Rosy Anand has worked for 20 years in financial services industry. She has extensive experience of working in the pensions industry. Rosy was previously with Legal and General as Marketing and E Commerce Director for Workplace savings, managing defined contributions pensions and award winning auto enrolment propositions, a position she held for over five years. Her experience ranges from proposition development, digital platforms, marketing communications and member engagement at workplace. Rosy has held range of roles for global corporates such as AIG, Barclays and Zurich. She has master's degree in sociology and marketing & sales management, and is a trustee for Phyllis Tuckwell Hospice.
Chris is a CIM Fellow, Chartered Marketer, qualified Coach-Mentor and RSA Fellow, with over twenty five years' financial services marketing experience. Prior to co-founding his own agency, Financial Marketing, Chris was head of marketing for a leading over 50s insurance brand, launched a consultancy dedicated to TCF and was Managing Director of a top ten City communications agency. Chris is a multi-disciplined marketer and has won awards for his work in both financial services marketing and PR.
Director - Research
Asset Risk Consultants
Dan is responsible for the smooth running of the Research Team, collating qualitative and quantitative information on investment managers and providing information to intermediaries based on this data, including the Private Client Indices and ARC Charity Indices.
Dan graduated from the University of Liverpool with a BSc (Hons) in Biology and completed an MSc in Corporate Governance and Administration from Bournemouth University at the same time as gaining his ICSA qualification.
Dan is an Associate (ACIS) of the Institute of Chartered Secretaries & Administrators as well as a Chartered Fellow (CFCSI) of the Chartered Institute for Securities & Investment.
Unique Financial Planning
Philip co-owns and manages Unique Financial Planning, a general advice business with thirty advisers operating predominately in the south of England, alongside a couple of other non-executive roles. Before this, he was Proposition and Marketing Director at Openwork for six years, with responsibility for product propositions, marketing, PR and leading its investment company, Omnis Investments.
Prior to that, Philip spent two years with F&C Investments with responsibility for the asset manager's UK retail proposition and was Business Development Director at wrap provider Nucleus Financial Group, which he co-founded in 2006. He had previously been a founder-director of consultancy Abacus Financial Marketing, working with more than 65 life companies, asset managers, IFAs and industry bodies on a variety of strategic and proposition projects.
Kim has worked in UK financial services for over 35 years. During this time, she provided consultancy to over 100 financial services companies. She's a columnist and an industry judge for many awards. In the early 1990's she created consultancy Pretty Technical Partnership and later founded Pretty Financial a London City based IFA. She has been consultancy head of compliance for 3 major companies and currently works with a Chartered and Certified IFA business and a leading pensions actuarial consultancy.