All Trustees in the MMT are independent. Unlike many other master trusts, our trustees are empowered under the Trust Deed to make changes within the MMT without it being a triggering event; such as switching the administrator, removing fund managers or changing the investment adviser.
Having no Mercer representation on the Trustee Board is a fundamental design principle. The objective is to ensure that the Trustee board will always act in the interests of members.
Alan Pickering is Chairman of BESTrustees and Chairman of the MMT. He has served as a non-executive director of The Pensions Regulator and was previously a member of the Occupational Pensions Board. Alan is a Trustee of a number of schemes including: The Plumbing Industry Pension Scheme which he chairs, People’s Pension and Chairman of the governance group of the Royal Mail Statutory Pension Scheme.
Those clients who have joined the MMT are interested in providing a quality offering and are not simply complying with their auto enrolment obligations. To me, pensions are all about quality and not mere legal compliance.
Most of my career has been spent at the interface of personal finance, industrial relations and politics. As a result, I think I can understand both the big picture and relevant details. A pensions scheme is part of the remuneration package and that package is an integral part of our family finances. I never lose sight of importance that families should place on their financial wellbeing.
IMI obviously shares my view of the integrated nature of financial and mentor wellbeing. Those members who make use of all the available tools can place themselves firmly in the driving seat. This is the best place to be.
Dena Asher-Smith, Dolly Parton and Michelle Obama. They are all very successful and possess a social conscience. I could simply sit back, enjoy my food and learn a lot from their discussions. On the menu would be tomato soup, Whitby scampi and chips and apple crumble.
With her background in customer service, Lisa is very focused on the member and has led reviews of both member communications and service improvements with administrators. As well as serving on trustee boards since 2016, Lisa has chaired DC sub-committees and has a member of the Administration sub-committee. Lisa joined BESTrustees in July 2019, and since has been appointed to seven clients with a mix of Master trust, DB and hybrid DB/DC schemes. Prior to joining BESTrustees, Lisa spent 12 years working for LV-,one of the largest insurance companies in the UK, most recently as Service Director for the Life & Pensions business.
I enjoy being an MMT because I know my involvement will make a positive difference to members.
My background is in customer services within the pensions industry. I like to put myself in the members shoes and look at the complete proposition from their point of view.
Mercer Money is a very forward thinking tool, not only helping members with their pension journey but also enabling them to understand their complete financial position.
Michael Buble, Robbie Williams and Rhianna. I love all their music and I’d like to think I could persuade at least one of them to sing a song or two. On the menu would be fresh barracuda which reminds me of family holidays in far flung places.
Zahir is a chartered accountant. Prior to joining BESTrustees in June 2008, Zahir was a partner in a major accountancy practice, where he established their highly successful Pensions Group. As a Fellow of the Institute of Chartered Accountants, he is currently Chairman of the Institute’s Pensions Sub-Committee and immediate past Chairman of the Pensions Research Accountants Group.
It is both challenging in stimulating and I passionately believe in arrangements that help members make appropriate retirement provision.
I have been a professional trustee for 12 years and am a Chartered Accountant by training. I bring broad governance experience, financial and analytical skills and a questioning mind to the Trustee Board.
By making it easier for members to understand their overall savings and helping them make appropriate provision for their retirement.
Certain friends I have lost touch with over the years. Dover sole and bread and butter pudding.
John spent most of his career at Russell Investments, advising pension funds, and later implementing investment strategies through multi-manager portfolios and fiduciary management. John worked with defined benefit (DB) and defined contribution (DC) funds, and was a trustee of Russell's UK DC scheme. Since retiring from Russell in 2015, John is focusing on non-executive director and trustee roles and has recently taken a non-executive director position at Capital Cranfield.
Giles has more than 30 years’ experience in the Pensions industry and has worked for consultancies, an insurance company and an asset manager. Prior to joining Capital Cranfield, Giles worked at HR Trustees as a Professional Trustee for seven years. Giles currently works with defined benefit, defined contribution schemes, master trusts and sits on one independent Governance Committee. He acts as chair to a number of Schemes. He currently sits on seven boards, an IGC and two master trusts.