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People and culture

Meet the team dedicated to supporting the UK banking community.

Our people

Meet the team dedicated to supporting the UK banking community.

Trustees

Tony enjoyed a career at HSBC for over twenty five years, working across a number of different business areas, including the Global HR team. Tony now works for Eversheds Sutherland LLP holding responsibility for the development of their Diversity and CR strategy and leading their social mobility programmes.

Lena has worked as Head of External Reporting and Accounting Policy for Close Brothers Group. Prior to joining Close Brothers in 2010, Lena was a director in the capital markets group of PWC, based in London and New York.

Michael is a Chartered Financial Analyst, working for Morningstar as an equity analyst based in the Netherlands. Michael brings with him over a decade of experience in the financial services industry, having previously worked in the UK and Australia. In his prior role with Close Brothers Asset Management in London he worked within a multi-asset team managing over GBP 1.3 billion in assets.

Lillian is a lawyer and worked in international financial services where she has been Managing Director of a life assurance company and has subsequently held various non-executive roles in investment management, trust companies, charities and regulatory authorities. She is the current Chair of the Isle of Man Financial Services Authority as well as being Chair of the Island’s Research Ethics Committee. She is a Past President of the UK Chartered Insurance Institute and is a member of their professional standards committee.

Rachel has over 30 years’ experience with Barclays in financial services and payments. She has held a variety of roles in business management, risk and control, planning, commercial and P&L management, and is currently Head of Planning and Controls with Barclays Payments Digital.

Marco is a Senior Client Portfolio Manager for Aberdeen Standard Capital, the discretionary fund manager of Aberdeen Standard Investments, a leading global asset manager. He manages assets on behalf of pension funds, Trust companies and private clients. Marco is a Chartered Financial Analyst with over 15 years’ experience, having previously worked for the South Korean Sovereign Wealth Fund co-managing their European Equity portfolio and the Relx corporate pension fund managing UK equities.

Prior to taking early retirement in 2014, Beverley’s 35-year career at HSBC spanned large-scale leadership roles, having been Regional Director of a number of geographies throughout the UK and Head of the UK retail and wealth management business. Beverley has a portfolio of non-executive directorships, which includes her role at Bank Workers Charity, and also HSBC Bank Pension Trust (UK) Limited.

Suzanne is the Chief People and Transformation Officer for PRS for Music. Previously, Suzanne was an HR Director at Santander where she worked for over 15 years and has a strong interest in culture, diversity, wellbeing and health. Suzanne also worked as a management consultant at Accenture specialising in change management.

Sharon’s current role is as Wellbeing & Benefits Lead at NatWest Group, having previously worked as a pensions actuary for both Natwest and PwC. As well as her actuarial background, Sharon has an MSc in Psychology and is passionate about combining her knowledge of statistics and psychology to drive solutions led by people and data.

Duncan joined Bank Workers Charity in September 2020 as a Trustee and member of the Audit and Risk Committee. Duncan has worked in financial services for 40 years, twenty-five of which were in Internal Audit with extensive experience in global markets, investment, wealth management, regulation and governance. He has worked at several institutions including Barclays, Chase Manhattan, Bank of America, HBOS and Grant Thornton. He holds an ACIB qualification (Associate of the Chartered Institute of Bankers) and a BSc in Financial Studies from the University of Manchester Institute of Science and Technology.

Leadership team

Jonathan joined Bank Workers Charity in late 2023. Previously he had worked in a number of marketing or executive roles at HSBC, Orange, eBay, Ancestry and FairFX. Jonathan is a trustee of the Centre for Innovation in Voluntary Action and chair of advisory group of The Chancery Lane Project. As part of his voluntary work, Jonathan runs a small grant programme that supports disadvantaged young people in London.

Simon joined us in early 2019. Prior to starting at Bank Workers Charity, Simon had a nine-year career at the Royal College of General Practitioners, the examining and professional body for GPs in the UK. Simon held a number of commercial and professional development roles, including Executive Director of GP Forward View, which saw him lead the College’s response to NHS England’s £2.5bn investment in general practice. Simon previously worked at the IFS School of Finance (now the London Institute of Banking and Finance), where he led the marketing and PR teams.

Selam joined Bank Workers Charity in 2007 as a Finance Officer. With a background in Accounting and IT, he manages the finance, IT and risk functions, which includes fund mergers and implementation of key IT projects. He is also serving as the Company Secretary and supports the work of the Finance and Investment Committee, and the Board of Trustees. Before joining Bank Workers Charity, Selam worked in the private sector for more than seven years, and was principally responsible for administering the finance and systems of a consultancy firm based in London.

Edel joined us in November 2023. She is a Chartered Accountant. Prior to joining BWC she worked as Head of Finance for the RAF Benevolent Fund. Before moving to the Charity Sector she worked in the insurance sector, working for Legal & General, GE, Genworth and AXA in various financial accounting, project and business partnering roles.

Victoria joined us in late 2019 with 16 years’ experience in the Charity Sector, specialising in grant making and advice giving. Victoria most recently worked for two health-based grant makers and prior to that, was Head of Advice and Support at Independent Age. She is currently Vice Chair for the Cicely Northcote Trust, a South London-based grant maker supporting local charities.

Liina joined us in 2022 and leads our marketing and data teams. Her role supports the development of our digital presence and activities, driving awareness and innovation of our services, and empowering the banking community. Before joining the team, Liina worked in both the private and charitable sectors, most recently looking after digital platforms and content strategy for the Royal Institution.

Diane joined us in 2019 with over 21 years’ experience in senior HR roles in public and not-for-profit organisations, including NHS Blood and Transplant and Amnesty International UK. Before joining us, Diane worked as HR Business Partner at South West London and St George’s Mental Health NHS Trust, responsible for employee relations, including a number of change programmes.

Paul joined the team in 2013, bringing over 25 years’ experience to head up the wellbeing team. Now, he leads the development and delivery of wellbeing-themed webinars across the banking community. Before joining us, Paul set up the first employee assistance programme (EAP) for the NHS, and managed HSBC’s internal EAP for 11 years. He regularly speaks as a wellbeing expert at conferences and events, and writes for HR journals on different aspects of workplace wellbeing.

Our culture

We take pride in our work. Everyone involved in Bank Workers Charity has a valuable role to play in delivering support for our beneficiaries. From trustees to case workers, finance professionals and wellbeing experts – our team works collaboratively to develop and deliver services that our community needs.

We know that our people make the difference, and we’re committed to supporting the health, wellbeing, and professional development of our team. We’re also committed to equality, diversity and inclusion: we work hard to ensure that we’re a welcoming, inclusive workspace for everyone, and that the diversity of our community is represented at every level of our organisation.

Where we started

Our commitment to support began in 1883 with the Bank Clerk’s Orphanage, founded by bankers to help children of ill or deceased clerks. By 1963, we were caring for over 1,000 children and receiving financial support from over 66,000 bank workers.

In the 1980s, our support extended to the needs of The Bankers Beneficent Society, whom we merged with to create The Bankers Benevolent Fund.

Then, in 2011 we expanded our impact by collaborating with expert partners, re-branding ourselves as the Bank Workers Charity – the name our clients know us by today.

Illustration depicting a mental health matters.

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