David is a Lead on the Market Integrity Team (MIT) of the Transparency Taskforce. He has project managed the MIT’s 18 month project on Codes of Conduct & Codes of Ethics in Financial Services which has resulted in their White Paper released in July 2018.
With a background in pensions & benefits David spent over twenty years with Marsh and Mercer managing the SW region of Mercer Employee Benefits, and latterly in a proposition development and project & change management role.
Since 2011 David has worked with leading banks, insurance companies and national IFA firms developing propositions that have focused on aspects of governance and bringing change to the delivery of financial services. Projects managed have included developing and bringing to market a new workplace pension offering for SME clients of Mercer; building a product governance framework for a leading insurance company; defining an Operational Risk Management model for a national IFA firm; developing a governance proposition for Auto Enrolment clients of Barclays Corporate & Employer Solutions; developing a DB to DC proposition for a leading IFA firm; and developing a benefit package to sit alongside Auto Enrolment.
David also acted as Co-Chair of the Friends of Auto Enrolment Governance Task Force, playing a large part in the drafting of their Guide to AE.