PASA Edinburgh Conference 2026

Amanda has 20 years' experience in the pensions industry with a background in Pensions Management, Trustee Secretarial, Administration and Governance. She has worked both in-house (including for a FTSE 100 Company) and within major Third-Party Administrators.

Amanda's recent experience includes managing in-house administration team, responsible for day to day administration of a £1bn+ DB pension scheme, a £100m+ DC pension scheme (held under Master Trust) as well as various medical and life assurance policies. She was also Scheme Secretary and governance lead for the £1bn+ DB pension Scheme and sat on corporate Pension & Benefits Governance Board for all other benefits. During this time, she sat on and chaired the Administration and Governance sub-committees.

Amanda has experience working with both DB and DC Trustee Boards on all aspects of day to day pension scheme management as well as a range of complex matters such as ETV exercises, Master Trust Selection, movement to a Fiduciary Management model, GMP reconciliation and equalisation, Flexible Apportionment Agreements, outsourcing of administration providers, adviser reviews, tender exercises and implementation of automatic enrolment.

Amanda has a strong focus on good governance and uses this as a method to reduce the operational risk of Trustee Boards. She combines this with an excellent technical understanding of administration, member matters, communications and benefit calculations. Due to the nature of her in-house experience, she brings a unique view from both sides of the table (Trustee and Employer) and helps to pull these two views together to reach a common goal. Her strengths include project management, risk review, compliance, relationship management, attention to detail and problem solving.

Amanda is a fully-accredited professional trustee with the Association of Professional Pension Trustees.

In the first chapter of his career, David spent decades at the heart of the pensions and investment industry serving as a CEO three times, building an understanding of what it takes to lead organisations through complexity, uncertainty, and change.

In his second chapter, David transitioned into a portfolio career, serving as a non-executive director on the pensions boards of BlackRock, Legal & General, Scottish Widows, and The People's Pension, and as a board member of LIMRA and the Fund Boards Council, two influential research organisations in the pensions and asset management sector.

He also chaired two organisations in the health sector — the Optimum Health Clinic Foundation and Conscious Life — reflecting a growing conviction that wellbeing and performance are inseparable.

But between these phases of his career came a period that would profoundly shape everything that followed. For four years, David stepped back from professional life to care for his wife and his father. They passed away within weeks of each other. In the grief and upheaval that followed, David then faced three years of serious illness of his own and it was during this time that 'mind management' became more than an intellectual interest. It became a lifeline.

Now, in the third chapter of his career, David has founded Positively Aware and reinvented himself as an executive coach, helping others learn all the skills of mind management that were a lifesaver for him. His coaching draws on all three chapters. The executive who has been a CEO three times. The non-executive who has sat on four major pensions boards and chaired two health sector organisations. And the human being who discovered, through loss and illness, that learning to manage your own mind is the most important leadership skill of all.

Chris Connelly's role at Heywood encompasses strategy right across the pension landscape. Chris has over 30 years' experience, starting in pensions administration and evolving into solution and service design across 3 continents.

Chris has previously worked on many industry initiatives including:

• helping draft TPR's data quality guidelines and reporting,
• seconding into the Pensions Dashboards Programme (PDP) at MaPS, to ensure direct, practical experience was built into the industry infrastructure, standards and legislation,
• advising PDP as a member of MaPS' Pensions Dashboards Advisory Group,
• chairing a collaborative group of industry software providers to help input into the PDP, PASA and wider engagement with the Regulators.

After being with PASA since inception, he was appointed Director in March 2025.

In 2022, his contributions to the pension industry through his work in PASA and MaPS were recognised by the readers of Pensions Age, awarding him the "Pensions Personality of the Year".

LinkedIn - Chris Connelly

Chief Executive Officer, LPPA

Jo joined LPPA in April 2019 and oversees all aspects of the business to deliver LPPA’s vision to be the pension administration partner of choice for the public sector. Jo has been pivotal in establishing firm foundations across LPPA and is now focused on using technology and developing our people to transform the experience of members, employers and our partner clients.

