Simon Lee

Simon Lee Email and Phone Number

Head of M and S Pension Trust and Chief Investment Officer @ Marks and Spencer
Simon Lee's Location
Greater London, England, United Kingdom, United Kingdom
Simon Lee's Contact Details

Simon Lee personal email

n/a
About Simon Lee

Experienced Pensions and Investment Leader with significant expertise in Investment & Funding, Strategy, Trustee Governance, Finance and Management across DB and DC pension schemes.

Simon Lee's Current Company Details
Marks and Spencer

Marks And Spencer

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Head of M and S Pension Trust and Chief Investment Officer
Website:
marksandspencer.com
Employees:
39188
Simon Lee Work Experience Details
  • Marks And Spencer
    Head Of M And S Pension Trust And Chief Investment Officer
    Marks And Spencer
    View
  • Marks And Spencer
    Head Of M&S Pension Trust And Chief Investment Officer
    Marks And Spencer Jul 2015 - Present
    London, London, Gb
    Lead the Executive Team that supports the Trustee of the M&S Pension Scheme (a closed Defined Benefit scheme) which has assets of c. GBP9bn and over 105,000 members. Responsible for overall governance of the Scheme including a focus on Trustee strategy, funding and investment, IRM, longevity hedging, ESG, resource development and diversity and acting as CIO to the Scheme.
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  • Retail Trust Retirement & Death Benefits Scheme
    Chair Of The Board Of Trustees
    Retail Trust Retirement & Death Benefits Scheme Jan 2022 - Present
    Chair the Trustee Board of this closed Defined Benefit Pension Scheme.
  • Financial Reporting Council
    Co-Opted Member - Pre-Emption Group
    Financial Reporting Council Feb 2015 - Present
    London, Gb
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  • Pensions And Lifetime Savings Association
    Co-Opted Member - Dc Council
    Pensions And Lifetime Savings Association Feb 2014 - Dec 2018
    London, England, Gb
    View
  • Lloyds Banking Group
    Head Of Investments - Group Pensions
    Lloyds Banking Group Apr 2008 - Jun 2015
    London, Uk, Gb
    Manage the investment arrangements of Group Defined Benefit Pension Schemes (excluding HBOS FSPS), including Lloyds Bank Pension Schemes No1 & No2 and other significant UK and Overseas Schemes (assets of which exceed GBP20bn). Responsible for the investment design, development, implementation and governance of the Group-wide Defined Contribution arrangement "Your Tomorrow" (with over 40,000 active members and assets of GBP2bn). Support Trustees to efficiently and effectively develop their investment and funding strategies.
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  • Telent
    Head Of Strategy & Investment - Pensions
    Telent Feb 1995 - Apr 2008
    Warwick, Warwickshire, Gb
    Responsible for all investment arrangements of the UK pension schemes, primarily The G.E.C. 1972 Plan (assets exceeded GBP4bn) and other DB and DC schemes including AVC and FURBS arrangements. Worked with the investment committee and advisers to develop and maintain the investment and funding strategy for the Plan. Executive support to the Trustee Board when considering the pension implications of a number of significant corporate transactions, culminating in the business being taken private in 2008. Acted as a Trustee Director of four corporate trustee companies.
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  • Natwest
    Business Performance Consultant
    Natwest Jul 1994 - Feb 1995
    Gb
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  • Barclays
    Professional Services Accountant - Barclays Property Holdings
    Barclays Nov 1992 - Jul 1994
    London, Gb
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  • 3M
    Consultant - Financial And Reporting Accountant To Uk Pension Scheme
    3M May 1992 - Nov 1992
    St Paul, Mn, Us
    View
  • Coopers & Lybrand Deloitte
    Audit & Accounting Practice
    Coopers & Lybrand Deloitte Sep 1987 - Apr 1992

Simon Lee Skills

Pensions Investments Asset Management Fixed Income Alternative Investments Governance Funding Financial Services Investment Strategies Pension Funds Strategy Risk Management Hedge Funds Derivatives Financial Risk Equities Portfolio Management Trustee Investments Accounting Property Management Infrastructure Trustee

Simon Lee Education Details

  • University Of Southampton
    University Of Southampton
    Geography
  • The Broxbourne School
    The Broxbourne School

Frequently Asked Questions about Simon Lee

What company does Simon Lee work for?

Simon Lee works for Marks And Spencer

What is Simon Lee's role at the current company?

Simon Lee's current role is Head of M and S Pension Trust and Chief Investment Officer.

What is Simon Lee's email address?

Simon Lee's email address is s.****@****.org.uk

What is Simon Lee's direct phone number?

Simon Lee's direct phone number is +4420793*****

What schools did Simon Lee attend?

Simon Lee attended University Of Southampton, The Broxbourne School.

What skills is Simon Lee known for?

Simon Lee has skills like Pensions, Investments, Asset Management, Fixed Income, Alternative Investments, Governance, Funding, Financial Services, Investment Strategies, Pension Funds, Strategy, Risk Management.

Who are Simon Lee's colleagues?

Simon Lee's colleagues are Ben Peers, Sean Ramage, Heidi Creed, Simran Lama, Harriet Hughes, Sanjar Amani, Gemma Mccarthy.

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