Rosy Anand has over 20 years experience of financial services industry. She has extensive experience of working in the pensions industry. As Head of Marketing at Aviva Rosy is responsible for end to end marketing for corporate pensions. She 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 six years. Her experience ranges from proposition development, digital platforms, strategic marketing planning , communications and member engagement at workplace. Rosy has held range of roles for global corporates such as AIG, Barclays and Zurich. She is also an assessor for Pension Quality Mark.
Chris has over 24 years’ experience in Financial Services, She is a highly effective consultant who delivers services that adds value to the firms Jigsaw Tree engages with, allowing advisers to focus on client facing activities. Her entrepreneurial spirit and passion for Financial Services is evidenced through her proven track record in the sector.
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
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.
Nick’s subject matter expertise is in the FINTECH and INSURTECH space. He is a brand and customer experience specialist with over 30 years in the client and agency financial services environment. The last 20 in digital. He has held senior marketing roles for life, pensions and investment companies, his last as Head of Communications for Barclays before moving into marketing agency and consultancy ownership. He has been responsible for bringing countless innovative products and over 14 brand new financial services businesses to market, including operating as an NED for a retail property investment fund manager. He is a founder director of an online simplified protection business utilising mobile technology. He specialises in solving business and marketing challenges and providing advice on how to create differentiation through defining core business purpose and delivering integrated customer experiences across all channels.
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.
Sam has worked across a diverse mix of organisations, from global advisory firms to innovative financial forecasting businesses, yet her unwavering ambition to help make finance more rewarding for consumer remains.
Sam is CEO of Moneyhub - an award-winning digital financial tool for customer-centric organisations and leading player in the field of open banking.
Simon Hildrey joined Liontrust in July 2008 having been a financial journalist for 10 years and winning both the IMA Freelancer of the Year and AIC Freelancer of the Year Awards twice. Prior to becoming a freelance journalist in 2002, Simon was Special Correspondent at Citywire and Editor of International Financial Adviser. Simon is Chair of the IA’s Investor Communications Working Group, has an MA degree in War Studies from King’s College London and a BA degree in Modern History and Economics from Manchester University.