Steve Delo is Chairman of PAN Trustees, an award-winning independent trustee firm, and a former President of the Pensions Management Institute. He has twice been named ‘Independent Trustee of the Year’ by Engaged Investor and has been listed as one of the Top 50 people in pensions by Pensions Insight.
His 30 year career has included senior roles in scheme management, consulting, asset management and, for the last 13 years, trusteeship. He is a prominent accredited independent trustee sitting on DB and DC scheme boards and specialises in the governance of large-scale pension arrangements. He has chaired The People’s Pension since its establishment.
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Philip has worked in financial services for over 30 years, with most of his experience focused on pensions and retirement income products. During this time he has worked as an independent consultant, Head of Policy at LV= and as a Senior Policy Associate on high level projects at the Financial Services Authority. Here, Philip has also been Head of Customer Services and Technical Administration, managing the vesting process for a large back book of varied pension and life products, and was winner of The Public Affairs Awards ‘Corporate Campaign of the Year’ 2016.
Philip has been an active member of a number of industry trade bodies over the years including: the ABI Retirement and Savings Committee; the Chair of the ILAG Savings Strategy Group; a Founder member of and a Management Board Member of PICA, and many more. Philip currently sits on the PLSA Policy Board and Master Trust Committee.
Speaker enquiries: if you would like to book Philip, please email firstname.lastname@example.org.
Tim is Head of Pensions Policy at People’s Partnership and is responsible for People’s Partnership’s pensions policy work.
Previously Tim led the Pensions and Lifetime Savings Association’s work on DC pensions and worked in a variety of strategy and research roles at NEST Corporation.
Tim has degrees from the University of York and the London School of Economics.
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Dave’s team is responsible for employer and intermediary relationships and the transfers of workplace arrangements to The People’s Pension.
Dave is an energetic and experienced speaker on pensions issues, building on 30 years’ working in financial services for pension scheme providers and a non-departmental public body. He’s also a member of the Personal Finance Society.
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Kevin is the Director of Customer Services and is responsible for maintaining the high standards and award-winning service that People’s Partnership provides to its employers and members. Another key area of focus for him is delivering excellence and efficiency within the current and future target operating model.
Kevin joined People’s Partnership in June 2015 and has over 30 years’ experience in financial services, occupying a variety of leadership roles within the workplace pensions and long-term savings landscape.
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As Chief Executive Officer, Patrick is the driving force behind The People’s Pension and moving People’s Partnership from an organisation focused solely on the construction sector to a mainstream pension provider. Patrick is passionate about People’s Partnership and what the organisation is trying to achieve with The People’s Pension, and has been instrumental in shaping its ethos and beliefs.
Patrick is happy to talk about a range of issues covering pensions, including the development and success of The People’s Pension and the challenges and opportunities that leading a not-for-profit financial services company can bring.
Speaker enquiries: if you would like to book Patrick, please email email@example.com.
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