TISA Big Picture Conference 2026

Ed Vaizey was appointed to the UK House of Lords in September 2020, where he sits as a Conservative Peer and is a member of the Communications and Digital Committee. Ed was the Member of Parliament for Wantage between 2005 and 2019. He served as the UK Government Culture and Digital Minister from 2010-16, and is the longest-serving Minister in that role. He was appointed a privy councillor in 2016. In his role as digital minister, Ed was responsible for the roll out of the successful rural broadband programme to more than 4 million homes, the introduction of 4G, and tax credits for film, television, animation and video games, which have helped make the creative industries the fastest growing part of the UK economy. In addition, he played a key role in putting coding in the national curriculum for schools, and in attracting inward investment to the UK tech economy. Ed also helped persuade Lucas Films to make the new Star Wars in the UK, and received a credit in the first film of the series.

Jonathan Berry, 5th Viscount Camrose, stands at the forefront of global technology policy and innovation. Elected to the House of Lords in April 2022, he swiftly became the United Kingdom’s first dedicated Minister for Artificial Intelligence and Intellectual Property (2023–2024). In September 2024, he was appointed Shadow Minister for Science, Innovation and Technology, continuing his commitment to advancing the UK’s technological leadership. As Minister for AI, Camrose chaired the landmark 2023 AI Safety Summit at Bletchley Park, where he oversaw the launch of the UK’s AI Safety Institute. He successfully steered two significant pieces of legislation through Parliament: the Data Protection and Digital Information Bill and the Digital Markets, Competition and Consumers Act. His ministerial portfolio also encompassed national cybersecurity, intellectual property, and geospatial strategy, positioning him as a central figure in shaping the UK’s digital landscape.

Simon Morris is a partner at CMS specialising in financial regulation. He has served as a Commissioner of the Jersey Financial Services Commission and has also been a director of a Gulf Regulator. The second edition of his book on Financial Regulation is due later this year from Oxford University press.

Rob has been a partner in the firm’s financial services and products team since January 2023. He has over 15 years’ experience working on regulatory matters relating to banks (wholesale and retail), investment banks, insurers, asset managers and working with insurance and consumer credit brokers (including in the motor industry). Rob spent nearly ten years working as a lawyer in the PRA and its predecessor Regulators. Prior to joining the PRA, he led the legal team that set up the FCA and the PRA, playing a key role in creating the UK’s regulatory architecture, and working with executives from the FCA and the PRA to determine the overall approach to exercising the Regulators’ functions. He joined the PRA in 2013 as its first Head of Enforcement and was a member of its Supervision Risk and Policy Committee. Rob helps clients across the industry respond to significant issues arising in their businesses, including conducting internal investigations and reviews, managing relationships with regulators and representing firms and individuals dealing with regulatory investigations. He is routinely called upon to advise clients on the extent to which their governance and compliance arrangements reflect regulatory expectations and industry best practice.

Gary is a Partner and leads the EY Insurance technology Life & Pensions team, with expertise in UK retirement market transformation. He has supported multiple clients in transformation delivery, IT strategy and AI adoption. Gary has acted as the accountable Executive for End-to-End Service Management: Directed a high-performing team to achieve seamless transition, enhancing service delivery and efficiency. He has also been the UK Chief Information Officer for a Mutual Insurer and Pension Provider: Spearheaded the transformation of technology and digital capabilities.

Paul is a Partner and UK Head of Pensions Consulting at EY. He leads a team focused on advising pension funds and their corporate sponsors across the UK. Paul lead EYs support of the Mansion House Accord and has worked with some of the largest defined benefit and defined contribution pension funds in the UK including the British Airways Pension Schemes, BBC, BT and the Universities Superannuation Scheme (USS).

Simon has extensive experience leading digital platform businesses and online retail platforms grounded in customer insights. In both the UK and the US, he has held senior roles at Equinox, Walmart, Ocado and Tesco, where he led the online business as Managing Director. Though his background in digital retail platforms, Simon is expert in designing truly consumer-centric experiences and services to deliver what people need. Simon received his MBA from Havard Business School in 2007.

Kiran Bharucha is Director of Digital Technology at Aviva, where he leads the technology and platform strategy behind one of the UK's largest financial services organisations, serving more than 25 million customers across insurance, savings and retirement. With over two decades of experience in financial services, Kiran has held leadership roles at Citi, Fidelity International, KPMG and Aegon. He has led large-scale digital, data and technology transformation programmes across the UK, Europe, the Middle East, Africa and Asia. Kiran is focused on driving value for the customer and enables organisations to transform their customer propositions through the modernisation of technology capabilities, improved ways of working and cultural transformation.

