Judges
Mike Ambery
Wealth Policy Director, Aviva
Sitting between commercial, operational and legislative interlocks, Mike has over 25 years’ experience navigating thought leadership and application of policy. At Aviva he leads a strong team working for better outcomes for every customer on their wealth journey.
Pallavi Aston
Director and Senior Investment Consultant, Howden
Pallavi is a Director and Senior Investment Consultant at Howden, specialising in investment strategy and advice for pension schemes and institutional investors. With deep expertise gained over 23 years, in defined benefit pensions and a strong focus on governance and risk management, she helps clients make effective long-term investment decisions in an evolving market environment. Pallavi is known for her pragmatic, client-focused approach and her ability to provide clear, actionable advice that supports confident decision-making.
Toby Belsom
Director, Guidance and Reporting, UN Principles for Responsible Investment
Toby Belsom spent 10 years as a UK equity portfolio manager at Aviva Investors and 9 years as an equity analyst on a leading Socially responsible in the late nineties at NPI and Henderson Investors. After leaving Aviva he spent several years as a consultant working on an IPO process, ESG/equity markets advisory work. He then worked for ShareAction as Head of Research – managing the Asset Owner Disclosure Project as well as range of surveys, policy and ESG advocacy work. He is currently Head of Investor Practices at PRI managing a team of 12 that develop and publish asset specific guides and tools for PRI members. Current work includes hedge funds, passive strategies as well as Strategic asset allocation and sovereign debt.
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He has collaborated with major financial institutions, regulators, and international organisations, and has received multiple grants and awards for research on the modelling and management of complex risks. His previous academic roles include serving as tenured faculty at the Robinson College of Business at Georgia State University and as an editor of ASTIN Bulletin – The Journal of the International Actuarial Association. At Imperial, he has also served as Associate Director for Development Finance at the Brevan Howard Centre for Financial Analysis and as co-director of the Sustainable Tech Lab at Imperial-X.
His work on parametric insurance and financial inclusion received the 2023 SCOR/EGRIE Best Paper Award and the 2022 FT Responsible Business Education Research Award. His research in actuarial risk analytics has also received the Casualty Actuarial Society’s Charles A. Hachemeister Prize, Brian Hey Prize and Peter Clark Prize, as well as the Giuseppe Ottaviani Prize and the SCOR UK Prize.
Enrico Biffis
Professor of Actuarial Finance, Imperial Business School and Academic Director of its Centre for Climate Finance and Investment
Enrico Biffis is Professor of Actuarial Finance at Imperial College Business School, Academic Director of its Centre for Climate Finance & Investment, and Academic Director of the MSc in Climate Change, Management & Finance. His expertise spans risk analysis and asset–liability management in insurance and investment management, as well as climate risk analytics and data-driven tools for measuring and managing risks across asset classes.
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He has collaborated with major financial institutions, regulators, and international organisations, and has received multiple grants and awards for research on the modelling and management of complex risks. His previous academic roles include serving as tenured faculty at the Robinson College of Business at Georgia State University and as an editor of ASTIN Bulletin – The Journal of the International Actuarial Association. At Imperial, he has also served as Associate Director for Development Finance at the Brevan Howard Centre for Financial Analysis and as co-director of the Sustainable Tech Lab at Imperial-X.
His work on parametric insurance and financial inclusion received the 2023 SCOR/EGRIE Best Paper Award and the 2022 FT Responsible Business Education Research Award. His research in actuarial risk analytics has also received the Casualty Actuarial Society’s Charles A. Hachemeister Prize, Brian Hey Prize and Peter Clark Prize, as well as the Giuseppe Ottaviani Prize and the SCOR UK Prize.
Iain Clacher
Professor of Pensions and Finance, Pro Dean International, University of Leeds
Iain is Professor of Pensions & Finance, the founder director of the University’s Centre for Financial Technology and Innovation.
