Our Company
We’re on a mission to make pension advice accessible. So see what makes us tick – and meet our expert team.
Our mission
Our mission is to help everyone in the UK better understand their pension(s), allowing them to be more informed and ultimately better off in retirement. We provide impartial, expert and ongoing pension advice. You don’t need to be financially savvy to be our customer. You don’t need to be ‘high net worth’. You don’t even need to know anything about your pension. All you need is to want to do something about your financial future. We can help with the rest.
Meet the team
Board
David Jackman
Non-Executive Chairman
Professor David Miles CBE
Non-Executive Director
Jordan Mayo
Chief Executive Officer
Adam Wearing
Chief Financial Officer
Johnny Hewett
Non-Executive Director
Aarti Arora Boussier
Non-Executive Director
Investment Committee
Michelle Gribbin
Chief Investment Officer
René Levesley
Chief Risk and Compliance Officer
Jordan Mayo
Chief Executive Officer
Professor David Miles CBE
Non-Executive Director
Rob Rogers
Non-Executive Member
Leadership Team
Jordan Mayo
Chief Executive Officer
Mohamed Brahim
Chief Technology Officer
Michelle Gribbin
Chief Investment Officer
René Levesley
Chief Risk and Compliance Officer
Julia Swain
Chief Customer Officer
Simon Vella
Chief Marketing Officer
Adam Wearing
Chief Financial Officer
Advisers
Jimmy Clancy
Pension Adviser
Stephen Doyle
Pension Adviser
Michelle Gribbin
Chief Investment Officer
Paul Hepplestone
Pension Adviser
Samantha Packham
Pension Adviser
Paul Rowe
Pension Adviser
The Team
Our promise to you
We are not tied to anyone and always work in your best interests
We strip out the jargon to help you make the right decisions
We'll tell you if we can improve your pension or not