Jo has a wealth of experience, starting her career training to be an actuary in pensions consultancy, before moving to life assurance. She has held various senior roles in IT, business transformation, strategy and finance in both financial services and retail organisations including the Co-operative Group.

PASA Chair

David joined LCP as a Partner in April 2023, having previously been Executive Director for Regulatory Policy, Analysis and Advice at the Pension Regulator. He co-chaired the Equality, Diversity and Inclusion Committee and was Lead Executive for Climate Change. During his time at the Regulator he oversaw the development and implementation of Policy in relation to the Pension Schemes Act 2021, as well the interim guidance for Superfunds. He also lead on a number of key policy initiatives including TPR's response to the September 2022 market turbulence around LDI, TPR's guidance on fiduciary management, professional pension trustee accreditation, covid related guidance and co-ordinated with HM Treasury and DWP on the response to the Russia-Ukraine conflict.

During his time at the Regulator, he was also Chair of the Pensions Working Group and Committee of the Joint Forum for Actuarial Regulation, a member of the Regulators' Stewardship Group, the Productive Finance Working Group, and a member of the Portfolio Committee for oversight of the Pensions Dashboard.

David is an Honorary Professor in the Department of Management and Marketing at Durham University Business School and a Board member of PASA. He is Chair of the Genomics Development Board of Sarcoma UK and an advisory Board member of the Department of Mathematical Sciences at Essex University. He is Chairing the Advisory Board for the King's College/PPI research into CDC and is a member of the Advisory Board of Guide as well as being a Governor of the PPI.

PASA President

Kim has more than 30 years' industry experience, and is a Fellow of the PMI and Pensions Advisory Service. She created KGC, one of the few remaining independent governance consultancies, in 2002.

Kim is a strong advocate of leveraging technology for better saver outcomes. She was a founding director of PASA and Chair from 2019 to 2025. She's a Professional Independent Trustee of Smart Pensions Master Trust and an Accredited Professional Trustee. Kim is a member of the Pension Dashboards Advisory Group and DWP's Default Consolidator Delivery Group. She has engaged with government departments and regulatory bodies on a number of initiatives to help deliver a more robust pension system. Kim is PMI's Principal Examiner for Professionalism and Governance and sits on PMI's Examining Committee.

Kim is a business graduate and holds a Diploma in Business Excellence. Outside of pensions she is a British Dressage judge, and competes on her own horses.

Dr Priya Khambhaita is Head of Research at the PPI and oversees the research conducted by an integrated team of researchers and analysts. She has an ESRC-funded MSc and PhD in Social Science from the University of Southampton. Priya has a wealth of experience in conducting mixed methods academic and policy research on work, income, pensions, and retirement. Prior to rejoining the PPI, Priya was Co-Director of Health and Social Care research at NatCen and Social Policy Director at RSM Consulting. She has successfully led on numerous projects and programmes for various departments and units across HMG as well as not-for-profit organisations and private sector clients. Priya is an experienced commentator having conducted TV and Radio interviews for both national and community-based media outlets. Priya has published in renowned journals such as Ageing & Society.

Waleed Khan is a Senior Consultant within the Gallagher Communications Practice. He joined Gallagher in 2026, bringing over 20 years of financial services experience across a range of sectors.

He is a Level 4 qualified Financial Adviser since 2006 and has worked for market-leading bancassurance and wealth management organisations, including Nationwide and SJP.

Waleed has also co-founded an early-stage fintech start-up focused on helping younger people better manage their finances. In addition, he has held senior roles within pensions and financial advice software providers, including Aviva, Nest & Ortec.

A strong advocate for financial literacy and social mobility, Waleed is passionate about improving access to financial education, drawing on his own experience of building a successful career from an underrepresented background.

Outside of work, Waleed is a hands-on father to his three young children. He enjoys staying active through running, cycling and boxing.

