Penny Green finally retired from the investment industry in June following an over 30-year career. She started her career in pensions with TPAS, where she was Deputy Chief Executive when she left, then became Chief Executive of SAUL, where, over the past four years I have had the privilege of working with her on the investment committee. Upon retiring from the Chief Executive role in 2014, she became an Independent Trustee with BESTrustees, and her portfolio included a Trustee role at SAUL and Chair of an organization focused on raising standards of pension administration. She was President of the Pensions Management Institute for two years.
Like many guests, Penny’s entry into the pensions arena was not planned – but it was serendipitous in that she found she was fascinated by the area. We discuss her ascent into leadership roles and some of the twists and turns that her career path took. There were some highs and lows in there, which Penny discusses with her trademark “matter of factness” and transparency.
We spend some time on her “members first” philosophy and examine how this is enough to guide a professional to do the right thing always, stay focused and centered on what is right. We also discuss leadership style and how different styles can fit different phases of a firm’s growth and shift then to the growing web of regulation that is now governing trustee roles and responsibilities. We end with a discussion of the plans that Penny has for her next chapter in what promises to be a well-earned rest from a career of service in pensions.
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Keywords :
Pensions
Trustee
Members
Leadership
Governance