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Corporate Adviser Awards Judges

ADVISER CATEGORIES are judged by our panel of experts drawn from all corners of the industry. Entries are filtered by the Corporate Adviser editorial team before a two-stage process is carried out by the judging panel, which involves online ranking of advisers’ written submissions followed by a face-to-face judging session where the merits of entries are considered in greater depth.

PROVIDER CATEGORIES are judged through a two-stage process. Shortlists are generated through a reader poll. Shortlisted providers are then invited to present written submissions showcasing how their proposition meets the category criteria and why they deserve to win. The Corporate Adviser Panel – a panel of 21 leading intermediaries – determines winners in each category, based on providers’ written submissions and on their own experiences of these providers and their propositions.

MEET THE CORPORATE ADVISER PANEL:

Chris is a thought leader in the health & wellbeing market, helping organisations understand their health risks, quantify the people and business impact of those risks, and implement effective solutions.

He leads the Mercer Marsh Benefits corporate business and works with benefit providers across the market, both in terms of insured and digital solutions.

Chris Bailey

Partner

Mercer Marsh Benefits

Andrew is an experienced pension specialist who has worked in the life and pensions industry for over 20 years and provided consultancy to trust and contract-based arrangements since 2002.

He has a passion for ensuring that companies provide better member outcomes through offering quality provisions, communication and engagement.

Andrew Barradell

Senior Pension Consultant

Thomson Online Benefits

James lives and breathes financial wellbeing. He has been in the industry for over 25 years.

His passion is to take financial education to the world. “It is hugely needed!” he says.

James Biggs

Consulting and Wellbeing Partner

Lorica

A 30-year veteran of financial services, Mark jointly founded Secondsight in 1999.

Passionate about communicating benefits and making a real difference to staff in the work place, Mark will publish ‘COMMS: Telling your benefits story’ in 2019.

Mark Bingham

Founder and Partner

Secondsight

Since joining the Wealth Wizards team in 2016, Phil has workined in London and Geneva where he completed a project developing quantitative HR tools for the World Economic Forum.

While at Wealth Wizards, Phil has championed the delivery of innovative financial advice solutions in the workplace and collaborated with partners to ensure better retirement outcomes for employees.

Phil Blows

Director

Wealth Wizards

Steve has 26 years of experience in the employee benefits marketplace focusing on UK and International Healthcare as well as the Risk and Health and Wellbeing market place.

Throughout his career, Steve has held numerous roles in leading benefit consulting and Global Insurer firms including Aon, Willis Towers Watson and Cigna Global Health Benefits.

Steve often speaks at industry events and forums.

Steve Desborough

Senior Benefits Consultant
Head of Healthcare Strategy

As one of the founding directors of Creative Benefits, Paul is responsible for developing new employee benefit business opportunities.

As part of his management role as Group Sales Director, he heads up a highly experienced team and aims to apply creative ideas for both new and existing clients.

Paul Doble

Group Sales Director

Creative Benefits

Lee is a Director of Corinthian Benefits, the specialist consultancy that helps SMEs get the kind of benefits large companies take for granted and ensures that their employees really understand and engage with those benefits.

Lee French

Director

Corinthian Benefits

Mark is the Head of Workplace Wealth and DC, advising a range of UK businesses on their workplace issues; essentially, anything that employers use to recruit, retain and improve their workforce.

Mark Futcher

Partner

Barnett Waddingham LLP

Tim is the founder and owner of benefiz, an EBC focused on providing technology based workplace benefit solutions to the SME market. He previously held the position of Head of employee benefits at Mazars LLP following their purchase of his businesses C4B and Surf & Consult Ltd.

Tim is a Fellow of the Pensions Management Institute and a keen surfer.

Tim Gillingham

Founder & Director

Benefiz

Drew is a Senior Consultant in KPMG’s DC Solutions team and is experienced in delivering advice to trustees and companies, including providing investment advice to some of the largest DC schemes in the UK.

His past roles include leading the DC provider research at a major pensions consultancy.

