Hymans Robertson, TPT, Aon, Franklin Templeton, Rabobank Pensioenfonds, Swedish Pensions Agency, P+, Fidelity International
P+ – Søren Kolbye Sørensen, chief executive officer of the Danish industry-wide pension scheme, has decided to retire. P+, the pension fund for academics, said it had already started looking for someone to replace him, and that Kolbye Sørensen would stay in his position until a new CEO was in place.
Kolbye Sørensen has been at the head of P+ for over 21 years, according to the pension fund. Kim Duus, chair of P+’s board, said: “Søren has given the pension fund distinguished and targeted service for many years, including during the merger of JØP and DIP in 2019 and the subsequent development of P+.”
Swedish Pensions Agency (Pensionsmyndigheten) – Kajsa Möller has been appointed as interim director general of the Swedish Pensions Agency, a role she took up on 20 March, taking over from the permanent director general Daniel Barr.
Barr has left to become the new director general of the Nordic country’s Financial Supervisory Authority, Finansinspektionen.
Anna Tenje, Sweden’s minister for older people and social affairs, said in the government’s announcement that Möller had extensive experience from various managerial positions in the state administration. The government said the recruitment of a new permanent director general for the Swedish Pensions Agency had begun.
Aon – The consultancy has appointed Carole Judd as non-executive chair of Aon Investments Limited (AIL). She will also join the Aon UK Limited board as a non-executive director.
Judd holds a number of non-executive roles for the BNY Mellon UK Fund companies and sits on the investment committee of Nucleus Financial. Her career has spanned 35 years of asset management and investment consulting experience, with numerous senior leadership roles, notably at Old Mutual and WTW.
Julie Page, CEO of Aon UK, said: “Carole Judd brings a wealth of experience and financial and investment expertise to Aon. She will work closely with Tim Giles, senior partner and EMEA managing director for Aon Investments, and the AIL executive committee, to enhance effective governance and to support the committee in achieving its strategic objectives.”
Page added that through this role and as a non-executive director of Aon UK Limited, Judd will “make a significant impact on our UK business and with helping our clients to navigate new forms of volatility”.
Länsförsäkringar Fondliv – Sara Rindevall is moving up to become the new CEO of the pensions platform subsidiary of Swedish financial group Länsförsäkringar, and will start work in the top role on 1 April, the firm said. She is replacing Mathias Collén, who was promoted to the job of CEO of Länsförsäkringar in December 2022.
Rindevall has a long career history in the insurance industry, the firm said, and has held various senior positions at Skandia, Handelsbanken. At Länsförsäkringar Fondliv, she has been head of product and customer services since August 2022.
Rabobank Pensioenfonds – Jack Jonk has been appointed executive director for portfolio management at Rabobank Pensioenfonds. He left the board of pension asset manager Blue Sky Group in May last year, after having suffered a burn-out.
Jonk said in an interview last year that his move to the firm’s executive board proved too much. “As a result, the distance to clients and the investment process increased, which affected my job satisfaction. My responsibilities also increased, and so did my workload,” he said.
Before joining Blue Sky Group in 2017, Jonk worked for 13 years at Delta Lloyd Asset Management and a portfolio manager and head of equities.
Franklin Templeton – James Andrus has been appointed vice president of sustainability global markets, a newly-created leadership role within Franklin Templeton’s global sustainability strategy team.
Andrus joins from the California Public Employees’ Retirement System (CalPERS), where he served as the interim managing investment director for sustainable investing and led CalPERS’ sustainable investment strategy across its $443bn investment portfolio.
Based in California, Andrus will oversee execution of Franklin Templeton’s sustainability and stewardship initiatives and serve as an advocate and spokesperson with clients, external organisations, policymakers, regulators and internal stakeholders. He will manage the firm’s global sustainability strategy team, which implements the firm’s sustainable investment strategy and consists of professionals located across Europe, Asia and the US with additional recruitment underway for data, content, stewardship and product roles.
Andrus will also work closely with the firm’s global public policy team. He will report to Anne Simpson, Franklin Templeton’s global head of sustainability.
Fidelity International – Chloe Tron has been appointed as strategic relationship director, strengthening the experience offered to Fidelity International’s workplace investing clients.
Tron joined from Aviva, where she was previously a client relationship director. She brings with her more than 20 years’ worth of experience in financial services, with the majority of that time spent in DC corporate relationships. She also has an extensive experience of managing teams of relationship directors and is recognised in the industry as an expert in managing corporate relationships.
As part of her role at Fidelity International, Tron will use her years of experience to take responsibility for a portfolio of strategic workplace investing clients, while leading a team of experienced relationship directors.
Tron’s appointment marks the latest of several key hires by Fidelity Workplace Investing in 2023.
Hymans Robertson – Jon Hatchett has been appointed to lead the firm from 1 April as he steps into the role of senior partner. He takes on the role of heading up the leading pensions and financial services consultancy from John Dickson who, with the rolling tenure of the senior partner role, will be resuming a predominant focus on strategic investment advice across the firm’s clients.
Hatchett joined Hymans Robertson in 2006 after pursuing a career in academia. After passing all the actuarial exams in record time and becoming a partner in 2013, he was invited to be an equity member of the firm in 2017. He has held various leadership responsibilities during that time, including being the founder and head of the firm’s Incubator, which developed new diversified areas for the firm such as Hymans Robertson Personal Wealth.
Prior to that, he was the firm’s head of corporate defined benefit consulting where he advised on pension issues, such as long-term strategy, and led the development of the firm’s at-retirement education and engagement programmes.
Most recently, Hatchett has been leading a transformation programme within pensions’ market teams, focused on improving client experiences. Alongside his work at the firm, he has sat on the board of examiners, and the research and thought leadership board for the Institute and Faculty of Actuaries and has also authored a number of research papers.
TPT Retirement Solutions – Ian Maybury has been named as co-opted expert for the firm’s funding committee.
Maybury is a fellow of the Institute and Faculty of Actuaries whose career comprised working for Royal London Insurance, CitiGroup, Redington, and finally Schroders. he is equally experienced across both defined benefit (DB) and defiend contribution (DC) schemes.
He has previously served on pension scheme committees for British Airways, the Universities Superannuation Scheme, Unilever’s UK Pension Scheme, and Royal Mail’s Collective DC Pension Plan. He has also served as an independent member of the trustee board for the John Lewis Partnership Pension Scheme since 2018.
In his role at TPT, Maybury will provide independent, expert support and opinion on matters relating to the funding and investment strategy for each of TPT’s defined benefit schemes.
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