Steven was appointed to the Board in January 2021 as an Independent Non-executive Director and a member of the Audit Committee, Risk and Governance Committee and Investment Oversight Committee. He will assume the role of Chair of the Audit Committee upon receipt of regulatory approval.
Steven has significant experience in wealth management, particularly distribution, having begun his career as an actuary at Allied Dunbar (later acquired by Zurich Financial Services ) in 1985. Early on, he moved into senior finance and business positions, playing an instrumental role in several key strategic initiatives, including the creation of standalone distribution business, Openwork. After leaving Zurich, Steven became CFO of Kensington Group for two years before joining HBOS and, as a result of its acquisition, Lloyds Banking Group. Latterly, Steven held the role of Finance Director, Group Strategic Initiatives, Wealth, Asset Finance & International.
Steven also acted as shareholder non-executive director of several companies Lloyds had invested in, including St James Place. Steven is an experienced non-executive director and currently serves on the Boards of Pepper Money, OneFamily and Starling Bank.