Shelly-Ann joined the Pensions and Lifetime Savings Association in November 2006. She supports the Head of Finance in delivering a high quality accounting service. Shelly-Ann is responsible for preparing the monthly Management Accounts and KPI report. Other responsibilities include: liaising with HMRC re corporate taxes, enabling quarterly VAT returns, liaising with the bank and payroll bureau.
Shelly holds an HND in Business Administration and Accounting from the University of Technology Jamaica, and is a member of the Association of Chartered Certified Accountants (ACCA).
Sam joined the PLSA in May 19. Sam is responsible for delivering PLSA’s People Strategy as well as leading on HR operations, learning and development and recruitment.
Before joining the PLSA Sam previously worked at Zoopla Property Group, Barclays Capital and completed her work placement as part of her degree at Universities UK.
Sam holds a CIPD qualification and a business degree from the University of Hertfordshire.
Ellie joined the PLSA in February 2014. Previously PR Manager, Ellie works in the Communications team, reporting into the Head of Digital & Communications.
The Communications team work to actively promote the Association as the voice of workplace pensions through traditional press coverage and social media, as well as looking after internal communications with PLSA staff.
Before joining the Association, Ellie worked at the Chartered Insurance Institute in the media relations team. Prior to this she worked for KBPR, a specialist pensions and investments PR agency, and was deputy editor at Pensions Age magazine.
Luisa joined the Pensions and Lifetime Savings Association in October 2019. Prior to joining the PLSA, Luisa graduated from the University of Kent in Italian and Business, with a year abroad at the University of Turin.
Luisa provides support to the Policy & Advocacy and Events teams, as well as the Chief Executive and Directors.
Policy Lead: Standards
Sam is the policy lead for PLSA (and associated) standards, including our initiatives to promote quality, transparency and value for money in the asset management and pensions industry.
He previously assisted the legal profession to influence legislative developments; helped to develop standards and regulatory frameworks for the barrister’s profession; and developed financial policy at the FCA. Most recently, he worked in central government policy and also has some third sector experience.
Sam studied philosophy and postgraduate law.
Head of Events
Jess joined the Pensions and Lifetime Savings Association in October 2006 and manages the logistics and production of the Association’s flagship conferences and exhibitions including the Pensions and Lifetime Savings Association Investment Conference, Local Authority Conference, Annual Conference & Exhibition.
Before joining the Association, Jess worked for Brand Events and DMG World Media and was involved in a wide range of shows including MPH Live (now Top Gear Live), The Ski and Snowboard Show and Taste Festivals.
Nicky joined the PLSA as Insights Manager in January 2020. She is a specialist in Market Research with over 25 years of experience working in consumer research and financial services. Prior to joining the PLSA Nicky was Head of Insight & Analytics at The People’s Pension where she was responsible for providing evidence based customer insight. At People’s Nicky carried out a range of research including customer satisfaction surveys, product development projects, thought leadership and branding research.
Prior to joining The People’s Pension Nicky was Insight Lead at The Pensions Regulator where she was responsible for all research into automatic enrolment, including determining levels of awareness and understanding of automatic enrolment among employers and intermediaries.
Nicky also worked as a Research Director at Ipsos MORI for over 15 years, working with a range of private sector financial services and consumer clients, as well as a number of government departments.
Nicky has a MA in Marketing from the University of West of England and BA in European Economics from Middlesex University and University of Nantes, France.
Ellie joined the Pensions and Lifetime Savings Association in January 2015. She manages the logistics and production of the Association’s exhibitions and event sponsorships, as well as being involved in the overall logistics of the Association’s major events. Ellie is also responsible for production of the Local Authority, and Trustee Conference.
Lisa joined the Pensions and Lifetime Savings Association in January 2009. As marketing manager she is responsible for developing and managing the Association’s marketing activities so that its products and services meet the expectations of its members and continue to reach a wider audience.
Lisa is a CIM qualified professional with a broad range of marketing skills acquired over fifteen years. She has held previous marketing roles at Lloyd’s of London, Standard & Poor’s, Brewin Dolphin and also within the commercial property sector.
Head of DC, Master Trusts and Lifetime Savings
Alyshia became Head of Team in early 2021, and is responsible for leading on a broad range of the PLSA’s DC, master trust and lifetime savings policy and advocacy.
Alyshia originally joined the PLSA in October 2018 as secondee Policy Lead for the Cost Transparency Initiative and became the Policy Lead for DC at the beginning of 2020. She came to the PLSA from Wholesale & Investments Competition at the Financial Conduct Authority (FCA) where she worked on both the Asset Management Market Study and the Wholesale Sector Competition Review. In 2015/16 she was a seconded expert to the European Securities and Markets Authority (ESMA) in Paris, where she worked on financial innovation and MiFID II.
