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Antony Barker

Managing Director and Chief Pensions Officer at Santander UK

Antony is Managing Director and Chief Pensions Officer at Santander UK, where he is responsible for the financial and operational management of their multi-award winning UK pension scheme, one of the largest schemes in the country. He has been there since July 2012.

He is a highly experienced and motivated in the fields of investment, pension, insurance and wider. He is also a professional business adviser who has operated at the highest levels of business and government internationally. He is a successful business developer and product innovator and has considerable legal knowledge and experience and has been instrumental in Santander winning the following awards:

  • Investment & Pensions Europe - Best European Corporate Pension Fund Investor 2015
  • Professional Pensions - Best Investment Strategy 2013, 2014
  • Engaged Investor - Best Investment Strategy 2014
  • Asset International - Most Innovative Large Pension Fund 2014
  • Institutional Investor - Best Real Assets Manager 2015

He is a fellow of the Institute & Faculty of Actuaries and studied Banking and Finance through the University of Ulster.

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Mark Fawcett

Chief Investment Officer at National Employment Savings Trust

Mark is Chief Investment Officer at NEST. He has been an investment manager for the last 28 years and has led the investment team at NEST since 2008.

He has managed money at a variety of institutions. At Gartmore Mark was head of Japanese equities while at American Express Asset Management International, he was Chief Investment Officer. Before joining PADA, Mark was a Partner at the boutique investment manager Thames River Capital LLP.

Mark has an MA from Oxford University and an MSc from London Business School.

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Paul Mitchell

Paul is the Fintech lead for PwC in South Africa. He is focused on helping incumbent firms and startup fintechs to work together to create new value.

Paul has 20 years consulting experience in large firms, in boutique strategy firms and as an independent consultant. He has worked in several industries in the UK and South Africa, and has focused for the last 15 years on financial services. His previous roles include Director of a middleware company working in financial services and telecoms.

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Richard Foster

Professional Non- Executive Director / Corporate Governance Specialist

Richard currently operates an independent consultancy, specialising in corporate governance and serves as a professional Independent Non-Executive Director in various companies including regulated entities within the financial services industry both in South Africa and abroad.

He has been extensively involved in various corporate governance initiatives and has participated as a speaker and panelist in various international corporate governance forums over the years. He has co-edited certain sections of the well-known publication “Corporate Business Administration” and has co-authored articles in leading international academic law journals.

In addition to his current professional non-executive directorships, Richard acts as:

  • Founding (and still active) member of CRISA (Code for Responsible Investing in Southern Africa)
  • Member of the King Committee on Corporate Governance and member of King IV Task Team currently drafting King IV
  • Recent Non-Executive Chairman of the Board of the Institute of Directors in Southern Africa (IoDSA)
  • Member of the KPMG/IoDSA Audit Committee Forum Working Committee
  • Course convener and part time lecturer at University of Cape Town (UCT) – LLM, Advanced Corporate Law - Corporate Governance
  • Member of the PWC/IoDSA Corporate Governance Network Forum
  • Member of the Examination Committee for the Chartered Director South Africa (CDSA) designation

    • Prior to joining Old Mutual in 2001, where he was Group Secretary until July 2013, he was with Anglo American as Group Secretary of Mondi Limited, where he has was responsible for corporate secretariat, risk, corporate insurance and legal services functions.

    Richard is a qualified Chartered Secretary with postgraduate qualifications in Corporate Law, Tax Law and Corporate Governance.

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Sonja Kellen

Director of Global Retirement Benefits for Microsoft Corporation

Sonja Kellen is the Director of Global Retirement Benefits for Microsoft Corporation. Here she is responsible for the financial wellness, global retirement plan strategy as well as governance for supplemental retirement plans in over 40 countries. She also oversees benefits design and structure for acquired benefits and benefits portfolios to their 3000 retail employees spanning 5 countries.

Over the last 18 years, Sonja has worked as a recordkeeper and consultant, as well as within corporate benefits where she has designed and administered both qualified and non-qualified defined contribution plans within the US and internationally.

