As Chief Executive Officer, Patrick is the driving force behind The People’s Pension and moving B&CE from an organisation focused solely on the construction sector to a mainstream pension provider. Patrick is passionate about B&CE and what the organisation is trying to achieve with The People’s Pension, and has been instrumental in shaping its ethos and beliefs.
Patrick is happy to talk about a range of issues covering pensions, including the development and success of The People’s Pension and the challenges and opportunities that leading a not-for-profit financial services company can bring.
Speaker enquiries: if you would like to book Patrick, please email firstname.lastname@example.org.
As Chief Sales & Marketing Officer, Roy champions the delivery of the highest levels of service and support to our employer and adviser customers. Responsible for supporting employers signing up to The People’s Pension, and leading on client and customer relationships, Roy is happy to talk about any aspect of The People’s Pension from product offering to service delivery.
Roy has more than 30 years’ experience in the financial services industry. He has worked in the retirement planning sector for most of that time and is a member of the Personal Finance Society and Pensions Management Institute.
Speaker enquiries: if you would like to book Roy, please email email@example.com.
Philip has worked in financial services for over 30 years, with most of his experience focused on pensions and retirement income products. During this time he has worked as an independent consultant, Head of Policy at LV= and as a Senior Policy Associate on high level projects at the Financial Services Authority. Here, Philip has also been Head of Customer Services and Technical Administration, managing the vesting process for a large back book of varied pension and life products, and was winner of The Public Affairs Awards ‘Corporate Campaign of the Year’ 2016.
Philip has been an active member of a number of industry trade bodies over the years including: the ABI Retirement and Savings Committee; the Chair of the ILAG Savings Strategy Group; a Founder member of and a Management Board Member of PICA, and many more.
Speaker enquiries: if you would like to book Philip, please email firstname.lastname@example.org.
As Relationship Executive Team Leader for The People’s Pension, Rachael owns the acquisition of new business from the intermediary market and supports employers who approach us directly.
With over 10 years of financial and customer service experience, Rachael champions a quality service for all of our customers.
Stella is responsible for developing the marketing and brand strategies across our Money business area. She’s focused on shaping and developing our brand and building straightforward and easy to understand communications that meet our audiences’ needs.
Stella has over 30 years of experience in financial services and marketing. She was previously European Marketing Leader-Investments & Retirement at Mercer Consulting and has held a range of marketing and customer focused roles at companies such as MetLife Assurance, Legal & General, RBS and American Express.
David Brown is Chief Strategy & Innovation Officer and has over 30 years of experience in Financial Services. David was previously Strategy Director at AXA Wealth, AXA UK and Winterthur Life.
David has a Mathematics Degree and is a Fellow of the Institute of Actuaries. David joined B&CE in January 2018.
Jon is Managing Director, Investments at B&CE.
He began his career at the Bank of England where he became an official in the Gilt Edged and Money Market division in 1994.
Jon has held several senior-level roles at Lombard Odier, ABN AMRO Asset Management and Aberdeen Asset Management. Following this, he joined Tesco’s in-house pension team as Head of Fixed Income and Asset Allocation.
Before coming to his new role at B&CE, Jon was previously Chief Investment Officer and Head of the Research team at Charles Stanley.
He has a BA honours degree in Divinity from Robinson College at the University of Cambridge.
Gareth is a Clients and Governance Analyst at B&CE / The People’s Pension. He joined B&CE in 2021.
Gareth’s responsibilities include assisting in the production of investment marketing and scheme reporting documentation, providing technical investment support for internal staff, financial advisors and employee benefit consultants; and conducting DC Pension market research and analysis.
Before joining B&CE he held several investment research and proposition roles at Legal & General Assurance Society and Legal & General Workplace Savings. He also spent two years in investment analysis and compliance roles with, In Partnership – a national financial advice network.
Gareth holds the Diploma in Financial Planning and the Investment Management Certificate.
Steve Delo is Chairman of PAN Trustees, an award-winning independent trustee firm, and a former President of the Pensions Management Institute. He has twice been named ‘Independent Trustee of the Year’ by Engaged Investor and has been listed as one of the Top 50 people in pensions by Pensions Insight.
His 30 year career has included senior roles in scheme management, consulting, asset management and, for the last 13 years, trusteeship. He is a prominent accredited independent trustee sitting on DB and DC scheme boards and specialises in the governance of large-scale pension arrangements. He has chaired The People’s Pension since its establishment.
As National Payroll Relationship Manager for The People’s Pension, Rupert is responsible for leading relationships with our payroll business partners. He is committed to making workplace pensions as simple to manage as possible, for our employers and intermediaries, by enhancing our connections with payroll software providers using digital technology.
Rupert has over 20 years’ experience in financial services and is an associate member of the Chartered Institute for Payroll and Pension Professionals (CIPP).
Tim is Head of Pensions Policy at B&CE and is responsible for B&CE’s pensions policy work.
