2019 Judging Panel
Lesley's career has spanned more than 38 years during which she has held a number of senior pensions management and consultancy roles.
Lesley is one of the serving Vice Presidents of the Pensions Management Institute and currently chairs the UK Sustainable Investment and Finance Association (UKSIF). She is an independent member of Prudential's Master Trust board and Independent Governance Committee. She is also a non-executive director of Ferrier Pearce Creative Group, a group of agencies specialising in creative marketing and communications. She was previously the CEO of the HSBC Bank (UK) Pension Scheme and has also enjoyed working with EMI, Motorola and Reed Elsevier.
Lesley's particular interest is in demonstrating how strong governance and engaging communications contribute to better outcomes for members of workplace pension schemes.
Ros Altmann is the UK's leading independent pensions expert, with over 35 years' experience in all aspects of pensions. She is currently Chair of pension fintech firm pensionsync and an adviser to Huntswood Group and SalaryFinance. She is a visiting professor at LSE and sits as a Conservative Peer in the House of Lords.
Ros was UK Minister of State for Pensions from 2015 to 2016. She was the UK Government's Business Champion for Older Workers from 2014 to 2015 and was Director General of over-50s specialists Saga from 2010 to 2013. Ros was awarded a CBE in the Queen's Birthday Honours in 2014 for services to Pensioners and Pension Provision
For many years, Ros has championed pensions justice and led a successful campaign to help 150,000 people receive compensation when their occupational pension schemes collapsed. Her work was instrumental in setting up the system of UK pension protection.
She appears regularly in the media and writes and comments on economics, pensions, later life and consumer matters. Ros has won numerous awards, including Pensions Personality of the Year (twice), Industry Guru of the Year, Women in Public Life Award and Lifetime Achievement in Pensions.
Initially working as an academic analysing occupational pensions and pensioner income, she then began a City career managing pension fund assets. She ran the international equities investment operations at Chase Manhattan Bank, London and was a Director at N.M. Rothschild and then at NatWest.
After having her children, she set up an independent consultancy, advising Governments, the pensions industry and pension funds on policy and investment strategy, including sitting on several pension fund boards and investment committees.
Ros has a Ph.D. in Economics from London School of Economics and was a Kennedy Scholar at Harvard. She has two honorary doctorates awarded for her work on pension investment from Westminster University Business School and Newcastle University.
Kate is Managing Director at KBPR and is responsible for client strategy, new business development and the management of the agency itself. Working across all clients, who represent the full spectrum of services across the industry and everything from new brands to high-profile firms and individuals, Kate lends her expertise and experience to long-term PR planning and brand strategy. Kate established KBPR in 2009, having previously worked for five years in financial PR, and her passion is still going strong today as KBPR celebrates its 10th birthday.
Kate is one of the most respected and sought-after advisers in the industry and her connections with clients, peers and the media speak for themselves. Kate was listed in Brummel's "Ones to watch" in 2014 and is regularly invited to judge the industry's largest awards. KBPR are also the reigning winner of the FT's PIPA Financial Services PR Award - their fourth victory in the category.
London Pension Fund Authority
Robert is the Managing Director of the £6bn London Pension Fund Authority and Chairman of the Armed Forces Pension Schemes and the multi award winning Trafalgar House Pensions Administration Limited. An experienced senior executive with extensive experience across private and public sector pensions, Trustee and Governance, he is the immediate past president of the Pensions Management Institute. He is also a Governor at the Pensions Policy Institute and is a regular speaker at pensions and employee benefits events and is a regular contributor to the UK pensions industry press.
Managing Director - Events
Simone is passionate about diversity, and over the past two years she has created a series of ‘Women In' awards and conferences to celebrate and recognise the achievements of women in areas where they have traditionally been massively under-represented. She truly believes putting women on the map through events like these has the power to help bring about cultural change and tackle the gender imbalance.
