Head of Department, Buy-Side Market Analysis & Policy, FCA
Nike Trost heads the Buyside Market Analysis & Policy and Pensions Policy department. As Head of Department Nike is responsible for delivering the FCA’s strategy in relation to the asset management sector, policy approach to FCA regulated pensions, as well as the supervision of Custody Banks and bank-owned asset managers Nike has 17 years regulatory experience gained from working across the FCA, including in heading the asset management supervision, capital market policy roles, oversight of primary capital markets transactions and heading the FCA’s prospectus approval function.
Director of Regulatory Policy, Analysis and Advice (interim), The Pensions Regulator
Louise Davey is the interim Head of Policy in TPR’s Regulatory Policy Directorate, leading the team responsible for developing regulatory policy that delivers across TPR’s strategic priorities and encompasses DB, DC and public service schemes.
Louise joined the Regulator in 2007 and has worked in both policy and operational teams. Before joining the Regulator, Louise held technical roles in the pensions industry ranging across personal and occupational pensions, third party pension administration, and TPAS (The Pensions Advisory Service).
Director of Strategy and Corporate Affairs, NEST
Zoe is NEST’s Director of Strategy and Corporate Affairs, with a role spanning long term organisational strategy, public affairs and stakeholder management.
Before joining NEST, Zoe was a civil servant for over a decade, in a variety of roles. She was Private Secretary to the Secretary of State for Work and Pensions during the passage of the legislation that established automatic enrolment; wrote the funding strategy that helped set up Nest; and led the Treasury programme that set up the national pensions guidance service, Pension Wise.
Zoe chairs PLSA’s Master Trust Committee, and is a non-executive director and trustee of the homelessness charity, Emmaus SLC.
Private Client Director, Brooks Macdonald
Luke is a Private Client Director at Brooks Macdonald. Luke has over 16 years’ experience in financial services and specialises in providing holistic advice to individuals, families and trusts. He has experience advising clients on a broad range of financial planning areas, with a focus on investments, retirement and estate planning.
Partner, Pinsent Masons
Tom leads the award winning defined contribution practice for Pinsent Masons, which has over £300bn under advice across insurers, master trusts and other big schemes. Areas of specialism include Auto-Enrolment and the Charges & Governance regime which together provide the backdrop for Value for Money
Senior Adviser, The Pensions Regulator
Fred is Senior Adviser at the Pensions Regulator. He joined TPR in 2014 to establish the investment consulting team. Fred acts an adviser within TPR on pension scheme investments, provides specialist input to TPR’s regulatory policy and publications, and speaks regularly at industry conferences. Prior to joining TPR, Fred worked for a number of leading consultancies providing investment advice to pension schemes.
Founder, The Retirement Planning Project
William (Billy) Burrows, is a well-known and respected financial adviser specialising in annuities and pension drawdown.
He is a regulated financial adviser with Eadon & Co and runs the popular website www.williamburrows.com which publishes lots of useful information about annuities and drawdown including the latest annuity tables and annuity rate charts.
William has published a number of acclaimed guides including: 'Retirement is a journey not an event' and ‘Retirement Advice; an art or a science?’
He is a regular commentator on retirement income issues and is frequently quoted in the national media.
ESG, Productive Finance and VFM Policy Manager, Private Pensions Policy, DWP
Des joined the Civil Service and DWP in 2001 and for the past year he has been the DWP policy manager with responsibly for Productive Finance, Value for Money and ESG measures. Prior to this Des was the policy manager responsible for developing a new legislative and authorisation framework for DB Superfunds. Des also led the former DB pension contracting out, GMP equalisation and multi-employer policy teams. Des joined the Private Pension team in 2016 after spending the previous 5 years working as the Departments Appeals policy lead and working on developing wider welfare reform policy measures.
Chief Commercial Officer, JUST
Rob has worked across wealth and asset management, leading platform strategy and direct to customer distribution for many large providers. He started with Hargreaves Lansdown and had senior roles at Egg and Close Brothers in his earlier years. More recently he led the successful launch of Charles Stanley Direct before joining ABRDN (2015) to set up direct to customer channels and strategic partnerships. In this time, for example, Rob set up the digital wealth JV with Virgin Money. From mid 2022 he has been CCO with HUB FS, part of Just Group, where he is building a unique customer facing platform helping them save, plan and spend well before and into ‘modern retirement’. This is where he believes the current provider market serves does not serve customers well.
