Pi Consulting provides specialist independent consultancy to occupational pension schemes, trustee boards and employers. This includes the provision of independent pension scheme secretaries, operational reviews of both in-house and outsourced pension teams, adviser review and selection, and specialist governance support including trustee board effectiveness reviews and specialist training.
Our team of highly qualified and experienced individuals work with trustee boards and their advisers to deliver the very highest standard of service.
We are a team of committed, confident and experienced individuals who share a common interest in delivering an excellent service to our clients. We take pride in what we do and in working together as a cohesive team.
We base our core values upon:
These values are integral to the whole organisation and as such are reviewed by our team on an annual basis.
Whilst our clients may range from FTSE100 companies to small charitable organisations, we always look to deliver our expertise and support in a bespoke, friendly and flexible manner.
In order to maintain our independence and provide clients with a truly objective service, we do not offer actuarial, administration, legal, investment, accounting or regulated financial advice.
If you have any questions or queries, get in touch today.
Meet some of the faces behind our company
Tom is an experienced pensions professional who combines his technical knowledge with a practical approach to managing pension schemes. APMI certified, Tom started his pension career in pensions administration before moving into consultancy. He has worked with a number of clients where he has provided a range of services all of which have been designed to offer robust governance and ensure Trustees are secure in the knowledge that their pension scheme is being managed effectively.
Tom’s attention to detail and technical background means he’s able to provide scheme secretary services and project management support to Trustee Boards as required. His approachable manner and enthusiasm for delivering a quality service makes him a valued member of the team.
Since joining Pi in 2001, Gill has been central to Pi’ s successful operation and growth. Formerly Managing Director, Gill now acts as Company Secretary to the Pi Partnership Board as well as overseeing all of Pi’s compliance procedures. She is a member of the GDPR response team and in her role as Compliance Officer, she is part of the Governance & Compliance Committee (GCC). The GCC reports to the Pi Trustee Board and is instrumental to the oversight and management of our Sole Trustee appointments. Gill is responsible for the delivery of our AAF 02/07 reporting and checking our internal processes meet all required standards – ensuring we deliver the very highest standard of service to our clients is central to her approach to compliance management.
Since working at Pi, Elizabeth has focussed most of her time developing Pi’s offering in fiduciary management procurement. She also works across Pi’s various other workstreams including trusteeship, governance, and secretariat. Elizabeth enjoys working as part of Pi’s diverse team of pension specialists to address the many challenges faced by DB and DC pension schemes.
Elizabeth is a highly qualified pensions professional with 18 years of industry experience. In previous roles, she has provided advice to both trustees and companies in relation to DB and DC schemes as a benefit consultant, an actuary, an investment consultant, and a fixed income specialist.
Elizabeth is a Fellow of the Institute and Faculty of Actuaries (IFoA). She maintains an interest in training and continues to support the IFoA education and CPD processes.
A Fellow of the Institute and Faculty of Actuaries with over 35 years’ experience in the pensions industry, Huw is an Accredited Trustee through the Association of Professional Pension Trustees. He provides technical support to our independent trustees, acts as a Second Trustee as part of our Sole Trustee governance framework and brings additional input to a range of Pi’s specialist governance projects.
Prior to joining Pi, in a varied career at Mercer he provided advice to the trustees of both DB and DC schemes as benefit consultant, actuary, and investment consultant. He also acted as a pension trustee on a portfolio of Small Self-Administered Schemes. Huw is a regular contributor of articles and speaker at pension events.
Lucy is an experienced pension professional with over 30 years’ experience of providing secretariat services, trustee executive support and strategic guidance to trustee boards (both DB and DC) and corporate clients. She has a sound basis in leadership, people and business management gained from many years working at a senior level at the House of Commons both as the Head of Pensions and Secretary to the MPs and Ministers Pension Scheme.
At Pi she has delivered a number of key governance projects, including Trustee Board assessments, governance design and implementation, operational reviews and adviser review support for high profile and complex schemes.
She delivers trustee executive support to a portfolio of clients, ranging from a full scheme management service to specialist secretariat support to one of the largest UK master trusts.
Lucy is a Certified Risk Management Professional and a member of the Pensions Management Institute.
Susan has over thirty years’ experience in the pensions industry, working in benefits consulting, administration, secretariat services, and pensions management. She now provides trustee executive services to a number of trustee boards as well as delivering a number of key governance projects, including Trustee Board assessments, governance design and implementation, operational reviews and adviser review support for high profile and complex schemes.
Prior to joining Pi in 2011, Susan worked in a variety of roles within Mercer, undertaking various management duties. She worked with a range of trustee boards, employers, and advisers in helping to establish appropriate and proportionate governance frameworks.
A prominent member of the pensions industry, she is a Fellow and previous Council Member of the Pensions Management Institute (PMI), for whom she is a regular speaker.
Sandra provides a range of scheme secretariat trustee board services. She has over 20 years’ experience in the pensions industry as a key member of in-house pension teams including GUS, Pearson and 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. She also holds PMI Pension Trusteeship Award and Certificate.
