Jon Echevarria

Experience

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  PricewaterhouseCoopers

  Nov 1998 - Sept 2000

  Senior Consultant, Retirement Incomes

  Provided tailored and practical advice solutions to PwC’s clients, including providers of complex defined benefit pension plans. Responsibilities included:• Preparing advice to clients on changes to legislation and regulations affecting retirement income plans.• Acting as primary point of contact for clients as well as an intermediary between clients and regulators.• Preparing correspondence to Australian regulatory agencies on behalf of clients requesting formal rulings on complex compliance issues. Show less

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  KPMG Australia

  Oct 2000 - Jun 2009

  Manager, Retirement Incomes Advisory

  Led a team of 3 senior consultants within KPMG’s Retirement Incomes Advisory group that provided comprehensive and practical advice to KPMG clients on retirement incomes matters, including trustees offering defined contribution and defined benefit plans.Responsibilities included:• Reviewing advice/reports prepared by the team and provided guidance to the team on technical issues. • Project managing tenders for the outsourcing of clients’ retirement income functions, including administration, insurance, custody and asset consulting services. • Developing and maintaining client relationships, including acting as the primary point of contact for clients as well as being an intermediary between clients and regulatory agencies. • Researching and analysing new legislation and regulations impacting the operation of retirement income plans in order to provide tailored advice/solutions to clients. • Leading trustee and policy committee meetings and assisted in conducting policy committee elections. • Communicating with regulatory agencies on behalf of clients requesting formal rulings or clarification.• Conducting compliance and risk management reviews for clients offering retirement income plans. Show less

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  Association of Superannuation Funds of Australia

  Aug 2009 - Nov 2015

  Senior Policy Adviser

  Developed public policy on retirement incomes issues, engaging with ASFA members, researching and analysing technical issues to enable ASFA to drive and influence meaningful public policy positions in the best interests of fund members.Prepared technical and strategic submissions and communicating, representing and advocating ASFA’s policy positions to relevant stakeholders (regulators, Government agencies, media etc).Presented nationally on technical retirement incomes issues at part of ASFA's annual Policy Roadshow.Helped to drive industry debate improve industry standards through the production and promotion of ASFA's Best Practice Papers. Acted as Secretary of the ASFA Best Practice sub-committee and ASFA Insurance sub-committee. Show less

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  BT Financial Group

  Dec 2015 - Feb 2019

  Prepared technical and strategic regulatory submissions on retirement incomes matters to enable BT to drive and influence meaningful public policy in the best interests of customers and the business. Represented BT on various industry forums and strongly advocated BT’s positions to regulators, Government agencies, industry bodies and BT’s customers. Responsibilities included:• Developing research-based public policy on current and proposed retirement incomes legislation.• Engaging constructively with stakeholders (including regulators, government agencies and industry bodies) to advocate BT’s views.• Researching and analysing technical and strategic retirement incomes issues.Led a team of technical managers responsible for• Analysing legislative changes from a process, product and systems perspective and providing recommendations to the business on appropriate courses of action.• Drafting technical requirements documents, business impact summaries and training material.• Providing support across the business on all technical systems and process enhancements to assist the company in implementing changes in a cost effective and efficient manner.• Providing technical review and sign-off on all marketing material and disclosure documents.• Developing and facilitating training/education sessions for both internal and external customers. Show less Role primarily focused on: • developing public policy positions on retirement incomes issues,• engaging with internal and external stakeholders, and• researching and analysing technical and strategic retirement income issues to enable BT Financial Group to drive and influence meaningful public policy positions in the best interests of our customers and the business.Responsibilities included preparing technical and strategic submissions on retirement income issues as well as communicating, representing and advocating BT’s policy positions to relevant stakeholders (regulators, Government agencies, industry bodies and customers), including representing BT on relevant industry forums. Show less

  • Senior Manager, Public Policy & Technical Services

    Nov 2017 - Feb 2019

  • Senior Manager, Public Policy

    Dec 2015 - Nov 2017
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  International Relocation

  Feb 2019 - Apr 2022

  Senior Manager, Financial Services (Pensions / Retirement Incomes)

  Senior financial services professional with over 9 years' public policy management experience. Responsibilities include developing sound research-based public policy, preparing regulatory submissions, analysing impacts of proposed legislation, presenting at industry forums and constructive engagement with stakeholders, including regulators, government agencies, industry bodies and customers. Core competencies:Team Leadership | Impact Analysis | Risk & Compliance | Advocacy | Industry Forum Presentations | Client Consulting | Regulatory Submissions | Legislation Analysis | Regulatory Agency Liaison | Project Management | Strategic Decision Making | Document Writing & Editing | Meeting Facilitation | Research & Technical Analysis | Organisation Representation Show less

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  Pensions and Lifetime Savings Association

  May 2022 - now

  - Helping to deliver the PLSA’s defined benefit (DB) work programme, including supporting the PLSA DB Committee and DB Multi-Employer Schemes Advisory Group.- Working to promote a sustainable, long-term operating environment for PLSA members, and influencing the shape and direction of government and regulatory policy, to ensure that everyone has a better income in retirement. - Helping to maintain the PLSA's standing as a strong voice in policy and industry debates with insightful, evidence-based views.- Providing high quality support to the PLSA's policy governance bodies to ensure that we understand the views of the pensions industry and draw on their expertise.- Representing the PLSA on various industry-led campaigns, such as "Pay Your Pension Some Attention" designed to boost people's understanding of, and engagement with, their pensions. Show less

  • Policy Lead

    Dec 2022 - now

  • Senior Policy Advisor

    May 2022 - Dec 2022