Engaged Investor Trustee Awards Judging Panel 2010
Keith Hollender
Commercial Director
NAPF
Biography
Keith played a significant role in the development of PQM and is a Director of Pension Quality Mark Ltd. He is also NAPF’s Commercial Director. Prior to this he was Managing Director Investment & Professional Services at Experian and remains a Trustee Director of their pension scheme.
Whilst at Aon Keith originated the Unclaimed Assets Register. This was a widely acclaimed initiative triggering government interest in unclaimed money and ultimately leading to the Dormant Accounts Act.
Keith has held managerial positions in the automotive industry and investment banking. He has run a number of smaller companies and carried out consultancy assignments on several projects. He has an economics degree and is the author of two books on financial history.
His main interests are family, squash, swimming and skiing.
Mike Sullivan
Head of Employee Benefits and Pensions
Veolia Environnement UK Limited
President, Pensions Management Institute
Biography
Mike is currently in his first year of office as President of the Pensions Management Institute
and has been elected to serve a second year from July 2010. He has over 30 years experience in
the pensions and employee benefits industry.
Mike worked for several different consultancies before taking on the in-house role in April 1999 of
Head of Employee Benefits and Pensions at (what is now) Veolia Environnement UK Limited. This is
the UK senior company of a French owned multi-utility group which has complex pension arrangements,
including many admission agreements to other pension schemes.
Mike also runs the Veolia share plan, healthcare plan and various other benefit schemes.
Penny Green
Chief Executive
SAUL Trustee Company
Biography
Penny Green is currently Chief Executive of SAUL Trustee Company – trustee for the
non-academic staff pension scheme of the University of London. The Scheme has over
27,000 members and over £1bn in assets.
Penny's career started as a pension administrator liaising between the members,
trustees and administrators of the pension scheme at Brown & Root (now Halliburton).
She then moved to Texaco, becoming the Senior Pension Administrator. In 1992, she
became Deputy Chief Executive of TPAS, The Pensions Advisory Service, and a post she
held for five years. After joining SAUL she remained an OPAS/TPAS adviser for some
years, and continues to support SAUL staff in volunteering to be advisers. Penny
has been SAUL's Chief Executive since 1998.
Penny is a firm believer in the importance of good pension administration and of
"putting something back". She is Chairman of Raising Standards of Pensions Administration,
and was the first female President of the Pension Management Institute.
In 2007 BESTrustees, one of the UK's leading independent trustee companies welcomed
Penny to its team. Clive Gilchrist, BESTrustees' managing director commented, "we are
delighted that we continue to attract people of Penny's calibre to our team, she has
demonstrated her commitment to occupational pensions with her long involvement with
the PMI and her work with the Pensions Advisory Service. She will be an invaluable
addition to any trustee board".
Emma Watkins
Head of Relationship Management
Biography
Emma is responsible for securing new business within the bulk annuity market through the development
and management of ongoing relationships and enhancing MetLife Assurance's profile within the industry.
Emma has over 12 years experience in the pensions arena, holding positions with ACE Europe, Hazell
Carr Pensions Consulting and Prudential, where she had product management, operational and client
management responsibilities for multi-disciplined defined benefit and pension technical areas.
Steve Delo
Pan Governance
Biography
A graduate in statistics from the University of London, Steve started his career in pensions
administration and consulting with Noble Lowndes (now Mercer) in 1989. From 1994, Steve was
a senior consultant responsible for a portfolio of corporate pension schemes and then, in 1998,
joined the management team running Mercer's "manager of managers" investment operation.
In 2000, Steve co-led the management buy out of this operation to found Escher TEAMS, which became
a leading independent "manager of managers" service. Steve was appointed Managing Director of Escher
TEAMS in 2002 and was the driving force behind Escher's rapid growth in its client portfolio and the
development of its investment manager selection/monitoring techniques. He led the firm to the
Professional Pensions Multi-Manager of the Year Awards for 2003 and 2005 and the Pensions Management
2004 Manager of Managers of the Year Award. In August 2005, Escher TEAMS was acquired by Close
Brothers Group plc to form Close TEAMS (latterly Close Multi-Manager), of which Steve became Managing Director.
He was also a Board Director of Close Investments.
Steve left Close in December 2007 to enter partnership with the PAN Trustee Group to spearhead the
growth of the firm's trusteeship and governance services. Steve became Chief Executive, PAN Governance
LLP in January 2008.
Chris Wagstaff
Head of Investment Education
Aviva Investors
Biography
Having worked within the finance industry since 1982, Chris Wagstaff is Head of Investment
Education at Aviva Investors, a Member Nominated Director of the Aviva Staff Pension Scheme,
a member of its Investment Committee and Chair of its LDI sub-Committee. He is also a Visiting
Fellow of the Cass Business School, City University.
Chris has a BSc in Economics from Cardiff University, is a Fellow of the Chartered Institute
for Securities and Investment, a graduate of the London Business School Investment Management
Evening Programme and holds the CII Personal Finance Society Diploma and the UK SIP Investment
Management Certificate.
Anthony Deeley
Trustee, GKN
Biography
Tony had decided to persevere with trusteeship since taking voluntary redundancy six years ago,
at the age of 57, from engineering giant GKN. He had already served as a trustee of the scheme for 15 years.
Since then, Tony has seen the defined benefit (DB) scheme move from having no investment managers to having 17,
while maturing to the point where only 20 per cent of members are active. The scheme is still open to new
employees, albeit no longer in final salary form.
