Alexandra (“Alex”) McClelland is a Senior Manager in the UK & Middle East Institutional team at Russell Investments. She acts as a key contact for fiduciary management clients across the UK and Ireland, with a focus on assessing the suitability of clients’ investment strategies to meet their long-term objectives and reduce risk. Alex has a particular interest in adapting and enhancing client solutions to best meet the evolving market environment.

Andy has expertise across all areas of UK pensions law, helping businesses and trustees find effective ways to navigate this complex area.  He is a thought leader on ESG and sustainability within pensions and has worked with a range of organisations in this area including the UN PRI, Impact Investing Institute, the PMI and the PLSA. Other regular work includes major pensions projects such as scheme reorganisations, liability management and risk transfer, benefit changes, difficult funding settlements and section 75 debt risk. Andy is known for his practical approach and has been described as an "excellent, pragmatic adviser" and "highly personable".

Andy is a member of the firm's LGBTQ+ Group and provides pro bono legal advice to the well-known LGBTQ+ charities Just Like Us and GiveOut. He also volunteers at the City Law School Public Legal Advice Clinic and has provided pro bono legal advice on individual personal pension complaints. He is a founding member of O:pen, the industry-wide network for LGBTQ+ professionals and their allies working in pensions. Andy is a chair of the Communications Committee of the Association of Pension Lawyers, and he is also a member of PLSA's Central London Group Committee. He is a past winner of the Adviser of the Year award at the Professional Pensions Rising Star Awards. 

Barbara is Head of Sustainable Solutions, for Schroders Solutions. She is responsible for driving ESG innovation and partnerships between on behalf of Schroders Solutions clients drawing on the full resources of the global Schroders business. Her expertise in the fast-developing world of sustainability and experience of working with clients of all sizes combines to provide tailored advice on sustainable investment solutions to meet client needs.

Barbara began her career at P-Solve (subsequently River and Mercantile and now Schroders Solutions) as an analyst in the derivatives team before taking on a role as an investment consultant where she led on client relationships and the delivery of investment advice for both fiduciary management and advisory clients for 12 years. She later took a lead role in River and Mercantile’s investment capability, sitting on the Multi Asset and Investment Strategy Committees, working to develop and implement investment strategy for UK defined benefit and defined contribution clients.

Barbara has a BSc in Mathematics from Royal Holloway, University of London and obtained a post graduate diploma in Actuarial Science from Cass Business School. She is also a Fellow of the Institute of Actuaries.

Bella started working for the Impact Investing Institute as Policy Director at its launch in November 2019. She is a member of the Executive Committee and leads several of the Institute’s projects, particularly in the areas of policy, regulation, and pensions.
Bella joined the Institute from the UK government’s Inclusive Economy Unit, where she was a Senior Policy Advisor on impact investing. In this role, her projects included the Law Commission’s review of pension funds and social investment, and the subsequent policy and regulatory changes, and the Implementation Taskforce on growing a culture of social impact investing in the UK.
Bella started her career in the charity sector before joining UBS Investment Bank, where she worked in New York and London, latterly as an Associate Director for their equities trading businesses.
Bella loves her east London neighbourhood and all its wonderful restaurants, pubs and green spaces. She also likes to escape the city – and country – for hikes.

Based in the UK, Cathrine is Global Head of ESG for Invesco with responsibility for enabling and leading best practices in ESG capabilities across Invesco including ESG integration, research, voting and engagement, supporting the distribution team with client engagement, and advising the product teams on ESG innovation. Cathrine leads a team of ESG professionals located across EMEA, US and Asia.

Cathrine took on global responsibility for Invesco’s ESG practice in September 2019. Prior to this role, Cathrine spent two years as Head of ESG for Invesco’s Henley Investment Centre. Cathrine started her career at Columbia Threadneedle Investments in 2008 as a responsible investment analyst and has experience across the responsible investment spectrum of ESG integration to specific fund strategies. Cathrine is a non-executive board member of the UK Sustainable Investment and Finance Association (UKSIF) and a member of the UK Investment Association Stewardship Committee.

Cathrine holds an MBA from London Business School, a MSc in Water Science, Policy and Management from Oxford University and a BSc in Environmental Science from Nottingham University. Cathrine also holds the Investment Management Certificate from the CFA Society of the UK.

Charlotte advises trustees and employers on all aspects of pensions advisory work for defined benefit and defined contribution pension schemes. As part of this, Charlotte has extensive experience helping trustees navigate the complex new / developing climate change reporting requirements, as well as supporting trustees to go further than the legal minimum. This includes with net zero commitments, FRC Stewardship Code submissions, UN Principles of Responsible Investment submissions, Occupational Pensions Stewardship Council work, as well as advising on responses to broader investment considerations such as human rights and the Just Transition.

Charlotte has received various industry recognition for her client and industry work. This includes being named in Law.com’s 2021 list of 25 women aged under 40 who “represent the best and brightest the UK legal market has to offer” (all areas of law).

Charlotte is actively involved in developing pensions law in the UK, including in her role on the legislative and parliamentary sub-committee of the Association of Pension Lawyers (the committee which takes the lead on consulting with government and regulators on upcoming changes on behalf of the Association). Charlotte is also a co-opted member of the PMI Advisory Council.

Charlotte is the CEO and an executive director of Pensions for Purpose. In her role, Charlotte oversees the running of the business, develops the growth and innovation strategy and looks for opportunities to build partnerships to achieve Pensions for Purpose's mission. Charlotte is also a member of the Impact Investing Institute's Pensions Expert Panel, an ambassador for the Transparency Taskforce and a founder of 10 Billion World, an end-to-end sustainability project management business aimed at businesses and organisations setting net zero and carbon reduction targets.

