Steve has over 35 years’ experience in Financial Services. Initially an Underwriter, he has extensive product development and marketing knowledge in UK, European and Far Eastern markets.
In 2016, Steve became Marketing Director at Square Health, providing added value benefits within the group and individual Protection markets. He was awarded Best Protection Leader in the 2019 Cover Customer Care Awards.
He has been associated with ILAG for over 20 years, firstly on the Marketing committee before, more recently, serving on the Protection Practitioner Group.
Steve also sits on the Nominations and Operations Committees.
Ceri has worked in the financial services sector for 20 years, originally as a lawyer and more latterly in a governance and risk management role.
She has worked at life insurers and a retail bank before taking up her current role in the executive team of a large occupational pension scheme. Her experience includes provision of legal advice covering the life insurance, pensions and benefits sectors, managing regulatory change, corporate governance and risk management.
Ceri has been a member of both the Pension Technical and Regulation (UK&EU) Practitioner Groups, ably chairing the former during her three-year term.
Ceri also sits on the Nominations and Operations Committees.
James has recently taken up the role of Head of Finance Operations at Phoenix Group leading a team of more than 60 Finance professionals with responsibility for the group’s life companies accounting production and controls.
Before this he held a number of roles in Phoenix’s Finance department, latterly specialising in Financial Reporting, leading that team. He has also spent a period leading the technical team on the Group’s IFRS 17 programme.
He is a long serving and active member of the Financial Reporting Practitioner Group.
James also sits on the Operations Committee.
Pat’s main area of expertise is compliance, particularly the interpretation and analysis of regulatory rules, and she has an extensive pensions background.
She has been in the pensions industry since 1978, with roles at UK Provident, Friends Provident and Personal Pension Management (PPML). PPML was bought by the Capita Group in 2004.
Pat took up her current role at Capita, Regulatory Change Manager, in 2009.
Pat won ILAG Practitioner of the Year in 2016. She is long-serving member of the Regulations (UK&EU) Group, serving as its Chair for three years.
She represents ILAG at meetings with the FCA and the FOS Trade Bodies Industry Steering Group. Pat is also an active contributor to our consultation responses.
Kuen is a Product Development Director at Pacific Life Re, where he joined in 2016. He is responsible for working with clients to develop new and innovative products.
Before this Kuen worked at Vitality as a Business Actuary and an Executive Advisor at KPMG. Before joining the consultancy sector Kuen held various roles at several product providers, including Zurich and Pearl Assurance.
Kuen is a member of the Prudential Regulation Practitioner Group and is Deputy Chair.
Ann-Marie has worked at SCOR since 2007, holding roles in claims and business development before assuming the position of Head of Customer Propositions in 2018.
During her career Ann-Marie has worked in underwriting, claims, business development, product development and strategy.
Martyn has been a Senior Regulatory Adviser at Sun Life Financial of Canada (SLoC) since 2011 and Deputy MLRO since 2018, where he is responsible for the operation and management of the financial crime and regulatory change functions within Compliance.
Martyn is a member of the Financial Crime Practitioner Group and has been the Main Member Contact at SLoC since 2016.
Shalini is the Chief Compliance Officer at AIG Life UK. She is a qualified solicitor who has been working in the Life and Pensions industry for over 20 years. She started her career as a financial adviser before moving on to work in Compliance at Century Life.
Shalini has led Compliance, Risk and AML/Fraud teams at two of the largest UK Life and Pension outsourcing firms, Liberata (now HCL Ltd) and Diligenta Ltd (part of the TCS group). She then joined CPP group as Global Head of Risk and Compliance before joining AIG Life in September 2018.
Her specialties include compliance,
anti-financial crime, fraud, risk, corporate governance, acquisitions, due diligence, transformation of businesses, leadership, relationship management, and dealing with regulators.
Shalini sits on the Operations Committee.
Nick has been a long-time supporter of ILAG during his time at SCOR, HSBC and, latterly, Royal London. He is very vocal about the benefits of membership and, over the years, has been instrumental in the process of getting organisations to join ILAG.
Prior to joining the ILAG Board, Nick was Chair of the Distribution PG and had been involved in the group for 10 years. In 2013 Nick was awarded Practitioner of the Year.
In his career Nick has been responsible for a range of activities involving protection, investment and pensions propositions. This includes product design, pricing and reinsurance. He is a Fellow of the Institute and Faculty of Actuaries and is currently the Head of Reinsurance for Royal London Group.
Jo joined ILAG in 2013 and has headed the Management Team since 2021. She has worked in the life and pensions industry for many years, including roles in customer services, marketing, investments, compliance and financial crime prevention.
With over 25 years in the financial services industry, Chris has held an extensive range of director and other senior roles across major and specialist brands and service providers, with a particular focus on distribution strategy and business development delivery.
He is Commercial Director at The Openwork Partnership, one of the largest financial advice providers in the UK.
Chris has been an active member of ILAG for many years, previously chairing the Distribution Practitioner Group. He has contributed to many ILAG consultation responses and sits on the Operations Committee.
Chris is committed to helping improve outcomes for businesses and consumers alike and is passionate about the value of personal financial advice.