Having enjoyed an illustrious career spanning senior leadership roles inside international consulting firms/administrators, global asset managers and insurance-based pension providers, Andy is widely considered something of an authority in the field of pensions and retirement savings strategy.

In his last strategic engagement, Andy led a project supporting Godman Sachs Asset Management in setting it’s EMEA DC & Retirement strategy. In his last permanent role, as Global Head of DC for Aviva Investors, he steered the £45bn DC franchise within the asset management arm of this market leading insurer, driving remarkable growth of nearly £10bn in under three years.

As an active governor of the PPI (Pensions Policy Institute), Andy served as a founding sponsor to the influential UK Pensions Framework Project. This initiative enjoys robust support within governmental circles, with discussions underway to integrate the resulting PPI framework into a possible forthcoming pension commission. Andy has also recently worked directly with DWP on lifetime provider initiative, and actively serves on the policy board of the Pensions Management Institute.

Andy very successfully led a distribution team of over 90 people at the £22bn market-leading pension provider business at Zurich, prior to its disposal under a complex M&A to Lloyds Banking Group (Scottish Widows) in 2017/2018. His career has also included significant periods in consulting, his last 10 years in employment as a consultant spent with Mercer, Deloitte & KPMG.

Ben Rees, Director, is Head of DC Solutions, EMEA, in the Pensions Portfolio Solutions team within Multi-Asset Strategies & Solutions.

The Multi-Asset Strategies & Solutions (MASS) team is the investment group at the heart of BlackRock's portfolio construction, asset allocation, and active management ecosystem. MASS draws on the full toolkit of BlackRock’s index, factor, and alpha-seeking investment capabilities to deliver precise investment outcomes and cutting-edge alpha insights. MASS constructs active asset allocation strategies and whole portfolio solutions across a wide spectrum of commingled funds, separate accounts, model portfolios, and outsourcing solutions in the wealth and institutional channels.

Mr. George is a Partner with P/E Investments in Boston, and has been with the firm since 2014. He focuses on investment solutions for Institutional investors in the UK, US and Canada. He has completed his Series 3 registration for trading futures and options, and is registered as an Associated Person with the National Futures Association. Prior to joining P/E Investments, Mr. George served in various senior positions at M.D. Sass Group, UBS Global Asset Management, Putnam Investments and Comerica, Inc. Mr. George earned his BSBA degree in Finance and Investments from Central Michigan University and his MBA from Wayne State University. He is a CFA Charter Holder, a CAIA Charter Holder, a Chartered Member of the CISI, and a member of the PMI.

Claire is a technical expert who supports the development of the pensions team’s technical expertise and monitors developments in pensions law, including pro-actively responding to consultations, participating in relevant industry bodies and developing relevant knowhow and precedents to reflect legal changes.

Georgina Taylor is Head of Client Investment Solutions, EMEA, based in Henley-on-Thames. Her team develops and manages asset allocation strategies and comprehensive portfolio solutions across institutional and private client channels. In this role, Ms. Taylor and her team leverage Invesco’s fundamental, systematic, and alternative strategies to deliver precise, tailored outcomes to unique investor needs. Ms. Taylor joined Invesco in 2013. Prior to joining the firm, she served as head of equity strategy for the Europe, Middle East and Africa regions at State Street Global Markets, where she was involved in enhancing the macro input to specific State Street products and presenting these to clients. Ms. Taylor began her career in 2001 as an equity strategist at HSBC, followed by a similar role at Goldman Sachs in 2004, where she was involved in global equity and asset allocation research. Ms. Taylor then gained asset management experience at Legal & General Investment Management, contributing to the overall asset allocation outlook for the firm and its multi-asset funds. Ms. Taylor earned a BSc (Hons) degree in economics from the University of Bath.

Graham Peacock is Commercial Director for Workplace Solutions at Lumera. He is responsible for the development and delivery of innovative workplace solutions, ensuring they meet the evolving needs of clients and comply with ever-increasing regulatory standards.
With a career spanning over two decades in the financial services industry, Graham has extensive experience in pension administration, proposition development, and regulatory compliance. Before joining Lumera, he held several senior positions, including Head of Workplace at a large banking group and Workplace Lead at a global technology firm.
Graham is recognised as a thought leader in the retirement sector. He has authored numerous articles on topics such as technical debt in pension systems and the impact of regulatory changes on retirement planning. His insights have been featured in industry publications, and he is a sought-after speaker at conferences and seminars.
He is an active member of the Pension Management Institute and contributes to various industry working groups focused on improving pension administration and policy.
Graham is also an Adviser to the Pension Dashboard programme.

Helen advises trustees, employers and providers on all aspects of pensions law. She has a particular interest in new legislation, regulatory and policy development, particularly in relation to defined contribution pensions. Helen has acted for many DC schemes and master trusts over the years and is an expert on their particular design and governance issues. She contributes to various industry initiatives and monitors developments in defined contribution matters closely. Helen is currently Chair of PASA’s working group that is focused on CDC and a founding member of the DC Governance Group which established the PLSA’s template chair’s statement for DC schemes.

