Neil Latham Email & Phone Number

Leatherhead, Gb

London, Gb

As a Principal in Aon's DC Consulting Team I help trustees and employers to make the right decisions about their investment strategy, provider platforms, DC governance and member communication strategies. As workplace pensions become increasing member focused, there is an emphasis on strong communication and a default investment option that delivers the right outcome for individuals. Aon's market leading thinking and extensive resources mean that we have what you need, when you need it.

Reading , Berkshire, Gb

Principal in Punter Southall DC Consulting responsible for pension advice to portfolio of major corporate clients on all types of DC schemes, specialising in strategy, communications, investment and governance.A member of the PSDCC ExCo and senior management team involved in all aspects of the management of the business.DC Consultant responsible for the in-house PSG staff pension scheme.As Head of DC Investment Solutions, responsible for development, articulation and delivery of the DC investment proposition.Chaired DC Investment Solutions Group.Responsible for key project to develop platform agnostic bespoke investment funds, working with a major investment management group.Delivered investment consulting solutions to major clients reviewing their default funds and retirement options under Freedom and Choice. Built bespoke blends and glide paths to accommodate different member populations and anticipated outcomes. Led projects to transition legacy assets from trust to contract arrangements.As Head of DC Sales and Marketing , closely involved in proposition development, including a multiple award winning auto-enrolment service, creation and maintenance of supporting literature and go to market lead generation and nurturing strategies.Chaired the DC marketing and sales committees.Led successful new business pitches to secure major clients with 5,000 to 10,000 members.Led and delivered major projects to implement auto-enrolment, select providers, designate default funds, transition clients from legacy schemes into modern arrangements.

London, England, Gb

Following the acquisition of BGJ & Co. by the Punter Southall Group I became the PSFM Principal responsible for the Wokingham office.Continued to advise corporate clients on DC pensions and group risk benefits.Involved in development of PSFM's ETV proposition.Continued to advise a number of senior private clients with SIPPs on accumulation, annuities and drawdown. Developed investment consulting with clients using greater resource available across the PS Group.Served as a trustee for an in-house DB scheme for 5 years. Completed Trustee Toolkit and extensive TKU training.

Head of DC pensions and risk benefits.Responsible for provider selection, investment advice and governance of contract based DC pension schemes for a portfolio of corporate clients.Responsible for the broking of group life assurance, income protection and medical benefits for corporate clients.Authorised as a Private Client adviser, working with a select portfolio of senior executives.Authorised as a pension transfer specialist.Management of admin team responsible for approved products and services.Won four cash prizes from Money Management and Planned Savings for corporate and private client advice.

Bsc (Hons), Physics

Chartered Financial Planner

Education record

Certificate In Investment Management