Drew Henley-Lock

Senior Consultant
DC Pensions and Investment Advisory
KPMG

Steve Herbert is an award-winning thought leader on Pensions and Employee Benefit issues.

His principal aim is better communicating the value and usage of employee benefits to HR professionals. He has achieved this through many seminar series, and his regular and articles and blog posts on the subject.

Steve Herbert

Head of Benefits Strategy

Howden Employee Benefits

A Chartered Financial Planner and LSE graduate, Kay has spent 26 years as an independent financial adviser, pension transfer and retirement options specialist.

In 2003, she joined LEBC in as the founder of its London office. Between 2010 -16, she was head of private client services. Between 2010-2018 Kay was Chair of Investment Committee. From 2016 onwards, she has been Director of Public Policy.

Kay Ingram

Director of Public Policy

LEBC Group

Billy is Managing Director of The Ink Group, an advisory and outsourcing business covering HR, Payroll and Employee Benefits.

His role covers both advice to clients on their Employee Benefits and driving The Ink Group’s strategy to provide a new model of integrated employment services to UK SMEs.

William Johnson

Managing Director

The Ink Group

Michael is Managing Director of the Kerr Henderson Group based in Belfast and London.

He oversees the activities of the group which range from general insurance broking, private client wealth management, corporate pensions and employee benefit arrangements through to complex DB pension schemes covering many thousands of employees.

Michael Kerr

Managing Director

Kerr Henderson Group

Tim has held very senior roles at a number of major consultancies. He has many years’ experience both implementing benefits programmes and managing employee benefits consultants across all disciplines.

Tim Johnson

Employee benefits expert

Matt joined Aon in 2000 and has completed several roles across the Health Solutions Practice. In July 2016 Matt became the Chief Broking Officer for EMEA with responsibility for the coordination and execution of the Health Solutions broking strategy across the region. Matt is also responsible for the delivery of our health-related data analytics capability in EMEA.

Matt Lawrence

Chief Broking Officer EMEA

Health & Benefits, Aon

Suzanne joined LIFT-Financial in September 2012.

She helps companies who want to offer more in terms of benefits and she also advises their employees directly. She is a strong believer in financial education and works with clients to deliver this in the workplace.

Suzanne McGowan

Head of Employer Services

LIFT-Financial

Sean McSweeney

Employee Benefits Team Director
Mattoli Woods

Jesal has over 12 years of experience of working with DC arrangements to help them improve the outcomes of their members.

Jesal leads a number of DC advisory appointments, helping them formulate and identify their priorities and set a strategy for their DC arrangements.

Jesal Mistry

Senior DC Consultant

Hymans Robertson

Alan has been in the financial services industry since 1987, specialising in workplace savings since 2007.

As well as his managerial responsibilities, Alan is still a client relationship person at heart, often working from the initial contact stage through to the successful implementation of a scheme and beyond.

Alan Morahan

Managing Director
DC Consulting
Punter Southall Aspire

Laura works with a variety of DC schemes on many issues but ultimately aims to answer the same key question: what is an adequate pension for employees, and how can we help get them there? As an industry figure in DC Laura speaks at many events and sits on the PLSA policy board.

Laura Myers

Partner
Head of DC
LCP

Mark is a regular contributor to industry events and publications, is a member of the CFA Society of the UK, the Chartered Insurance Institute and is a Council member of the Society of Pension Professionals.

Mark Pemberthy

Head of DC & Wealth
Buck

Simon is a specialist DC consultant with over 20 years’ experience.

He specialises in providing advice on all aspects of contract based pension plans.

Simon Redfern

Senior DC Consultant

First Actuarial LLP

Malcolm is a Chartered Financial Planner and leads the employee benefits division of Mearns & Company.

Malcolm is also the co-founder of Lightbox Reward, an employee engagement consultancy and benefits technology business.

Malcolm Steel

Client Strategy Director

Mearns & Company

A two-time winner for Corporate Adviser Firm of the Year (including the inaugural award), David has spent 30 years in employee benefits involved in the full range of benefit consulting and operations, including the launch of two successful start-ups.

He is currently Director of Commercial Operations for JLT Benefit Consulting.