He is a recognised internationally as an expert on pensions and retirement savings, most notably on retirement decision-making, pension fund investment, infrastructure investing, sustainable pension systems, trustee governance, and fund management costs and fees. He is widely published in international journals, a key contributor to pension policy and practice, and an expert advisor to a range of businesses, policy makers and organisations.
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A central feature of Iain’s research is its real-world relevance, he is often cited in the press on issues of pensions, finance, and economics. He has advised organisations including, The CERN Pension Fund, The City of London Corporation, The Work Foundation, The Pensions and Lifetime Savings Association, The Office for National Statistics, he was a board member of the IDWG of Financial Conduct Authority, and was an expert witness to the Work and Pensions Select Committee investigation into Liability Driven Investment in 2022 and to the Select Committee’s investigation into Defined Benefit Pensions in 2023.
Faye Clark
Partner and Head of Manager Research, XPS
Faye leads fund ratings and manager research projects at XPS. She has more than 16 years of industry experience, helping a wide range of investors achieve the best possible outcomes. Her background includes fiduciary management oversight, and more recently she has been part of the team driving XPS’s thought leadership on digital assets.
Faye is also actively involved in diversity, equity and inclusion initiatives, both within XPS and externally, working with organisations including Inclusion in Finance and GAIN.
Jill Davys
Independent Advisor to Pension Funds
Jill is an independent adviser to pension funds covering investments, governance and administration. She spent over 22 years working in and advising LGPS funds, working directly in the sector for 18 years at a senior level, covering all aspects of managing the pension fund. Most recently she was a Managing Director and Head of LGPS at Gallagher (formerly Redington) supporting LGPS funds to meet their strategic objectives by advising on strategic asset allocation, responsible investment and broader investment strategy. Previously, Jill worked as a fund manager for over 20 years at both asset management firms and in-house pension life and pension funds. Her primary focus was on equities but was also involved in strategic asset allocation and derivatives. She regularly contributes as speaker to events, conferences and roundtables, and is a strong advocate for responsible investing for delivering both sustainability and impact alongside the financial returns required to pay pensions.
Polly Ehrman
Partner, Sackers
Polly Ehrman is a finance, investments and derivatives lawyer at Sackers, who advises trustees, employers and providers. Polly covers risk transfer insurance policies (buy-ins and longevity swaps), derivatives, trading, custody and collateral arrangements, DC projects, related regulatory advice, and investments in and sales of illiquid assets. Highlights of the last year have included advising on multiple buy-ins and various projects for DC providers including regulatory support on investment proposition development in the fast-evolving DC market.
Robin Ellison
Chairman, College of Lawmakers
Robin Elison has practiced as a solicitor for over 50 years, acting for major corporates, government agencies and foreign governments, mostly in the pensions space. He has written the standard legal texts on pensions law, pensions investment law, and pensions trusteeship. He is regulated by around half-a-dozen regulators, both in the UK and overseas; his study of regulation, Red Tape: managing excess in law, regulation and the courts is published by Cambridge University Press. He is Visiting Professor in Pensions Law and Economics at the Bayes Business School, City, University of London, Chairman of the College of Lawmakers, and chairman of various pension schemes in the UK and overseas.
Lydia Fearn
Partner, LCP
Lydia re-joined LCP in the DC team in May 2022 to support the growth of the DC business and deliver advice to DC clients of all types and sizes. The team advise a wide range of clients, supporting them on all areas of DC including investment strategy, scheme design, communication strategy and their wellbeing strategy with a focus on financial wellbeing.
Previously, Lydia was the Head of Pensions Consulting at Capita and the Head of DC and Financial Wellbeing at Redington, as well as working for Barclays and Hewitt Associates (now AON) where she was responsible for providing investment advice to both DB and DC clients.
