Meet some of the faces behind our company
Maggie is an experienced Trustee in the pension and charitable sectors and has a background in investment management. As an asset manager she has wide-ranging experience running institutional pension client portfolios, after leaving asset management, she established a successful training consultancy to provide investment training to a variety of investment and business professionals. Clients included government departments, regulators, central banks and most of the investment firms in the UK and overseas, as well as administrators and data providers.
Experience that combines investments and training is especially valuable as a member of a Trustee Board whether considering asset allocation, manager selection or de-risking strategies, including LDI.
A leading committee member for over 20 years on the IIMR Investment Management Certificate Exam Panel and Examinations Committee. Maggie is a Fellow of the Society of Investment Professionals (FSIP), a member of the Chartered Financial Analysts’ Institute UK, the APPT and the Pensions Management Institute.
Nigel has worked in occupational pensions for over 40 years, and for more than 25 years he has been a professional trustee, either as a main board member, Chair or as sole trustee.
His experience ranges from ensuring the Trustee Board meets the necessary compliant governance all the way through to highly imaginative and creative problem solving. He has dealt with ongoing schemes and 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 member of the Association of Professional Pension Trustees, having been a founder committee member of its forerunner. He will often be found keeping the score at cricket matches or watching his favourite rugby team getting beaten.
A winner in 2014 of the Engaged Investor Award – Trustee Secretary of the Year, Chris has an extensive knowledge of occupational pension schemes and focuses on support to Trustee Boards, service delivery, governance and member engagement. Prior to joining Pi Partnership in 2018 he was Secretary to the Trustees at UK Power Networks for four years where he provided secretarial support to the Company’s two DB Pension schemes.
Chris has a background in benefits administration and has completed the Pension Regulator’s Trustee Toolkit. He works closely with our Independent Trustees to deliver a streamlined and efficient service to our clients.
Sarah has acted as an independent trustee for over 20 years where her highly collaborative and pragmatic approach has made her a highly valued Chair of Trustees to a number of pension arrangements. She has expertise with DB, DC and Death in Service schemes and has acted either as Chair or Sole trustee to over 60 schemes in her time as pension scheme trustee.
Sarah graduated in law from Cambridge University before qualifying as a solicitor. Initially engaged as a corporate lawyer, Sarah later specialised in pensions and trusteeship. This included developing an independent pension scheme trustee practice, most recently through the associated corporate trustee practice owned by Burges Salmon LLP. As well as acting as an independent trustee Sarah has also been involved with specialist trustee training and board effectiveness reviews. Until ceasing to practise as a solicitor in early 2016, she was a full member of the Association of Pensions Lawyers.
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.
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