Edward Levy

Director

Edward represents LawDeb as both independent trustee and chair on a range of trustee boards from £25m to £3bn. As chair and member of investment committees, he provides strategic input to help develop investment strategies to support schemes’ journey planning. Prior to LawDeb, Edward held senior strategy, planning and governance roles with Aviva, Abbey National and Lloyds TSB, following his early career in pensions as a qualified actuary.

While at LawDeb, Edward has covered a range of issues including triennial valuations, long term journey planning, investment strategy, covenant reviews, buy-ins, member communications and negotiation training for trustees.

Edward has helped develop LawDeb’s approach to its sole corporate trustee offering and lead the on-boarding of three new such appointments, including establishing journey plans and reviewing investment strategy.

Edward has an MA in Mathematics from Cambridge University, an MBA from London Business School and has Full Accreditation from the APPT as a Professional Pension Trustee.

As a member of the LawDeb Pensions Management Group, Edward plays a key role in encouraging the collaboration and sharing of insights that is the hallmark of LawDeb’s team approach. Edward himself has a collaborative working style with colleagues ranging from senior management at FTSE 100 companies to fellow trustees on pension scheme and charity boards.

“Edward was an extremely effective Chair of the Audit & Risk Committee. He is a positive and robust Chair with a collaborative working style and a clear focus on the priorities for the Scheme. Edward’s attention to detail and efficient way of working helped make significant improvements to the governance framework and was integral to the successful review of scheme operations”.
-Stuart Stephen, Group Pensions Manager, Clydesdale & Yorkshire Bank Group plc

“Edward is very knowledgeable and brings his experience and the wider LawDeb perspective to his role. He articulates his views clearly in a constructive and pragmatic fashion and is a key member of the trustee board.”
-Mark Swallow, Chair, Swiss Re GB Pension Scheme