Independent Governance Committee

Richard is Managing Director of PTL, an award-winning firm specialising in professional trusteeship and governance. He is Chair of the Pensions and Lifetime Savings Association (PLSA), an organisation representing pension schemes across the UK with a mission to help everyone achieve a better income in retirement. With over 30 years experience in pension governance, Richard is a sought after speaker and a regular contributor to the industry press. Richard is driven to help deliver value for money and great outcomes for HL’s clients.

Currently Compliance and Operations Director at AV Trinity, Helen has 20 years’ experience working in a variety of roles in the pension industry, specifically including Workplace Pensions. This includes supporting employers when making important decisions for their members and directly advising scheme members pre and post retirement. Helen is passionate about good member outcomes and financial education, having played an active role in improving financial understanding in schools and in the workplace. Helen is a Chartered Financial Adviser and Fellow of the Personal Finance Society.

Bob has 15 years’ experience as a Pension Trustee of Defined Benefit and Defined Contribution Schemes in the UK and overseas. He is currently Chair of Trustees of Thomas Miller and Co’s occupational DC scheme and Chair of the Investment Committee of the Company’s DB Scheme. He is also a Director of the Occupational Pensions Defence Union (OPDU), which provides Trustee Liability Insurance to Pension Trustees. Bob has 22 years’ experience of operational management in the insurance industry and his current responsibilities include Chairman of BLP Insurance.

Rob joined Hargreaves Lansdown in March 2014 as Head of Compliance and became Risk and Compliance Director in January 2015. Previously Rob has worked in the industry as a Director with responsibility for Compliance, Risk and Internal Audit and has also worked for Deloitte as a Regulatory Consultant, specialising in retail financial services regulation.

Nick joined Hargreaves Lansdown in 2001. He oversees the service that workplace members and their employers receive. He has great experience and detailed knowledge of the workings of Hargreaves Lansdown to ensure the smooth implementation of new pension schemes and the ongoing management and support provided. Nick holds the regulated Diploma in Financial Planning.