Chair, Pensions and Lifetime Savings Association
Richard is non-executive Chair of the PLSA and sits on the Association’s board. He is also Managing Director of PTL, an award winning firm of professional trustees. In this capacity, he has responsibility for a wide range of clients with a specific focus on governance.
Richard is a Fellow of the Pensions Management Institute and, until 2017, sat on their council. He has won and been highly commended in many awards and named among Pensions Insight’s Top 50 Most Influential People in Pensions for a number of years.
Richard is a former member of the FCA’s Institutional Disclosure Working Group (IDGW), The Pensions Regulator’s DC Practitioner Panel, the Master Trust Association, the DWP Trustee Panel and was a co-Founder of the Association of Member Nominated Trustees.
Pensions and Lifetime Savings Association
Director of Finance & Corporate Services
Mark Cooke is a graduate of the University of Warwick. He qualified as a Chartered Accountant in 1983 with Thomson McLintock, a predecessor firm of KPMG. He has over 30 years’ experience of financial, commercial and corporate services management across the private, public and third sectors including ten years’ as Director of Finance and Corporate Services at Big Lottery Fund, four years as Finance and Commercial Director at the British Printing Industry Federation and six years as Deputy Finance Director of Which? – the leading consumer organisation and publisher.
Mark is also Company Secretary for the Association, dealing with the Board, constitutional matters and the Association’s elections.
Dave Coplin has over 25 years’ experience working with or for the world’s largest technology companies, most recently as Microsoft’s “Chief Envisioning Officer”, providing organisations and governments around the world with strategic advice and guidance that enables them to deliver lasting growth and market relevance through the adoption of transformational technology.
Dave is an established author on topics surrounding the future of work and our relationship with technology. His first book: “Business Reimagined”, provided a view of a new working environment based on collaborative and flexible working. His second book, “The Rise of the Humans” provides a further call to action, for both individuals and organisations to harness not hate the digital deluge, to rise up and take back control of the potential that technology offers our society.
Alongside his consulting and public speaking work, Dave is also an independent non-executive director for Mitchells and Butlers plc and Vianet Group plc, helping to deliver on their strategies for growth by providing strategic advice and guidance on the increasing relevance of digital technologies across their business operations.
Legal and General Investment Management
Chair, PLSA Policy Board
Emma is responsible for developing LGIM's DC business and investment strategy. Emma joined LGIM in 2014 from Mercer where she was a partner and Head of Mercer Workplace Savings. Prior to that, she was Head of DC Sales at BlackRock and Head of DC Pensions at Threadneedle Investments, and has more than 20 years of experience in the investment management industry.
Emma graduated from Trinity College, Oxford, and holds an MBA from Manchester Business School via a Women in Management Scholarship from the Guardian. Emma is a Non-Executive Director of Smart Pension and the PLSA and Chair of the PLSA Policy Board.
HSBC Global Asset Management UK
Alison Hatcher has been Global Head of Corporate Sector in the Client Strategy team in London since 2015. Alison is responsible for understanding the needs of our corporate client, how to manage risk on their balance sheet and their pension schemes. Alison joined HSBC in 2011 and has been working in the industry since 2005.
Alison holds a BA Hons in Law & Business from Warwick University and a distinction in her MSc in Banking and International Finance from Cass Business School in UK. Alison is one of the Founders of Women in Pensions an industry group with representation from most pension schemes globally. She is part of the PLSA Diversity Advisory Board, Efama Pensions Standing Committee and MES PLSA Working Group.
Catherine May is an experienced non-executive director and corporate leader. She serves as Vice Chair of Stonehaven Campaigns, a communications advisory firm; Senior Independent Director of English National Opera and works as an adviser on reputation management and governance and leadership coach to a number of FTSE plc businesses.
During her executive career, Catherine served as Corporate Affairs Director on the Executive Committees of SAB Miller plc, Centrica plc and Reed Elsevier Group plc.
Pensions and Lifetime Savings Association
Julian joined the Pensions and Lifetime Savings Association as Commercial Services Director in 2013 and became Chief Executive in 2017.
Prior to this he worked at the Chartered Institute of Public Finance and Accountancy (CIPFA) for almost 16 years. He undertook a variety of roles such as the Managing Director of their commercial company and their Director of Operations. He led on business growth and strategic development across CIPFA's commercial business as well as the delivery of their member services.
Julian worked on school policy at the Department for Education before joining CIPFA.
Julian has a BSc in Mathematics from the University of London and an MSc in Policy Research from the University of Bristol.
He is a Fellow of the Royal Statistical Society and a Board Director at PensionsEurope.
Carol is Director of Reward & Employment at Natwest Group. She leads the teams responsible for Reward, Pensions, Benefits, core HR employment policies, Employment Law, Employee Relations, Industrial Relations, Business Acquisitions and Disposals and HR regulatory work. Within this sits the flexible benefits programme for over 60,000 colleagues and DB and DC pension arrangements for over 300,000 members (over c£45bn liabilities) worldwide.
Carol’s career spans over 20 years across in house and consulting roles and includes a decade as an investment consultant. She has served as independent trustee on a number of boards, and is a trustee of the bank’s UK DC scheme. Carol is a CFA charterholder and has particular interest in financial wellbeing, effective engagement and governance.