Partner, Pinsent Masons
Simon Laight is a Partner and leads Pinsent Masons’ pension provider practice. He advises insurers, platforms and wealth managers on product development, product maintenance and legacy management. He covers workplace and retail products, specialising retirement savings and decumulation propositions. He is an expert on master trusts, AE products, platforms, SIPPs, annuities and drawdown products. Simon is a member of the Association of Pensions Lawyers, the TISA Retirement Policy Committee and the AMPSs legal committee.
Managing Partner, Sionic
Scott has spent his career working across Europe, Asia and North America with wealth, life and pensions, asset management, and asset servicing clients, including traditional and alternative asset classes. His focus is on delivering transformation and change, and his specialisms include wealth platform technology, digital transformation, service efficiency and business resilience. As a business founder, Scott has a track record of leading and delivering business growth and efficiency, launching new and innovative products, transforming businesses through technology and operational design, and developing high performing teams. He also aims to contribute more widely to our industry, including through the TISA Strategy Group.
Senior Director, SS&C Fund Services Limited
David leads proposition development, marketing and industry affairs functions for SS&C Global Investor & Distribution Solutions in the UK and Europe.
Born in Zimbabwe and educated in Scotland, David spent 20 years in the asset management industry with Fidelity, Threadneedle and JPMorgan before joining IFDS, now SS&C, in 2007.
David sits on a number of UK and European industry boards, committees and steering groups and is the current Chair of TeX, the industry standards setting body for the asset transfers in the UK.
Chief Operations Officer, Atomos
Niral Parekh is atomos’ Chief Operating Officer, in charge of proposition delivery, business management, operations, digital and technology functions. Niral was previously a director in digital, strategy and turnaround consulting (ex-Big 4 – EY and Deloitte), in charge of business turnaround, corporate strategy, proposition & operations design, digital transformation, regulatory and delivery for wealth and private banking. He has held roles in wealth management previously, as head of product proposition at Tilney and Towry Wealth management in charge of DFM, technical, advice and fund of fund proposition. Also headed corporate strategy and risk at Ashcourt Rowan. Niral has lived, studied and worked in Boston, New York & London. He is a CFA charterholder and has an MBA from London Business School. He lives in Chislehurst and enjoys hiking, running and spending time with his family.”
Principal Policy Adviser, Money, Which?
Alastair manages a team of public policy advisers working across personal finance to tackle consumer harm by making life simpler, fairer and safer for everyone. He represents UK consumers with policymakers and industry, including as a member of advisory groups for the Financial Conduct Authority, the Financial Ombudsman Service and the Pensions Dashboards Programme. Alastair is also a trustee for Which?’s two pension schemes. Before joining Which?, he held policy roles with a professional body, a think tank and in the UK parliament.
Head of Client Engagement, Aviva
Currently working for Aviva, Laura is diploma qualified in financial planning and has spent the last 17 years working in workplace benefits. Specialising in working with employers, trustees and advisers to support and develop strong employee engagement strategies using a variety of different mediums.
Head of Regulatory Development and Policy, Hargreaves Lansdown
Phil Warner APFS, Head of Regulatory Development and Policy, Hargreaves Lansdown
Phil has worked for over 20 years helping to make policies and legislation work so people are empowered to invest and save with confidence. He specialises in technical research, government and industry engagement, legislative interpretation and implementation. Initiatives include Pensions Simplification, Automatic Enrolment, Pensions Freedoms, Lifetime ISA, RPI reform, DWP Pension Scam Legislation, and changes to Normal Minimum Pension Age.
Director, WEALTH at work
Jonathan is one of the original founders of WEALTH at work - a leading financial wellbeing and retirement specialist. He has spent many years working with companies across the UK to help their employees improve their financial future through the provision of financial education, guidance and regulated financial advice. In recent years this service has extended to the Trustee market, supporting pension schemes to help their members understand their financial situation, particularly with regards to pensions and how to optimise income in retirement. Jonathan is also a recognised commentator on a range of financial matters from how to help employees make the most of their pay and benefits, or the best ways to support them plan for their retirement by understanding the risks and complex decisions to be made. He is often quoted in the national and trade press and frequently speaks at conferences and roundtable events.
Head of Retirement, TISA
Renny has been at TISA for over 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