Claire joined Insight in July 2021 as a senior Portfolio Manager in the Strategic Credit Team. Prior to joining Insight, Claire spent 20 years at M&G Limited as a Credit Portfolio Manager. Having joined M&G as a graduate, Claire managed active and buy and maintain credit strategies. Claire was a Trustee Director of the M&G Group Pension Scheme from September 2015 to May 2021. Claire holds a Master of Natural Sciences from the University of Cambridge. She holds the Investment Management Certificate from the CFA Society of the UK and is also a CFA charterholder.

George is a Consultant at LCP, with significant experience working with Master Trusts and large DC schemes on a range of regulatory and investment issues. He currently leads day-to-day management on projects with some of the UK’s largest pension schemes on these and other issues. George is an experienced project manager, a qualified PRINCE2 Practitioner, with a reputation for delivery. He managed the initial year-long roll out the PLSA’s Retirement Living Standards across the pensions industry and was central to the development of the Pensions Dashboards Programme’s data standards in 2020. He also has a well-established track record of leading project work on innovative issues, like DC decumulation.

Jihan is the Head of Global ESG Strategy and chairs Russell Investments’ Global Responsible Investing Steering Group. She has 20 years of industry experience and helps clients achieve their ESG goals, whilst also integrating Russell Investments’ approach to ESG across the investment process, and also at a firm-wide level to help ensure our corporate governance and sustainability efforts are reflected in our business strategy.

Jonathan is a partner and head of the Derivatives & Structured Products Group. His practice encompasses all aspects of pensions investment work from both a transactional and advisory perspective. He is regarded by peers and clients as a leading specialist in his field, and as a champion of “buy-side” interests in the UK derivatives market. 

Jonathan’s clients include some of the UK’s largest and most sophisticated occupational pension schemes. His work includes advising on evolving ESG and sustainability investment policies and horizon scanning in relation to ESG and sustainability regulations. He has worked on several projects for the Impact Investing Institute, the UN PRI and the Green Finance Institute, is an active member of the Policy Committee of the UK Sustainable Investment & Finance Association and is a member of the Travers Smith Sustainability Taskforce, with responsibility alongside our pensions partner team for ESG requirements applicable in the pensions sector and sustainable finance initiatives.

Jonathan is involved with key industry associations, including his roles on the Association of Pension Lawyers’ Investment & DC Sub-committee, the Society of Pension Professionals’ Investment Committee, the Financial Markets Law Committee's Insurance & Pensions Scoping Forum and the Pensions Management Institute’s London Group Committee.

Martin has working in the pensions industry for 35 years in a variety of roles from legal & documentation, consultancy, independent trustee, audit and assurance and is currently Executive Director of the Occupational Pensions defence union (OPDU). He is independent Trustee Chair of the CMI Pension Scheme and an independent trustee of the Thomas Miller Pension Scheme. He is a PMI qualified Independent Trustee and has an MBA masters degree. Martin is a keen road cyclist and beekeeper.

Michael specialises in commercial pension schemes and has significant experience of advising trustees and providers of authorised DC master trusts, DB master trusts and other forms of consolidation. Michael leads the DC practice at Eversheds Sutherland and has been lead adviser on some of the most high-profile transactions in the DC master trust space, including one of the first master trust-to-master trust transfers under continuity option one. Michael is heavily involved in the investment side and has advised several large schemes on their TCFD compliance, journey planning to net zero, role of ESG as a financial risk (including trustees’ fiduciary and statutory obligations), investment governance, Stewardship Code submissions and the implications of the FCA’s permitted links rules.

Michael sits on the APL’s DC and Investment Sub-Committee and is a member of the PLSA’s working group on implementation statements.

Ruston has over 35 years experience in the pension fund and investment industry.
He was the former Group Pensions, Insurable Risk and a People Director at Tesco and CEO of Tesco Pension Investment Ltd FCA approved in house investment manager.
Ruston is now the Chair of the Tesco Pension Fund (DB and DC) and Tesco Pension Investment Ltd, Non Exec Chair of JP Morgan Asset Management (EMEA), Non Exec Chair of Smart Pension Ltd, Non Exec Chair of PTL Ltd, Non Exec Chair of the Pensions Management Institute, Independent Trustee and Chair of the Funding and Investment Committee for the BAE Pension Fund, Governor of the PPI and Chair of GroceryAid.Ruston is on the Bank of England, Treasury and FCA’s Steering Group on Investment in Productive Finance and is also involved with other industry initiatives.
He was Co Chair of the DWP’s 2017 Auto Enrolment Review Board, led the Simpler
Annual Statement initiative launched in 2018, chaired the cross regulator and industry ‘Standardised Assumptions Group’, was on the Treasury’s Patient Capital DC Steering Group. He’s also a former Chair of the Pensions and Lifetime Savings Association.

Thomas Maretti is a senior research analyst for Russell Investments. Based in London, his primary responsibility is evaluating global equity strategies. In this capacity, Thomas meets with investment managers, carries out quantitative and qualitative analysis of their products and provides investment advice to Russell Investments’ multi-manager funds and consulting clients. Before transferring to the global equities team in 2019, Thomas was a research analyst on the firm’s emerging markets equities team for five years.

Sarah is a Partner in Linklaters’ pensions team and has specialised in pensions law for over 15 years. Sarah advises clients on all main areas of pension law practice including drafting pension scheme documentation, pension scheme legal compliance, pension scheme mergers, corporate transactions and investment matters, in particular longevity swaps, buy-ins and buy-outs.