Susan McInnes

Phoenix Wealth Services Ltd. provides insurance services. It promotes and distributes the products of AXA Portfolio Services Limited, AXA Isle of Man Limited and certain AXA Life Europe Limited products in the United Kingdom. The company was founded on March 31, 1988 and is headquartered in London, the United Kingdom.

PGH (Cayman) is a closed life and pension fund consolidator, which engages in management and acquisition of closed life and pension funds. Its activities include investment in and loans to and from its subsidiaries. The company was founded in 1857 and is headquartered in London, the United Kingdom.

The Standard Life Assurance Co. Ltd. provides life assurance, annuity, health insurance, and financial services. The company was founded in 1923 and is headquartered in Edinburgh, UK.

Liverpool Victoria Financial Services Ltd. provides insurance and other financial services. The firm offers car, home, travel, pet, breakdown cover, and motorcycle insurance products, life, mortgage payment protection, income protection, and sick pay insurance products. It also offers savings and investment products, including guarantee bonds and savings plans; and retirement plans, such as protected retirement plans, equity release products, annuities, and pension products. The company was founded by William Fenton in 1843 and is headquartered in Bournemouth, the United Kingdom.

RSA Insurance Group Ltd. engages in the provision of personal and commercial general insurance services. It operates through the following segments: Scandinavia, Canada, UK & International, and Central Functions. The company was founded by Charles Povey in 1706 and is headquartered in London, the United Kingdom.

Curtis Banks Group Plc engages in the administration of pension products. Its services include setting up self-invested personal pension, accepting contributions and transfers of permissible clients' SIPPs, carrying out banking transactions, making investments on behalf of SIPPs, and processing of benefit payments. The company was founded by Christopher Charles Banks, Rupert Morris Curtis, and Paul James Tarran in 2009 and is headquartered in Bristol, the United Kingdom.

Rowanmoor Executive Pensions Ltd. offers professional actuarial, consultancy and scheme accountancy services and automatic enrolment administration services for NEST accounts. The firm's services includes small self-administered scheme (SSAS) and a bespoke self-invested personal pension (SIPP) and Family Pension Trust (Family SIPP). The company was founded in 1979 and is headquartered in Salisbury, the United Kingdom.