Jen is a Director at Isio, where she leads the Employee Support and Financial Wellbeing proposition for clients. Isio was ‘born’ in 2020 from the sale of KPMG UK’s Pension Practice to a private equity firm. Their now 1,100 employees are united in a vision which strives to deliver greater financial confidence for everyone, through services for employers, trustees and individuals across pensions, benefits, investment and wealth.

Jen advises a number of charities and has experienced the sector first hand through a secondment to Cancer Research UK in 2017. Her personal passion for driving Financial Wellbeing was first ignited while supporting individuals through pensions communication exercises. Hearing people share their worries showed how much need there is for better education and support around finances; this is what gets her out of bed in the morning.

Jen lives in London and is working on her own physical wellbeing, spurred on by fundraising. In 2023 she completed the National Three Peaks Challenge.

Cathrine is currently the Director of Finance & Operations at Northwood College, bringing over 25 years of experience across corporate finance, education and the charity sector. She leads the school’s finance, HR, estates, IT and operational functions, working closely with senior leaders to support the strategic direction of the school.

After beginning her career in corporate finance with organisations including Rabobank International, Citibank and Schroders, Cathrine retrained as a teacher, spending over a decade in education as a science teacher, Head of Chemistry and Pastoral Lead before moving into senior leadership. This combination of financial expertise and first-hand experience of working with young people has shaped her passion for helping children develop the knowledge, confidence and life skills they need to thrive.

Alongside her executive career, Cathrine has served as Treasurer of St Peter’s Church, providing financial oversight and strengthening governance. She is particularly inspired by The Money Charity’s mission to improve financial wellbeing for children and young people and is delighted to support the charity as a Trustee.

Outside of work, Cathrine enjoys spending time with her family, travelling and a nice glass of wine.

Lindsey is CEO of The Teaching Staff Trust and previous Director of the IFoA Foundation. A portfolio professional for many years, she has leadership experience from small and start up organisations across a range of sectors.

Lindsey is passionate about positive grant-making that empowers individuals and promotes Financial Wellbeing.

Lucy has a portfolio of interests across consulting, coaching and non-executive directorships in both the commercial and not-for-profit sectors. She currently chairs the Audit & Compliance Committee at the Mansfield Building Society, having previously undertaken Board roles within start-ups, the public sector and education.

Lucy runs her own consulting business supporting Boards to achieve better governance and preparing individuals for regulatory interviews. Much of her experience comes from almost two decades as a financial services regulator across all sectors on both prudential and conduct of business issues.

Lucy is a Fellow of the Association of Chartered Certified Accountants (ACCA) and a qualified Executive Coach. She is passionate about empowering people to build their own Financial Capability. She also volunteers in local schools delivering Financial Education workshops.

Richard is the Head of ESG Engagement for Capital Group, the world’s largest active fund manager. He leads stewardship and engagement activities with investee companies in EMEA, with particular expertise in governance practices. Richard also has extensive experience interacting with policymakers and the financial services community around stewardship and sustainability policy development.

Previously, Richard spent nine years at the global asset manager BlackRock in different roles, and has experience driving the development of corporate sustainability policy and governance within a FTSE 100 company.

Richard is a qualified solicitor (now non-practising) and has an MA in Law from the University of Cambridge. Richard lives in London with his wife and two children.

Verity is the founder of Cheerful Orange, an advisory practice that works with early-stage founders and CEOs on strategy, governance and the difficult decisions that come with building something new. She is also Chair of Zonova Technologies, an early-stage medtech company working on antimicrobial solutions.

Before founding Cheerful Orange, Verity spent 17 years at Blenheim Chalcot, one of the UK’s leading venture builders, working across a portfolio of companies including Salary Finance, a fintech that partners with employers to provide financial products and services via payroll. This close-up view of how access to fair financial products can change people’s lives is an interest that has stayed with her.

Verity is also an angel investor through Angel Academe, where she backs early-stage businesses founded by women, with a particular interest in fintech for good. She holds an MA in Creative and Life Writing from Goldsmiths, University of London, and occasionally still writes poetry. Verity lives in London with her almost grown-up family.