Independent Trustee Services

Chris Baker

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 Jeffrey-Gray

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 Cooper

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.

Nick Danvers

Nick entered the financial services industry in 1965 and started to specialise in pensions in the early 1970s, working for Furness Houlder (the insurance broking division of the shipping groups Furness Withy and Houlder Brothers). As a consultant, Nick was responsible for all aspects of a wide portfolio of final salary and money purchase pension schemes.

He also acted as a trustee of several schemes, including the Furness Pension Scheme from 1975-1987 and as a member nominated trustee of the Fenchurch Pension Scheme. Nick now specialises in providing secretariat services to trustees, and he also acts as independent trustee to a number of smaller schemes.

Nick is a member of the Pensions Management Institute (PMI) Trustee Group and holds the PMI Certificate of Essential Pensions Knowledge.

Lynn Pointon

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.