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, taking pride in what we do and in working together as a cohesive team. Our core values are based 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.
More details will follow closer to the date.
Meet some of the faces behind our company
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 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.
Sally provides secretariat and project management support and has over thirty years’ experience working across a range of areas, including the provision of strategic advice, operations advice regarding the interaction between payroll and administration, and a variety of communications projects. She has managed a wide portfolio of clients, covering a diverse range of industries.
She has a background in HR as well as pensions, having been part of the Sedgwick Noble Lowndes HR team for several years. Her background in implementation and change management means her experience also encompasses wider HR issues, such as incorporating the effect on employees of combining the cultural as well as the business objectives of any benefit changes.
Sally has been a speaker at industry conferences and is an Associate of the Pensions Management Institute.
Ruth is a Fellow of the Pensions Management Institute and has over 25 years’ experience in the UK pensions industry. Initially a pension administrator, she worked with a wide range of large final salary schemes. She also spent over 4 years with the Pensions Regulator where, as a technical specialist, she was involved in a variety of governance projects including complex case-work in the pensions and administration governance department and corporate risk management department.
Ruth has subsequently specialised in acting as a scheme secretary to Trustee Boards, having been responsible for drafting up to date scheme governance documentation, liaising with scheme advisers and drafting newsletters and communications to members. Her extensive knowledge of governance issues, Pensions Regulator background and scheme secretary experience makes her a valuable addition to a Trustee Board team, helping with the efficient operation of trustee scheme management.
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 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.
Lynn is an experienced pensions professional, having spent thirty years in the industry. Lynn has worked with a number of large UK consultancies, most recently being a Scheme Actuary with Aon Hewitt. She has supported Trustee Boards through significant events such as funding negotiations, implementation of LDI strategies, scheme mergers, corporate transactions, buyout of scheme liabilities and insolvency situations.
Since 2010 Lynn has focused on her role as an independent trustee and specialises in working with schemes where her pragmatic and proportionate approach can help ensure efficient management of trustee business. She has also managed complex projects including assessment for Pension Protection Fund entry and the design and implementation of a trust based defined contribution arrangement.
Lynn is a Fellow of the Institute and Faculty of Actuaries.
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.
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 in 1996. Lisa has extensive experience in working with a wide range of advisers, managing client relationships and overall project management.
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 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 ensure agreement of triennial valuations, the successful outcome of a corporate restructure, a number of asset transitions including DB and DC funds, and assistance on a buy-out. She also has responsibility within Pi for the management of asset and/or administration transition projects.
Julia joined Sedgwick Noble Lowndes/Mercer in 1994 with operational and project management responsibility for a number of new pensions initiatives.
Julia is co-founder and a Director of Pi. She holds the Pensions Management Institute Certificate of Trusteeship and was Chairman of one of the Raising Standard of Pensions Administration working parties that became the Pensions Administration Standards Association (PASA).
As Pi Consulting’s Managing Director, Gill oversees every aspect of the Pi business and has overall responsibility for the financial and operational side of the company. Having been a key member of Pi since 2001, she has been a core component of its growth from three to 30 employees. Gill started her career in the shipping industry prior to joining Pi. She was formally appointed as Company Secretary at Pi in 2006, becoming Managing Director in 2014.
Gill is responsible for the smooth running of the company and ensuring the business delivers against its company ethos, strategy, annual goals and objectives and in meeting its governance requirements. Pi’s governance and control framework for Pi Pension Trustees (Pi’s independent trustee service) is reviewed externally, on an annual basis, as part of the Assurance Reporting Framework (AAF02/07) for Trustees.
Gill sits on all Pi Boards and the Executive Management Team, ensuring consistency across the Pi Group, and is closely involved in Pi People related matters.
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 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
Andy joined Pi in November 2013 and provides project support for a wide range of operational and governance led projects. He has spent thirty five years working in the pensions industry, both as a pensions consultant and as part of an in house team. As a pensions consultant he worked for Mercer, Stewart Wrightson and SBJ Benefit Consultants, advising companies and trustees on their pension and other employee benefit arrangements.
Andy has also experienced life on the other side of the fence with BOC, CSC Computer Sciences and, most recently, Centrica, where he managed the auto enrolment project and oversaw the introduction of salary sacrifice.
Andy is a Fellow of the Pensions Management Institute (PMI) and also holds the Trustee Certificate of Pensions Knowledge as well as the PMI Certificate in Pensions Automatic Enrolment.
Amanda is Head of Business Development for both Pi Consulting and Pi Pension Trustees client services. As well as ensuring our services continue to meet the needs of our clients in a rapidly changing pension landscape, as a member of the Executive Management Team she also provides specialist project management for clients on a range of projects including adviser selection and review, governance and transition management.
Amanda has over twenty five years of experience in the pensions industry and has been involved in the implementation of both Group Personal Pensions and trust based defined contribution schemes. She now focuses on leading complex projects, the design and delivery of defined contribution governance frameworks, and our Master Trust due diligence and auto enrolment review projects.
As well as being a Fellow of the Pensions Management Institute (PMI), Amanda is a certified Prince 2 practitioner and holds the PMI Certificates in Pensions Automatic Enrolment and DC Governance