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Scott Phillips

Scott Phillips is an accomplished financial professional with extensive experience in the industry. As the Founder and CEO of The Pension Lab since March 2019, Scott leads the organization in providing innovative pension solutions. Prior experience includes roles as a Compliance Specialist at a Big Four firm from May 2014 to March 2019, and as a Private Banker at Barclays Wealth from September 2009 to May 2014. Prior to these positions, Scott worked as a Senior Consultant at moneyQuest from March 2003 to June 2008. Scott holds a Diploma in Financial Planning from the Chartered Insurance Institute, a 1:1 BA(Hons) in Financial Services from Edinburgh Napier University, and additional qualifications including the Investment Management Certificate (IMC) from CFA and the PCIAM from the Securities Institute.

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The Pension Lab

From fintech start-up to scale-up, we are driven by our passion for innovative technology and a vision for addressing cross-industry challenges. We enable seamless, frictionless and compliant pension transfers through our unique end-end solution; from locating pensions and efficiently gathering policy information, right through to automated transfer initiation and processing, we build a complete consolidation journey configured to our clients’ needs.


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