Pensions and Retirement Planning Conference 2026

Liz joined PIMFA (then known as the Wealth Management Association) as Chief Executive in 2014.

She has 30 years financial services experience, 20 of which as a Chief Executive. She successfully transformed and advised several businesses through redefining strategy, re-branding, change management and inspirational leadership, creating profitable businesses.

She has substantive experience of people and corporate culture risk, regulatory knowhow across the industry – banking, insurance and wealth management and providing good practice guidelines for the industry to adopt.
She is an accredited coach and industry leader encouraging collaborative participation of diverse groups of industry experts to address sector challenges and to leverage industry resources for collective benefit.

Liz holds a degree in Psychology and a Masters in Occupational Psychology from Birkbeck.

Tim is a non-contentious financial regulatory lawyer who has extensive experience advising on large strategic and regulatory change projects, such as advising a major UK bank on tokenising deposits, advising banks and other financial firms on the launch of various new product platforms (including the use of appointed representative models) and advising a wide range of financial institutions on their implementation of the consumer duty.

Tim has also advised on a number of major international public and private M&A deals involving financial institutions.

Tim has a comprehensive understanding of the UK and EU financial regulatory regimes and regularly advises on the regulatory perimeter,
prudential and conduct regimes for the full range of financial institutions from established multinationals to start-up firms.

Jen is a Partner in our Pensions team and advises a wide range of DC pension arrangements.

Jen leads our FCA regulated pension products team. She advises pension providers, insurers, platforms and advisory firms in relation to their retail and workplace pension products and services. Most recently she has been advising on the establishment of targeted support solutions, M&A transactions in relation to SIPP books and drafting template introducer agreements between advisers and pension providers.

Jen is a member of The Investing and Savings Alliance retirement policy and targeted support working groups. She is a regular speaker at industry events and sat on the DWP’s Technical Experts Panel for the Small Pots Working Group. Jen is a member of the Law Society’s LGBTQ+ Subcommittee.

Julia is a Partner in the Regulatory and Investigations team and has over 20 years’ experience in contentious regulatory matters, having worked at the FCA, in-house at a global bank and in private practice.

Julia provides regulatory advice to financial institutions and their senior executives in relation to enforcement investigations, regulator driven internal investigations and other regulatory interactions and risks arising from these. She has represented several Board level senior managers from some of the largest financial institutions in highly confidential enforcement proceedings and conducted many internal investigations, across sectors, including the wealth sector. Julia also has over 10 years’ experience acting as a Skilled Person, undertaking reviews mandated by the FCA, including leading several complex reviews that have been widely reported in the press.

Her recent regulatory experience includes advising firms, including in the wealth sector, in relation to governance and culture, control frameworks, SMCR, financial promotions, internal fraud, inducements, conflicts of interest, customer communications, complaints handling, whistleblowing, remediation amongst other things.

Kari has acted for financial services sector clients for over 30 years advising on a wide range of contentious matters including internal investigations involving allegations of misconduct by senior employees and board members, regulatory investigations and enforcement action and litigation, arbitration and mediation.

She leads the firm’s relationship for a number of our financial services clients and has a particular focus on the wealth management sector. She frequently advises clients on risk mitigation measures to avoid litigation or regulatory enforcement action and on systemic issues that could have significant financial and reputational impacts.

Ross Liston is Chief Executive Officer of M&G Advice, responsible for the strategic direction and performance of M&G’s advice businesses, including Sandringham and Continuum.

He leads a multi channel advice model spanning national, hybrid, and digitally enabled propositions, focused on delivering customer centred advice at scale.

He shapes Advice strategy and investment priorities, and represents the business with government, regulators and industry bodies. His remit also includes building adviser capability and future talent through the Adviser Academy, alongside full accountability for financial performance, risk, and regulatory integrity.

Prior to joining M&G, Ross held senior leadership roles at Sesame Bankhall Group, where he was Managing Director and Interim Chief Executive, and at Standard Life Aberdeen, leading adviser relationships and UK distribution.

Andrea was appointed CEO of Brooks Macdonald in October 2024, having joined in August 2023 as Chief Financial Officer, bringing an impressive track record and experience of operating at Board and Executive level across the UK long-term savings and asset management sector.

Her previous roles include Group Chief Risk Officer and Group Chief Financial Controller at Aviva. Prior to that, Andrea held senior leadership roles including Deputy Group CFO at Royal London and Group Chief Internal Auditor at Standard Life plc. She began her career at PricewaterhouseCoopers, where she qualified as a chartered accountant.

