Amy Gibbs
Capita Pension Solutions Ltd
- Market Leader, Trustee Administration
Amy has over 17 years’ experience in the pensions industry focused on audit, operational due diligence, governance, and risk management. In her current role as Market Leader- Trustee Administration, Amy leads Capita Pension Solutions client partnership teams for administration clients.
Charlotte Clark
Financial Conduct Authority (FCA)
- Director of Cross Cutting Policy and Strategy
Charlotte Clark CBE has been the Director of Cross-Cutting Policy and Strategy at the FCA since November 2024. Her team leads on areas such as Consumer Duty, Vulnerability, Redress and Prudential Policy as well as areas such as the development of policy for AI. Prior to this Charlotte was the Director of Regulation at ABI, leading on areas such as Solvency II reform and the ESG. Her background is in the civil service where she had senior roles in HMT, DWP and DfE including being the Director for Private Pensions at DWP.
Dr Daniel Summerfield
Pomerantz LLP
- Director of ESG & UK Client Services
Henry Corrigan
Henry Corrigan, senior associate, advises trustee and employer clients on all aspects of pensions law and practice. Henry helps clients comply with their legal obligations in relation their pensions arrangements both in a day to day advisory capacity and on significant projects.
Helen Forrest Hall APMI
PMI
- Chief Strategy Officer
Helen is responsible for driving forward the PMI’s strategic vision and priorities, both internally and externally. She works through effective relationships with government, regulatory bodies, and other relevant organisations to strengthen the PMI’s advocacy voice. Helen has worked in the pensions sector for almost 20 years. At TPR, she has been instrumental in engaging with the market to understand the risks and opportunities, driving behaviour change through targeted communications.
James Monk
Fidelity International Limited
- Investment Director
Katya Gorbatiouk
London Stock Exchange
- Head of Investment Funds, Primary Capital Markets
Katya Gorbatiouk has over 20 years of experience in international capital markets. As Head of Investment Funds in Primary Capital Markets of the London Stock Exchange, Katya is responsible for driving the growth and liquidity of the market for listed investment companies, a conduit of capital into vital sectors of the economy, including infrastructure, renewable energy, high-growth sectors such as tech and life sciences, and other growth areas of private markets. Katya is one of the recipients of the 2024 ‘Jackie Beard Award for Outstanding Contribution to the Industry’ from Investment Week, recognized for her leadership in a group of senior market leaders who ran an industry campaign to tackle undue regulatory barriers hindering the flow of capital into this strategic area of capital markets.
Since 2024, Katya's team is also responsible for the expansion of the London Stock Exchange's ETF franchise. Under her leadership, the London Stock Exchange won the ‘Best European Exchange for Listing ETFs’ award at the 2025 European ETF Express Awards.
Since 2023 Katya is a member of the Stakeholder Insight Group of the Financial Reporting Council (FRC), that acts as an external adviser to the regulator on market developments and areas of focus related to corporate governance and stewardship.
Since 2022 Katya serves on the Best Practice Committee of the Board of the Investor Relations Society. She previously served on the judging panel for the IR Society Best Practice Awards. Her articles on the evolution of investor communications and engagement were published in the recent issues of the IR Society Journal Informed.
Katya’s early career includes 14 years in investment banking at Lehman Brothers, Merrill Lynch, Credit Suisse and Barclays, in New York and London.
Katya is a Freeman of the City of London. She has been a long-standing advisory council member of the Global Leaders Institute (Washington DC), the London Symphony Orchestra, a Trustee of the London Music Fund, and since last year Chair of the Advisory Board of UCL School of Slavonic and East European Studies.
Lily Tomson
University of Cambridge
- Senior Research Associate and Departmental Fellow
Lily Tomson is a Senior Research Associate and Departmental Fellow based at Jesus College and Finance for Systemic Change within the University of Cambridge. She leads a project developing the first global bond index to address fossil fuel expansion. She focuses on the potential of asset owners, as actors at the top of the investment chain, to address systemic crises at scale – and the role of deep research to unlock this potential. She previously spearheaded the creation of the £550bn+ Occupational Pensions Stewardship Council in collaboration with the UK’s Department for Work and Pensions. Lily is also a trustee with specialist interest in finance and investing at John Ellerman Foundation, and a non-executive director at the money and banking research and network organisation Positive Money.