Previous roles are as a regulatory conduct supervisor of investment management firms and investigator of criminal and civil market abuse cases. Alyshia's degree is in Philosophy and the Political Economy (University of Exeter). Alyshia is a PRINCE2 Practitioner and has held Chartered MSCI status with the Chartered Institute of Securities and Investments since 2016.
CRM Benefits Realisation Manager
Ben joined the Pensions and Lifetime Savings Association in April 2016 and is the Association's CRM Benefits Realisation Manager. He helps maintain the CRM system, working closely with all departments to continually develop the system itself and the knowledge of staff using the system.
Ben previously held a Business Development role at the PLSA. Before joining the Association he worked in the sales team at the Chartered Institute of Public Finance and Accountancy (CIPFA) and as a primary school teacher.
Registration & Administration Manager
Nikolina joined the Pensions and Lifetime Savings Association in October 2012. She manages the registration process for all PLSA events and ensures the efficient operation of administration services to the organisation, including office management and supporting the Chief Executive and Directors.
Prior to joining the Association, Nikolina spent six years working at the Croatian Embassy in London.
Stephen is responsible for delivering and managing PLSA’s website and other digital channels, ensuring they enable effective and engaging brand appropriate communication with members, staff and the pensions community. Stephen also creates a range of content for the association’s channels, including written, video, photo and design.
Stephen joined the Pensions and Lifetime Savings Association in February 2006, initially working with the events team before moving to a website role.
Steve joined the Pensions and Lifetime Savings Association in July 2018 as PR Manager.
Before joining the PLSA, Steve worked at Nautilus International; a maritime industry body in its communications team and has also had previous PR and journalism in a variety of other sectors including local government (Stoke-on-Trent City Council and Westminster City Council), major construction (Crossrail), and finance (National Savings & Investments). In addition, Steve has also worked in a freelance capacity, both writing features for a variety of football-led publications as well as spending two seasons editing a National League club’s award-winning matchday magazine.
Steve also has an undergraduate degree in Journalism from the Staffordshire University.
Membership Engagement Manager
Helen joined the PLSA in November 2019 to further support and strengthen relationships with members. As Member Engagement Manager, Helen draws on a wealth of experience in membership roles, notably as Head of Membership and Marketing at the European Sponsorship Association.
Helen has also worked in marketing communications and PR in a variety of sectors including financial services for over 15 years. She is enjoying meeting PLSA members through a busy programme of visits across the country.
She has a BA degree in English from the University of Cape Town in her native city.
Membership Engagement Executive
Becky joined the Pensions and Lifetime Savings Association in July 2008.
Becky works with the membership team. Her main responsibilities include membership enquiries, processing membership applications and renewals, and updating the Association’s membership database. Becky is also responsible for updating the membership and local group pages of the Association’s website.
Business Development Manager
Adrian has a degree in Business and Law and trained as a Barrister. He has 25 years of experience working in financial services having held a number of senior roles initially in compliance and then asset management and sales. A qualified investment manager, Adrian has more recently focused on business development and distribution of investment solutions and services to financial institutions.
Adrian is responsible for business development and works closely with our business members regards commercial opportunities.
Events Technical Manager
Rebecca joined the Pensions and Lifetime Savings Association in February 2008. She manages the technical requirements for all events and training which includes audio visual, IT, video and the event app.
She is also responsible for liaising with speakers on logistical aspects for all the Association’s major events including the Annual Conference & Exhibition, Investment Conference, Local Authority Conference and Trustee Conference.
Before joining the Association Rebecca worked in customer service and operations roles in the insurance and other industries. Rebecca holds a business degree from Anglia Ruskin University, Cambridge.
Head Of Information Systems
Deepak joined the Pension and Lifetime Savings Association in July 2018.
Deepak is responsible for ensuring a first-rate ICT environment at the PLSA. This includes ensuring high-availability of Information Systems as well as managing all aspects of IT including designing, planning, implementation and IT governance.
Prior to joining the PLSA in July 2018, Deepak has worked in a broad range of IT roles spanning many sectors, working with organisations such as Land Rover, AXA, Nike, The Scout Association and Reprieve.
Head of Content - Events
Rachel joined the PLSA in September 2017 and is the Head of Content in the Events Team. She is responsible for developing the content for all of the PLSA’s conferences and programmes, inviting speakers and liaising with sponsors to create promoted content. She also works on developing content for the Learning Zone and Education Partners and chairs these sessions at conferences and webinars.
Rachel supports the events team and also works closely with colleagues across the organisation, including in in policy and advocacy, business development and membership.
Prior to the PLSA, Rachel held roles at the Official Monetary and Financial Institutions Forum, Responsible Investor and the FT. Previously, she worked as a financial media executive in her native New York City.
She is active in a variety of charitable endeavours. Rachel has a BA in Political Science with a Journalism minor from Stony Brook University.
Policy Lead: Master Trusts
Craig joined the Pensions and Lifetime Savings Association in January 2019 as Policy Lead for Master Trusts.
