Who's Who - ILAG Board


Who's Who - ILAG Board

	Steve Payne Chairman Steve is Managing Director, UK Protection, at Friends Life. He was previously Chief Executive at Bupa who he joined in 2004 to head up the Individual Protection busines and later also became responsible for the Group Risk business. He is a Qualified Actuary with a Risk product background gained through Reassurance experience. Steve has 16 years of Reassurance experience with companies that are now trading as SCOR Global Life, and Hannover Re. He was Deputy CEO of Revios (now SCOR) prior to joining Bupa. Steve's prior roles included heading up the Client Management, Pricing and Marketing areas. Elected to the Board in 2007. Tel: 0117 984 2515 Email: Stephen.payne@friendsprovidentbha.co.uk

	Andrew Lloyd Deputy Chairman Andrew is Director at Logica and has over 19 years experience as a Management Consultant. Through Andrew’s leadership, Logica UK is well engaged in several industry networks, where it is a senior contributor to understanding more of the ‘how to address’ the business issues that face all providers in a constantly evolving industry. Specific areas of focus include retail wealth management platforms, workplace savings and risk & regulatory issues. Elected to the Board in 2010.

	Colin Gunney Treasurer Colin is a Chartered Accountant and Chartered Tax Advisor. Until June 2011 he was Head of UK Tax at Sun Life Financial of Canada where he had responsibility for all areas of UK taxation, including VAT and policyholder tax issues. He has worked within the industry for over 30 years, mainly involved with all tax issues affecting Insurance Companies and is regularly involved in consultations with Revenue bodies. Elected to the Board in 2006.

	Bob Champion Skandia Bob is currently Head of Technical Services at Skandia. He is a Fellow of The Chartered Insurance Institute and an Associate of The Pensions Management Institute. Before joining Skandia in 2007, Bob held senior pension technical roles with Aviva and Mercer. Bob’s main focus is regulatory change affecting Long Term Savings and Retirement. Elected to the Board in 2011.

	Neil Cheetham Hannover Re Neil is Chief Actuary at HLR UK, having joined in 1996 and has overall responsibility for the Actuarial Division. Prior to his role as a reinsurer Neil previously had direct office at Abbey Life and then Crown Financial Management. Elected to the Board in 2011.

	Dr Matthew Connell Zurich Financial Services Matthew Connell is Head of Government Affairs for Zurich's UK Life Business. He has worked in banking and insurance for more than 15 years, with a focus on financial regulation and welfare reform. He is a member of industry groups working on distribution and regulation in financial services, and has researched and written about pension policy and regulation in both Brussels and the UK. Elected to the Board in 2011.

	Frank Fletcher Widewater Consulting Frank has worked in and around the financial services industry for over 30 years having worked at Watson Wyatt, engage Mutual Assurance and LIMRA. He is now an independent consultant specialsing in marketing and distribution issues with a particular focus in third party distribution issues - EBC, IFA, partnerships. Elected to the Board in 2003.

	Keith Meeres Family Investments Keith is Secretary & Corporate Services Director at Family Investments. His responsibilities include oversight of regulation, risk, internal audit & HR. He has over 20 years experience in regulatory compliance and has previously worked for a large insurer and building society. Elected to the Board in 2011.

	John Moret Moretosipps John is retired from permanent employment and has set up a specialist consultancy Moretosipps.The company aims to educate and provide access to unrivalled experience and knowledge of the SIPP and retail pensions market and the all important options at retirement. He is a non-practicing actuary and has worked in the life and pensions industry for over 40 years. He was the inaugural chairman of the SIPP Provider Group - now known as AMPS - and is known in the industry as Mr SIPP. He has worked closely with Government and regulators on a range of issues. Much of his time has been spent working with financial advisers and in 2010 Professional Adviser magazine nominated him as one of their top twenty adviser champions in their “The 50 most influential list”. More recently he has taken over as Chair of The Pensions Network. Elected to the Board in 2009.

	Mike Morrison AXA Wealth Mike joined Winterthur in 1990 and is Head of Pensions Development. Mike liaises with various industry bodies with regard to developing pension products and their accessibility to consumers. He also spends a lot of time talking to advisers about pensions and financial planning issues. He is on the committee of the Association of Member Directed Pension Schemes (AMPS), in addition to being an Associate of the Pensions Management Institute. He has a LLM in European law focussing on pensions and is a LLB. Mike is an accomplished writer and speaker and is a regular speaker at industry events and in the past has spoken for SIFA, IFP, PFS amongst others. Elected to the Board in 2010.

	Phil Smallwood Peach Global Financial Solutions Ltd Phil is a Director of a consultancy and a virtual Gp Life office giving support for IFAs who provide Group Life benefits to small to medium companies and is also Director of a company specialising distribution solutions and innovative marketing and distribution. He has been an active member of ILAG for many years. Elected to the Board in 1993.

	Stuart Tragheim LV= Stuart is Director, Distribution Strategy & Business Development at LV=. He leads LV='s work with the National and Network IFA businesses and also LV='s Corporate Partneship relations. Before taking his current position, Stuart was with the ABI from January 2001 to May 2005, initially as Raising Standards Director and then subsequently as HR Director. Elected to the Board in 2006.

	Sue Valler Meteor Asset Management Limited Sue is Compliance Director for a global asset management company. She is a Fellow of the Chartered Insurance Institute, Chartered Insurer and has attained the Investment Management Certificate. Sue is a compliance professional with a comprehensive knowledge of FSA requirements relating to retail business in particular, life assurance, investment forms and IFAs. The foundation of her experience is in the aquistion of new business, client service administration and broker liaison. Elected to the Board in 2001.

	Ron Wheatcroft Swiss Re Ron is Technical Manager at Swiss Re Europe SA UK Branch. He works closely with product providers in the UK and Ireland looking at how regulatory and legislative change will impact on their businesses. He has led Swiss Re's work in identifying and quantifying the Life assurance and Income Protection Gaps in the UK. Elected to the Board in 1992.