Rob Gardner
CEO and Co-Founder, Rebalance Earth
Robert Gardner is CEO and Co-founder of Rebalance Earth, a UK investment manager pioneering nature as critical infrastructure. He has more than 25 years’ experience across pensions, investment and wealth management, having co-founded Redington and mallowstreet and served as Director of Investments at St. James’s Place, overseeing more than £150 billion of client assets. At Rebalance Earth, Robert focuses on building a more resilient Britain by mobilising long-term capital to restore landscapes, reduce flood, drought, and water-quality risks, and create measurable economic value for communities. He is also a co-founder of the financial education charity RedSTART Educate and an author.
Tim Giles
Trustee Director, Independence Governance Group (IGG)
Tim has over 30 years’ experience within the investments and pensions industry.
Prior to joining IGG, he was Head of Investments for the UK and EMEA at Aon, advising a broad range of clients. As part of that role, Tim was CEO of Aon Investment Limited, the investment management business responsible for Aon’s Fiduciary Management services. He led the business for almost 10 years through an array of change in markets and the industry.
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Tim is a qualified actuary and also led Hewitt’s (predecessor firm to Aon) benefit administration, as a result he has thorough understanding of the issues facing pension schemes.
Tim’s experience has brought him into contact with a diverse range of schemes. He leverages this expertise to bring a practical edge and thinking that drives success. He relies on direct and transparent that seeks to understand and address the needs of different stakeholders.
Tim is an active contributor to industry thought leadership and is a regular speaker on conference and webinar panels.
Matthew Gold
Head of Charity & Endowment Investment, Howden
Matt leads Howden’s investment consulting proposition to charities, endowments and foundations. Matt is an award-winning investment professional, with a wealth of experience built up over the past 15 years across clients ranging in size from under £10m to over £1bn. Matt is able to think outside the box and devise innovative solutions to meet his clients’ needs. He is a big believer in purposeful decision making – adept at providing clarity to what can be complex situations, enabling his clients to make decisions with confidence.
Hatty Goodwin
Trustee Director, Head of Risk Transfer, Independent Governance Group (IGG)
Hatty is Trustee Director and Head of Risk Transfer at IGG, leading strategic de-risking and endgame planning for defined benefit pension schemes.
With over 17 years of experience across investment consulting, governance, and risk settlement, she combines deep technical expertise with a pragmatic, results-driven approach.
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Before joining IGG, Hatty held senior roles in the pensions industry, advising on large-scale transactions and innovative risk management strategies. She is a champion of inclusive leadership, sustainability, and good governance, contributing to industry discussions on ESG integration and responsible investment.
In addition to her professional work, Hatty serves as Chair of Trustees for Marmalade Trust, a UK charity focused on raising awareness of loneliness and building social connection. She also chairs the trustee board of Bristol Metropolitan Orchestra and is an accomplished cellist.
Hatty holds the PMI Award in Pension Trusteeship and the Investment Management Certificate (IMC). She is known for her collaborative style, clear communication, and ability to deliver complex projects with both technical rigour and human insight. She believes in collaborative working with in house investment and pensions management teams, to provide support with rapidly evolving UK pension regulation.
Sarita Gosrani
Senior Director, Head of Sustainable & Impact Investing
Sarita Gosrani is a Senior Director at bfinance and leads the firm’s sustainable and impact investment advisory activities globally. Sarita has 15+ years of experience across investments, pensions and financial services and has supported asset owners in building and managing sustainable and impact allocations across public and private markets. Recently she has particularly active in emerging themes such as water, natural capital and biodiversity, and regularly contributes to market research, thought leadership and industry initiatives.
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In addition to advising clients, Sarita plays a leading role the development of bfinance’s sustainable and impact investment research capabilities and data solutions. Prior to joining bfinance, Sarita was Head of ESG Research and Senior Investment Consultant at XPS Pensions Group, where she led the firm's ESG strategy and advised UK pension funds on their financial and responsible investment strategies.
Sarita is a member of bfinance’s Responsible Investment Committee, a contributor to the CFA UK Impact Investing Certificate, and a CFA Charterholder. She holds a Bachelor's degree in Economics and Human Geography from the University of Toronto.