David Taylor

Operations Director

JLT Benefit Consulting

Jeff started working life at General Accident. Following a period at Royal London gaining expertise on Automatic Enrolment, he joined Generation Financial Services Ltd in 2013.

Jeff now enjoys providing an independent service on pensions, investments and employee benefits to corporate, personal & charity clients.

Jeff Scripps

Corporate & Personal Financial Consultant

Generation Financial Services

Andy has been in financial services for over 25 years. He has been involved in management and advice of Employee Benefits for approximately 18 years and within Generation concentrate on the SME market, specifically companies with staff levels from 20 to 500.

He strongly believes in service is the key to long term relationships with clients.

Andy Waller

Director

Generation Financial Services

MEET THE 2019 ADVISER CATEGORY JUDGES:

With 20 years’ experience in the financial services and employee benefit sectors – as a trade journalist and editor, then a Marketing and PR Lead for insurers and EB consultancies – Suzanne provides strategic and tactical communications support, plus copywriting expertise, to a range of clients.

Suzanne Clarkson

Robert leads the Scottish Widows Employer and Employee engagement teams – his team create messages and material for adviser, employer and employee Pension Seminars and Engagement Events. Increasingly he and his team are looking at simplifying pensions within broader Financial Wellness for employees.

He firmly believes the Employer has a big and growing role to ensure great outcomes in retirement for their employees – it’s his mission to help Employers help their employees.

Robert Cochran

Senior Workplace Pensions Specialist
Scottish Widows

Susan is a highly influential Occupational Health Manager with comprehensive experience gained within public and private sector roles.

She was previously a visiting lecturer at Leeds Beckett University, she has a MA in Health Care Law, MSc In Leadership Management and Change, and a BSc(Hons) Occupational Health.

Susan Gee

Group Head of Occupational Health & Wellbeing

Yorkshire Water

Carl is the Director of Wellbeing Services at Health Shield, providing health screens in the workplace as a preventative measure against health concerns such as specific cancers, cardiovascular problems, high cholesterol and many more.
Prior to Health Shield, Carl founded Prevent PLC, which conducted in excess of 250,000 on-site health screens over a 15-year period and provided services to NHS trusts, Royal Mail, Police forces and major city institutions

Leading AIG Life Group Protection, he believes that technology has a crucial part to play in achieving these ambitions, especially for the SME sector.

Carl Laidler

Director of Wellbeing Services
Health Shield Friendly Society

Lee is an established leader in the group risk and protection market and is a member of the GRiD steering group.

Being at the centre of industry debate, he is passionate about increasing the visibility and profile of protection based propositions in the workplace with the aim of stimulating market growth. Leading AIG Life Group Protection, he believes that technology has a crucial part to play in achieving these ambitions, especially for the SME sector.

Lee Lovett

Managing Director, Group Protection
AIG Life

David is responsible for business development to help employer and advisers efficiently transfer workplace arrangements to The People’s Pension and supporting those already successfully helping their employees to save into the scheme.

He has 25 years’ experience in the financial services and is a member of the Personal Finance Society and Chartered Insurance Institute by examination.

David Lunt

Head of Business Development

The People’s Pension

The industry’s original and longest serving tech analyst. A Fintech evangelist who has been studying the subject literally since before Fintech was invented. Ian has been benchmarking workplace pensions technology for over 20 years.

Ian McKenna

Director

Financial Technology Research Centre

Kim North

MANAGING DIRECTOR
TECHNOLOGY & TECHNICAL

Anthony Rafferty

MANAGING DIRECTOR
ORIGO SERVICES

Kate is responsible for leading the strategic development of the Master Trust proposition, and led the Trustees’ submission for the authorisation of the Aegon Master Trust with the Pensions Regulator.

In addition, Kate focuses on the ever-changing pension environment, thinking about the next steps for auto-enrolment, the pension freedoms and other regulatory initiatives set against evolving social and economic trends.

Kate Smith

Head of Master Trust
Aegon

Matt Ward

COMMUNICATIONS DIRECTOR
AKG FINANCIAL ANALYTICS

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