Maria joined Scottish Widows at the start of 2020 to lead the customer investment proposition to market for the Pensions business. She is responsible for defining the investment offering across workplace savings, individual and longstanding customer segments. Maria is also responsible for incorporating sustainability in Scottish Widows’ investment design and is the spokesperson on investment matters.
Maria joined Scottish Widows from Mercer, where she had a role of Market Engagement Leader in their DC & Individual Wealth business, which she took up following the acquisition of JLT Group by Marsh & McLennan in April 2019. For 6 years leading up to that, she had been Head of JLT’s DC Investment Consulting team, where she was tasked with enhancing JLT’s DC proposition through market leading research, development and advice for a wide variety of DC pension arrangements.
Maria combined her thought leadership and proposition development role with her client facing role, advising a diverse portfolio of DC clients. Maria joined JLT in early 2013 from Capita Employee Benefits, where she was mainly focussed on DC advice, although prior to that her background had been predominantly in Private Equity.
She holds an MSc in Strategic Planning and Investment from Newcastle University Business School and is a CFA charterholder. She is a regular speaker at DC industry events and a professional awards judge.