Roger is Head of Trusteeship at Pi Trustees and has over thirty-five years of experience in the benefits industry. An Accredited Trustee through the Association of Professional Pension Trustees Roger is also a Fellow of the Pensions Management Institute (PMI), is on the committee of the PMI Trustee Group and a regular speaker at PMI seminars.
Roger now acts as Independent Chair to a portfolio of trustee boards, with both defined benefit and defined contribution sections. He works with a range of different sectors including the media, logistics, not-for-profit and charitable institutions. His technical expertise, collaborative approach and commercial awareness enable him to deliver a pragmatic, proportionate, and disciplined approach to all his professional, independent trustee appointments.
This includes helping address conflicts of interest, dealing with the impact of mergers and acquisitions, and managing complex valuations.
Lynn is an experienced pension professional, having spent over 30 years in the pensions industry. Until 2010, Lynn worked as an actuary with a number of large UK consultancies, supporting her clients through significant events such as funding negotiations, scheme mergers, corporate transactions and insolvency situations.
Since 2010, Lynn has focused on her role as a professional trustee, building up a portfolio of Chair and Sole Trustee appointments. Her pragmatic and proportionate approach ensures efficient management of trustee business. She has managed complex projects including scheme mergers, corporate restructurings, liability management exercises and buyout transactions.
Lynn is a Fellow of the Institute and Faculty of Actuaries and has APPT accreditation.
Lisa has over twenty-five years´ experience in the pensions industry, previously working at Noble Lowndes/Mercer where she started her career in pensions administration before moving into consultancy.
Since joining Pi in 2003 as a senior consultant, Lisa has worked primarily on benchmarking and procurement projects, as well as providing secretariat services and electronic governance consultancy to a number of trustee boards. She has spearheaded Pi´s use of IT to enhance our overall procurement proposition, where appropriate.
She is responsible for developing our robust research processes and the efficient distribution of knowledge internally and as part of this research, has been involved in numerous meetings with administrators and actuaries from the leading consultancy service providers.
Julia is a co-founder and a Director of Pi Partnership. She was previously Chairman of one of the Raising Standard of Pensions Administration working parties that became the Pensions Administration Standards Association (PASA).
Julia has provided secretarial and pensions management services to a range of clients since Pi’s establishment in 2000. Her clients have ranged in size from small private companies to global companies with multi employers, where her specific project management skills have been utilised to oversee a number of complex projects.
She has specialized in oversight of scheme buy outs, including in 2017 as scheme secretary to The Former Registered Dockworkers Pension Fund overseeing its successful £725m buyout. Most recently she has acted as project manager to a large scheme buyout overseeing all aspects of the latter stages of the buyout including the various complications arising from GMP equalisation and the various legislative updates.
Anne has worked in the pensions industry for approaching 20 years, initially with a global benefit consultancy where she focused on member communications. Since joining Pi in 2004 she has been involved in providing independent secretariat services, the development of our in-house electronic governance management, and providing specialist project management and support for a variety of governance projects, including the design and delivery of trustee assessment programmes.
Anne currently provides independent secretariat support to a number of trustee boards. Her experience in this area ranges from acting as minute secretary to delivery of a full secretariat service, covering both DB and DC benefit bases and multiple employers. She has also worked on a number of Pension Regulator appointments, overseeing the transition from ongoing status to Pension Protection Fund assessment.
Anne has recently been awarded the PMI Certificate in DC Governance.
Angela has over thirty years’ experience in scheme management. Prior to joining Pi Consulting in 2009, as a Group Manager within Mercer she had reporting responsibilities for 4 administration team leaders and up to 40 staff and was also a member of their “Best Practice Group”.
Since joining Pi she has been involved in a variety of project based appointments, including some emergency appointments where she has dealt with complex issues concerning property holdings, non regulated investments and some highly litigious situations. Her project management skills are essential in ensuring the best possible outcomes as efficiently as possible.
Angela therefore combines a practical approach to administration and extensive experience of design and implementation of efficient process delivery. She was a member of one of the Government’s “Speeding up Process” working parties and is a Fellow of the Pensions Management Institute
Amanda is a Board Director of Pi Partnership Group and leads the development of Pi’s services. She works closely with clients, the Pi team and professional advisers to ensure all of Pi’s services meet the changing needs of the pension market and deliver clear value to Pi’s clients.
Amanda has over twenty-five years’ experience in the pensions industry and, as well as ensuring Pi’s services continue to meet the needs of our clients in a rapidly changing pension landscape, is also a member of Pi’s Executive Management Team. Amanda provides specialist project management for clients on a range of services, including adviser selection and review, trustee board assessment and governance design.
As well as being a Fellow of the Pensions Management Institute (PMI) and Chair of the PMI London Group, Amanda holds PMI certificates in Pensions Automatic Enrolment and DC Governance, was a past Prince2 practitioner and is a Certified Risk Management Practitioner.