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Judging panel 2018

David Butcher, Founder & Director, Communications and Content
Kirsty Cogan, Marketing Director, Welplan
Terri-Ann Humphreys, Development Director, Society of Later Life Advisers
Carol Knight, Chief Operations Officer, TISA
Peter Pledger, CEO, NSAFS
Robert Sinclair, Chief Executive, Association of Mortgage Intermediaries (AMI) and Association of Finance Brokers (AFB)
Peter Timberlake, Head of Communications, Financial Reporting Council
Lee Travis, Partnerships and Member Engagement Director, Chartered Insurance Institute (CII)

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David Butcher, Founder & Director, Communications and Content
David Butcher is a director and founder of Communications and Content. He is an experienced communications professional who has been telling stories about long-term savings and investment for over 20 years. He was head of UK communications at M&G Investments in the aftermath of the financial crisis, at a time of unprecedented demand for corporate bonds, and has worked at both blue chip brands and for leading communications consultancies. Many years ago he helped launch citywire.co.uk and moneysupermarket.com

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Kirsty Cogan, Marketing Director, Welplan
Kirsty Cogan joined Welplan, a pensions and employee benefits provider, in May 2014. As Marketing Director, Kirsty oversees all marketing and PR activity for Welplan, as well as shaping the sales strategy and contributing as Strategist in the Master Trust Authorisation Process for The Pensions Regulator. Prior to Welplan, Kirsty worked at Aviva for over 10 years, in roles spanning investment product development, corporate & personal pensions marketing, retirement planning and distributor marketing, as well as having involvement in the rebrand from Norwich Union to Aviva.

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Terri-Ann Humphreys, Development Director, Society of Later Life Advisers
Terri-Ann Humphreys has worked for many years in the financial services sector and her role as Development Director at the Society of Later Life Advisers (SOLLA) is to grow membership and continue to raise awareness with consumers and their families. She does this by encouraging advisers to become Later Life Accredited and Retirement Standard holders to meet the growing demand for later life advice.


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Carol Knight, Chief Operations Officer, TISA
Carol Knight B.Ed. Hons is Chief Operations Officer and Company Secretary at TISA. She has been in financial services for 20 years, having previously worked in variety of industries, including local government, the Civil Service and the gaming industry. Carol joined TISA in 2004 and has been responsible for the day-to-day running of the Association’s administration centre, technical support, member communications, expanding the events and training programme and technical issues in the cash savings sector. In 2009, she also took on the role of Company Secretary. Carol joined the TISA Board as Operations Director in July 2011, extending her responsibilities to include finance. This was swiftly followed by taking a position as Executive Director for TISA Exchange. In August 2015, Carol became Chief Operations Officer for TISA, supporting the Director General with the general running of the company and with personal responsibilities for business development, administration, HR and finance together with acting as TISA spokesman for the media and at functions. Carol currently sits on the Examination Board of the Chartered Institute for Securities & Investments (CISI) and is a Trustee on the board of FairLife as well as being involved in a number of industry wide working groups.

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Peter Pledger, CEO, NSAFS
Peter Pledger is the Chief Executive of the National Skills Academy for Financial Services which is a charity established in 2007 to promote skills development in financial services, help individuals secure work in financial services, champion diversity and provide financial capability education for the wider community. Peter is Chair of the Young Adults Steering Group of the UK Financial Capability Strategy and a member of the Government Panel creating new qualifications for financial services called T-Levels . Prior to this Peter served as Chief Executive of South London Business (SLB), a business support organisation. He set up one of the first Apprenticeship Training Agencies (ATAs) in England and established the Confederation of Apprenticeship Training Agencies with HRH Duke of York as Patron. Peter was appointed by the Secretary of State for Education and Skills as Executive Director to lead London West Learning and Skills Council (LWLSC) and was responsible for the annual planning and funding of post-16 education across six local authority areas. Peter was a Governor of St Mary’s University, a non- executive director of Greater London Enterprises and a judge on the National Training Awards. He has also served as the Chief Executive of a private FE college. Peter is also a trustee of St Joseph’s Hospice in Hackney.

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Robert Sinclair, Chief Executive, Association of Mortgage Intermediaries (AMI) and Association of Finance Brokers (AFB)
Robert Sinclair helped establish the Association of Mortgage Intermediaries (AMI) as an independent entity on 1 February 2012. Robert joined the former parent trade body, AIFA, in October 2006, initially looking after the Association of Finance Brokers and since 2008, AMI. He looks after the day-to-day running of AMI and AFB by delivering member information and services, lobbying regulators and policy-makers and developing press relations. Before this, he was Head of Advice Development and Quality, Retail Banking, at Santander (from 2003).

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Peter Timberlake, Head of Communications, Financial Reporting Council
Peter Timberlake is Head of Communications at The Financial Reporting Council (FRC), the UK’s independent regulator of accountants, auditors and actuaries where he is responsible for the organisation’s engagement with its many internal and external stakeholders in the UK and globally. He joined the FRC in March 2013. Peter has over 30 years’ experience of delivering communications in the financial services sector working with pensions, investment and insurance providers. Prior to joining the FRC Peter was Head of Public Relations at FTSE 100 listed insurance group Friends Life for four years and Head of Media Relations for Standard Life for three years before that. His early career was spent managing communications at Legal & General.

Image titleLee Travis, Partnerships and Member Engagement Director, Chartered Insurance Institute (CII)
Lee Travis was appointed as Partnerships and Member Engagement Director at the CII in January after joining the Personal Finance Society (PFS) in 2015, following service as CEO of SimplyBiz’s New Model Business Academy. His financial services career spans over 19 years and has held roles as a Financial Adviser, Mortgage Broker and Building Society Manager. Lee is passionate about the ongoing professional development of our sector, in particular with regard to new talent, and was Chair of two of the ‘Trailblazer’ initiatives that the government introduced for apprenticeships within financial services.

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