Previously Tim led the Pensions and Lifetime Savings Association’s work on DC pensions and worked in a variety of strategy and research roles at NEST Corporation.
Tim has degrees from the University of York and the London School of Economics.
Ruthanne is Head of Marketing Communications and leads a team providing copywriting and brand tone of voice advice across the business. Joining B&CE in 2014 she has over 20 years’ experience in financial services, including several communications roles at The Pensions Regulator.
Ruthanne is a Dementia Friends Champion, focused on creating accessible and easy to understand communications, and also one of B&CE’s Internal Coaching Pool (CMI Level 5 qualified).
Sue Hunter is Chief Finance Officer at B&CE.
Sue was previously at the Legal and General Group. During her long tenure there, she has held a variety of finance director roles in the savings, corporate and business performance divisions. She is also a member of the Chartered Institute of Management Accountants (ACMA). Sue joined B&CE in November 2019.
Dave’s team is responsible for employer and intermediary relationships and the transfers of workplace arrangements to The People’s Pension.
Dave is an energetic and experienced speaker on pensions issues, building on 30 years’ working in financial services for pension scheme providers and a non-departmental public body. He’s also a member of the Personal Finance Society.
Kevin is the Director of Customer Services and is responsible for maintaining the high standards and award-winning service that B&CE provides to its employers and members. Another key area of focus for him is delivering excellence and efficiency within the current and future target operating model.
Kevin joined B&CE in June 2015 and has over 30 years’ experience in financial services, occupying a variety of leadership roles within the workplace pensions and long-term savings landscape.
As the Senior Social Media Officer at B&CE, Katie is responsible for ensuring a steady stream of highly engaging, relevant, and platform-optimised content for a range of external audiences, and turning complex information into high-quality, compelling content.
With a First Class BA Honours Marketing degree and seven years of marketing experience, Katie has worked across multiple sectors in digital marketing roles, both in the UK and Australia.
As Business Development Team Manager, Phil is responsible for managing the central relationships with many of the UK’s leading actuarial and employee benefit firms.
He has over 30 years’ experience in workplace pensions and was previously DC Sales Director with Aegon and BlackRock. Phil is a member of the Chartered Institute for Securities and Investment.
“Charges matter but outcomes matter more. Rigorous value for money metrics will enable those choosing pension schemes to better gauge which schemes will deliver good outcomes for members” says our director of policy. Read more here > twitter.com/FTAdviser/stat…
The commitment by @TPRgovuk and @TheFCA to introduce a value for money framework to help employers and consumers choose the right pension scheme for them is a welcome step forward. Good value is much more than low charges - good outcomes really matter.
Are US Treasuries a good investment? Find out the 5 reasons why we think investing in US Treasuries will make our investment portfolio more robust and help add value to our members’ savings. Read more in our latest blog > bit.ly/37QFFtY pic.twitter.com/tP55Hgrt9T
Talking about pension charges, our director of policy says: “Total transparency around charges is vital. We’ll be adding charges in pounds and pence on our members annual statements this year, and are calling on other providers to do the same.” Read more > bit.ly/3sCUurm pic.twitter.com/6HmhsyPVsb
We are excited to be taking part in the @manor_royal 'Know Your Neighbour' event today.
We have been at #ManorRoyal since 1963, and at the time, our building was the tallest office block in Crawley!
Thank you to Steve Sawyer and the team for organising such a great day. pic.twitter.com/DGBfdNunur
NEW RESEARCH: Less than half of savers 'care' about pension charges > ftadviser.com/pensions/2022/…
We are very happy to announce Shakeel Ahmad as our new head of risk and performance at B&CE. Jon Cunliffe, our managing director of investments, said: “We’re delighted that Shakeel has brought his wealth of knowledge and experience to B&CE".
Read more > bit.ly/3w4FTH5 pic.twitter.com/Pe3L8XrY8h
NEW RESEARCH: Seven in 10 UK savers pay close attention to what they pay in charges for a mortgage or current bank account, but less than half of adults 'care' about the charges they pay on their pensions. Discover more about our latest piece of research > bit.ly/3sBKMFx
In support of #MentalHealthAwarenessWeek, we asked our mental health first aiders, "How does it make you feel that B&CE has a mental health first aid team and a focus on the mental wellbeing of our employees?" Read this blog to hear what they had to say > thepeoplespension.co.uk/media… pic.twitter.com/3nJUDKZ4Lw
We're very proud of the work that our mental health first aiders do across our business, and how they support others, not just on #MentalHealthAwarenessWeek, but always. Read more here > thepeoplespension.co.uk/media… pic.twitter.com/ftu0RFrpVO
For #MentalHealthAwarenessWeek, we caught up with some of our mental health first aiders from across the business to understand what it means to them to provide support to their colleagues. Read the full blog to find out more > thepeoplespension.co.uk/media… pic.twitter.com/E0tJmJCkGd