SIMON B.

SIMON B.

simon[at]risalatconsultants.com

Pension and Investments Consultant

Mr. Simon is certified pensions professional with extensive years of hands-on experience within the pensions industry. Between 2008-2015 he was the CIO for the Phillips Pension Fund overseeing strategic investment decisions across a number of asset classes including equity, credit, and hedge funds. Through Mr. Simon’s help, the Phillips pension fund moved from a 65% pension funding position to the full buyout of the fund’s entire £3.5 Billion pension liabilities, achieving what is currently the largest full buyout of the UK pension scheme.

After Leaving Philips, Mr. Simon worked for the National UK Grid Pension Scheme (NGUKPS) Trustee Executive Limited on a fixed-term contract, implementing the £12bn LDI and credit strategies following the sale on the scheme’s in-house asset manager. This work included restructuring, negotiating, and agreeing on appropriate mandates for the c. £6bn credit holdings.

Between 1994-2008 Mr. Simon was a scheme secretary and finance & Investment manager for the lex/RAC pension scheme. The varied role included dealing with the frequent changes of the pension strategy, overseeing a number of acquisitions and disposals for the pension perspective as well as ensuring the investment strategy met both the trustee and company objectives.

Prior to Joining lex/RAC, Mr. Simon worked at Sedgwick Noble Lowndes. Since 1999, Mr. Bradley is a fellow of the Association of Chartered Certified Accountants. His Qualifications Include FCCA, MAAT, BTEC Business Studies, and 7 O levels.

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