Tanya Pein, BA (Cantab), DipPFS, FRSA

Tanya is a Board Director of the UK Sustainable Investment & Finance Association (UKSIF), which has 240 members, with £5 trillion of assets under management. A Cambridge graduate in anthropology and social sciences, Tanya also holds the Diploma in Financial Planning. This set of professional examinations covers investment, pensions, financial planning and taxation. She advises charity trustees and private clients, on a fee only basis. She has run a £30 million group of businesses in eleven countries and thus understands the complex finances of large organisations and their leaders.

From 2002 to 2013, Tanya served on the Investment Committee of a new £100 million charitable endowment, now £150 million. She was active in defining investment strategy, risk management, selecting investment managers and quarterly monitoring of performance. This voluntary work gave her access to investment research and insights at an exceptionally high level, which continue to be valuable benefits for her clients.

Tanya also leads short training courses on investments strategy, values-led investment and financial planning for charity trustees and individuals in the UK and France. Since 2008, she has taught regularly on investment management to City professionals, charity trustees and MBA students, including at London Business School (no. 2 in the world after Harvard) and at Cambridge University Business School. Her teaching style is practical, with the aim of enabling people to take more informed decisions about the investments they hold.

She speaks fluent French and is a Fellow of the Royal Society for the Arts. She has done live Q&A radio broadcasts for francophone Africa and the Caribbean, and regularly writes for magazines on financial matters in the UK. Her approach is to integrate client values and financial planning with investments, to reflect goals and make the most of each client’s financial position as a whole.

Tanya co-founded www.unltd.org.uk, a large charity for social entrepreneurs, which has supported 20,000 people to date. Every month from 2003 to 2008, she decided with other trustees on awards of approx. £250,000, from which hundreds of communities nationwide continue to benefit. This has strengthened her belief that sound financial planning is an essential springboard for people to achieve their goals in life, whatever they may be.