Nico Aspinall
BNY
- Head of UK Workplace
Nico leads BNY’s strategy in UK workplace pensions, combining the market-leading asset servicing, data and analytics, investment management and OCIO offerings. Nico joined BNY in July 2023 and has previously held several roles in pensions investment for consultants, asset owners and asset managers, including being the first Chief Investment Officer of The People’s Pension, a leading UK Defined Contribution (DC) master trust.
Nico holds a Master’s degree in Natural Sciences specialising in Theoretical Physics from the University of Cambridge and is a qualified actuary.
Nico volunteers extensively for the Institute and Faculty of Actuaries, contributes to research papers, and currently serves on Council and is the Chair of the Institute’s Finance and Investment Board.
In his free time, Nico co-hosts VFM pensions, a podcast about value for money in DC pensions.
Jess Williams
Head of Corporate Investment Services
- Phoenix Corporate Investment Services
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.
Priya Jassal
Capita Pension Solutions Ltd
- Senior Partner Actuarial, Investment & Consulting
Priya joined Capita Pension Solutions this year as Senior Partner for the Actuarial, Investment Consulting team. Priya has over 18 years' experience in the pensions industry, across both investment consulting and wider pension consulting, delivering strategic advice across both DB and DC pensions schemes.
Stuart White
National Employment Savings Trust (NEST)
- Independent Board Director
Stuart was appointed by the UK Pension Minister in late 2024 as an independent Board Director of the National Employment Savings Trust (NEST), the UK Government’s workplace MasterTrust pension scheme, with £50 billion of assets and 14 million members. Stuart sits on NEST’s Nominations & Remuneration and Customer committees.
Since 2010, Stuart worked for almost 15 years at HSBC in various roles: as a Board Director and member of the Management Committee of HSBC Global Asset Management Ltd, the c. 3,000 person, c.USD750bn asset manager of the HSBC Group; as the Chief Executive Officer and Board Director of the HSBC Global Asset Management (UK) Ltd the c.400 person, c.USD200bn UK subsidiary; Managing Director responsible for the global oversight of sovereign wealth funds, public pension plans, central banks, development banks and supranationals. Previous roles included: Global Head of Strategy & Chief of Staff; CEO of International Markets; and Head of UK Institutional. Stuart was also the accountable executive for the firm’s global Diversity Equity & Inclusion programme, including 16 workstreams with over 300 volunteers across 14 countries. Stuart was the executive sponsor for the Mental Health & Wellness workstream.
Prior to that he worked at Insight Investment for 5 years and started his investment management career at Threadneedle Asset Management in 1998.
In addition to his executive roles, Stuart has also spent 10 years (from 2014-2024) as a non-executive Trustee Director of the c.£30 billion HSBC Bank Pension Trust (UK) Ltd (HSBC UK Bank’s DB & DC Pension schemes), including being Chair of the Trust’s Investment Committee for 4 years.
Stuart graduated with a BSc honours degree in Chemistry and European Studies (German) from the University of Sussex and the University of Freiburg. He holds: an MBA from London Business School (1997-1999); the CFA Investment Management Certificate; the CFA ESG in Investing Certificate; and the PMI Award in Pension Trusteeship. Stuart is also on the: Advisory Board of Asset Owner Diversity Charter (representing USD2 trillion of pension scheme assets); the Advisory Council of the UK’s Diversity Project and Executive sponsor its Mental Health workstream. Stuart is also a member of the UK Investment Association’s Advisory Council and their Trade & Investment sub-committee.
Stuart is married with two daughters. Stuart is also a keen advocate of removing the stigma of mental health in the workplace and society and along with his four brothers raised over £50,000 for mental health charities competing in Marathon des Sables in 2016 (6 marathons in 6 days in the Sahara Desert) which was captured in a charity documentary ‘Brothers in the Sand’, featured on Amazon Prime.
Tegs Harding
IGG
- Trustee Director | Head of Sustainability
Tegs, an established professional trustee and Head of Sustainability at IGG, brings extensive experience in overseeing pension schemes across various sectors, encompassing DC master trusts, DB, and hybrid schemes. As a qualified actuary, her expertise extends to profound insights into pension finance, risk management, and regulatory landscapes .
