CBE, President, BESTrustees
Alan is an experienced trustee having been involved with defined benefit and defined contribution schemes at all points on the size spectrum. He is currently a trustee of two Master Trusts. He is passionate about good governance and believes that, until recently, DC members have been second class citizens when it comes to the pension offering to which they are entitled. Alan does not think that second class is good enough and believes that the only way of providing a premier service is to have a trustee board which is made up of first class participants from a wide range of backgrounds.
Executive Director of Regulatory Policy, Analysis and Advice, the Pensions Regulator
David is responsible for the development of policy for TPR and has oversight of TPR’s professional advisers including lawyers, actuaries, investment advisers and business analysts.
He is co-chair of TPR’s Equality, Diversity and Inclusion Committee, and a member of the cross Government Portfolio Committee overseeing the introduction of the Pensions Dashboard, He is the responsible Executive for climate change and ESG within TPR and a member of the Regulators’ Stewardship Group, a member of the Working Group on Productive Finance and member of the Climate Financial Risk Forum. He is a member of the Joint Forum for Actuarial Regulation and chairs the Pensions Working Group.
David is Chair of the Genomics Development Board for Sarcoma UK and an advisory Board member of the Association for Business Psychologists and the Department of Mathematical Sciences at Essex University. He is a Governor of the Pensions Policy Institute.
Head of Defined Contribution, TPT Retirement Solutions
Philip is DC Director at TPT Retirement Solutions, responsible for TPTs £2bn DC Master Trust with over 260,000 members. He has over 25 years’ experience in the pension industry, and prior to joining TPT, led PwC’s DC consulting business for 6 years. Philip has worked with a wide range of public, private and third sector organisations, helping them develop and deliver their pension and product strategy to their employees and clients.
Sam is CEO of Moneyhub, the leading Open Finance platform that enables businesses from all sectors to truly understand and engage their customers. By providing consent-driven access to financial data, analytics, insights, and the initiation of card-free payments, Moneyhub helps businesses create tailored products and services that deliver against their customers' needs and build trust and value. Prior to leading Moneyhub, Sam worked for global advisory firms and innovative financial forecasting businesses.
Sam is a consumer champion and passionate about the power of technology to help people achieve better financial outcomes. To support this aim, she is a non-executive director at the Charities Aid Foundation (CAF) Bank, and a member of the Money and Pension Services (MaPS) Pension Dashboard steering group, a platform to help bring open finance to pensions. She is also a member of TISA’s Open Savings, Investments and Pensions (OSIP) steering group, aiming to make open finance a reality.