As a Workplace Pension provider, our Independent Governance Committee produces an Annual Report on the pension scheme.
The Committee has a duty to:
- Act solely in the interests of workplace scheme members
- Operate independently of True Potential Investments
- Assess and, where necessary, challenge True Potential Investments on whether the workplace pension schemes provide value for money for members
This ensures that all members of our Workplace Pension have an independent voice working solely on their behalf.
Watch a short video from our committee explaining the work they do.
Please visit our document section for a copy of all annual reports and the committees’ terms of reference. The latest 2023 report is available via the below link.
Independent Governance Committee Annual Report 2023
John Reynolds (Independent Member)
John Reynolds has over 25 years’ experience as a pension practitioner, providing expert pension advice, consultancy, and training into specialist advisory businesses across the UK.
He currently holds fellowship with the PFS, is a Chartered Financial Planner and is a Chartered Fellow of the institute of Securities and Investments. In 2017 he completed his MSc in Financial Planning and Business Management at Manchester Metropolitan University (MMU).
Richard Curry (Independent Chairman)
Richard has over 30 years of experience in the investment management industry in a variety of senior management roles at large UK financial firms. Initially Richard worked as a computer programmer in the nuclear power industry before transferring those skills to the financial sector.
During his career he has held the positions of Head of Development, Head of IT, Director of Operations and finally Chief Operating Officer; a role that he performed for 15 years before entering semi-retirement in 2018. As part of his last role Richard was responsible for the implementation, operation and governance of a pension scheme with over £300m of client assets. Richard now works part-time as a consultant and independent governance committee member.
Trevor Williamson (Independent Member)
Trevor comes with a strong academic background, whose global experience in the design and delivery of business case workshops and working with thought leaders and diverse stakeholders in a variety of strategic, business and financial management situations has developed a keen eye for asking the right questions to help facilitate key decision-making.
He is an experienced academic versed in the use and application of critical thinking skills, with a natural inclination to challenge assumptions and behaviours underpinning organisational strategy and financial performance.
Brian Shearing
(True Potential Investments Nominated Member)
Brian Shearing has devoted his entire career to financial services. For almost 30 years Brian has worked as a management consultant providing his expertise to pensions, investment and platforms.
In addition to a degree in mathematics and statistics he holds fellowships with the Chartered Insurance Institute (he is a chartered insurance practitioner), the Pensions Management Institute and the Institute of Directors. Brian is a member of the Pensions Policy Institute and the Association of Professional Compliance Consultants.
Sean Montgomery
(True Potential Investments Nominated Member)
Sean has worked at True Potential since 2011 and became Operations Manager in 2017. In 2020 Sean moved to the Wealth Platform Compliance Team and took on the role of Head of Compliance and Risk. Sean has been a key influence on various projects and brings with him a wealth of knowledge of the internal workings of the True Potential Investments organisation.