Prior to moving to Trusteeship, Tegs spent her career in investments, having previously worked as an investment consultant and on the sell side of an investment bank.
Tegs’ natural style is open, enthusiastic, and direct. She communicates effectively, simply, and clearly, working collaboratively with all stakeholders and advisers, whilst also offering strong decision-making skills, positive and supportive challenge, and an independent voice to her appointments.
Tegs is passionate about responsible investing and strongly believes that the way in which pension funds are invested impacts the future of our economy, our environment, and our society. She has experience of implementing net zero targets for pension schemes and sits on the APPT committee on ESG and climate change and is also a member of the Occupational Pension Scheme Council (OPSC) looking to improve stewardship standards.
Tegs is an Accredited Member of the APPT and is a Fellow of the Institute of Actuaries. She has the CFA certificate in ESG Investment.
Tracey Follows
Tracey Follows is a globally recognized futurist, named in the Global Gurus Top 30 Futurists for 2025 alongside William Gibson and Kevin Kelly, and listed in the Top 50 Female Futurists in Forbes. She is the founder and CEO of Futuremade, a strategic foresight consultancy working with brands like Virgin, Amazon, Google, and Coca-Cola to navigate the mega trends shaping tomorrow.
A sought-after keynote speaker, Tracey has engaged audiences at the United Nations, FT’s Global Boardroom, Cannes Lions, and Fortune’s Brainstorm AI with her stage presence and actionable insights as she advises businesses and policymakers on the global trends transforming society and technology.
Her pioneering book The Future of You: Can Your Identity Survive 21st Century Technology? explores how emerging technologies are reshaping personal identity. Its themes are expanded in her award-winning podcast, which scooped Best Technology Show at the Independent Podcast Awards 2023.
Tracey was Jury President at Cannes Lions Festival of Creativity 2019 (inaugural Creative Strategy Lion) and Jury President for Innovation and Creative Data at Eurobest 2018, and is presently Co-Chair of the Cross Technology working group of the Global Initiative on Virtual Worlds and AI – Discovering the Citiverse a visionary multi-stakeholder platform launched by ITU in collaboration with the United Nations International Computing Centre (UNICC) and Digital Dubai.
Tracey has worked extensively with Big Tech including Meta, Amazon, Snapchat and Google - including with the Advanced Technology Group in MountainView, with Google Creative Labs, and presenting the Future of YouTube alongside Matt Brittin at AdWeek. She did Future Visions with Richard Branson. And sat on the Advisory Board of Martha Lane-Fox’s thinktank DotEveryone. She is presently on the advisory board of the Lifeboat Foundation.
She is a Visiting Professor in Digital Futures & Identity at Staffordshire University and a guest lecturer at London Business School. She is an associate fellow of the World Academy of Art & Science, and writes a regular column on AI in Forbes.
Tracey is a trusted commentator for media outlets like the BBC, Times, and FT as her work connects technological foresight with societal impact, helping organisations navigate uncertainty and seize opportunity.
Vivek Paul, FIA
BlackRock Investment Institute (BII)
- Global Head of Portfolio Research and UK Chief Investment Strategist
Vivek Paul, FIA, Managing Director, is Head of Portfolio Research and UK Chief Investment Strategist for the BlackRock Investment Institute (BII). The BII leverages BlackRock’s expertise and produces proprietary research to provide insights on the global economy, markets, geopolitics and long-term asset allocation – all to help clients and portfolio managers navigate financial markets.
Mr Paul leads BII's Portfolio Research group, which is responsible for developing the core principles and intellectual property that underpin BlackRock's approach to portfolio design, such as capital market assumptions and optimization tools. Vivek is part of BII's Global Leadership team. Prior to joining BlackRock in 2013, Mr. Paul worked at Towers Watson as an investment consultant, where he specialized in advising pension funds and corporate clients on liability hedging derivative arrangements, financial modelling and investment strategy. He began his career at Hewitt Associates in 2005.
Mr. Paul earned a Math degree in Mathematics from the University of Warwick in 2005, with first class honours. He earned an MSc in Actuarial Finance from Imperial College, London, in 2008 and is a Fellow of the Institute of Actuaries.