Alex is an executive at one of the UK’s largest banks, leading the democratisation of Decision Intelligence through large scale digital transformation. With deep expertise spanning Banking and Capital Markets, Machine Learning, Artificial Intelligence, and applied data science, Alex bridges advanced technical capability with strong business acumen and organisational leadership. Throughout a career that includes senior leadership roles across data science, applied analytics, and AI, Alex has built and scaled high impact teams, driven enterprise adoption of data driven decision making, and led innovation at the intersection of technology and commercial strategy. Passionate about personal development and widening access to STEM careers, Alex has taught and mentored hundreds of people in Data Science, Technology, and Financial Services, and is a regular speaker at industry and community events -focused on inspiring the next generation of data driven business leaders.

Sam Christopher is proposition director at Quilter, where she is responsible for leading the development and delivery of its proposition across platform, investment and advice. She has extensive sector knowledge after more than 20 years in the platform, wealth and advice profession, and has previously held leadership roles at 7IM, Fidelity International, M&G Plc and L&G.

Maxine joined LSEG 4.5 years ago as the Chief Risk Officer (CRO) for the London Stock Exchange (LSE) and Head of Risk for Digital and Securities Markets. She has a strong focus on operational resiliency, which is essential for LSE in its role within the financial services sector and its designation as Critical National Infrastructure and highly experienced in Reputational, Strategic and other non-financial risk. In her role, she provides risk oversight and challenge to the businesses to promote robust operational resilience, safe growth and responsible innovation; and reports risk insights to the Chief Executive Officer, Dame Julia Hoggett, LSE plc Board and Regulators to support effective decision making with respect to the operation of the businesses. Maxine is passionate about developing and fostering an effective risk culture across the businesses which empowers all colleagues to take the lead on managing risks. Prior to joining LSEG, Maxine spent 5 years at Deutsche Bank, responsible for payments resiliency, and technology and cyber risk management. Maxine holds an Information Technology degree and began her career in Technology with management roles in Standard Bank, RBS and Standard Chartered, focussing on trading technology before transitioning to risk management. This background has provided Maxine with an invaluable understanding of the objectives and challenges within the business contributing to her being an effective partner.

Charlie has built an outstanding career at Investec and Rathbones, distinguished by his impressive performance in wealth management. Over the past five years, Charlie has consistently delivered top-tier results, a testament to his skill in generating strong, reliable returns. His achievements have earned the prestigious Wealth Manager of the Year award, reflecting both his performance and commitment to excellence. Charlie’s success is driven by a client-focused approach, carefully balancing growth with risk management to align investments with clients’ unique goals. His strategic insights and proactive portfolio management enable him to capitalize on opportunities and mitigate risks, setting himself apart in a competitive field. Known for his market expertise and long-term vision, Charlie’s leadership has established him as a trusted advisor, admired for his dedication to client outcomes and his ability to consistently outperform benchmarks. Charlie actively engages in various pursuits beyond his professional career. He manages a Premier League men’s hockey team, demonstrating his leadership and commitment to sports. Additionally, he serves as a school governor, contributing to educational governance and community development. An avid sports enthusiast, Charlie enjoys playing tennis and sailing, and he frequently attends live events of cricket, rugby, and numerous other sports, reflecting his passion for sport.

With over 20 years’ experience spanning law, financial coaching and mortgage advice, Funmi has a unique ability to cut through the noise with her “no judgement, no jargon” approach. She delivers lively, interactive workshops that demystify money, boost confidence, and empower people to take control of their personal and family finances. Her expertise is recognised at the highest levels — she was invited to give oral evidence at a Treasury Select Committee alongside Martin Lewis. Funmi has also shared her insights on Good Morning Britain, BBC’s Radio London, Moneybox and Wake Up To Money, and in national publications including The Sunday Times, The Independent & Stylist.

Gerry Perez based in London, is the CEO and board member of Interactive Brokers (UK). Interactive Brokers UK is a part of the Interactive Brokers Group. Interactive Brokers Group is listed on NASDAQ (symbol: IBKR) and a part of the S&P 500. IBKR provide automated trade execution and custody of multi asset classes on over 170 markets from a single unified platform to clients worldwide. IBKR has extensive experience in developing innovative technology and embedding it into its trading and reporting tools to give its clients smarter means for execution and decision making. Gerry has over two decades of international C-Suite experience in the financial markets. He publicly speaks to the media and at universities on several topics in the fintech industry. Gerald's academic journey has taken him to the University of Oxford (Said), Cambridge University (Judge), and MIT (Sloan) business schools. His combination of practical industry experience and academic studies (e.g., AI, data analytics) makes him an insightful speaker.