Sonja holds the Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA) and Retirement Plans Associate (RPA) designation from the International Foundation of Employee Benefit Plans (IFEBP). Sonja has degrees in Speech Communication and Business Administration from the University of Washington.

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Antony Barker

Founder of DRPM Group

Antony is Managing Director and Chief Pensions Officer at Santander UK, where he is responsible for the financial and operational management of their multi-award winning UK pension scheme, one of the largest schemes in the country. He has been there since July 2012.

He is a highly experienced and motivated in the fields of investment, pension, insurance and wider. He is also a professional business adviser who has operated at the highest levels of business and government internationally. He is a successful business developer and product innovator and has considerable legal knowledge and experience and has been instrumental in Santander winning the following awards:

  • Investment & Pensions Europe - Best European Corporate Pension Fund Investor 2015
  • Professional Pensions - Best Investment Strategy 2013, 2014
  • Engaged Investor - Best Investment Strategy 2014
  • Asset International - Most Innovative Large Pension Fund 2014
  • Institutional Investor - Best Real Assets Manager 2015

He is a fellow of the Institute & Faculty of Actuaries and studied Banking and Finance through the University of Ulster.

Back | Top

Mark Fawcett

Chief Investment Officer at National Employment Savings Trust

Mark is Chief Investment Officer at NEST. He has been an investment manager for the last 28 years and has led the investment team at NEST since 2008.

He has managed money at a variety of institutions. At Gartmore Mark was head of Japanese equities while at American Express Asset Management International, he was Chief Investment Officer. Before joining PADA, Mark was a Partner at the boutique investment manager Thames River Capital LLP.

Mark has an MA from Oxford University and an MSc from London Business School.

Back | Top

Paul Mitchell

Paul is the Fintech lead for PwC in South Africa. He is focused on helping incumbent firms and startup fintechs to work together to create new value.

Paul has 20 years consulting experience in large firms, in boutique strategy firms and as an independent consultant. He has worked in several industries in the UK and South Africa, and has focused for the last 15 years on financial services. His previous roles include Director of a middleware company working in financial services and telecoms.

Back | Top

Richard Foster

Professional Non- Executive Director / Corporate Governance Specialist

Richard currently operates an independent consultancy, specialising in corporate governance and serves as a professional Independent Non-Executive Director in various companies including regulated entities within the financial services industry both in South Africa and abroad.

He has been extensively involved in various corporate governance initiatives and has participated as a speaker and panelist in various international corporate governance forums over the years. He has co-edited certain sections of the well-known publication “Corporate Business Administration” and has co-authored articles in leading international academic law journals.

In addition to his current professional non-executive directorships, Richard acts as:

  • Founding (and still active) member of CRISA (Code for Responsible Investing in Southern Africa)
  • Member of the King Committee on Corporate Governance and member of King IV Task Team currently drafting King IV
  • Recent Non-Executive Chairman of the Board of the Institute of Directors in Southern Africa (IoDSA)
  • Member of the KPMG/IoDSA Audit Committee Forum Working Committee
  • Course convener and part time lecturer at University of Cape Town (UCT) – LLM, Advanced Corporate Law - Corporate Governance
  • Member of the PWC/IoDSA Corporate Governance Network Forum
  • Member of the Examination Committee for the Chartered Director South Africa (CDSA) designation

    • Prior to joining Old Mutual in 2001, where he was Group Secretary until July 2013, he was with Anglo American as Group Secretary of Mondi Limited, where he has was responsible for corporate secretariat, risk, corporate insurance and legal services functions.

    Richard is a qualified Chartered Secretary with postgraduate qualifications in Corporate Law, Tax Law and Corporate Governance.

