Becky has 18 years’ experience working in the pension industry. Having joined Barnett Waddingham 2006, without any prior experience she progressed through their administration business area to become an Associate and Senior Client Relationship Manager, taking a central role in managing and supporting a portfolio of DB clients. Becky has a passion for pensions education and, having studied for the Advanced Diploma and gaining several best performance awards, she has dedicated time to mentoring the next generation of pensions professionals. Within Barnett Waddingham, she served as the Leeds office study mentor, providing vital support for those undertaking professional PMI qualifications and has developed and delivered training modules on a range of subjects such as “Working with Pride”. She has also supported several cohorts of pension administration apprentices joining the firm as their office representative. As network lead of the firms Early Careers, Diversity, Equity and Inclusion network, she is also a vocal advocate for social mobility, inclusive recruitment and equitable development opportunities.

Dr Belinda Bell is working at the interface of finance and systemic risk, collaborating with the world’s largest asset-owners to enable their financial resources to be stewarded in service of planetary boundaries and just societies. She is an impact-focused senior professional with over 20 years leadership experience in establishing and growing innovative, impactful organisations and programmes that bridge academia and the public, private and third sectors. At The University of Cambridge, Belinda is co-Director of Finance for Systemic Change, a Visiting Fellow at the Judge Business School, and a Senior Research Associate at Jesus College Intellectual Forum.

Daniel is a Director in the Forensic Services team and manages the delivery of cyber security and counter fraud related projects. The global nature of cybercrime has led to Daniel heading up Crowe’s cyber security engagements overseas, working with a wide variety of clients across the public, private and charity sectors. A primary focus of Daniel’s work relates to third party supplier reviews, vulnerability management, ransomware readiness assessments, mock phishing and projects relating to the Dark Web. He is a frequent speaker at a number of industry-leading events across the social housing and pension sectors.

Dan brings over 20 years of experience at the intersection of pensions, technology, and policy, with deep, first-hand insight into global retirement systems. He is the UK Country Head at Festina Finance, a leading European pension administration technology provider whose life and pension platform supports the continent’s largest pension providers. Prior to joining Festina, Dan served as Director of International at Smart Pension, where he led the global expansion of its Keystone technology platform across multiple continents. Dan began his career advising UK ministers on business strategy and innovation.

Gareth Tancred is the Chief Executive of the Pensions Management Institute (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.  

Lily joined My Pension Expert in 2022, having gained extensive knowledge of the financial services industry throughout her career as a communications professional. Her work alongside governing and regulatory bodies within the pensions sector aims to amplify the voices of savers, drive improvements in UK pension policy, and allow Britons to achieve better outcomes at retirement. Lily is responsible for creating and implementing My Pension Expert’s public relations strategy, coordinating vital research into pension awareness and attitudes, and strengthening the business’ position as a leading consumer champion within the retirement sector.

Martyn has been involved and heavily focussed on the Pension Risk Transfer market since 2007. In that time, he has worked on the insurer side for around 4 years (gaining hugely valuable insights into the insurer processes, mindset and strategies), and has over 13 years of experience on the trustee advisory side.

Martyn has built and led Pension Risk Transfer teams in major Employee Benefit consultancies. He has personally led and advised on c50 transactions, covering schemes below £10m to schemes over £1bn in size, and has driven innovation in the Pension Risk Transfer marketplace, bringing a focus on pragmatic and holistic solutions whilst always maintaining a focus on key client and member outcomes required.

Philip is a Director and early investor in Guiide which has a mission to help all people get their best retirement outcome through personalised guidance. He has been at the forefront of innovation in pensions for all his +30 years in the industry with Prudential and KPMG. Since the government gave people the freedom to do what they want with their retirement savings in 2016 he has been seeking ways to help people through the complexities of securing the financial future they want leading to the launch of Guiide in 2020 just when it was needed most during the pandemic.

Richard is a Senior Investment Consultant at Hymans Robertson who specialises in strategic investment advice. He is an investment actuary with over 25 years of experience, focussing on issues such asset allocation, fund manager suitability and journey planning. His current client book includes private sector clients, a mutual insurer and a large LGPS fund. He also advises clients in the charity sector.

Robert has worked in the pensions industry for over 30 years, primarily in pensions management and pensions administration. He has strong feelings about always considering the members of pension schemes, as that is why schemes have been set up. He believes that everything we should be doing should be linked to member understanding and best outcomes for members.
Robert has recently moved away from direct pensions administration and will be taking up a senior role with The Tracing Group. With so many people having been lost along the way and not aware of all their benefits both within the pensions market and the wider financial services markets, he is looking to help reconnect those people entitled to these benefits.

Tom Barton leads Pinsent Masons’ award-winning DC practice, and advises many of the UK’s largest DC schemes and providers – including workplace insurers and master trusts. He is an expert in all the major developments in DC over the past 15 years or so and actively engaged with clients on the scale, consolidation and investment measures of the Pension Schemes Bill