Experience

UK Finance

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Principal

  • Jul 2017 - 6 years 6 months

  London, United Kingdom Advancing the interests of members through international advocacy and negotiation. Trusted thought leader on tax and D&I policy matters. The role demands strong consensus-building capabilities. • Securing a 5% reduction in the bank corporation tax surcharge and an increase in the surcharge’s allowance from in 2021, taking 35 banking groups out of the scope of the surcharge completely. • Advocating and obtaining certain reliefs for regulated financial services from a new global… Show more Advancing the interests of members through international advocacy and negotiation. Trusted thought leader on tax and D&I policy matters. The role demands strong consensus-building capabilities. • Securing a 5% reduction in the bank corporation tax surcharge and an increase in the surcharge’s allowance from in 2021, taking 35 banking groups out of the scope of the surcharge completely. • Advocating and obtaining certain reliefs for regulated financial services from a new global tax arrangement for multinational enterprises. • Representing UK Finance in front of Parliamentary Committees, most recently providing oral and written evidence to a House of Lords Select Committee in Oct 2020. • Driving the UK Finance response to the BoE/PRA/FCA joint discussion paper on D&I in the financial sector in 2021 and achieving a consensus position, despite the broad spectrum of D&I maturity of member firms. • Stakeholder management - interacting at all levels with HM Government, UK Regulators, European Commission, OECD, and foreign governments. Show less



PIMFA

• Director of Government Relations and Policy (Secondment)

  • Sep 2022 - Dec 2022



British Bankers' Association

• Senior Policy Director

  • Dec 2015 - Jul 2017

  London, United Kingdom Joined BBA as Policy Director, with promotion to Senior Policy Director in 2015. Operated as tax policy lead, representing and negotiating on behalf of members at the highest levels of UK, European and global policymaking. Recognised as leading authority on FATCA. Federated a broad stakeholder network that included governmental and financial services representatives worldwide. • Addressed issues around the operability of the FATCA regime; conducted a high-level campaign, engaging with… Show more Joined BBA as Policy Director, with promotion to Senior Policy Director in 2015. Operated as tax policy lead, representing and negotiating on behalf of members at the highest levels of UK, European and global policymaking. Recognised as leading authority on FATCA. Federated a broad stakeholder network that included governmental and financial services representatives worldwide. • Addressed issues around the operability of the FATCA regime; conducted a high-level campaign, engaging with the US Treasury and IRS, the British Embassy in Washington DC, HM Government and other stakeholders. • Instrumental in HM Treasury pursuing and becoming the first Government to sign, an Intergovernmental Agreement with the US.

• Director of Policy

  • Apr 2007 - Jul 2017



London Resilience Team, Government Office for London

• Specialist Secondee

  • Sep 2006 - Apr 2007

  The London Resilience Team (LRT), established after 9/11, is a multi-agency team within the Government Office for London comprised of civil servants and secondees drawn from key sectors within London. Working on high profile subjects with senior level executives such as Chief Executives, Ministers and the Mayor of London. • Responsible for the production of a pan-London, multi-agency response plan for pandemic influenza. I consulted with and co-ordinated organisations, to ensure… Show more The London Resilience Team (LRT), established after 9/11, is a multi-agency team within the Government Office for London comprised of civil servants and secondees drawn from key sectors within London. Working on high profile subjects with senior level executives such as Chief Executives, Ministers and the Mayor of London. • Responsible for the production of a pan-London, multi-agency response plan for pandemic influenza. I consulted with and co-ordinated organisations, to ensure coherent and effective planning and response arrangements. I also planned three exercises to test the plan. • Responsible for building up and cementing relations between Local Government and other organisations within the London Resilience Partnership, facilitating better inter-agency working. Show less



Association of London Government

• Local Government Finance Officer

  • 2004 - 2007

  Working in the Local Government Finance Division (LGF) of the Association of London Government (ALG), with responsibility for delivering the ALG’s first priority: to develop and promote the case for maximising financial resources for London councils and lobby for the needs of London to be fully recognised. • Policy lead on local taxation and child poverty. Responsible for developing and articulating the ALG’s financial lobbying case. I also led on specific ad-hoc research projects, e.g.… Show more Working in the Local Government Finance Division (LGF) of the Association of London Government (ALG), with responsibility for delivering the ALG’s first priority: to develop and promote the case for maximising financial resources for London councils and lobby for the needs of London to be fully recognised. • Policy lead on local taxation and child poverty. Responsible for developing and articulating the ALG’s financial lobbying case. I also led on specific ad-hoc research projects, e.g. a pupil mobility study, endorsed by University College London for its robust research. • Researched and compiled policy and technical evidence to support the ALG’s position. • Drafted high quality written material, and also proofed and audited the output of the LGF division. Show less



The Royal Borough of Kensington & Chelsea

• Finance Assistant (April 2002 –September 2004 ) / Research Assistant (April 2000 – April 2002 )

  • Apr 2000 - Sep 2004

  Working in the Financial Planning section of Kensington and Chelsea Council, providing technical and strategic support to the Director of Finance and Head of Financial Services, with responsibility for defending and promoting the borough’s funding, and for the council’s financial planning. • Researched and wrote briefing papers for the Director of Finance & Information Systems and the Head of Financial Services – on topics such as the Local Government Bill. • Assisted in the drafting… Show more Working in the Financial Planning section of Kensington and Chelsea Council, providing technical and strategic support to the Director of Finance and Head of Financial Services, with responsibility for defending and promoting the borough’s funding, and for the council’s financial planning. • Researched and wrote briefing papers for the Director of Finance & Information Systems and the Head of Financial Services – on topics such as the Local Government Bill. • Assisted in the drafting of core council documents, such as the Capital Strategy and Capital Programme. • Researched and wrote lobbying papers for the Royal Borough for a range of audiences including MPs, Councillors, local government associations and other boroughs. • Monitored the national and local press and local government journals and producing a weekly news digest for the Officers and Members of the Council. Acting as the Press Office liaison for Finance – briefing on local government finance developments. Examples of ad-hoc project work undertaken include drafting copy for the Council’s publications and drafting a script to explain increases in the Council Tax, etc. • Investigated, monitored and advised on external funding opportunities. Show less