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.
Business Development Manager
Natanje Holt is Business Development Manager at Bravura Solutions and has been in the Fintech space and particular pension Fintech for the last 16 years.
She joined Bravura from Dunstan Thomas, the retirement technology and business services company, where she spent fourteen years, with nearly nine of these as Managing Director.
She served as chair of the Retirement Council at TISA. She is also on the advisory board of the Pensions Network. She supplemented her Electronic Engineering degree with a MBA from Cass in 2014, delivering a thesis on how technology can drive client engagement in pensions.
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.
Malcolm has worked in the financial services market for over 45 years. He held senior roles and Board positions in the industry before joining KPMG as a Director in 1998. He joined EY as an Executive Director in 2005 and worked on over 100 engagements in the long-term savings, investment and protection space before "retiring" in 2014 and becoming a Senior Adviser to the firm. In March 2017 he became a Non-Executive Director of Fairstone Group; one of the largest Chartered Financial Planning firms in the UK.
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.
Clive held various positions in sales and marketing over 25 years with Scottish Amicable and Zurich. In 1999 he set up the specialised research-based consultancy, CWC Research (www.cwcresearch.co.uk), to provide the sort of quality data and advice he could never find as a provider.
Clive is well known for his work in the platform market. He founded and promotes the leading event in the platform and technology sector, now in its 11th year, The Schroders UK Platform Awards (www.ukplatformawards.co.uk). He is chair of The Investment Network (www.the-investment-network.co.uk), a members' only forum for senior people across the retail investment industry. His current fascination is trying to forecast how digital offerings will change retail investment and financial planning. He is having great fun travelling across the globe looking at various exciting, and not so exciting, propositions.
Psigma Investment Management
Sara joined Psigma Investment Management in 2013 and is a multi-disciplined marketer. She is presently Marketing Director, focused on helping build awareness in key institutional and private client markets. Sara has significant wholesale and institutional experience across both asset management and private wealth sectors, having held client facing, business development and senior marketing roles in the finance industry for more than 25 years. Before joining Psigma, Sara was responsible for wholesale and institutional marketing for Insight Investment. She has also held roles client and adviser facing roles with NatWest and M&G Investments.
Together with responsibility for marketing, Sara is instrumental in building Psigma's charity capabilities and is a trustee of the Psigma Foundation.