Richard has joined LifeSight’s Client Relations team, where his focus will be on successfully onboarding new clients into LifeSight; managing the process through appointment; member consultation; scheme set-up and asset transition; and then into business-as-usual activities.
Prior to joining LifeSight, Richard was Vice President at Goldman Sachs, where for 11 years he was EMEA pensions manager. There he was responsible for strategic advice on all EMEA pension and life assurance activity for 7,000 employees across 17 countries, managing all Trustee and governance board activity, and all key vendor relationships for both the firm and its trustees. This included the transition of £1.2 billion DC assets to a master trust.
His career in the pension industry spans 30 years, beginning at Spicer & Oppenheimer. He then moved to Headington Holdings before spending time at both Aon and Gissings, working in pension administration and consultancy.
Fiona Matthews, Managing Director of LifeSight said: “We welcome Richard as the latest addition to our growing team, which reflects the number of significant client wins for LifeSight recently, bringing the total assets in the master trust to £4.5 billion. We’re expecting several large schemes with assets in excess of £1 billion to come to market over the next 12 months, as more organisations review their pension provision. Richard’s extensive experience in the master trust industry will be invaluable as we continue to offer members the highest quality outcomes and communication.”
Richard Everitt, Head of Implementations, LifeSight, said: “Having spent three years performing an in-depth exploration of the master trust market, I saw that joining LifeSight would take me to the best in the industry. I have been hugely impressed by LifeSight’s unrivalled member engagement and its forward thinking, outcome-driven investment strategy, including its default ESG allocation, so I am very much looking forward to becoming a part of LifeSight’s exciting future”.
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