Marisa Hall
Managing Director, and Global Head of the Thinking Institute, WTW
Marisa is global head of the Thinking Ahead Institute, WTW's global thought leadership and investment research network focused on helping investors navigate the future. The Institute’s membership includes more than 50 of the world’s largest asset owners and asset managers with combined responsibility for over USD$16 trillion.
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A dynamic and highly motivated leader, Marisa has 20+ years’ experience in the investment and consulting industry, with a strong commitment to driving innovation through thought leadership and client project delivery.
With a deep global network and strong stakeholder management, Marisa has established herself as an effective and thoughtful leader and advocate for positive change. She has been widely recognised writing several articles featured in the media, thought pieces, research papers and as keynote speaker at a number of global events. Prior to joining the Institute, Marisa was a Senior Investment Consultant in WTW’s investment advisory business.
Marisa is a Fellow of the Institute and Faculty of Actuaries (FIA) and holds the Investment Management Certificate (IMC). She has a MSc (Distinction) from CASS Business School, London and a first-class degree in Mathematics from the University of the West Indies. She is named on the 2020 list of Financial News' Rising Stars of Asset Management in Europe and was winner of ‘Woman of the Year’ in the 2020 Women in Finance Summit & Awards Series. She is also the recipient of the CEO Circle Awards for outstanding contribution to the values of WTW.
Georg Inderst
Princpal, Inderst Advisory
Georg Inderst is an independent adviser to pension funds, institutional investors and international organizations (including the OECD, World Bank, Asian Development Bank, EIB and other EU institutions). He has authored key studies on infrastructure investments, real assets as well as social, green and development finance.
Georg has extensive experience in research, investment management and governance. Previously, he held senior roles in the HYPO Group in Munich, at Foreign & Colonial (F&C) and Law Debenture in London.
Priya Jassal
Senior Partner, Pensions & Insurance Advisory, Capita Pension Solutions
Priya Jassal is the Senior Partner for Capita's Pensions & Insurance Advisory Business, leading a team of c. 160 actuaries and consultants who advise on both DB and DC schemes. Priya has over 20 years' experience in the Pensions industry with previous investment consulting roles at Mercer, Isio and EY.
Sonia Kataora
Partner, Head of DC Investment, Howden
Sally Kramers
Chief Operating Officer and Head of Industry Development, UKSIF
Sally joined the UK Sustainable Investment and Finance Association in 2021. As Chief Operating Officer, she oversees operations and processes across the organisation and works closely with the Chief Executive on strategy and direction.
She also leads our Industry Development work, including overseeing the our events programme, leading the Biodiversity and Artificial Intelligence forums, and supporting the exchange of sustainability knowledge and expertise across financial services.
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With a background in alternative investment strategies and, previously, (re)insurance, Sally brings broad experience of the financial services sector. She is committed to strengthening collaboration across the industry and supporting progress towards a sustainable financial system.
She is passionate about climate action, social impact and Ipswich Town Football Club.
Sam Mahtani
Global Investments and Sustainability Director, Alpha ESG Consulting
Sam Mahtani is a senior investment leader with over three decades of experience in portfolio management, sustainable investment, and global distribution. Sam brings direct expertise across the three disciplines critical to asset management industry: the construction and stewardship of multi-asset, global and emerging market portfolios; the integration of ESG and sustainability frameworks into investment process and engagement; and the development of retail, wholesale and institutional distribution relationships across UK and international markets.
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As Senior Portfolio Manager at Columbia Threadneedle Investments, Sam held Investment Board responsibility across a US$5bn platform and grew the Responsible Emerging Markets strategy from USD 300m to USD 2bn — securing USD 1bn in mandates from UK Local Government Pension Schemes. He currently advises on the investment strategy and asset allocation for the Pathway Fund’s proposed £50m endowment and provides independent oversight for a leading animal welfare charity and their £50m multi asset sustainable portfolio. He brings the ability to scrutinise manager performance and process, assess ESG integration and stewardship credentials, and contribute meaningfully to shareholder engagement and distribution strategy.
