“Keen to assist and helpful.”
“The trustee training course lecturers' explanations and willingness to answer questions were most valuable - even silly ones - although I have learnt there are no 'silly questions' that trustees should ask.”
“Excellent support leading fiduciary management tender and availability during difficult pandemic period. Pragmatic, helpful approach and lovely to deal with.”
“They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.”
“Kevin takes control of the meetings whilst fully involving the other two trustees. His experience shines through and he is also a very good listener, making all parties feel involved.”
“Highly informative. Having leading professionals deliver the TKU course really adds value.”
Clare co-ordinates day-today activities for a range of pension schemes, supporting professional trustee and scheme secretarial appointments.
Clare’s pensions career began in 2001 as an account manager at Wentworth. In addition to pension plan administration, she also worked on group risk scheme administration including market reviews, renewals and claims. She worked with individual pension policyholders and interacted with members, employers and insurance companies.
In 2011, Clare became a corporate account manager specialising in the administration of defined benefit (DB) pension schemes, supporting the appointed director. She liaised with the trustees, employers, investment managers, actuaries and administrators to report on scheme activities.
In 2020, shortly after NFP acquired Wentworth, Clare moved to a consultant role. She was responsible for DB schemes, organising regular trustee and project meetings, such as annuity buy-ins, and ensuring compliance.
Qualifications: RO4 pensions & retirement planning, L02 pension simplification, Financial Planning Certificate
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