Meet some of the faces behind our company
Paul has worked in the pensions industry for over 30 years, as well as being a qualified actuary he holds the ‘Award in Pension Trusteeship’. Since 2017 he has acted as a professional independent trustee and has experience as both Chair and as a co-trustee. Prior to moving into trusteeship in 2017, he was an investment partner with LCP, where he provided investment consulting advice to clients. This included the development of a range of investment strategies for both DC and DB arrangements covering the design of default funds and journey planning, aiming for self-sufficiency or buy-out.
His specialist investment knowledge and actuarial background combined with his experience as a professional trustee enables him to add significant value to the operation of a trustee board. He can help in supporting trustees through complex investment strategies, challenge advisers constructively and help agree on suitable funding objectives for the pension scheme.
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.
Jenny graduated from Oxford University in 2001 with an MA in Mathematics and qualified as an Actuary in 2008. After 7 years as a Scheme Actuary working across a wide range of schemes and becoming involved in a number of complex funding negotiations and corporate restructures Jenny joined Mathieson Consulting Limited, the pensions on divorce specialists. Where her actuarial background enabled her to act as an expert witness to a wide range of cases.
Since 2016 Jenny has focused on providing Independent Trustee cases and is frequently appointed as a Sole Trustee where her technical background and collaborative manner delivers pragmatic and cost-effective scheme management.
As well as being a member of the Institute and Faculty of Actuaries, Jenny also holds the Award in Pension Trusteeship from the Pension Management Institute. And is a member of the Association of Professional Pension Trustees.
Sarah graduated from Oxford University in 2007 with a Master’s in Mathematics and qualified as an Actuary in 2011. Sarah now focuses on providing Independent Trustee services and acts as Trustee on several Defined Benefit and Defined Contribution schemes. Her combination of technical knowledge with a clear and concise manner adds value to a trustee board. She is frequently appointed as a sole trustee and has extensive experience in streamlined scheme management and working closely with the employer in this role. She has also developed member engagement programmes for Defined Contribution schemes, including holding Q & A sessions with the membership and increasing the visibility of the trustee role.
As well as being a member of the Institute and Faculty of Actuaries, Sarah Marshall is an Accredited Trustee through the Association of Professional Pension Trustees where she was previously a council member with responsibility for finance.
Nigel has worked in occupational pensions for over 40 years and for more than 25 years has been a professional trustee, either as a main board member, Chair, or as Sole Trustee. His appointments have also included specialist interim appointments to manage complex negotiations and mitigate existing conflicts of interest.
His experience ranges from ensuring a trustee board meets the necessary compliance requirements through to highly imaginative and creative problem-solving. He has also chaired schemes through buy-out and winding-up processes. His clients have been in the commercial, charity and public sector, so he is used to working with a range of employers and understands their commercial pressures.
Nigel is a Council Member of the Association of Professional Pension Trustees and Chair of their Sole Trustee sub-committee. He also holds the Award in Pension Trusteeship from the Pension Management Institute.
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