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Rowanmoor Group has long been at the forefront of the member-directed pensions industry and is one of the UK’s largest independent bespoke pension providers.

Executive Management

Chief Executive Officer

Paul has extensive operational experience within financial services having held senior positions in pension administration, wealth management, stockbroking, and asset management. He also has experience in regulatory consultancy where he specialised in operational issues and undertook a number of skilled person reviews for the FSA.

Head of HR

Debbie has over 20 years’ experience in leadership and people management roles, working across a variety of different sectors. Debbie is passionate about people and developing high performing teams to recognise their potential and is experienced in translating business strategies into achievable and realistic goals.

Chief Actuary

David has over 30 years of experience in Actuarial Consultancy.  He is responsible for all actuarial services provided by the Group.  He pioneered the concept of the defined benefit small self-administered scheme (DB SSAS) and advises several Pre-Paid Funeral Plan Trusts. David also provides expert actuarial reports on the sharing of pension assets on divorce.

Head of Customer Outcomes

Lydia has over 10 years’ experience within the bespoke self-directed pensions area (SIPP, SSAS and Family Pension Trusts), primarily with Rowanmoor and more recently as part of the Embark Group. Lydia is passionate about achieving positive customer outcomes and ensuring that fairness and equity is central to corporate culture.

Operations Director

Colin has spent over 20 years in Senior Management and Director level positions across the Pensions and Platform Industry and has held senior management roles across Operations, Technical, Change and Governance Departments at Fidelity, Embark Group and James Hay. Colin joined Rowanmoor Group at the separation from Embark.

Group Chief Risk Officer

Michael has worked in financial services throughout his career, specialising in governance, risk and regulation. He created a national regulatory risk practice for PwC before becoming Group Director of Compliance at Co-operative Financial Services. His career has included senior roles at Northern Rock, Barclays, Together and Nottingham Building Society. He has worked on several FCA skilled person reviews.

Group Finance Director

Matthew is a Chartered Accountant (ICAEW) with over 15 years’ experience working in Financial Services. He joined Embark in 2017 to lead and develop the Group finance function. Matthew completed his professional accountancy training with Deloitte after which  he became Finance Director of four entities of the Close Brothers Group, followed by working for Metro Bank.

Corporate Information Guide

Whether you are a prospective client, service provider or team member, you will want to know as much about us as possible. You can find out more in our Corporate Information Guide.

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Media enquiries

Please contact Quintin Keanie from our  PR agency, The Agency Partnership, using the details below:

Quintin Keanie, Director, The Agency Partnership
Mobile: 07880 602902

Company Structure

Rowanmoor Group Limited is a company incorporated in England and Wales and is the ultimate holding vehicle for all companies in the Group.

Rowanmoor Group Limited, company registration number 13526862 and with a registered office at Rowanmoor House, 46-50 Castle Street, Salisbury SP1 3TS, is the parent company for all companies in the Rowanmoor Group. Three of these companies trade under the trading name Rowanmoor. Those three companies are Rowanmoor Executive Pensions Limited, registered number 05792242; Rowanmoor Personal Pensions Limited, registered number 02268900; and Rowanmoor Trustees Limited, registered number 01846413. Rowanmoor Personal Pensions Limited is authorised and regulated by the Financial Conduct Authority (FCA) under FCA register number 458260. Rowanmoor Executive Pensions Limited provides Small Self-Administered Scheme services and Rowanmoor Trustees Limited provides trustee services; neither of these services are regulated activities and so neither company are authorised by the FCA.