Stuart Woollard

Stuart Woollard is Managing Partner of Organizational Maturity Services LLP and co-founder and Council member at the Maturity Institute (MI).

Stuart co-created OMINDEX® (Organisational Maturity Index) and leads pioneering work with the investment community to integrate ‘intangibles’ (e.g. corporate culture, governance, human capital, and management systems) into investment decision-making, engagement and stewardship activities.

Stuart also advises business leaders on whole, human system diagnosis of organisational health using OMINDEX®. He has published research on human capital in international mergers and acquisitions, on the management of people in global contexts and has co-authored a book “The Mature Corporation – a Model of Responsible Capitalism” (Cambridge Scholars Publishing, 2019).

Allan Mendelowitz

Allan I. Mendelowitz is President of the ACTUS Financial Research Foundation.

The ACTUS Foundation is a not-for-profit corporation dedicated to creating and promoting an open-source algorithmic financial contract standard that can increase financial transparency and enable current and forward-looking analysis.  Over the course of his career, he has held a number of senior executive positions in the U.S. government.  In his most recent assignment, he served as Chairman of the Federal Housing Finance Board, the prudential regulator of the Federal Home Loan Bank system.

Previous positions included service as the Executive Director of the Congressional Trade Deficit Review Commission, Executive Vice President of the U.S. Export-Import Bank, and Managing Director for International Trade and Finance at the U.S. GAO.  Earlier in his career he was an Economic Policy Fellow at the Brookings Institution.

He has published articles in scholarly journals and popular publications, lectured widely in the United States and abroad on economic and financial topics, and testified as an expert witness before the U.S. Congress more than 145 times.

His education includes economics degrees from Columbia University (A.B.) and Northwestern University (Ph.D.).

Andrew Clare

Andrew is the Professor of Asset Management at Cass Business School.  He is the co-author of “The Trustee Guide to Investment” and has published extensively in both academic and practitioner journals on a wide range of economic and financial market issues.  He serves as an independent NED for Legal and General Investment Management.  Andrew is a Trustee and Chairman of the Investment Committee of the £3.5bn Magnox Electric Group Pension scheme and is an independent member of Quilter Plc’s Investment Oversight Committee.  He delivers programmes on monetary policy; the interface between macroeconomics and financial markets; asset management; corporate finance; and investment strategy.  Prior to joining Cass Andrew was a Senior Research Manager in the Monetary Analysis wing of the Bank of England which supported the work of the Monetary Policy Committee. Andrew also worked as the Financial Economist for Legal and General Investment Management (LGIM), where he was responsible for the group’s investment process and where he began the development of LGIM’s Liability Driven Investment offering.

Ian Beestin

Working with like minded industry professionals, who were committed to creating trustworthy financial communications, Ian is a Co-founder of Money Alive.

Money Alive’s founding objective was to provide consumers with ‘Better Information leading to Better Decisions and Better Outcomes’. Money Alive launched their Video Engagement Platform and range of interactive educational box sets for consumers in 2018. Since launch it has been used by financial professionals, who license the platform, to achieve over 230K video viewings with each viewing providing the platform licensee with a report of the individual’s engagement and understanding.

Earlier in his career Ian was Marketing Director of TIlney and before that founded and ran the ISA Shop Ltd, an information led discount brokerage.

Ian started his career with General Accident Life.

Ian is also an enthusiastic musician. His credits include performing at Glastonbury (and numerous other festivals) and writing the words and recording two recent pension pop hits ’50 Ways To Lose Your Pension’ and ‘Enjoy Your Wealth – But First Make Time To Think’.

Brian Basham

Brian is a serial ‘start-up’ entrepreneur. He founded and floated The Broad Street Group, which he established after an early career as a financial journalist with the Daily Mail, Daily Telegraph and The Times. He became an accredited fund manager to research an investigation into the connection between organised crime and the City’s money laundering activities. This then became dangerous and there were threats to his children.

