Pensions Age SIPPs Roundtable 2009
February 2009

PANELLISTS

• Read the transcript of the Pensions Age Sipps Roundtable

Iain McGowan heads the Retirement Income & Planning unit at Scottish Widows. This includes responsibility for our individual pensions product range, covering product strategy, offer development and communications.
McGowan is an Actuary by profession and has spent his career in sales, product development and marketing.

Recently he has managed the successful launch of Retirement Account. McGowan regularly speaks and writes articles on pensions and broader industry issues.

Mike Morrison joined Winterthur in 1990 and is now the head of pensions development for AXA Winterthur Wealth Management. In this role, Mike liases with various industry bodies with regard to developing products and their accessibility to consumers.

He also spends time talking to advisers about pensions and financial planning issues. He is on the committee of the Association of Member Directed Pension Schemes (AMPS), in addition to being an Associate of the Pensions Management Institute.

Martin Tilley's principal role is as business development manager at
Dentons, the bespokeSIPP provider, although he also manages a small portfolio of High Net Worth SIPP and SSAS clients and is the Compliance Officer for the company.

He qualified as an Associate of the Pensions Management Institute in 1984 and has over 25 years of Self Invested Personal Pensions experience, mostly gained at Dentons but also achieved in his previous roles with Sun Alliance and Crown Financial Management.

John Moret is head of sales and marketing at Suffolk Life.

Moret has led the development ofSIPPs since their launch in 1990
and is widely regarded as a leading authority on the product. He is regularly quoted in the press and speaks at industry events.

He joined Suffolk Life in 2004 from Capita PPML, the second biggest administrator of SIPPs, where he was executive chairman/managing director for four and a half years. He has worked in the pensions and financial services sector for over thirty years.

Steve Patterson is managing director of Glasgow-based Intelligent Pensions, which specialises in the handling of complex pension matters for corporate and high net worth individual clients.

After studying engineering at Glasgow University Patterson decided a career in financial services offered the best opportunity to apply his creative talents. Having established his own IFA company in 1984, Patterson and his team have built up a wealth of experience in pensions and investment planning.

Neil MacGillivray heads up the Technical Support Unit (TSU) at James Hay,the SIPP andwrapper arm of banking giant Santander, which comprises of amixture of six tax, trust and pensions specialists.

Prior to joining the TSU, MacGillivray had gained over 17 years experience working in the banking industry, the last five years of which were within the Private Trust and Taxation Department of one of the UK's biggest high streetbanks. MacGillivray is a Chartered Banker of the Institute of Bankers in Scotland.