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New TPAS Chief Executive Appointed

05 February 2010

The Pensions Advisory Service (TPAS) announced today that it has appointed Marta Phillips, OBE as its new Chief Executive.  The appointment takes effect from 12 April 2010.  Marta succeeds long serving Chief Executive, Malcolm McLean.

Commenting on the appointment, TPAS Chairman Partha Dasgupta said:

"Marta brings a wealth of financial and public sector experience to the role of Chief Executive.  In addition, she has a track record of contributing at Board level to social enterprises throughout her career which will be invaluable to TPAS."

Marta Phillips said:

"I am pleased to be joining TPAS as Chief Executive.  The need for a free, impartial, one-stop pensions information and guidance service is apparent with over 1 million people seeking help via the web, phone and e-mail over the last 12 months.  I'm looking forward to working with all our stakeholders to deliver an information service that continues to meet the needs of the public during a period of significant pension reform."

Commenting on the departure of Malcolm McLean from TPAS, Partha Dasgupta said:

"Malcolm has made an outstanding contribution to communicating pension's issues over the last 13 years.  His jargon-free, plain speaking approach to explaining pensions has helped many thousands of people across the UK with their retirement planning.

"Malcolm leaves an excellent legacy for his successor to build on.  He will be a hard act to follow and we wish him well in his future endeavours."

Malcolm McLean said:

"I wish Marta every success in what I am sure she will find a stimulating role.  She will be working with some great people and will find the volunteer workers amazing in what they can do and achieve on behalf of the pension consumer."

Notes for Editors

  1. Marta Phillips was appointed following open competition.  Her appointment was approved by the Secretary of State for Work and Pensions.  A picture of Marta Phillips is available on request.
  2. Marta is currently Director of Compliance at the National Lottery Commission, which she joined in November 1999.  She is a Member of the Institute of Chartered Accountants of Scotland.  Her early career was spent at Ernst & Young as an external auditor and later in its IT Information Centre.  She worked for a short time at the Stock Exchange and for several years at Midland Bank Plc (now HSBC) working in the International Audit Department and developing and implementing Treasury computer systems.  Most recently she was Head of Finance for the European Social Fund Unit in the Department for Education and Employment.  Marta has also served as a Board member of a number of housing associations.  She was awarded and OBE in 2006 New Year's Honours List for services to social housing.
  3. The Pensions Advisory Service (TPAS) is an independent organisation, operating at arm's length from DWP.   It provides independent, non-regulated, one-stop information and guidance to members of the public on pensions matters.  TPAS has three core services that it offers to individuals free of charge: information and guidance, dispute resolution and visits to the workplace to provide information on retirement planning.
  4. TPAS provides a national pensions helpline 0845 601 2923 which is open 9.00am to 5.00pm Monday to Friday. The dedicated pensions helpline for women is contactable during the same hours on 0845 600 0806.  In 2008/09 TPAS received a record 76,239 helpline calls, 12,897 written enquiries and over 800,000 people visited its website at www.pensionsadvisoryservice.org.uk  and handled  7,026 pension disputes.
  5. The service is provided by a nationwide network of volunteers and augmented by technical and administrative staff based in London.  TPAS is funded by grant-in-aid from DWP which is recovered by a general levy on pension schemes.
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