He is driven by a mission to simplify the complex world of pensions and help more people engage meaningfully with their finances.

Ian has over 37 years' pension experience, covering the governance and management of all sorts of pension schemes. He leads Muse Advisory's business, and advises Trustees and Companies on a wide range of strategic, operational and governance related issues, including advising on strategy, governance, operational and administration effectiveness, and leading clients through the review, selection and implementation of their various advisers. He started his career in pensions as an administrator, and before moving into consulting, led one of the largest TPA's private sector pension administration team.

Paul has more than 20 years of experience in advising a wide range of pensions clients, including those with complex multi-employer arrangements, in LCP's Pensions Actuarial practice.

Within LCP, Paul is the Neurodiversity Lead for the people-led Wellbeing Network and also sits on the firm's DEI Committee. Paul is passionate about inclusivity in communications and has worked on an internal guide at LCP (shared externally at this link: a guide to effective communication) and regular speaks to clients and professional trustees on the topic.

LCP very much see DEI as a collaborative, industry-wide effort and are keen to share their own experiences and to learn from others - you can find out more about our commitment to diversity, equity and inclusion here.

Stephen was appointed Chief Executive Officer of the Scottish Public Pensions Agency (SPPA) in June 2024. In this role, he leads the agency administering pension schemes on behalf of Scotland’s public sector workforce, ensuring the effective delivery of pension services to members, employers, and stakeholders across the country.

A civil servant for over 20 years, Stephen is driven by the potential to make the future better, which is a key focus as the SPPA works to improve the service it delivers for its 640,000 members. Stephen is working to ensure SPPA has a culture that supports wellbeing and development, where everyone feels valued for the contribution they make.

His previous roles within the Scottish Government have included Director of Lifelong Learning and Skills, Acting Director of Justice, Deputy Director for Trade and Investment Delivery, and Deputy Director leading Scotland’s Grenfell Response.

Prior to joining the Civil Service, Stephen began his career as a research scientist at the University of Edinburgh, where he completed a PhD in Developmental Biology. He has also held roles within the UK Government and the European Commission.

Dan Taylor is a pensions administration professional with a proven track record of delivering exceptional client service while driving growth and innovation.

As Client Director at Trafalgar House, Daniel is responsible for leading the development and execution of the company's client service strategy, ensuring that clients receive the highest levels of service and support. With over 25 years of experience in pensions administration, Daniel has held senior leadership roles covering operations, implementations, quality assurance and business development. He has successfully run third-party administration operations and played a key role in developing and implementing new technology and communication solutions to enhance member and client experiences.

Prior to joining Trafalgar House in 2017, Daniel acted as Head of Administration Services within another third-party pensions administrator, where he oversaw the delivery of high-quality pensions administration services to a diverse range of clients.

LinkedIn - Dan Taylor

Duncan has 33 years of UK Pensions experience, with the last ten years spent at EQ where he is currently the CEO of their Retirement Solutions business and MyCSP Limited. EQ Retirement Solutions provides full outsourced administration, payment and software services to many of the largest UK Public and Private sector pensions schemes and several of the UK's leading bulk and individual annuity providers.

Before joining EQ, he spent 18 years at Aon Hewitt as a Scheme and Corporate adviser and latterly as their UK Chief Operating Officer. He is a Certified Pensions Actuary and has experience of delivering service from multiple sites and across multiple geographies. Duncan sits on several UK and Indian Boards, including a UK FCA regulated entity.

We are a specialist third-party pensions administrator.

Founded in 2006, our mission is to set the highest standard of pensions administration by any recognised measure. We achieve this through sustained investment in our people, processes and systems.

We started life as an in-house administrator. Our foundations are in quality and member experience. Since our creation, we have grown as a third-party administrator. Adopting technology and innovation from across the market, we have emerged as a business of administration experts.

We have offices in London and Farnborough, administer 35 schemes and have 185 team members. We hold internationally-recognised accreditations for quality, security, development, customer service and environmental protection.

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