    Back | Top

Sonja Kellen

Director of Global Retirement Benefits for Microsoft Corporation

Sonja Kellen is the Director of Global Retirement Benefits for Microsoft Corporation. Here she is responsible for the financial wellness, global retirement plan strategy as well as governance for supplemental retirement plans in over 40 countries. She also oversees benefits design and structure for acquired benefits and benefits portfolios to their 3000 retail employees spanning 5 countries.

Over the last 18 years, Sonja has worked as a recordkeeper and consultant, as well as within corporate benefits where she has designed and administered both qualified and non-qualified defined contribution plans within the US and internationally.

Sonja holds the Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA) and Retirement Plans Associate (RPA) designation from the International Foundation of Employee Benefit Plans (IFEBP). Sonja has degrees in Speech Communication and Business Administration from the University of Washington.

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© Sanlam. All rights reserved.

Sanlam Investments consists of the following authorised Financial Services Providers: Sanlam Investment Management (Pty) Ltd (“SIM”), Sanlam Multi Manager International (Pty) Ltd (“SMMI”), Satrix Managers (RF) (Pty) Ltd, Graviton Wealth Management (Pty) Ltd (“GWM”), Graviton Financial Partners (Pty) Ltd (“GFP”), Satrix Investments (Pty) Ltd, Amplify Investment Partners (Pty) Ltd (“Amplify”), Sanlam Africa Real Estate Advisor Pty Ltd (“SAREA”), Simeka Wealth (Pty) Ltd, Absa Asset Management (Pty) Ltd (“ABAM”) and Absa Alternative Asset Management (Pty) Ltd (“AAM”); and has the following approved Management Companies under the Collective Investment Schemes Control Act: Sanlam Collective Investments (RF) (Pty) Ltd (“SCI”) and Satrix Managers (RF) (Pty) Ltd (“Satrix”).

The Sanlam Group is a full member of the Association for Savings and Investment SA. Collective investment schemes are generally medium- to long-term investments. Please note that past performances are not necessarily an accurate determination of future performances, and that the value of investments / units / unit trusts may go down as well as up. A schedule of fees and charges and maximum commissions is available from the Managers, Sanlam Collective Investments (RF) Pty Ltd and Satrix Managers (RF) (Pty)Ltd, a registered and approved Managers in Collective Investment Schemes in Securities and Hedge Funds. Additional information of the proposed investment, including brochures, application forms and annual or quarterly reports, can be obtained from the Manager, free of charge.

Collective investments are traded at ruling prices and can engage in borrowing and scrip lending. Collective investments are calculated on a net asset value basis, which is the total market value of all assets in the portfolio including any income accruals and less any deductible expenses such as audit fees, brokerage and service fees. Actual investment performance of the portfolio and the investor will differ depending on the initial fees applicable, the actual investment date, and the date of reinvestment of income as well as dividend withholding tax. Past performance is not indicative of future performance. Forward pricing is used. The Manager does not provide any guarantee either with respect to the capital or the return of a portfolio.

The performance of the portfolio depends on the underlying assets and variable market factors. Performance is based on NAV to NAV calculations with income reinvestments done on the ex-div date. Lumpsum investment performances are quoted. The portfolio may invest in other unit trust portfolios which levy their own fees, and may result in a higher fee structure for our portfolio. All the portfolio options presented are approved collective investment schemes in terms of Collective Investment Schemes Control Act, No 45 of 2002 (“CISCA”).

The fund may from time to time invest in foreign countries and therefore it may have risks regarding liquidity, the repatriation of funds, political and macroeconomic situations, foreign exchange, tax, settlement, and the availability of information. The Manager has the right to close any portfolios to new investors to manage them more efficiently in accordance with their mandates.

The portfolio management of all the portfolios is outsourced to financial services providers authorised in terms of the Financial Advisory and Intermediary Services Act, 2002. Standard Bank of South Africa Ltd is the appointed trustee of the Sanlam Collective Investments Scheme and Standard Chartered Bank is the appointed trustee of the Satrix Managers Scheme. Sanlam Collective Investments (RF) (Pty) Ltd retains full legal responsibility for the co-named portfolio.