James joined St James’s Place Wealth Management as CEO in April 2025. Prior to taking his current role, James was at Schroders from 2007, most recently as Head of UK, CEO of Schroder Unit Trusts Ltd. and a member of Schroders’ Group Management Committee.

During this career at Schroders James had a number of roles including, CEO of Schroders Personal Wealth, Schroders’ joint venture with Lloyds Banking Group, Co-Head of UK Intermediary and Head of UK Financial Institutions and Strategic Accounts. James also served as a non-executive Director of Benchmark Capital, which is a financial adviser network, platform and technology business.

Prior to joining Schroders, James worked in various Distribution and Marketing roles at Baring Asset Management (2001-2007) and John Govett (1996-2001). He has a BA from Kings College London.

Andrew Lewin is the Labour MP for Welwyn Hatfield, his home constituency. He was elected in 2024, when he defeated Grant Shapps, then the Conservative Defence Secretary.

Andrew is passionate about addressing intergenerational inequality and has worked with the Social Market Foundation to develop his proposal for a Citizen's Advance.

Charlotte Clark CBE has been the Director of Cross-Cutting Policy and Strategy at the FCA since November 2024. Her team leads on areas such as Consumer Duty, Vulnerability, Redress and Prudential Policy, Pensions as well as areas such as the development of policy for AI.

Prior to this Charlotte was the Director of Regulation at ABI, leading on areas such as Solvency II reform and the ESG. Her background is in the civil service where she had senior roles in HMT, DWP and DfE including being the Director for Private Pensions at DWP.

Richard Parkin is the Head of UK Retirement for T. Rowe Price. Richard is based in London and works with the firm’s distribution and investment teams in supporting clients with the design, development and implementation of retirement investment solutions and associated propositions. He also acts as a spokesperson on retirement for the firm in the UK.

Richard joined the firm in March 2026 having started his career as a defined contribution investment consultant in 1991 before moving into asset management. He has held senior product development and policy positions with UBS Global Asset Management and Fidelity International. More recently he was head of retirement at BNY Investments having spent 5 years running his own strategy consultancy.

Richard has a degree in mathematics from the University of Warwick. He is also a non-executive director and Deputy Chair of the Financial Services Compensation Scheme and chairs the Investment Association’s Retirement Income Committee.

Richard Parkin is the Head of UK Retirement for T. Rowe Price. Richard is based in London and works with the firm’s distribution and investment teams in supporting clients with the design, development and implementation of retirement investment solutions and associated propositions. He also acts as a spokesperson on retirement for the firm in the UK.

Richard joined the firm in March 2026 having started his career as a defined contribution investment consultant in 1991 before moving into asset management. He has held senior product development and policy positions with UBS Global Asset Management and Fidelity International. More recently he was head of retirement at BNY Investments having spent 5 years running his own strategy consultancy.

Richard has a degree in mathematics from the University of Warwick. He is also a non-executive director and Deputy Chair of the Financial Services Compensation Scheme and chairs the Investment Association’s Retirement Income Committee.

Jon is head of Retirement Policy and Pensions Technical at Quilter. He holds the Chartered Financial Planner designation and brings deep technical expertise in pensions having worked in technical roles for over 25 years. He represents Quilter in dealings with regulators, HMT, HMRC and DWP.

Will is a Partner at Killik & Co, having joined the firm in 2018. He is the Head of Proposition Management, having previously served as the Head of Wealth Planning.

Will oversees the strategic design, packaging, and continuous refinement of the firm’s suite of products and services to ensure they meet client needs, satisfy regulatory standards, and drive commercial growth.

In addition, he is a Chartered Financial Planner (CFP) Practitioner. Will specialises in working with individuals and families to understand their financial position, lifetime goals, and develop tailored long-term strategic financial plans alongside investment mandates to help achieve these.

He regularly contributes to the financial press, including the Financial Times, and This is Money.

Claire’s in-depth knowledge is diverse and wide ranging and has been born from a combination of having previously worked herself as a Financial Adviser, to now helping advisers deal with the complexities of advice in an ever-changing regulatory world.

In Claire’s capacity at St James’s Place, she continues to build on her ability to communicate with various audiences, internally and externally using a wide array of media and is a regular key spokesperson for the business.
In addition, Claire has in the past been Chair of the SIPP and SSAS trade body, the Association of Member-directed Pension Schemes (AMPS).

