Tiziana is a professional trustee and qualified actuary with 25 years’ pensions industry experience. She specialises in the settlement of scheme liabilities, including all areas of preparatory activities for a market approach and managing schemes to buyout and wind-up. Tiziana started her career at Mercer and was part of the Mercer bulk annuity and wind-up team. She then moved to JLT where she was Head of the Bulk Annuities team. Immediately before joining Dalriada, Tiziana was an Associate Partner within Aon’s Risk Settlement Group.
Tiziana is currently working as part of the trustee team on 12 schemes at various stages of a settlement project, be that preparation, broking, transaction implementation and buyout/wind-up. The schemes vary in size from sub £10 million to £2 billion and have parents based in a variety of geographies.
Paul brings has over 16 years’ experience as a trustee (including 10 years as an independent), having served on a variety of schemes from £50mn in assets to £3.5bn, across defined benefit, defined contribution, and hybrid structures. Paul has also chaired at both Trustee and Committee level.
Prior to his external trustee work, Paul spent 30 years in risk and capital markets in London and New York. He began in capital markets and derivatives at J.P. Morgan, and subsequently spent 17 years at Credit Suisse, working as a Managing Director in fixed income and derivatives, and then later in alternative investments.
Paul has a detailed knowledge of Solvency II (from a principal perspective) and the risk implications and considerations for any client considering any type of risk transfer exercise. Paul holds an M.A. in Natural Sciences from St John’s College, Cambridge.
Pete is an experienced Investment Consultant, predominantly providing advice to pension scheme trustees on constructing and implementing their investment strategies. He is a firm believer in being rewarded for the risks being taken, and ensuring the extent and consequences of those risks are understood.
As Head of Sustainable Investment at Barnett Waddingham Pete is keen to make sure the discussion around sustainability is elevated from ‘doing things better to reduce risk’ to helping clients recognise sustainability and ESG are disruptive longterm changes in thinking. With that comes great opportunity to enhance returns for those who recognise the changes and are positioned to act.