Our people

Jess manages the Phoenix Corporate Investment Services team and is responsible for the strategic direction of the investment only platform. Working closely with a number of large DC, DB and Master Trust clients and their consultants, she oversees key propositional and service enhancements to meet the ongoing needs of schemes and their members.

Contact Jess for any client or consultant enquiries.
[email protected]

Kieron manages the key strategic relations for CIS with clients, investment consultants and asset managers. He is also responsible for identifying opportunities to enhance and grow the platform from a proposition and new business perspective, ensuring that our fund offering and investment solutions continually evolve to meet market demand and changing investment priorities. 

Vesna develops and delivers our strategic marketing and communications plan to meet business objectives. She is responsible for our market facing website and activity that increases awareness and consideration for our brand, people and solutions, utilizing a range of media. This includes responding to client and consultant RFPs and questionnaires, positioning CIS as the investment only platform of choice.

Megan oversees the entire client journey for a number of DC, DB and Master Trust schemes on the platform, including on-boarding, future fund restructures and ongoing client servicing. Working one-on-one with clients, their consultants and fund managers to establish requirements from the outset, she plays an integral role in supporting them to meet their strategic and investment objectives.

Buyi works with multiple stakeholders to ensure high levels of service delivery for clients on our platform. She responds to and manages a range of client requests, communicates changes to pensions regulation, and works with fund managers and consultants to ensure our platform offering reflects the latest investment trends and is aligned to client need. She also assists with RFP responses and pitch presentations to support new business opportunities.

Jason works with multiple stakeholders to ensure high levels of service delivery for platform clients, supporting new fund launches and fund restructures alongside day-to-day servicing requirements. He also works closely with consultants to communicate changes to our platform proposition, and assists with consultant research, RFP responses and pitch presentations to support new business opportunities.

Clotilde is responsible for delivering timely and accurate fund performance reports and fund factsheets to our clients and consultants. She also manages the relationship with our third party data providers, implements process change for continuous improvements, oversees complex and technical reporting tasks and leads on reporting development projects and activities.

Alex is responsible for generating timely and accurate fund performance reports for clients and consultants, and supports the provision of scheme-specific fund factsheets on a quarterly basis. He also fulfils client queries, investigates any performance or benchmark discrepancies that arise, and supports fund governance activities when adding new funds and managers to the platform.

Angela generates timely and accurate fund performance reports for clients and consultants and supports the provision of scheme-specific fund factsheets on a quarterly basis. She also coordinates voting and engagement information for pension schemes’ implementation statements, supplies static data to our third-party data providers for factsheet production, and documents all processes and procedures followed within the CIS business.