Steve Webb was Minister of State for Pensions between 2010 and 2015. During that time he implemented major reforms to the state pension system, oversaw the successful introduction of automatic enrolment and played a key role in the new pension freedoms implemented in April 2015.

He was awarded a knighthood in the New Year’s honours in 2017.

Following his time in Parliament he worked for Royal London for four years before joining LCP as a partner in 2020, where he has campaigned successfully to secure an estimated £1 billion in backpayments for over 100,000 women who had been underpaid state pensions.

More recently he has been working on proposals for reform of the DB funding system and on innovative ideas for decumulation in DC pensions.

Andy is a Chartered Financial Planner with over 35 years’ experience in the financial services industry. His career began working for a major life office and he then progressed to advising clients as an IFA for 22 years, specialising in the corporate pensions market. He then moved into training and development and latterly was the pensions SME for a major UK Bank.

He then took up his current role in January 2023 with Evelyn Partners as a Pension Technical Specialist. His responsibilities include providing technical assistance, training and research for financial planners, as well as providing press commentary and carrying out due diligence of third-party pension providers. He is vice-chair the retirement policy council of TISA.

In his spare time, Andy enjoys photography, theatre, travel, watching Bristol Bears rugby and carpentry.

Phil is Head of Financial Planning Advice at Evelyn Partners where he oversees advice from concept and creation through to delivery. Before joining Evelyn Partners, he spent eight years at Fisher Investments UK, initially as a Financial Planner before progressing to oversee the firm's advice function.

Prior to his career in financial services, Phil served as a musician in HM Band of the Irish Guards, performing at state and ceremonial events including the Changing of the Guard and Trooping the Colour.

Mike is consulting director, and sole proprietor of the lang cat Isle of Wight office. Now into his second decade as a feline, he spends his working life immersed in regulation, adviser and consumer research, all with the aim of helping financial services become a slightly more trusted, accessible, and inclusive sector for consumers.

Jonathan Warren is a Senior Management Consultant at Accenture UK & Ireland, specialising in wealth, investment, advice, and pensions.

He helps firms navigate complex transformation and the opportunities created by emerging technology. Jonathan has a particular interest in how AI and innovative advice operating models can reshape customer experiences, improve access and outcomes, and disrupt traditional market dynamics.

His experience combines strategic thinking with practical delivery, bringing together people, process, and technology to explore how firms can close the advice gap while managing the risks associated with new technology.

Simon joined PIMFA in November 2017 as a Senior Policy Adviser with a focus on public policy and long term savings. He has previously worked at the National Employment Savings Trust (NEST) and the Treasury in a variety of roles working on a number of issues including automatic enrolment, pension freedoms and the UK’s response to the financial crisis.

Simon has a strong interest in long term savings issues with a particular focus on overcoming behavioural barriers and the support structures that can be put in place in order to help and encourage a thriving savings culture in the UK.

Ben leads Royal London’s Targeted Support and Advice offers, focused on helping customers make better financial decisions. An experienced leader in pensions, wealth management and financial advice, Ben’s career spans strategy, proposition, distribution, digital product and marketing.

He is known for combining a strong consumer focus with the use of technology to modernise financial advice.
As CEO of Wealth Wizards and Royal London’s Equity Release Advice business, Ben brings together leadership of regulated advice firms with hands on fintech experience.

He led the team responsible for Royal London securing FCA permission for Targeted Support and launching the first live Targeted Support offer.

Gareth is a Partner in Eversheds Sutherland's Litigation & Arbitration Team, with 20+ years’ experience of working for financial services clients. A large part of his practice is dealing complaints and customer litigation, across a range of FS products and services.

Amira Norris is a Principal Director at Accenture UK & Ireland, specialising in retirement, wealth, and advice propositions.

She works with firms to design and implement customer-centric solutions that respond to evolving consumer needs and regulatory change. Her experience spans proposition development, customer journeys, and the practical application of new models of support, including Targeted Support. Amira brings a strong understanding of how firms can create a continuum of support across the retirement journey, helping more customers access appropriate guidance and support while integrating new propositions effectively across broader client journeys and existing operating models.

Simon joined PIMFA in November 2017 as a Senior Policy Adviser with a focus on public policy and long term savings. He has previously worked at the National Employment Savings Trust (NEST) and the Treasury in a variety of roles working on a number of issues including automatic enrolment, pension freedoms and the UK’s response to the financial crisis.

Simon has a strong interest in long term savings issues with a particular focus on overcoming behavioural barriers and the support structures that can be put in place in order to help and encourage a thriving savings culture in the UK.