions and retirement market participant speaking at conferences. She previously sat on the Pensions and Lifetime Savings Association (PLSA) Board.
Client Director, Vidett
Kelly joined Vidett in June 2025 to lead governance and secretarial services, supporting all types of trustee boards and governance committees and taking the lead on our General Code service line. She also acts as a co-trustee and is a committee member for the East Midlands Pensions UK (formerly the PLSA) regional group.
Kelly’s previous experience includes in-house pensions management within two large employers, covering both DB and DC. Kelly has hands-on experience with the set up and running of an own trust DC scheme, and also working with trustees and employers to establish governance committees, where they have opted to use a Master Trust. Kelly advocates for great governance for members, and employers, to get the best from their pension schemes.
Principal and Senior DC Consultant, Barnett Waddingham
Jeni is a Principal and a Senior Client Relationship Manager. She is an experienced DC consultant and provides advice to a wide range of corporate and trustee bodies in relation to their Defined Contribution (DC) workplace pension arrangements. This includes scheme design, restructures, ongoing governance and member engagement.
By working with corporate and trustee bodies, Jeni is acutely aware of the overarching aim of enhancing member outcomes and enables these by providing clarity and focus to our DC strategy advice and tailored solutions.
Principal and Investment Consultant, Barnett Waddingham
Hugo works closely with trustees and sponsors of UK defined contribution (DC) pension schemes in relation to investment matters. He works with both own trust and master trust schemes and is driven by a desire to improve the quality and certainty of retirement outcomes for members.
Hugo’s expertise centres on designing, monitoring, and reviewing investment strategies for DC schemes according to their own specific beliefs and circumstances. Alongside advising clients, he has a key role in shaping our research from a DC perspective, in particular for research into new and innovative strategies, sustainable investment, and equity & multi-asset investments.
Principal and Senior DC Consultant, Barnett Waddingham
Jeni is a Principal and a Senior Client Relationship Manager. She is an experienced DC consultant and provides advice to a wide range of corporate and trustee bodies in relation to their Defined Contribution (DC) workplace pension arrangements. This includes scheme design, restructures, ongoing governance and member engagement.
By working with corporate and trustee bodies, Jeni is acutely aware of the overarching aim of enhancing member outcomes and enables these by providing clarity and focus to our DC strategy advice and tailored solutions.
Principal and Investment Consultant, Barnett Waddingham
Hugo works closely with trustees and sponsors of UK defined contribution (DC) pension schemes in relation to investment matters. He works with both own trust and master trust schemes and is driven by a desire to improve the quality and certainty of retirement outcomes for members.
Hugo’s expertise centres on designing, monitoring, and reviewing investment strategies for DC schemes according to their own specific beliefs and circumstances. Alongside advising clients, he has a key role in shaping our research from a DC perspective, in particular for research into new and innovative strategies, sustainable investment, and equity & multi-asset investments.
Director of the Standard Life Centre for the Future of Retirement, Standard Life
Catherine Foot is Director of the Standard Life Centre for the Future of Retirement, a think tank focused on ensuring long-term financial security for everyone. A social researcher, policy analyst, campaigner and writer, she founded the Centre (originally launched as Phoenix Insights) in 2021.
Catherine has spent her career working to improve public policy and business practice, with a focus on pensions, employment, health, social care and housing. Before her current role, she was the founding Director of Evidence at the Centre for Ageing Better, and has held senior roles at the King’s Fund and Cancer Research UK.
She is passionate about creating fairer systems that support people to thrive throughout longer working lives and into retirement, and believes that building partnerships across the public, private and voluntary sectors is essential to driving lasting system change. Her current work explores how policy and business must adapt to the changing realities of how we work, save and retire, in order to improve the financial prospects of future generations of retirees. Catherine regularly speaks at conferences, advises on government policy, and is a commentator on pensions, employment, ageing and financial wellbeing.
Creative Director of Workplace, Standard Life
Phil’s focus is partnering with clients to find creative, innovative ways to engage and educate members and help more people secure a life of possibilities. With a background in marketing and advertising, Phil has worked across a range of industries and brands in the UK, Australia and New Zealand including financial services, tourism, higher education, sport, health, media and advertising, and is passionate about the role of creativity to connect with more people and bringing important messages to life in refreshing, relevant and meaningful ways.
Director of the Standard Life Centre for the Future of Retirement, Standard Life
Catherine Foot is Director of the Standard Life Centre for the Future of Retirement, a think tank focused on ensuring long-term financial security for everyone. A social researcher, policy analyst, campaigner and writer, she founded the Centre (originally launched as Phoenix Insights) in 2021.
Catherine has spent her career working to improve public policy and business practice, with a focus on pensions, employment, health, social care and housing. Before her current role, she was the founding Director of Evidence at the Centre for Ageing Better, and has held senior roles at the King’s Fund and Cancer Research UK.
She is passionate about creating fairer systems that support people to thrive throughout longer working lives and into retirement, and believes that building partnerships across the public, private and voluntary sectors is essential to driving lasting system change. Her current work explores how policy and business must adapt to the changing realities of how we work, save and retire, in order to improve the financial prospects of future generations of retirees. Catherine regularly speaks at conferences, advises on government policy, and is a commentator on pensions, employment, ageing and financial wellbeing.
Creative Director of Workplace, Standard Life
Phil’s focus is partnering with clients to find creative, innovative ways to engage and educate members and help more people secure a life of possibilities. With a background in marketing and advertising, Phil has worked across a range of industries and brands in the UK, Australia and New Zealand including financial services, tourism, higher education, sport, health, media and advertising, and is passionate about the role of creativity to connect with more people and bringing important messages to life in refreshing, relevant and meaningful ways.
Head of Pensions Engagement, Nestle UK
As the Head of Engagement in Nestlé pensions, I have overall responsibility for the pensions engagement strategy, which includes pensions communications as well as engagement on broader financial matters.
I also lead the financial wellbeing programme in Nestlé UK & Ireland, working with our provider – nudge – to increase our employees’ financial wellbeing while they are at Nestlé.
Finally, I support the Company and the UK pension fund trustees with DC strategy, governance & management matters.
I joined Nestlé in 2017, following many years at Unilever UK in various roles.
Head of Pensions Engagement, Nestle UK
As the Head of Engagement in Nestlé pensions, I have overall responsibility for the pensions engagement strategy, which includes pensions communications as well as engagement on broader financial matters.
I also lead the financial wellbeing programme in Nestlé UK & Ireland, working with our provider – nudge – to increase our employees’ financial wellbeing while they are at Nestlé.
Finally, I support the Company and the UK pension fund trustees with DC strategy, governance & management matters.
I joined Nestlé in 2017, following many years at Unilever UK in various roles.
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