KGC associates Ltd
Lesley joined KGC in 2012. Previously, Lesley gained significant insight into the market from a provider view in the areas of pensions systems, services and investment management. This holistic understanding covers both trust and contract based arrangements. She has a deep knowledge in the construction of products and services including, pricing mechanism and infrastructure.
Lesley is currently Vice President of the Pensions Management Institute (PMI) serving on the advisory council and its Board. Lesley has recently taken on Charing the Development Committee. As previous Chair of the PMI's Qualification and Examination Committee, Lesley has championed the introduction of Defined Contribution content and drove through the highly successful Certificate in Auto-Enrolment. As a DC specialist, Lesley has been involved in consultations with The Pensions Regulator, The Department of Work and Pensions and represented the PMI in discussions with the Office of Fair Trading on charges. She is regularly called upon to speak or chair industry events.
Lesley holds a Masters in Economic and Social History and is also a Chartered Marketeer. When not working Lesley likes to spend time with her two dogs and developing her baking skills, although bread still remains a challenge.
With 27 years' experience of advising many of the most exciting, progressive companies in the financial services space, Gay has a reputation for pragmatic advice and an enviable network. Her particular specialism is in working with large and small asset managers, unlisted or listed, and helping them to grow and navigate change. With a track record of setting up and running PR businesses, prior to Montfort Gay co-founded Ludgate Communications then Penrose Financial. Gay is a Founding Steering Committee member of the 30% Club, a board member of Cancer Research UK's "Women of Influence" and a NED and the Senior Independent Director of JP Morgan Global Growth & Income plc.
Association of Consulting Actuaries
Jenny graduated from Oxford University in 1991 with an MA in Mathematics. She qualified as a Fellow of the Institute and Faculty of Actuaries (IFoA) in 1994.
Jenny became the Chair of the Association of Consulting Actuaries in June 2018. She previously served as Honorary Treasurer from 2014 - 2018 and chaired the ACA's Professional Affairs Committee until end 2017.
Jenny joined Mercer's Edinburgh office in 1991 as an actuarial student and has spent the following years working with a broad range of clients and their pension arrangements as both a Scheme Actuary and corporate actuary. She transferred to our Glasgow office in 1998 and then moved to the Windsor office as the Retirement Business and Local Market Leader in 2007.
Jenny was appointed as Mercer UK's Chief Actuarial Officer in 2017 and was a member of the UK DB Wealth leadership team until the end of 2018.
Independent Trustee Services Limited (ITS),
With over 19 years' experience in pensions Rachel is a statutory director of Independent Trustee Services Limited (ITS), representing ITS as Lead Director on professional trustee appointments in relation to pension schemes with assets between £25m and £1bn.
A qualified Solicitor and Fellow of the Pensions Management Institute (PMI), she has extensive experience at a senior level of working with pension scheme trustee boards and sponsoring employers, from listed companies to privately owned businesses in a range of scenarios.
Prior to joining ITS Rachel was UK Governance Leader for Mercer's Retirement Business, bringing best practice through governance reviews and advice for schemes of all sizes.
Rachel holds the PMI Award in Pension Trusteeship and is a member of the Association of Professional Pension Trustees.
Head of DB, LGPS and Standards
Pensions and Lifetime Savings Association (PLSA)
Joe is the Head of DB, LGPS and Standards at the Pensions and Lifetime Savings Association (PLSA). The PLSA is the voice for pensions and lifetime savings in the UK, representing over 1,300 pension schemes with just over £1 trillion in assets under management. Its mission is to help everyone achieve a better income in retirement.
He is a Board member of the Cost Transparency Initiative, and at the PLSA is responsible for policy areas including defined benefit provision, pension scheme governance, corporate governance, the Pension Quality Mark and institutional investment issues. Joe is an advisor to the Local Government Pension Scheme Advisory Board, and in recent years led major projects for the PLSA including its DB Taskforce.
