Phil Duly APMI DipPFS

Principal and Head of DC Research & Technical

Phil advises a range of UK businesses on defined contribution (DC) pension issues including strategy, provider selection, auto-enrolment, governance and member engagement. Phil supports the wider DC team on proposition, provider evaluation and technical research.

He has developed particular knowledge of the DC pensions market and regulations. This includes streamlined auto-enrolment solutions for SME businesses.

Phil’s experience and clear advice have helped him develop trusted working relationships with paternal UK businesses of varying sizes.

Significant experience:

  • DC pensions advice to businesses and trustees
  • DC pension member engagement
  • DC pension governance
  • DC pension transition services
  • auto-enrolment services


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