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Hymans Robertson appoints head of strategic relationships for pensions

by Muna Abdi
June 15, 2023
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Hymans Robertson has appointed Lisa Whitfield as head of strategic relationships in the pensions market.

Whitfield will be leading the pension team and will concentrate on building the company’s important strategic partnerships with professional independent trustees, law firms, third-party evaluators, covenant assessors, and other significant influential stakeholders across the sector. Whitfield began her career as a graduate at JP Morgan before joining Hymans Robertson in 2017. She has over 30 years of expertise in the financial services industry.

Hymans Robertson head of pensions Richard Shackleton says: “It’s great to welcome Lisa to the pensions leadership team. Her newly created role is strategically significant for our firm, as we place great importance on supporting and partnering with pensions professionals across the market. Lisa will be working collaboratively with key stakeholders throughout the industry as we all work to improve member outcomes in a constantly changing pensions landscape.”

Whitfield says: “I’m really thrilled to be taking on this increased responsibility for our strategic professional relationships. During the past few years I’ve had the privilege of getting to know some fabulous people across the pensions market and am excited about deepening and expanding these relationships.

“This has been especially rewarding in the work I’ve done helping to join up schemes, sponsors, and Professional Trustees through our Professional Trustee Programme. In this new role I’m particularly looking forward to the increased time I’ll be spending with the Professional Trustee community. Professional Trustees provide such a valuable contribution to the industry, using their expertise to ensure schemes are making the best choices for their members.”

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    • Taxation
  • Group Risk
    • Group Life
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    • Musculoskeletal
    • Mental Health
    • IPT
    • Wellbeing
    • Trusts
    • Cash Plans
  • Wellbeing
    • Mental Health
    • Health & Wellbeing
    • Financial resilience
  • ESG

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