Jo Myerson
Trustee Director, Head of Innovation, Independence Governance Group (IGG)
Jo has worked in the pensions industry for over 20 years. She is known for her pragmatic, consensus driven and commercial approach.
She was named Trustee of the Year at Professional Pensions’ Women in Pensions Awards 2020, where judges noted how Jo is “a good role model”, “a clear figure in the community” and “a true hard worker.”
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Jo has considerable experience as a professional trustee, and has expertise in leading boards through change projects. She is appointed as co-trustee, Chair of Trustees or Sole Trustee to a portfolio of schemes (including multi-billion pound schemes). Several of these are hybrid schemes and she is very familiar with the workings of these schemes, in particular default arrangements and contribution structures. Jo delivers proactive, solid trusteeship, and enjoys collaborative relationships with her co-trustees, sponsoring employers and advisers. She places a great deal of emphasis on the need for all parties to work pragmatically, collaboratively and commercially whilst meeting the fiduciary obligations to beneficiaries.
Jo is commercial and takes a proactive approach to understanding the sponsor’s views to ensure she has a full understanding of the Corporate’s point of view and take this into account. As a former legal adviser, she is also well qualified to lead and support the Board on any challenges in respect of advice being provided by legal advisers where required.
She has worked in pensions since 2001 and spent the first 12 years of her career as a City pensions lawyer.
Jo is a fully accredited professional trustee with the Association of Professional Pension Trustees.
Mathias Neirdert
Managing Director, Head of Fixed Income, bfinance
Mathias is Head of Fixed Income and a member of the firm's Senior Management Team. He joined bfinance as a Senior Associate in March 2008 focusing on manager research and selection in fixed income. He was named Head of Fixed Income in 2024, managing a team of asset class specialists in charge of investment advisory.
Before joining bfinance, he worked for RBC Dexia in Luxembourg, most recently as Product Manager for Investment Analytics services. Mathias started his career in the investment fund industry in 2003. He is a CFA Charterholder and holds a master’s degree in business administration from the University of St. Gallen (Lic. Oec. HSG) in Switzerland.
Tess Page
UK Investments and Retirement Strategy Leader, Marsh
Tess is UK Investments and Retirement Strategy Leader at Marsh, formerly known as Mercer, where she advises some of Mercer’s largest and most ambitious clients.
Tess chairs the Association of Consulting Actuaries DC Pensions Committee and sits on the Investors for Purpose Advisory Group and the Pensions UK Policy Board. She has given evidence to the UK Government’s Work & Pensions Committee on investment and pensions matters.
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Having started her career in the industry in 2002, Tess joined Mercer in 2011. During her career at Mercer, Tess has held leadership roles across investments, funding, and DC. Tess has a Master’s in Biochemistry from the University of Oxford and is a Fellow of the Institute and Faculty of Actuaries. Outside of work Tess is Co-Chair of the Board of Trustees of GM4Women 2028, a charity focused on improving equality for women, girls, and the community.
Tiziana Perrella
Professional Trustee, Dalriada Trustees
Tiziana Perrella is a lead Trustee based in our Manchester Office and a member of the Dalriada Statutory Board. A qualified actuary, she has broad pensions experience, with specific expertise in risk settlement including being lead adviser on over 200 buy-ins and buy-outs in the last 20 years. Prior to joining Dalriada, Tiziana was an Associate Partner within Aon’s Risk Settlement Group, having joined from JLT where she was Head of the bulk annuities team. Tiziana has over 20 years’ experience of working exclusively within UK occupational pensions.
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She has worked with a range of trustee boards securing liabilities from under £1m million to c£4 billion. Similarly, she has experience in working with a broad spectrum of sponsoring employers from small, owner managed businesses through to much larger, global and fully listed groups.
