Telling people you work in pensions used to be the quickest way to clear a room. Now people can’t wait to tell you what they think – not always an improvement!
Our May seminar brings together our thoughts on the challenges facing us as trustees, distils what advisers and regulators are telling us and ensures we always have something to chat about with taxi drivers.
These are some of the topics that have driven our thinking as a firm and as individuals:
….and we may even manage not to mention the “B” word?
Even within one firm there are differing points of view, so please join us for a debate on the challenges faced by individuals and firms.
Meet some of the faces behind our company
Lucy has over 30 years’ experience in the pension industry and as a highly knowledge scheme secretary has managed a number of complex projects. Prior to joining Pi, Lucy was Secretary to the Parliamentary Contributory Pension Fund and the House of Commons Members Fund. She was responsible for governance and strategy working closely with the Trustees of each fund and senior management within Parliament and Government.
In addition as Head of Corporate Member Services within the House of Commons, Lucy led the Corporate Services response to Member requirements and General Election response so is used to meeting high standards under pressure. As part of her role as scheme secretary she is also experienced in running public sector procurement exercises.
Prior to joining Pi Consulting , Temi spent 18 years with a major benefit consultancy, where she was responsible for providing secretarial and governance services to a portfolio of clients. With a background originally in administration, Temi has a strong understanding of all aspects of scheme management and regularly presented administration reports at Trustee meeting in her previous role as an administrator. She has a first-class honour in Business Management and a Diploma in Retirement Provision from the Pension Management Institute.
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 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.
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).
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
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