Craig is currently responsible for policy work on Master Trusts, Simpler Annual Statements and engagement with pensions.
Prior to the Association, Craig was Team Leader (Policy) at the Pensions Advisory Service leading on advice and guidance, the Pensions Dashboard, and the Midlife MOT.
Craig has over 15 years’ experience in pensions, working in both policy, guidance and as a qualified financial adviser.
Head of Research
Simon joined the PLSA as Head of Research in March 2018. He is a specialist in Market Research with over 18 years of experience working in consumer research and financial services. Prior to joining the PLSA Simon was a Technical Specialist working in Consumer Insight at the Financial Conduct Authority. Simon was a co-author of the FCA’s publications on Consumer Vulnerability and Access to Financial Services. He led the research and evaluation work on several large scale consumer campaign projects, worked on significant projects for Supervision, Policy and Enforcement, developed a consumer segmentation for the organisation and managed the original research for the FCA’s ground-breaking work on financial capability. Simon has also worked as a Research Director in a research agency working with financial services, media, retail and academic clients.
Simon has a MSc in Marketing from the Alliance Manchester Business School.
Head of Business Development
Claire joined the Pensions and Lifetime Savings Association in January 2015 and manages client relationships, primarily with Business Members, for the growth and retention of commercial business and is responsible for sales of the Association’s exhibition, sponsorship, training and advertising items.
In October 2018 Claire was promoted to Head of Business Development and has responsibility, alongside the Director of Business Development, for the assessment and analysis of new development opportunities for the PLSA, ensuring their robust consideration and overseeing the development of suitable implementation plans.
Claire has worked in business development for over eight years, previously with Blackthorn Technologies (a GRC software organisation), the Chartered Institute of Public Finance and Accountancy (CIPFA) and recruitment roles.
Senior PR Manager
Mark joined the Pensions and Lifetime Savings Association in March 2019 and is responsible for media relations and public affairs. He has nine years’ experience in the financial services industry in the UK and Australia.
Before joining the PLSA, Mark headed up media relations for the Financial Services Council, Australia’s peak body for pensions, life insurance, financial advice and investment management. He has also worked as a journalist for publications in London and Sydney specialising in pensions and funds management.
Mark has a BA (Hons) in English Literature from the University of Manchester.
Head of DB, LGPS & Investment
Tiffany joined the Governance & Investment team in February 2018, as the Policy Lead for Defined Benefit (DB) and for the Local Government Pension Scheme (LGPS). She is an economist and pensions policy specialist with over 15 years of public policy experience.
Prior to the PLSA, she was a Policy Adviser for the Association of British Insurers (ABI), where she focused on the UK retirement market and tax relief. She also managed all research projects for the Retirement & Savings team.
Before the ABI, she led programme evaluations and research on labour market churn for The Work Foundation. As a Researcher at the London School of Economics (LSE), her work included analysing consumption patterns, national taxation levels and inequalities. For Euromonitor International, Tiffany published reports on emerging markets’ business environments. Her career started with international development in Southern Africa.
Tiffany has an LSE MPA in Public and Economic Policy and an International Studies Bachelor’s from Vassar in her native New York.
Rashmi joined the Pensions and Lifetime Savings Association in May 2016.
She assists the Finance Manager and Assistant Finance Manager by carrying out day to day activity of sales and purchase ledger, credit control, month end accounting etc.
Prior to joining the Association, Rashmi was working with Tiffany & Co as Accounts Payable and was responsible for purchase ledger. Rashmi’s prior experience includes both working in commercial and not for profit sectors.
She has a BA (Hons) Accounting & Finance degree from the Liverpool John Moores University.
Policy Adviser: DB & LGPS
Louise joined the Pensions and Lifetime Savings Association in September 2020.
Before joining the Association, Louise Whatham worked in policy and public affairs for the Public Relations and Communications Association (PRCA) looking at policy and the regulation of public affairs. Prior to this, Louise advised on policy at the Royal Statistical Society working on issues such as inflation, gender pay gap reporting and the measure of poverty. She ran two senior advisory groups and covered a broad range of areas including medical statistics, academia and data ethics.
Louise has extensive knowledge of government procedures and parliamentary processes gained through working for charities, Members of Parliament, and trade unions. She holds a degree in Politics and Women’s Studies from Kingston University..
Membership Engagement Manager
Cheryl joined the Pensions and Lifetime Savings Association in March 2017.
Cheryl has responsibility for membership engagement and retention. Cheryl supports and develops the Association’s Local Groups and manages the Associations’ member networks.
Prior to joining, Cheryl worked for Mercer managing their Diversity and Inclusion membership networks and events for the UK, Europe and globally. Previous employers also include the Local Government Association and Association of Police Authorities.
She has a BA (Hons) Politics & Russian Studies degree from Keele University and MA Literature from University of Southampton.