Consumer Duty Forum 2026

Jonathan Pearson is an experienced regulator at the Financial Conduct Authority. He has spent over 25 years in financial services regulation working in a variety of functions including Strategy, Supervision, Competition and most recently Policy. Currently, he holds the position of Head of Department for Consumer Policy and Outcomes, with his remit including the Consumer Duty – and particularly supporting firms and consumers in realising the benefits of the Duty, as well as co-ordinating the FCA’s work on vulnerability and financial inclusion.

Kerry Berchem is the Practice Development Lawyer for the Financial Services team at Burges Salmon. Drawing on experience gained in private practice, both in-house at a financial services industry regulator and within the wealth management sector, Kerry keeps the firm's lawyers and clients up to date with key market trends and regulatory changes. She has particular expertise in governance, conduct and compliance matters, including the implementation of the Consumer Duty and wider customer outcomes requirements. Kerry is Chair of TISA's Digital Innovation Policy Council and Co-Chair of TISA's Governance and Consumer Duty Committee.

Jessica Reed is a Partner in the Funds and Financial Regulation team at Burges Salmon. She advises banks, wealth managers, platforms and other financial services firms on UK financial regulation, with particular experience helping firms develop products and services, implement regulatory change and meet ongoing compliance obligations. Jessica works closely with retail financial services firms on governance, customer outcomes and conduct regulation, and regularly advises on the practical application of the Consumer Duty, helping firms navigate regulatory expectations and embed customer-focused approaches across their businesses.

John Roberts is a Senior Associate in the Funds and Financial Regulation team at Burges Salmon, advising a broad range of financial services firms, including banks, investment managers, wealth managers, platforms, insurance intermediaries and fintechs. He specialises in UK financial regulation, with expertise covering conduct of business requirements, financial promotions, governance, outsourcing, SMCR and regulatory perimeter issues. John regularly supports clients in implementing major regulatory change programmes and navigating evolving conduct requirements, including the Consumer Duty. His experience spans a range of UK and EU-derived regulatory frameworks, helping firms manage compliance obligations successfully.

Matt is a Conduct Risk and Consumer Duty SME, with over 20 years of experience helping financial services institutions to understand and respond to major regulatory change. He has worked with a wide range of clients across all sectors of the industry to help shape responses to the Consumer Duty and improve outcomes for consumers. His work has encompassed developing Consumer Duty frameworks and strategies and supporting the enhancement of outcomes monitoring and testing frameworks.

Matt is the Head of Barclays Private Bank & Wealth Management Compliance in the UK and Crown Dependencies. He has a deep understanding of the regulatory framework and significant experience in the retail sector having previously held senior roles in Barclays UK, with responsibility for Compliance oversight across all retail products, and helping implement the Consumer Duty. Prior to joining Barclays, Matt spent over 12 years in financial services regulation at the Financial Conduct Authority (FCA) and its predecessor the Financial Services Authority in a variety of senior roles, including supervision of major retail banks, and playing a key role in the FCA’s Structural Reform Programme and work on Brexit.

Caroline is Director of Customer & Product Management for Aviva’s Wealth business, she is responsible for ensuring that Aviva’s Wealth products deliver good customer outcomes. As part of this role Caroline lead on the implementation of Consumer Duty across the Wealth business. Caroline is also the company member of the With Profits Committee. Caroline has over 15 years’ experience working in financial services, prior to joining Aviva she worked in EY’s banking consulting business.

Eve McGrady is Head of Consumer Duty at Fairer Finance. Her specialism in language and linguistics informs her work advising clients on embedding the Consumer Duty, and Eve draws on her knowledge of regulation to support firms across financial services. She is also the host of the Fairer Finance podcast.

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.