Donna is passionate about improving the experience for members. Companies and members have more pensions, wider savings and benefits options than ever before, due to recent changes in pensions and advances in technology. Donna believes that these changes provide an opportunity to innovate and design new ways to engage people with their retirement savings. She loves listening to client, trustee, adviser and member feedback to ensure that Standard Life delivers experiences that truly meet their needs. All of this is centred on helping members towards better outcomes in retirement.

Having joined Standard Life 25 years ago, Donna is a qualified actuary and has helped to design and deliver Standard Life’s Workplace developments for over 15 years. She is a regular at roundtable discussions, industry working groups and events, and loves to share ideas to help shape the future of retirement savings in the UK.

Frank Cooke is a senior investment strategist and the head of International Solutions for the Global Client Strategy team at Allspring Global Investments. In this capacity, he leads the firm's international investment solutions efforts, leveraging the entire Allspring platform to design bespoke investment strategies for a wide range of investors. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to WFAM, he was a senior investment consultant at Mercer Investment Consulting. Before that, Frank served as an investment consultant at Towers Watson, where he began his investment industry career in 2008. He earned a bachelor’s degree in actuarial science from the University of Cape Town. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation.

Jess leads the Corporate Investment Services (CIS) business within Phoenix Group, one of the UK’s largest long-term savings and retirement businesses. She is responsible for the strategic direction of CIS and its clients, including creating and delivering bespoke investment solutions for the trustees of DC and DB own trust schemes and multi-employer Master Trusts.

She joined Phoenix in 2015 from AXA Wealth and prior to this held a number of relationship and business development roles across the asset management and insurance sectors. She is the current PMI Pinnacle Awards Leader of the Year.

Jelena is the Head of LifeSight GB, with overall day-to-day responsibility for the LifeSight master trust solution and team. Jelena has been with WTW since 2007. In her previous roles at the firm, Jelena has led key account management and regional leadership operations and most recently was LifeSight Head of Operations. Jelena played a key role launching the LifeSight business in 2015.  Jelena is an experienced business leader, helping businesses grow and evolve, particularly within a regulatory context. Jelena graduated with distinction in Business Economics (Hons).

Kim is Director of Defined Contribution and Master Trust Supervision at The Pension Regulator, seeking to enhance outcomes in these schemes through supervisory and broader market engagement. Kim has recently returned to TPR after a 5-year tenure as Head of the Master Trust and Independent Governance Committee at Legal and General. Prior to this, Kim was responsible for both the design and delivery of master trust authorisation and supervision at the Pensions Regulator.
Kim is also an independent board member of the Judicial Pension Scheme and a member of the Pensions Equity Group

Louise joined Aviva in 2023, having worked previously for two of the UK’s largest master trusts. She has worked in pensions for twenty years, initially as an actuarial consultant and has now worked within master trusts for around ten years.

Louise’s role sees her leading the Master Trust business and chairing the Scheme Strategist. She balances her background in governance and risk to support the smooth and secure running of the Trust, whilst ensuring the Trustee are also supported with their long-term focus on continued innovation and improvement in the service to our members.

She is a Fellow of the Institute of Actuaries, holds the Chartered Enterprise Risk Actuary qualification, is an active member of Pensions UK and the ABI representing the master trust and frequently engages with DWP and TPR on policy and key matters affecting the Aviva Master Trust.

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.