Our advisory panel

Our advisory panel is responsible for reviewing research and partnership proposals. Drawing upon their in-depth expertise, the panel takes into account the unit’s objectives, and the needs of NEST members and employers, and assesses whether the design and methodology of each individual project is robust and credible.

The panel also advises us on the overall strategy of the unit to ensure we achieve our objectives.

Advisory panel members

Shlomo Benartzi, professor at the University of California Los Angeles (UCLA) Anderson School of Management

Shlomo Benartzi is a behavioural economist, interested in combining the insights of psychology and economics to solve big societal problems. His goal is to help people make better decisions on a very large scale. He’s currently a professor and co-chair of the Behavioral Decision-Making Group at UCLA Anderson School of Management. Along with Richard Thaler of the University of Chicago, he pioneered the Save More Tomorrow™ program (SMarT), a behavioural prescription designed to help workers increase their savings rates gradually over time. He also co-authored THE SMARTER SCREEN: Surprising Ways to Influence and Improve Online Behavior.

Charlotte Clark, director of private pensions and stewardship at the Department for Work and Pensions

Charlotte Clark is the director for private pensions and ALB partnership at the Department for Work and Pensions. As part of the role she has overarching responsibility for the auto enrolment programme, which requires all employers to provide a workplace pension to their workers and to automatically enrol them into it. In addition to the programme Charlotte also has responsibility for policy work on savings for retirement as well as overseeing the departments arm’s-length bodies, and the establishment of the New Single Financial Guidance Body.

Prior to this role Charlotte was head of the pension and savings team at HM Treasury. Before that Charlotte worked on the implementation of the Work Programme, Disability Reform and headed up the Child Poverty Unit.

Helen Dean, chief executive officer of NEST Corporation

Helen has been a leading player in delivering UK pension reform. She was appointed as chief executive officer of NEST in September 2015, having previously held the roles of executive director of product and marketing and managing director of scheme development at NEST. Helen was also a board director of NEST’s predecessor body, the Personal Accounts Delivery Authority (PADA).

Prior to this, Helen was a senior civil servant at the UK’s Department for Work and Pensions (DWP), where among other roles she was responsible for the Informed Choice initiative, which contributed to the UK government’s decision to implement auto enrolment, and then on the policy development and legislation that established the current UK pension reform agenda.

Caroline Rookes, former chief executive officer of the Money Advice Service and present Trustee Member of NEST Corporation

Caroline is the former chief executive officer of the Money Advice service. Formerly a senior civil servant, her career spanned several top management roles. She has extensive experience of and expertise in shaping and delivering major policy programmes across government.

Between 2005 to 2013, Caroline was the director of private pensions at the Department for Work and Pensions where she led a landmark and successful reform of the UK’s private pension regime introducing auto enrolment. From 2002 to 2005, Caroline was the director of savings pensions and share schemes at HM Revenue and Customs, where she was responsible for a fundamental reform of the tax regime on pensions.

Nick Sex, chief operations officer at NEST

Nick has a programme management and client service consultancy career spanning over 20 years. He has worked for blue-chip consultancies, like PricewaterhouseCoopers, and also niche consultancies in a variety of industry sectors, including financial services and mobile telecommunications.

Prior to working at NEST, Nick was chief executive officer of Alpheus Solutions Limited, an IT project consultancy, controlling its subsidiaries in Germany and the UK, and has previously been a non-executive director of Refresh Mobile Limited.