Simon Lee

Simon Lee

Simon Lee photo

Head of M&S Pension Trust and CIO M&S Pension Scheme | PLSA DC Council

Simon is Head of M&S Pension Trust and Chief Investment Officer for the M&S Pension Scheme. He leads the executive team that supports the Trustee. The Scheme has 115,000 members, assets of c. £11bn and was closed to future accrual in 2017. Prior to joining M&S in July 2015, he spent over 7 years at Lloyds Banking Group as Head of Investments where his role included responsibility for the legacy Lloyds TSB Group defined benefit schemes and design and implementation of the Group’s defined contribution scheme. Previously he was Head of Strategy & Investment for the UK pension schemes of telent (formerly Marconi and GEC). 

He is a Fellow of the Institute of Chartered Accountants, a member of the Pre-Emption Group of the Financial Reporting Council and the DC Council of the Pensions & Lifetime Savings Association and a graduate of the University of Southampton.

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