|
PensionBee
PensionBee is an online personal pension scheme provider operating in the UK and the US. It was co-founded in 2014 by its chief executive officer, Romi Savova, and chief technology officer, Jonathan Lister Parsons. It is authorised and regulated by the Financial Conduct Authority in the UK. It is authorised and regulated by the Securities and Exchange Commission in the US. History UK Operations In 2021, PensionBee joined the High Growth segment of the main market of the London Stock Exchange. In April 2022, it transitioned to the Premium segment, and from 20 March 2023 PensionBee has been a constituent of the FTSE All-Share and FTSE SmallCap indices. From December 2023, PensionBee has also been included as a constituent of the FTSE4Good Index. US Operations PensionBee launched its US operations in July 2024, partnering with State Street Global Advisors. The platform aims to simplify retirement savings for American consumers by allowing them to consolidate and roll over ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Mark Wood (businessman)
Gregory Mark Wood CBE (born 1953 in County Durham) has been at the helm of several financial services and technology start-ups, both in the UK and New York City. Career Wood began his career with the accountancy firm Price Waterhouse (PwC). He also held posts in Commercial Union, MAI plc, British & Commonwealth, and Barclays. After running the AA's insurance arm for three years, Wood was made chief executive of Axa Equity & Law. Buying into Sun Life put him in charge of a FTSE 100 company which subsequently bought Guardian Royal Exchange and set about integrating the group. In 2001, Wood moved from Axa to join Prudential plc and became its UK and European Chief Executive. In 2006, Wood's work in re-establishing Prudential plc as a leader in the UK insurance market became the subject of a case study by the International Institute for Management Development. In 2005 he founded and became chief executive of Paternoster; a regulated insurance company that takes on the risks assoc ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Mary Francis
Mary Elizabeth Francis (née George; born July 1948) is a former British civil servant who focussed primarily on financial and economic policy. She is a non-executive Director of Barclays plc and was a director of Valaris Limited. and PensionBee Group PLC where she is Senior Independent Director. Mary Francis is also a senior advisor to Chatham House, a member of the advisory council of the Institute of Business Ethics, a member of the Takeover Panel Appeal Board, and an ambassador for the Almeida Theatre. Early life and education Growing up in Petts Wood, Kent, Francis was educated at Crofton Primary School and James Allen's Girls' School in Dulwich, London. She read history at Newnham College, Cambridge. Career After graduating, Francis became a research assistant to Professor Max Beloff at All Souls' College, Oxford. She subsequently joined the Civil Service, and held successive posts in the Civil Service Department and HM Treasury. She was seconded to investment bank ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Personal Pension Scheme
A personal pension scheme (PPS), sometimes called a personal pension plan (PPP), is a UK tax-privileged individual investment vehicle, with the primary purpose of building a capital sum to provide retirement benefits, although it will usually also provide death benefits. These plans first became available on 1 July 1988 and replaced retirement annuity plans. Both the individual can contribute as well as their employer. Benefits can be taken at any time after age 55 if the plan rules allow, or earlier in the case of ill health. In the past, legislation required benefits to be taken before age 75, and many plans still contain this restriction. Part of the fund (usually 25%) may be taken as a tax-free lump sum at retirement. New rules on drawing on the retirement fund, known as "Pension Freedom", came into effect on 5 April 2015. There are two types of personal pension scheme: insured personal pensions, where each contract will have a set range of investment funds for planholde ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Chief Executive Officer
A chief executive officer (CEO), also known as a chief executive or managing director, is the top-ranking corporate officer charged with the management of an organization, usually a company or a nonprofit organization. CEOs find roles in various organizations, including public and private corporations, Nonprofit organization, nonprofit organizations, and even some government organizations (notably state-owned enterprises). The governor and CEO of a corporation or company typically reports to the board of directors and is charged with maximizing the value of the business, which may include maximizing the profitability, market share, revenue, or another financial metric. In the nonprofit and government sector, CEOs typically aim at achieving outcomes related to the organization's mission, usually provided by legislation. CEOs are also frequently assigned the role of the main manager of the organization and the highest-ranking officer in the C-suite. Origins The term "chief executi ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Financial Conduct Authority
The Financial Conduct Authority (FCA) is a financial regulatory body in the United Kingdom. It operates independently of the UK Government and is financed by charging fees to members of the financial services industry. The FCA regulates financial firms providing services to consumers, and maintains the integrity of the financial markets in the United Kingdom. It focuses on the regulation of conduct by both retail and wholesale financial services firms. Like its predecessor the FSA, the FCA is structured as a company limited by guarantee.Goldsworth, J., ''Lexicon of Trust & Foundation Practice'' ( Wendens Ambo: Mulberry House Press, 2016)p. 140 The FCA works alongside the Prudential Regulation Authority and the Financial Policy Committee to set regulatory requirements for the financial sector. The FCA is responsible for the conduct of around 58,000 businesses which employ 2.2 million people and contribute around £65.6 billion in annual tax revenue to the economy in the Unite ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Securities And Exchange Commission
The United States Securities and Exchange Commission (SEC) is an independent agencies of the United States government, independent agency of the United States federal government, created in the aftermath of the Wall Street crash of 1929. Its primary purpose is to enforce laws against market manipulation. Created by Section 4 of the Securities Exchange Act of 1934 (now codified as and commonly referred to as the Exchange Act or the 1934 Act), the SEC enforces the Securities Act of 1933, the Trust Indenture Act of 1939, the Investment Company Act of 1940, the Investment Advisers Act of 1940, and the Sarbanes–Oxley Act, Sarbanes–Oxley Act of 2002, among other statutes. Overview The SEC has a three-part mission: to protect investors; maintain fair, orderly, and efficient markets; and facilitate capital formation. To achieve its mandate, the SEC enforces the statutory requirement that public company, public companies and other regulated entities submit quarterly and annual ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