Before joining the Pensions and Lifetime Savings Association, Joe spent nine years at the Pension Protection Fund, latterly as Head of the Chief Executive's Office.
Hannah Lewis started the Women In Pensions (www.womeninpensions.org) networking drinks in 2015, a monthly drinks meet-up. Hannah spent two decades in asset management, turning boring financial jargon into English. She's fascinated by how humans make decisions and is the founder of the behavioural insight agency, Behave London (www.behave.london), which specialises in solving client problems using behavioural science. Her recent research delves into how individuals can make better investment decisions, and how board decision making can be boosted using behavioural interventions.
Head of Administration
Girish Menezes is Head of Administration at Premier Pensions. He is well known within the UK pensions and benefits industry and is a regular media contributor producing high-quality thought-leadership and technical articles. He has a Masters in Management from the London Business School, is Board Director of the Pensions Administration Standards Association and is the Chairman of the Pensions Management Institute, London Group.
Noble & Associates Limited
Alexandra has built a long and successful career in the financial sector, initially as an international fixed income fund manager for a number of premier international banks and financial institutions before moving onto the development of global institutional fund management services. Forming Noble & Associates a decade ago, she has since built a successful professional advisory practice providing advisory and business development services to pension funds, asset managers and investment consultants. She is now in growing demand by many of her major clients who want her to share her wisdom, market experience and human development skills by mentoring their next generation of high-flying and talented potential leaders and she is convinced this will increasingly become a success differentiator within the financial sector.
Alexandra lives in the City with her husband and is Chair of Future-Fit Ltd, and a Trustee of the children's' charity ‘Tree of Hope' as well as The Foundation of Nursing Studies and The OPLAN Foundation.
Spence & Partners
Hugh is an experienced consultant on all types of pension schemes, acting as Scheme Actuary, corporate adviser and independent trustee. He also has a key management role within Spence and Partners and industry roles with the Society of Pension Professionals (SPP) and Association of Consulting Actuaries (ACA).
Hugh joined Spence in April 2016 having held a variety of senior roles in several major pension consultancies since 1989, including the role of Chief Actuary. He is the immediate Past President of the SPP. Hugh has also sat on the Main Committee of the ACA and chairs the ACA's Defined Contribution Committee. He has been a regular commentator in the press on pension issues.
European Pensions Manager and Actuary
Ford Motor Company Ltd
Oliver has responsibility for all of Ford's pensions and other complex benefits across EMEA covering over 140,000 members across 73 pension plans with over $28bn of liabilities. Oliver is also a Non-Executive Director for Abaka (developing Artificial Intelligence for employee financial wellbeing) he is also the founder of the (ambitiously titled) Re-Inventing Pensions Working Group and was voted Actuary of the Year 2018.
Chief Customer Officer
Pension Protection Fund (PPF)
Sara Protheroe is Chief Customer Officer for the Pension Protection Fund (PPF). She is responsible for overseeing the assessment and transfer of pension schemes to the PPF, and looking after more than 400,000 transferred PPF and FAS members. She was previously PPF's Director of Strategy and Policy.
Before joining the PPF, Sara was Private Secretary to a former Pensions Minister, the late Malcolm Wicks, and a pivotal member of the DWP team who designed the PPF.
Sara loves living by the sea with her husband and two daughters. To relax, she sings in a gospel choir, and plans holidays!
London Borough of Camden Pension Fund
Lorna Russell is Vice Chair of the London Borough of Camden Pension Fund, having been a member of the fund since 2014 and having built up an interest in ESG issues over this period. In 2018, she was featured by Professional Pensions as one of Britain's youngest pension fund trustees, where she spoke about the need for generational diversity on pension boards. In her day job, she is a senior consultant at WPI Strategy.