Tiziana has detailed experience of working with insurers within the risk settlement area to ensure the efficient transfer of scheme liabilities. Highly experienced in all aspects of scheme governance of schemes looking to actively de-risk, she understands best market practice relating to risk management, in addition to having detailed wider governance experience, including negotiating complex valuation outcomes, scheme mergers and de-mergers, the design and implementation of innovative investment strategies and detailed data analysis on full data risk transfer.
Alan Pickering
President, BESTrustees
Alan is President of BESTrustees and a Trustee of a number of pension schemes. These include Clara Pensions. He is also Chairman of the Civil Service Pensions Board.
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Alan was the inaugural Chairman of the governance group of the Royal Mail Statutory Pension Scheme. He was a Trustee of the Kosovo Pensions Savings Trust between 2011 and 2015. Until February 2013, he chaired the financial literacy charity, Life Academy. He has served as a non-executive director of The Pensions Regulator having previously been a member of the Occupational Pensions Board.
Alan is a past Chairman of the National Association of Pension Funds (NAPF), now known as Pensions UK and the European Federation for Retirement Provision (EFRP). His Government sponsored report “A Simpler Way to Better Pensions” was published in July 2002.
Alan is an accredited professional trustee with the APPT and was awarded the CBE in 2002. Away from Pensions, Alan is President of his local allotment society, Chairman of Blackheath and Bromley Harriers Athletic Club and was a former Vice President of the Race Horse Owners Association.
Ravi Rastogi
Managing Director, Global Head of Insurance, bfinance
Ravi joined bfinance in 2025 as a Managing Director to support clients across a range of segments. As a qualified investment actuary, he brings 30+ years of financial services experience, including investment leadership roles at EY, Mercer, and WTW; and spanning insurance, pensions and wealth management. He has advised institutions, across over 30 countries, on the full asset value chain from ERM/SAA through portfolio construction to implementation. Recent areas of focus include: (a) Private Debt 2.0 – achieving true protection and diversification; (b) optimising the Fees, Costs and Value triad; and (c) portfolio design at the sub-asset class level – blending art, science and pragmatism.
Anish Rav
Capita Pension Solutions
Anish is Director of Pensions Policy & Industry Engagement at Capita Pension Solutions and is passionate about driving innovation and promoting collaboration across the industry. He’s known as an influential voice across pensions, for his thought leadership, strategic insight into the evolving pensions landscape, and his ability to translate complex policy developments into practical solutions. With three decades of experience, he has held senior roles at several leading pension firms and has advised master trusts, trustees, and corporate clients on defined contribution and defined benefit schemes. A Fellow of the Pensions Management Institute and SPP Council member, Anish is a regular speaker at conferences and an active participant in groups across the industry dedicated to improving outcomes.
Bobby Riddaway
Independent Trustee, Managing Director, HS Trustees
Bobby Riddaway is an Accredited Independent Professional Trustee and Managing Director of HS Trustees. He has over 30 years’ experience in pensions and investments. He founded and chairs the Trustee Sustainability Working Group, a cross industry working group aiming to improve sustainability practices and policies. He is currently Chair of Trustees on the DB Scheme of a London based firm of Lawyers and on a small hybrid DC scheme in the process of wind-up.
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He is a regular speaker on DB, DC and ESG/ Stewardship issues and is looking to assist both the industry and his Pension Schemes develop in these areas. He is also currently an asset owner member of the AIMSE Europe council and past Chair of the ACA Investment Committee. During his career Bobby has worked with some of the largest and smallest pension schemes in the UK across all areas. He is an actuary by profession and has worked as both an Investment Consultant and a With-Profit Actuary. Bobby joined HS Trustees in July 2024 and immediately prior to that worked at Capital Cranfield.
David Russell
Chair, Transition Pathway Initiative (TPI)
David Russell is the Chair of the Transition Pathway Initiative (TPI), which assesses companies’ preparedness for the transition to a low carbon future, supporting the efforts of investors in addressing climate change.