Antonia has worked across the life and pensions, asset management, retail banking, and wealth sectors, helping organisations to navigate complex regulatory landscapes. Over her career she has focused on creating a strong compliance cultures within financial services firms to ensure that firms not only meet regulatory expectations but also build trust with clients and stakeholders. As Group Compliance Director, she is focused on providing compliance oversight and assurance, advisory support to the business and in making sure SJP meets regulatory requirements. Antonia joined SJP from M&G where she was Director of Regulatory Development and Liaison providing regulatory advice and support to the business to anticipate regulatory concerns and build constructive relationships with our regulators. At the Financial Conduct Authority (FCA), Antonia had several leadership roles including supervising two major Insurance Groups through the financial crisis and leading on the design of the Supervision model for the FCA.

Steve joined TISA in March 2026 as a Policy Executive, with responsibility for leading on Client Assets (CASS) and Financial Crime prevention. Prior to joining TISA, Steve held various management and senior management positions at a range of large investment manager and platform businesses. When he was at Aberdeen, Steve was Head of CASS (CF10a) for its investment management activities. Steve is a Chartered Accountant and a Fellow of the Chartered Institute for Securities & Investment.

Sophie leads TISA’s work on the Advice/Guidance Boundary Review, Disclosures, Financial Education, Financial Crime and TISA’s Inclusive Investing initiative. Before joining us, Sophie worked in Wholesale Markets Policy at the FCA, gaining experience in Primary and Secondary legislation, as well as FCA consultations. She has worked on Brexit and the LIBOR transition and was seconded to the Federal Reserve Bank of New York. Prior to that, she worked in M&A for a FTSE 100.

Phil leads TISA’s work on Operational resilience, Digital innovation, Tax, VAT, and Governance conduct and culture. Before joining TISA, Phil worked trading in the foreign exchange markets for a bank, followed by 24 years working at a leading transfer agency , running various large teams relating to complex dealing processes latterly as an Operations Director.

Mosa Zahed is the Head of Public Affairs & Market Engagement at TISA, where he leads the organisation’s engagement with Government, regulatory bodies, and the wider UK financial services sector. In this role, he is responsible for shaping the company’s public affairs strategy, developing high-level relationships with policymakers and regulators, and ensuring TISA plays an influential role in key policy discussions. With over 15 years of experience in public affairs, Mosa has a strong track record of working closely with senior decision-makers across Europe to help shape legislative and regulatory outcomes. His expertise includes stakeholder engagement, policy analysis, and advocacy across the financial services landscape. In addition to his public affairs leadership, Mosa also oversees TISA’s programme of conferences, forums, and briefings, and drives strategic partnerships that enhance the company’s market engagement efforts. He holds a BA in European Public Management from The Hague University and an MSc in International and Development Administration from Leiden University.

Carol is CEO, TISA as well as COO and Company Secretary for the wider TISA Group. Carol has been in financial services since 1998, having previously worked in variety of industries, including education, local government, Civil Service and the gaming industry. A qualified and experienced teacher Carol gained her degree at King Alfred’s College in Winchester and taught in Romsey, Hampshire. She then spent 7 years at Skandia, managing the PEP & ISA new business and transfers department.Carol joined TISA in 2004 and has been responsible for the day-to-day running of the Association’s administration centre, technical support, member communications, expanding the events and training programme and technical issues in the cash savings sector. In 2009, she also took on the role of Company Secretary. Carol joined the TISA Board as Operations Director in July 2011, extending her responsibilities to include finance. This was swiftly followed by taking a position as Executive Director for TISA Exchange.In August 2015, Carol became Chief Operations Officer for TISA, supporting the Director General with the general running of the company and with personal responsibilities for Children’s Financial Education, internal administration, HR and finance together with acting as TISA spokesman for the media and at functions.Carol is also a Director for both TeX (the contract club managing the legal structure supporting electronic messaging for transfers) and CT Holdings & Services Ltd (which operates under the brand of STAR where TeX and Criterion are working in collaboration to deliver the Service Level Agreements recommended by the Transfers & Re-registration Industry Group tasked by FCA to improve transfer times).Carol was appointed CEO, TISA Membership Services in January 2022 following the retirement of David Dalton-Brown.