LGPS Central Ltd
Joanne has over 30 years' experience in the pensions and investment industry. In May 2017 she was appointed as the first Chair of LGPS Central Ltd, the asset manager for 9 midlands-based local authority pensions funds whose assets total £45bn. In December 2017 Joanne became a Trustee Director of NOW: Pensions, one of the UK's largest auto-enrolment pension providers. She is a member of the Legal and General Independent Governance Committee which is charged with acting in the interests of the members of L&G's DC workplace pensions. Joanne is Chair of the Joint Expert Panel on the Universities Superannuation Scheme. She is a Director of the Pensions Policy Institute.
Joanne was the Chief Executive of the Pensions and Lifetime Savings Association (formerly the NAPF) from 2006 June 2017, having been its first Policy Director from 2005-2006. She joined the organisation from the Association of British Insurers where she was Head of Pensions and Savings. Joanne held the pensions brief at the Trades Union Congress from 1988-2001 and started her career as a pensions researcher and journalist at Incomes Data Services. She was a member of the Board of the Environment Agency in March and chaired its pension funds from 2017-2018.
She was a Board member of PensionsEurope, the EU trade association for pensions, from 2010-2017 and its Chair from 2012-201 and a Board member of the Pensions Infrastructure Platform and Chair from 2013-2016. She was a member of the Occupational Pensions Regulatory Authority (Opra) from 1996-2006,
Joanne has a degree in economics from John Moores University and an MA in Industrial Relations from the University of Warwick. She was awarded the OBE for services to pensions in the 2003 Queen's Birthday Honours.
Managing Director, UK
Pat is Managing Director of the UK branch of KAS BANK, leading a highly experienced team delivering securities services and reporting solutions to the institutional market that are grounded in governance, innovation and building long term client partnerships. And with a focus on innovation and driving change, Pat was instrumental in bringing KAS BANK's cost transparency solution for pension funds to the UK market in 2017, to help trustee boards elevate governance and member outcomes.
Pat joined KAS BANK in 2015, bringing extensive experience in the UK Securities Services and Pensions industries. Pat brings over 30 years of experience at HSBC Securities Services, where she was Head of Relationship Management & Sales, Pensions, Europe and a Member Nominated Director of the HSBC UK Pension Trust, working across DB and DC schemes. She is currently a Trustee for the KAS BANK UK Pension Scheme, and is working hard to ensure the best possible retirement income for its members. Pat also brings 22 years' experience of working with UK pensions schemes.
Pat has two passions in her life - "pensions" and "dressage". Outside of work, Pat is a semi-professional dressage rider, building a unique sporting partnership built on commitment, performance and trust with her 2 horses.
Tesco Pension Trustees
Ruston has over 30 years experience in the pension fund and investment industry.
He was the former Group Pensions, Insurable Risk and People Director at Tesco and CEO of Tesco Pension Investment - FCA approved in house investment manager.
Ruston is now the Chair of Tesco Pension Trustees and Tesco Pension Investment, Chair of PTL, Chair of the MAS Fincap Strategy Workplace Steering Group, Independent Trustee for the BAE Pension Fund, Director of Standard Life's Master Trust, Non Exec Director of JP Morgan Asset Management International and Smart Pension and Chair of GroceryAid.
Ruston was Co Chair of the DWP's 2017 Auto Enrolment Review Board, led the Simpler Annual Statement initiative launched in 2018 and chairs the cross regulator and industry ‘Standardised Assumptions Group'. He's also a former Chair of the Pensions and Lifetime Savings Association.
He has an MBA, is a Fellow of the PMI and a Fellow of the Institute of Management.
The Pensions Regulator
Margaret is a Pensions Professional and experienced Non-Executive Director, focused on good outcomes and high-quality services that don't cost the earth.
She is a Non-Executive Director of the Pensions Regulator and an Independent Non-Executive Director of XPS Pensions Group plc. She serves as Chair of the Remuneration Committees for both boards. She is also an Independent Non-Exec Director of the Phoenix Group With Profits Committees, having previously served as a Member of their IGC for three years. She is a member of the Advisory Board of Moneyhub Enterprises, a fintech startup. She previously held Partner and Director level positions with leading employee benefit and financial services companies.
