Gareth Tancred is the Chief Executive of the PMI. He is responsible for the development of strategy, operational plans to deliver it and the executive management and administration of the PMI.
Prior to joining the PMI, Gareth was the CEO of the British Institute of Facilities Management where he oversaw a significant growth in its qualifications, membership and profitability, creating a stronger voice for the profession and working with Government on a number of initiatives for the benefit of the economy and society.

He has over 24 years’ experience at Board level, ranging from SMEs to large UK, European and international organisations, with an extensive portfolio as CFO.

Gareth became a Fellow of the Chartered Institute of Management Accountants in 1994, having qualified in 1992.

As a Client Relationship Director at Paragon, John has been part of the Asset, Wealth & Pensions relationship management team since 2014. With a background in both client and vendor roles within financial services, John has a deep understanding of industry challenges, regulatory requirements and changing consumer demographic trends. John is experienced in leading on digital-first outcomes and experiences for workplace DB & DC pension members and retail investors (D2C), through pension scheme and investment platform (B2B) client relationships. He has contributed to insight and research through the FCA and several financial services publishers in Europe.

John Harvey is a Partner, actuary and corporate adviser at Aon. He is sponsor for Aon’s Funding Strategies Team. Outside of work he spends his time on capoeira, live music and providing taxi-services to his three children.

Katy is a senior DC consultant with almost 20 years’ industry experience. She provides strategic advice and support to a number of clients across various sectors on their DC pension and benefit arrangements, as well as providing engagement support to pension scheme members.

Katy was shortlisted for Adviser of the Year at the 2023 Women In Pensions Awards.

As Solutions Director, Murdo is a highly experienced professional in pre-sales technical and strategic consultancy with over 15 years’ experience in this field, previously working in data management to drive direct customer communications. Murdo works with blue-chip private and public sector organisations to provide them with data driven multi-channel communication solutions, in partnership with leading marketing technology providers.

Sam manages Defined Benefit Pension Policy within DWP, having previously held senior roles in DWP across labour market and disability policy, and on secondment at Joseph Rowntree Foundation. Prior to this she supported development of the auto-enrolment reforms, in the Pensions Commission secretariat, development of the Pensions Act 08, then as part of the executive team in NEST until introduction in 2012.

Tim Middleton has worked in the pensions industry since 1987. His roles have covered consultancy with Bacon & Woodrow (now Aon), Mercer and Barnett Waddingham. He is currently Director of Policy and External Affairs for the Pensions Management Institute (PMI), where he works extensively on the Policy and Public Affairs Committee and provides input into PMI’s education and events programmes. He also writes frequently for the pensions press. He is a Fellow of the PMI and holds the CII’s Diploma in Financial Planning. He is a past chairman of the PMI’s London Group.

Paragon is a leading provider of transformational business services, operating across four key regions: the UK, Ireland, and Luxembourg; Belgium and the Netherlands; DACHE and CEE; and Western Europe.

We operate as a strategic partner to our pension clients and act as an extension of their business, guiding schemes and providers to the solution that best fits their needs. Paragon simplifies the complexity of today’s pension landscape, and our decades of experience and innovative solutions help to transform member journeys.

Established in 2005, we work with hundreds of organisations across both the private and public sector by offering financial education, guidance and regulated financial advice.

Our financial education and guidance services are delivered on a bespoke basis and can be specifically designed to help the entire workforce make informed decisions about their finances. For example; financial education services cover everything from debt and money management through to optimising employer sponsored benefits and retirement. This can be delivered face-to-face or online and utilises digital nudge technology to encourage employee engagement and participation. A telephone helpline is also provided following this.

Support is also provided through the creation of digital content such as webcasts, animations and interactive tools including the Financial Healthcheck.

All our interactions are measured and can be benchmarked against the industry standard to fully understand the impact. This is of particular importance when meeting financial wellbeing objectives.

Financial guidance services provide one-to-one support on a range of financial subjects which can be accessed face-to-face, via telephone or a virtual call.

As well as this, we provide regulated financial advice supporting those who need specific recommendations regarding their savings and investments, including those who need to make important decisions about their retirement income options. This service also supports those in retirement who may need to adapt their retirement planning in line with their changing needs.

In addition, we also have broad experience in a number of specific projects where we support employees in financial decision making, including; defined benefit pension closures; the introduction of pension changes such as the implementation of a new scheme, share scheme programmes and offering financial helplines to EAP providers. Our services also cover specialist topics including; lifetime allowance, annual allowance and help with redundancy plans.