Our people

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PMI

Our team

To PMI, pensions management means honouring the trust placed in both our members, and in us, which is why we take utmost pride in strong and diverse teamwork.

Board

  • Alan Whalley MA FIA FPMI
    Alan Whalley MA FIA FPMI
    Chairman & Advisory Council co-opted member

    Non-Executive Director

  • Lesley Carline MA(Hons) DipM MCIM FPMI
    Lesley Carline MA(Hons) DipM MCIM FPMI
    President 2018 - 2020

    Non-Executive Director

  • Tim Phillips FPMI
    Tim Phillips FPMI
    Vice President

    Non-Executive Director

  • Lesley Alexander FPMI
    Lesley Alexander FPMI
    Vice President

    Non-Executive Director

  • Lorraine Harper MA PGCE FPMI
    Lorraine Harper MA PGCE FPMI
    Advisory Council co-opted member

    Non-Executive Director

  • Jane Murray
    Jane Murray
    Externally co-opted member

    Non-Executive Director

  • Gareth Tancred
    Gareth Tancred
    Chief Executive Officer

    Executive Director

  • Naresh Mistry
    Naresh Mistry
    Finance Director

    Executive Director

The Board is responsible for the management of the Institute and consists of the PMI President, two Vice Presidents, PMI Chief Executive and PMI Finance Director, and two co-opted members of the advisory council.

 

Advisory Council

  • Lesley Carline MA(Hons) DipM MCIM FPMI
    Lesley Carline MA(Hons) DipM MCIM FPMI
    President

    Board member

  • Lesley Alexander FPMI
    Lesley Alexander FPMI
    Vice President

    Board member

  • Tim Phillips FPMI
    Tim Phillips FPMI
    Vice President

    Board member

  • Sara Cook FPMI
    Sara Cook FPMI
  • Richard Cox FPMI
    Richard Cox FPMI
  • Christine Kerr FPMI
    Christine Kerr FPMI
  • Lorraine Harper MA PGCE FPMI
    Lorraine Harper MA PGCE FPMI

    Board member

  • Rosie Lacey FPMI
    Rosie Lacey FPMI
  • Chris Parrott FPMI
    Chris Parrott FPMI
  • Carol Perry FPMI
    Carol Perry FPMI
  • Emma Watkins FPMI
    Emma Watkins FPMI
  • Keith Webster MA DipIEB FPMI
    Keith Webster MA DipIEB FPMI
  • Alan Whalley MA FIA FPMI
    Alan Whalley MA FIA FPMI

    Board member

  • Ian Wright FPMI
    Ian Wright FPMI
  • Girish Menezes
    Girish Menezes

    External co-optee

Consisting of 14 Fellows (including the Officers) elected by PMI members, Council advises the Board on the strategic direction of the Institute and provides technical input and expertise on industry issues.  Council members also serve on the main governance committees which ensure that the overall strategy is delivered on time and within budget.  Council members also act as ambassadors for the Institute.

In accordance with the Memorandum and Articles of Association, a percentage of Council Members stand down each year so there is a constant flow of new people with fresh ideas and approaches. This ensures that we continually evolve to take account of changes in the employee benefits and retirement savings field.

Find out more about the role of Advisory Council in the Governance section below.

 

Past Presidents

  • Derek C Bandey
    Derek C Bandey
    President

    1976 - 1978

  • Kenneth G Weir
    Kenneth G Weir
    President

    1978 - 1980

  •  Roy E Brimblecombe
    Roy E Brimblecombe
    President

    1980 - 1982

  • Douglas G. Hosegood
    Douglas G. Hosegood
    President

    1982 - 1983

  • Howard Gracey
    Howard Gracey
    President

    1983 - 1985

  • Sir Edward A Johnston
    Sir Edward A Johnston
    President

    1985 - 1987

  • Michael Anthony
    Michael Anthony
    President

    1989 - 1991

  • Robert F Hubbard
    Robert F Hubbard
    President

    1991 - 1993

  •  Ian M Aitken
    Ian M Aitken
    President

    1993 - 1995

  •  Richard M D Malone
    Richard M D Malone
    President

    1995 - 1997

  •  Norman J Braithwaite
    Norman J Braithwaite
    President

    1997 - 1999

  • David J Bright
    David J Bright
    President

    1999 - 2001

  • Ian R Eggleden
    Ian R Eggleden
    President

    2001 - 2003

  • Roger Cobley
    Roger Cobley
    President

    2003 - 2005

  • Penelope A Green
    Penelope A Green
    President

    2005 - 2007

  •  Stephen J Delo
    Stephen J Delo
    President

    2007 - 2009

  • Michael J E Sullivan
    Michael J E Sullivan
    President

    2009 - 2011

  •  Susan J Andrews
    Susan J Andrews
    President

    2011- 2013

  • Paul Couchman
    Paul Couchman
    President

    2013 - 2015

  • Kevin Le Grand
    Kevin Le Grand
    President

    2015 - 2017

  • Robert Branagh
    Robert Branagh
    President

    2017 - 2018

Committees

PMI is supported in its activities by a number of committees. These committees comprise of members of PMI who give their time on a voluntary basis and the appropriate staff from the PMI.

Risk and Assurance Committee

  • Provides oversight to ensure that key risks are being identified and addressed and that PMI adopts a sound approach to financial management and reporting.

Development Committee

  • Ensures that the PMI membership and commercial activity strategic objectives are being delivered and remain relevant. Ratifies membership fees, subscriptions and other charges (including pricing of commercial activity). Develops membership regulations. Oversees all membership development activity, membership services provided and commercial activities.

Lifelong Learning Committee

  • Ensures that the PMI lifelong learning strategic objectives are being delivered and remain appropriate. Develops regulations dealing with examinations, exemptions, accreditation and continuous professional development (CPD). Ratifies examination and exemption fees. Oversees the effectiveness of admission, education and qualification policies and links with learning institutions and professional bodies.

Policy and Public Affairs Committee

  • Ensures that the PMI public affairs strategic objectives are being delivered and remain appropriate. Decides public affairs and research and thought leadership approach including priority issues and areas for research and thought leadership activity. Authorises consultation responses, public statements and press releases. Oversees all public affairs, stakeholder engagement and media activity.

Regulation Committee

  • Ensures that the PMI regulatory strategic objectives are being delivered and remain appropriate. Develops codes and standards relating to professional conduct and competence and the disciplinary regulations. Makes appointments under the disciplinary regulations. Oversees the regulation of PMI members and the operation of the disciplinary and CPD schemes.

Governance

The PMI is committed to high standards of Governance. The Board is accountable to our members for good governance in its management of the affairs of the company.

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Membership of the PMI will support you throughout your career, whether you are looking to enhance your skills, gain professional recognition, or simply grow your network of like-minded professionals.

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