The Next Step: Preparing for Retirement

Joseph Walsh

Joe is a widely experienced, versatile and successful business manager with a proven track record in a variety of roles at both strategic and operational levels. With an impressive track record of delivering quality results to budget, tight timescales and an inspirational leader. He has worked at Prudential Plc, Financial Services Authority and is now currently managing director at Farthings Consultancy Ltd.

Joe developed on-line content for the pension Trustee website of a leading retailer, resulting in an award-winning product (National & European). He also established the FSA as the leader of the National Strategy for Financial Capability in Wales and, working with the Welsh Assembly Government, managed the inaugural National Conference for Financial Capability in Wales.

Judy Greevy FRSA

Judy possesses over 30 years of experience in the engagement, leadership development, diversity and culture change fields across both the private and public sector. She has particular expertise in developing strategy and leading change programmes.

Some of her previous roles have included Global Head of Diversity at NatWest Bank and Head of Diversity and Corporate Responsibility at Centrica. She has also worked for the Australian Bank AMP and Henderson’s Global Investors and most recently been an HR Director at Her Majesty’s Revenue and Customs with responsibility for Talent, Diversity and Engagement.

Judy has previously run a very successful business undertaking work for a wide range of clients including KPMG., Ernst and Young, Standard Chartered Bank, Marks & Spencer, Fire and Rescue Service, NHS Scotland and Greater London Authority. 

During her career Judy has won a number of Awards including the Directing Diverse Talent Award at the 2015 Opportunity Now Excellence in Practice Awards. 

Judy is a Board member of the Employers’ Network for Equality and Inclusion. She has also been a Non Executive Director and Deputy Chair of an NHS Trust and a school governor and member of the Ministry of Defence External Diversity Panel.

Before moving into organisational development and diversity work Judy was a corporate banker. She is a graduate of Leeds University and Member of the Chartered Institute of Personnel and Development.

Keith Ridland

Keith has been an Associate at Marylebone Executive Search since 2014 during which time he has managed several key senior appointments. He also leads the presentation of the Company’s courses at the Civil Service College.

Following a full career in the Royal Navy, he worked for 10 years for a London based charity providing individually tailored, confidential mentoring and advice on career transition, embracing both employment and financial aspects. He initially led the charity’s Employment Services. He was subsequently additionally appointed as Finance Director and continued in both positions until 2008, when he became Chief Executive. In each of these roles his work entailed delivering regular presentations to large audiences on the key issues of career transition, interviewing those facing such a change and providing personal advice and guidance. Liaison with supporting companies, associated advisors and mentoring organisations provided him with a wide range of contacts in the field of recruitment, personal finance and career change.

Keith joined the Royal Navy direct from Merchant Taylors’ School, Crosby as a finance, administration, logistics and HR specialist and left, after a full career, in the rank of Captain. His career included 9 years in the Ministry of Defence in a wide spectrum of appointments ranging from the private office of the First Sea Lord to membership of the MOD’s Financial Management Development Unit. As a Commander, he was Director of the Royal Naval School of Logistics and, as a Captain, lived and worked as an attache in both South America and India.

Keith is a Freeman of the Worshipful Company of Educators and the City of London, a member of the Royal Society for Asian Affairs and the British Malaysian Society and is a keen sportsman who actively supports and advises charities near his home.

Qualifications:

• Educated: Merchant Taylors’ School, Crosby
• Graduated: Britannia Royal Naval College (HR, logistics, finance and administration specialist)
• Spanish Speaker: Studied at the Andean Centre for Latin American Studies, Quito
• Certified Diploma in Accounting and Finance (City of Westminster University)