Her voluntary roles are various. She is President and immediate past Chairman of the Pensions Administration Standards Association and is Chair of the Monitoring Board on Incentive Exercises and also Chair of the Pension Scams Industry Group, saving as much as £250 million of individual pension savings from scammers. She is a Governor and Member of the Council of the Pensions Policy Institute and is a Fellow and former Vice President of the PMI as well as Fellow and past Chairman of The Pensions Advisory Service. She is a member of the Pensions Advice Taskforce set up by the PFS to improve ethical standards in transfers advice through a Code of Good Practice and serves on the Advisory Board of the Transparency Taskforce. Margaret was an independent member of the Steering Group for the HM Treasury Pensions Dashboard prototype project and continues to advise DWP on the topic.
Margaret was appointed an OBE in 2010 and was, uniquely, for seven years running named as one of the Top 50 Influential People in Pensions and was awarded for her outstanding contribution to the pensions industry by the PMI in 2012. In 2013 she was listed as one of the Top 100 Women in Finance in Europe, in 2014 was named Pensions Personality of the Year and in 2017 was voted "Industry Champion". In 2018, she was named the inaugural Pensions Woman of the Year.
independent non-executive director
'Lesley Titcomb was Chief Executive and Board member of The Pensions Regulator from 2015 until March 2019. She is now a independent non-executive director at NBKI and is a trustee of StepChange, the debt advice charity. Before joining TPR she spent 23 years at the FCA and its predecessors. She was FCA's Chief Operating Officer and a member of its Board and before that held numerous other regulatory roles, including Director of Authorisation and Director of Small Firm Supervision. She is a chartered accountant and spends her spare time travelling, cooking, singing in choirs and watching ballet.'
Willis Towers Watson
Tina has over 20 years pensions experience in the industry having qualified as Fellow of the Institute of Actuaries in 2000.
The majority of Tina's role is advising Corporates and Trustees in relation to their pensions and benefits arrangements and she holds a number of scheme actuary appointments. In particular she works on a number of financial services clients at WTW and is part of the Company's financial services team.
Tina joined Willis Towers Watson in 2003 and has also held a number of management roles within WTW since that time. Most recently she has been the Chair of WTW's EMEA Inclusion and Diversity Council for 4 years until 2018.
Head of Proposition Development
Michael is the Head of Proposition Development at Smart Pension. He is responsible for the continuous development of Smart's commercial operations, through the design and delivery of industry-leading and consumer-centric solutions.
Michael is also a Non-Executive Director for mypensionID, a member of the PLSA Policy Board and Master Trust committee, Chair of the PASA DC Governance working group, sits on the PASA e-admin steering group, and is co-founder and Chair of the NextGen Committee, a new initiative that promotes and encourages the next generation of pensions and savings professionals.
Association of Member Nominated Trustees
David Weeks was elected as Co-Chair of the Association of Member Nominated Trustees (AMNT) in 2016. His service on the executive committee runs from 2014. He is a director of the defined benefit pension scheme for a leading PLC in infrastructure services. The Pensions Management Institute presented him with their 2019 award for "Outstanding contribution to the pensions industry". "Engaged Investor" included him in their "Top 50 people in pensions 2017".
David Weeks is active in the affairs of the World Pensions Council, for whom he has made presentations to, and acted as rapporteur at, international conferences. Journals that have published contributions from him recently include "Financial Times", "Revue Analyse Financiere", "Portfolio Institutional", "Professional Pensions" and "Pensions Expert". He has been a judge for major UK pension awards.
In his previous career, David Weeks has experience of both public and private sectors. Most recently he served as a consultant or executive in UK Government Departments, including Home Office, Heath, Trade and Industry, and the Office of the Deputy Prime Minister. Earlier, he worked in private sector business development and marketing, and in international advertising agencies. He is a graduate in history of the University of Bristol.