The home of good pension scheme governance

Simon Davies

Simon has over 10 years’ experience in the pensions industry, primarily working for leading third-party administrators.  He is passionate about delivering a first-rate service to clients and has extensive knowledge of DB and DC benefits administration.

Prior to joining Pi, Simon managed a large DB administration team which focused primarily on project delivery.  These projects included scheme valuation and bulk buy-outs, as well as regulatory exercises such as GDPR and GMP reconciliation.

As scheme secretary support, Simon will help ensure meeting management and governance projects are delivered as efficiently as possible.

Susan Smith

Susan is Head of Consultancy and has over twenty five years’ experience in the pensions industry, working in benefits consulting, administration, secretariat services and pensions management. She now provides secretariat services to a number of Trustee Boards providing a wide range of benefits.

Previously, Susan worked in a variety of roles within Mercer, undertaking various management duties. She has worked with a range of trustee boards, employers and advisers in helping to establish appropriate and proportionate governance frameworks.

Since joining Pi, Susan has spearheaded our DC governance proposition for trustees and employers. A prominent member of the pensions industry, she is a Fellow and council member of the Pensions Management Institute (PMI), for whom she is a regular speaker. She also holds the PMI Certificate in Pensions Automatic Enrolment.

Sandra Harvey

Sandra provides a range of trustee board services including scheme secretary, trustee governance and adviser reviews. She has over 15 years’ experience in the pensions industry mainly as a key member of in- house pension teams including Guardian Royal Exchange, Scottish Equitable, GUS, Pearson and most recently GlaxoSmithKline prior to joining Pi Consulting in October 2016.

In her role as pension scheme secretary she has been involved in the design of governance procedures and protocols as well as the implementation of risk management frameworks. Sandra provides specialist secretarial support for main boards and a range of committees designed to cover a number of complex scenarios. She is also experienced in the use of web based documentation and governance systems.

Sandra is an Associate of the Pensions Management Institute (PMI) and has a Degree in Mathematics with Theoretical Physics.

Roger Cooper

Roger is Head of Trusteeship at Pi Trustees and has over thirty five years’ experience in the benefits industry, initially at large consultancies such as Towers Perrin (now Towers Watson) and Mercer. He has also undertaken a number of lengthy interim pension manager assignments.

Roger now acts as independent Chair to a number of Trustee Boards and also provides additional support on an interim basis where Trustee Boards are facing particular challenges. His expertise includes helping address conflicts of interest, dealing with the impact of mergers and acquisitions and managing complex valuations.

His keen commercial awareness enables him to deliver a pragmatic, proportionate and disciplined approach to all his professional, independent trustee appointments.

Roger is a Fellow of the Pensions Management Institute (PMI) and is on the committee of the PMI Trustee Group and a regular speaker at PMI seminars.

Paul Blackmur

Paul has over 14 years’ experience in the pension industry and has a background in administration. He has an in depth knowledge of the industry from a range of perspectives having worked within insurance companies, trustee operations and as part of in-house pension team.

Paul now specialises in providing professional secretarial and governance support to trustee boards. He has extensive experience as a scheme secretary to a range of schemes including helping to support a major multi-employer arrangement through a range of complex changes.

Prior to joining Pi Consulting he was Secretary to the Trustee of the Merchant Navy Officer Pension Scheme Pension Plan (DC) and Senior Client Manager of the Merchant Navy Officer Pension Fund (DB). He has also acted as Chair of a Management and Governance Committee. Paul has completed the PMI Award in Trusteeship.