He moved into corporate communications and eventually founded Broad Street specialising in takeover bid communications. He founded Primrose Care, caring for elderly people in their own homes, which was later sold to BUPA.  He founded Equity Development, providing research services to smaller companies, which he sold recently. He founded ArchOver, which is a unique crowdfunding marketplace lender, facilitating secured and insured loans to companies, which was sold to Hampden Group.

He initiated a report for Treasury on Smaller Quoted Companies and wrote the well-regarded publication Tomorrow’s Giants, with the former senior Treasury official Craig Pickering.

Brian’s charitable activities include re-stablishing Remembrance in 1995 for the 50th anniversary of World War II. The initiative enabled the Royal British Legion to raise £20m in that year, saving it from probable dissolution. Remembrance, once again, become a regular feature of British life. He conceived the appeal Coming Home to raise funds for seriously wounded military personnel, that also raised £20m. He stimulated the reactivation of the British Dyslexia Association and has run two marathons to raise funds for Prostate Cancer research.

Dennis Waite

I am 54 years old currently single I live in Braintree Essex and work for National Express coaches which takes a large part of my life.  I consider myself to be an honest straight up person who unfortunately, has been and currently still am,  a victim of large scale financial fraud which sadly unwittingly or not was facilitated by the Government (HMRC /TPR). I transferred my pension from the Royal Mail to the CAPITAOAK pension scheme in 2012/2013 and I’m still fighting to try and get justice and recompense for the theft of my pension. If I can make even the slightest change so that innocent members of the general public can be protected from perpetrators of financial wrong doing then I would be honoured to be an ambassador of the TTF.

Andre Mirabelli

Andre is focused on creating mathematical models whose concepts are carefully true to the meanings ascribed to them, so that their evaluation provides reliable information to users.

He began his career in finance building fixed income pricing models, and has worked, done research and published in physics, the foundations of physics, epistemology, and broadly in ex post financial analysis with particular emphasis on decision evaluation.

He has a B.S. from The Cooper Union and a Ph.D. in theoretical physics from Boston University.

Lynne Coombes

I have worked in insurance for many years starting as a Claims Handler and Loss Adjuster.  Moving to HSBC to work with VIP and Commercial Insurance, I joined Dave West and Paul Holton-Frances in the bond schemes in 2003 becoming Manager of the Section.  The team headed up bond security for England & Wales, Northern Ireland and she was at the forefront of the launch of the scheme for Scotland.

Leaving Gallaghers and setting up Security Bonds Limited (SBL) in 2018 with Paul Holton-Frances, joined later by Dave West, the Appointee Bond was launched to market with the help of Sean Tyrer from Money Carer Foundation later that year, providing much needed safety for vulnerable people relying on benefits.

A new bond for Powers of Attorney was launched by us in 2020 for England & Wales, Scotland and a bond will shortly be available in Northern Ireland.

Being passionate about providing financial safety, the mission statement of TTF is close to our hearts and I am honoured to have been asked to be an ambassador, it was one of the easiest decisions I have had to make.

Making the financial sector more accountable and transparent will be an ongoing task for some time but the joined up approach that TTF offers brings like-minded people to the table and that can only make the message more powerful and difficult to ignore.

Sarah Hutchinson

A Chartered Accountant and Operations professional with proven experience of project managing change projects. Experience has been gained in various fields in the financial sector latterly focused on pensions, investment management and custody. Previously experience gained in outsourcing at a third party fund administrator, and stock broking administration including extensive experience of system selections and implementations.

Since leaving BA Pension I have had various adventures and have worked as an Independent Consultant on a number of projects including COREP reporting for brokers, raising awareness of securities litigation and promoting fund selection for auto enrolment.

I have been a Trustee of The Elizabeth Foundation since 2014 and am currently Treasurer.

Richard Kent

Richard brings 20 years of experience in launching and developing investment platforms, product structuring and governance to the Tontine Trust Team. With a background in product development, due diligence and regulatory governance, and implementing operational infrastructures he has a wealth of experience in delivering best practice investment solutions for investors at tier 1 institutions. Richard is familiar with key legal and regulatory regimes including Irish Pensions Act, EU PEPP Regulations, AIFMD and UCITS.

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