Investment Pathways Forum

Adam joined MaPS twelve months ago where he is involved in developing pensions strategy initiatives and propositions, such as the Investment Pathways comparison tool and pensions dashboard. Before joining MaPS Adam previously worked in the pension product and policy team at Fidelity where he was involved in similar projects. Prior to that Adam worked as a chartered financial adviser specialising in at retirement advice.

James Carter is Head of Pension Products and Policy at Fidelity International where he is responsible for the product implementation and management of Fidelity’s workplace pension products. James also leads Fidelity’s engagement with the government, regulators and industry bodies in the development of pension policy and the business’s analysis of the impact and opportunities of new pensions regulations. With over 20 years of experience in the workplace pensions market James was previously a Director in Willis Towers Watson’s pension consulting business, having also worked for KPMG and Aon, advising trustees and employers operating large DC pension schemes. James was the accountable executive for Fidelity’s implementation of investment pathways.

Rachel is a Senior Technical Consultant at AJ Bell. She studies the changing pensions and savings environment, anticipating new developments and lobbying for positive change in current rules. She analyses new legislation and regulations to understand their impact on the industry. She helps financial advisers and planners understand the changing environment, and how it affects them and their clients. Rachel regularly speaks at AJ Bell events, alongside writing articles and commenting for the media.

Ian has been an independent consultant now for over 10 years. During this time he has had a particular focus on pension policy and has done advisory assignments at both the Financial Conduct Authority and The Pensions Regulator. Ian’s career is grounded on the commercial side of the pensions industry with extensive experience of product development and proposition management. He has been an independent member of Independent Governance Committees (IGCs) since their inception in 2016. IGCs now have oversight of investment pathways as well as workplace pensions.

Renny has been at TISA for almost 5 years and is the Head of Retirement. He has been in the industry for over 30 years and has held various management and senior management positions at organisations ranging from a large mutual life and pensions company, a bespoke SIPP provider, an IFA and a platform technology provider. Qualifications wise he holds the CII accreditations of Certificate in Life and Pensions, Certificate in Financial Planning and Diploma in Financial Planning