Implementation Taskforce


Implementation Taskforce

Growing a culture of social

impact investing in the UK

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Elizabeth was CEO of Allianz Global Investors, initially for Europe then globally, from 2005 to 2016 and continues to act as a senior advisor to the firm.  She was previously at Merrill Lynch Investment Managers and Coopers & Lybrand.   Elizabeth serves on three company boards as a non-executive director – Pearson plc, BAE Systems plc and Morgan Stanley Inc. 

Elizabeth is also a member of the FICC Markets Standards Board, the European Securities and Markets Authority’s stakeholder group and the CFA Future of Finance Council.  She is also a published author.

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Working Group Lead

Olivia is a non-executive Director of the Royal London Group, and a non-executive Director and Chair of the Actuarial Council of the Financial Reporting Council. Olivia is also a non-executive adviser to the Senior Partner and Managing Partner of Travers Smith.

Previously Olivia served as a non-executive Director and Chair of the Risk Committee of Canada Life and a non-executive Director and Chair of the Remuneration Committee of Virgin Money. Olivia was a Senior Adviser to the Financial Services Authority and a Managing Director at JP Morgan. 

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Working Group Lead

Jamie was CEO of UBS Wealth Management (UK) until he retired in 2017. He joined UBS in 2013 from JP Morgan, where he was the CEO of its European asset management business.At JP Morgan Jamie led the development of the firm's European mutual fund business before being appointed as the overall head of the European business including both the retail and the institutional businesses.

Jamie has an AB degree from Harvard College and did doctoral studies in Linguistics and Near Eastern Languages and Civilisations at the University of Chicago.

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Working Group Lead

Paul is a passionate global leader in capital market reform, including corporate governance, reporting, accounting and sustainability and was CEO of the International Integrated Reporting Council for five years.

Paul’s was President of the Institute of Chartered Accountants in England & Wales and Chair of The Prince’s Accounting for Sustainability Project Executive Board. He has a variety of current roles from chairing Clear Insurance Management to chairing the Corporate Reporting Council of the UK Financial Reporting Council

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Working Group Lead

Will is Chief Executive of the CFA Society of the UK (CFA UK). CFA UK represents the interests of more than 12,000 members of the UK investment profession. The society is one of the largest member societies of CFA Institute and is committed to leading the development of the investment profession through the promotion of the highest ethical and technical standards.

Will joined the society in December 2006 from Euromoney Institutional Investor plc where he was a divisional director with responsibility for specialist financial brands. He is an affiliate member of CFA Institute and CFA UK.

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Wealth Management expert

Tony has been a non-executive director of TISA since 2015, becoming Deputy Chairman in September 2016. Tony is also chair of “The TISA Strategy Group” - an unprecedented collation of 50 leading, trade bodies and important consumer groups that aims to develop strategic proposals for savings and investments policy.

Until December 2016, Tony was a Managing Director at BlackRock where he spent 17 years in various senior positions, most recently as Head of Retirement in EMEA where he was responsible for driving the firm’s vision and strategy in the region on individual retirement.

Taskforce governance

The Working Group Leads are supported by the members of the Implementation Taskforce Steering Group and Advisory Committee. The Advisory Committee meets 2-3 times a year to advise on the work of the Taskforce. The Steering Group meet more regularly to help drive the recommendations forward.

Advisory Committee

  • Jayne-Anne Gadhia, Virgin Money

  • Hans Georgeson, Architas

  • Mark Fawcett, NEST

  • Saker Nusseibeh, Hermes Investment Management

  • Tom McPhail, Hargreaves Lansdown

  • Keith Skeoch, Standard Life

  • Chris Ralph, St. James's Place

  • Richard Romer-Lee, Square Mile Research

  • Andrew Formica, Janus Henderson

  • Patrick Reeve, Albion Ventures

  • Dena Brumpton, Barclays

  • Michelle Scrimgeour, Columbia Threadneedle Investments

Steering Group

  • Sally Bridgeland

  • Jamie Broderick

  • Mark Burgess, Columbia Threadneedle Investments

  • David Carrington, formerly Triodos

  • Chris Cummings, The Investment Association

  • Olivia Dickson

  • Dave Dyer

  • Campbell Fleming, Aberdeen Asset Management

  • Sue Fox, M&S Bank

  • Michele Giddens, Bridges Ventures

  • Will Goodhart, CFA Society UK

  • Brian Henderson, Mercer

  • Simon Hillenbrand, Janus Henderson

  • David Hutchison, Social FInance

  • Nigel Kershaw, Big Issue Invest

  • Matthew Cox, Esmee Fairbairn Foundation

  • Helen McDonald, UBS

  • Sir Harvey McGrath, Big Society Capital

  • David Newstead, Grant Thornton

  • Damian Payiatakis, Barclays

  • Tony Stenning, TISA

  • Joe Dabrowski, PLSA

  • Bevis Watts, Triodos

  • Amanda Young, Aberdeen Standard Investments

  • Ida Levine, Capital Group



Working Group Lead

Amanda leads the research function for the ESG Investment Team, at Aberdeen Standard Investments. The team focuses on analysing the environmental, social and governance risks and opportunities affecting Aberdeen Standard Investments portfolios.

She has completed the University of Edinburgh Business School’s Executive Women’s Leadership Programme. She was a board member of the UK Sustainable Investment and Finance Association for six years and now sits on the FTSE Russell ESG Advisory Committee and on the Board of SIS Ventures Limited. 

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Pensions expert

Well known in the UK pensions industry, Sally currently combines governance consultancy for Avida International with a number of complementary non-executive and advisory roles. 

Sally is a non-executive director at insurer Royal London, at Impax Asset Management plc and Local Pensions Partnership (LPP) Limited, where she chairs its FCA regulated investment company.  She is a trustee at both NEST Corporation and the Lloyds Bank pension schemes and at the Nuclear Liabilities Fund.Sally was previously the Chief Executive Officer of BP Pension Trustees Limited.