“Excellent communication - the trustee training course facilitators were clearly knowledgeable and very experienced in their field and able to convey concept and information in a way I was able to understand. ”
“We now have a very collaborative approach between trustees and employer.”
“They deliver above expectation when the scheme has a particular challenge.”
“Ian has added more value than we thought he would at the start… which shows it pays to go with someone who is doing the job of a professional trustee as their bread and butter.”
“When requesting information by email, I have noticed that there is 'out of hours activity' to answer me. I regard this as a stand out 'above and beyond' - impressed.”
“Gillian goes above and beyond, she is very responsive to the whole team and delivers outstanding work. ”
Ann co-ordinates all day-to-day activities for a range of trustee secretary appointments. She also provides support to our team of independent trustees.
Ann started her pensions career in 1972 with British Airways, where she was responsible for several key areas of administration of the Airways Pension Scheme.
In 1984, Ann joined employee benefits consultancy Elliot Associates to develop her pensions career and subsequently moved to BGJ & Co (later part of Punter Southall Limited) when it was formed in 1993. She transferred to us in 2006.
Although Ann is an experienced consultant, she has always maintained an active participation in the latest pension scheme administration requirements.
You can certainly say Ann is keen to tick a lot off her bucket list. So far she has completed the London Marathon (2010), climbed Kilimanjaro (2013) and travelled to Cambodia to support a charity school (2017). What could possibly be next?
Awards: Trustee Secretary of the Year 2016 - Engaged Investor Awards.
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