Prior to this, David was the Head of Responsible Investment at the Universities Superannuation Scheme (USS), the largest UK pension fund, where he worked from 2001 to 2023. He had responsibility for all aspects of RI strategy development and implementation across all asset classes.
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This included development of policy and strategy, stewardship, and integration across both public and private asset classes and from an asset owner and an asset manager perspective. He also led on the scheme’s formal ESG related reporting, including the UN PRI, the UK Stewardship Code and TCFD reporting.
David is a member of the FTSE Russell Sustainable Investment Advisory Committee, and of the Columbia Threadneedle Responsible Investment Advisory Council. He also held the role of board member of the UN PRI, was on the Steering Committee and involved in the governance of the IIGCC from its inception until May 2024, and was a board member of the International Centre for Pensions Management.
Prior to joining USS, David worked as an Environmental Manager for a UK retail company, and was for five years a University lecturer in Environmental Management.
Callum Stewart
DC Investment Partner, XPS Group
Callum is a DC Investment Partner at XPS with over 18 years’ experience in investment consulting and driving defined contribution strategy and proposition. A qualified actuary, he is well known for his focus on improving member outcomes, sustainable investing, and the effective use of private assets. He pioneered the ‘10‑10‑10’ rule for illiquid investments and has played a key role in evolving major DC investment propositions, including at Standard Life. At XPS, Callum leads strategic growth within the DC investment business.
Mike Weston
Professional Trustee, Pi Partnership
Mike has over a decade’s experience as a pro-bono, independent and accredited Professional Pension Scheme Trustee and Board Chair across DB, DC, corporate, charity and LGPS schemes, providing governance leadership, strategic oversight and investment decision-making including funding and endgame planning. Prior to joining Pi as a Professional Trustee, Mike spent over four years successfully leading and building LGPS Central.
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During this time he was responsible for increasing from 3 to 26 the investment funds operating across both public and private markets. Prior to this Mike was CEO of the Pensions Infrastructure Platform – at the time a pension scheme owned specialist UK infrastructure investor – as well as Chief Investment Officer for the pension schemes of DMGT plc. Mike has a proven record of strengthening trustee and corporate board processes through comprehensive reviews of governance arrangements, succession planning, embedding clear decision-making protocols and improving transparency and accountability, alongside advising on investment strategy, strategic asset allocation, and integrated risk and compliance considerations.
Natalie Winterfrost
Head of Pensions, LawDeb
Natalie is Head of Pensions at Law Debenture, overseeing the pension trustee and governance business. She is trustee to some of the UK's largest occupational pension schemes as well as trustee to a commercial DC master trust. Natalie also sits on a pathways provider's Independent Governance Committee. With strong technical expertise in funding and investment matters, she acts as chair or chair of investment committee on most of her appointments.
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Before moving into professional trusteeship in 2020, Natalie worked in a variety of industry roles including asset management, investment consulting and pension actuarial. She has always been an active industry participant with a mission to contribute to the efficient functioning of markets and to help protect the interests of society as a whole. She is the past Chair of the CFA UK and has served on many other industry bodies and committees, including twice chairing the Investment Committee of the Society of Pension Professionals.
Natalie is a Fellow of the Institute of Actuaries, a CFA Charterholder and a Fellow of the CFA UK.
Iona Young
Deputy Head of Sustainable Investment, Isio
Iona is Deputy Head of Isio’s Sustainable Investment team. She advises clients across the DB, DC, master trust, LGPS, and charity and endowment space on all aspects of their sustainable investment approach, from risk management to impact investing. She sits on the ICSWG’s Influence workstream, leading Isio’s sustainable industry engagement.
Iona is a CFA charterholder and holds a master’s in international relations from the London School of Economics. Prior to joining Isio in 2023, she worked in Redington’s Investment Advisory team.