Simon Lister, Dip PFS
Simon Lister, Dip PFS, is the 2025 Nominee to the MDRT Executive Committee and will assume the position of Secretary on September 1, 2025. Lister is a 17-year MDRT member with three Court of the Table and 14 Top of the Table qualifications. He is also a Platinum Knight of the MDRT Foundation and a member of its Inner Circle Society.
Lister is an independent financial planner and managing director with ML Financial Associates. He specializes in retirement planning, helping clients build secure financial futures.
Lister’s extensive MDRT volunteerism began in 2011, and he has since served on an array of committees in various roles. In 2021, Lister served as Global Council Member and Advisory Board Chair of the Top of the Table Division. He is currently serving as Global Council Member of the Annual Meeting Program Development Division. Other leadership positions include service as Chair of the Main Platform Committee for the 2024 Annual Meeting, Chair of the Focus Sessions Committee for the 2023 Annual Meeting, as well as committees within the Top of the Table Division, Membership Communications Division (MCC), and Program General Arrangements (PGA) for the Annual Meeting.
Beyond his professional contributions, Lister is committed to giving back to his community. For the past decade, he has coached his local youth soccer team, sharing his leadership and mentorship both on and off the field.
Lister speaks regularly at a variety of client events and has appeared on television in the U.K. Lister has also spoken at the MDRT Annual Meeting four times, the Top of the Table Annual Meeting twice and as an ambassador for MDRT at events around the world.