John is Head of DC Later Life Policy in DWP. John’s areas include Guided Retirement Products, Nest decumulation, Transfers and Scams (prevention).

John has been in DWP and its predecessors for over 40 years and has been a member of the Private Pensions Policy team since July 2019. Prior to joining Private Pensions policy John spent his time working with local and Mayoral combined authorities on delivering services to aid people back to work. Prior to that John was responsible for delivery of Jobcentre Plus services across the New Forest and the Isle of Wight.

JP has been an investment expert in the industry for over 25 years. Most of that time has been spent developing and training financial services sales teams on investments.

JP joined Just Group in April 2023 as Director of Retirement Income Distribution and alongside his team is focused on the Secure Lifetime Income product. He is passionate about creating a legacy that will allow people to have better outcomes in retirement, and works with partners to help achieve that goal.

JP is married with two teenage boys.

Lydia is a Partner in the DC and Financial Wellbeing business and delivers advice to DC clients of all types and sizes including trusts, corporate, master trusts and providers. The team at LCP advise a wide range of clients, supporting them on all areas of DC including investment strategy, responsible investment, scheme design, communication strategy and their wellbeing strategy with a focus on financial wellbeing.

Mark leads Lumera’s UK sales team, driving long-term partnerships and delivering future-proof technology and data services. With a strong focus on end-customer service and digital experience, Mark collaborates closely with clients to create solutions that address the evolving needs of the life and pensions industry and its customers.
Mark has worked in the pensions industry for over 30 years, in a range of businesses specialising in outsourced administration, pensions systems and data, within all of which he held director-level roles. Mark was also a founding director of PASA and his innovative insights are built upon his wealth of experience.

Michael advises trustees, corporates and providers of DC trust-based and contract-based schemes, including several master trusts and large employer-run schemes. He sits on the APL DC/Investment Committee, SPP CDC Committee, 100 Group: TCFD group and is involved in several PLSA and TISA initiatives.

Olly advises employers and trustees on all aspects of pensions law. His experience includes advising on bulk transfers to DC master trusts, DC investment and security of scheme assets, preparing the chair’s annual governance statement, managing scheme wind-ups, the designation of default funds, the structure and terms of bulk transfers-in, and ongoing compliance with law and guidance applying to DC master trusts. He has expertise in data protection issues including data sharing arrangements, data subject complaints and time-critical data breaches. He also has an interest in cyber-security and has spoken at industry events on data issues affecting trustees. Olly sits on the Society of Pension Professionals Legislation Committee and engages with industry and regulatory bodies on the new pensions dashboards requirements.

Peter Roos is a Chief Commercial Executive at Lumera based in London He has a passion for bringing the Lumera platforms to Europe through clients and partners. He previously has held several leading positions in the Swedish Life and Pensions market. He has a strong background in business development of pension schemes and has also been Sales Director for the second largest intermediary firm in Sweden. Peter earned a Master of Business from Uppsala University.

Philip is a Director and early investor in Guiide which has a mission to help all people get their best retirement outcome through personalised guidance. He has been at the forefront of innovation in pensions for all his +30 years in the industry with Prudential and KPMG. Since the government gave people the freedom to do what they want with their retirement savings in 2016 he has been seeking ways to help people through the complexities of securing the financial future they want leading to the launch of Guiide in 2020 just when it was needed most during the pandemic.

Rosalind advises trustees and companies on all aspects of pensions law, including trust law and regulatory advice. She has specialist expertise in benefit change programmes, de-risking, investment and governance issues including Master Trust registration and compliance.

Sam is Interim Director of Master Trusts and DC Supervision at The Pensions Regulator. He manages the governance, investment and financial analysis teams which regulate master trusts, single-employer DC and CDC schemes. A lawyer by training, he joined the Regulator in 2018 from the Department for Work and Pensions, where he advised on master trusts policy and drafted much of the legislation that governs them.

An experienced pensions professional, Sharon comes with 30 years’ DC experience consulting across a wide range of disciplines. Sharon joined Scottish Widows in September 2020 and works closely with the Scottish Widows IGC and Master Trust Trustee Board – Sharon has unrivalled insight and well-rounded experience gained from her time in consultancy as well as from being on the provider “front line”.
Sharon is an Accredited Professional Pension Trustee and a member of the PLSA Master Trust Committee; she also Chairs the ABI Master Trust Working Group and is a member of the Scottish Widows Master Trust Scheme Strategist Committee.

Victoria East is a Corporate Relationship Manager at WEALTH at work.

She has over 16 years’ experience in financial services, half of which has been with WEALTH at work where she has been a financial coach delivering financial education sessions to employees and a business development manager which included advocating the importance of financial wellbeing.
Her current role involves supporting companies to help their employees become more financially resilient through designing and delivering engaging financial education programmes on areas such as pensions, tax, share schemes, budgeting, investments, retirement and career stage support.