Client feedback


Alex has helped in our dealings with other advisers using his experience of other schemes.
Angela Clayton ,
Accent Group
Alex is the first professional trustee we have had and has revolutionised the way they look at things - helped above and beyond.
Angela Clayton,
Accent Group
Excellent support leading fiduciary management tender and availability during difficult pandemic period. Pragmatic, helpful approach and lovely to deal with.
Mark Berry ,
RM
Very broad, comprehensive trustee training course covering a wide range of topics. Excellent!
Tom Graham,
Star Group Pension Scheme
Highly informative. Having leading professionals deliver the TKU course really adds value.
Jonathan Williams ,
Bangor University
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.
Image of Clare Adams, Scheme Manager

Clare Adams

Scheme Manager

Governance services

Contact Clare

Reading

Tel 0118 207 2893

Role

Clare co-ordinates day-to-day activities for a range of pension schemes, supporting professional trustee and scheme secretarial appointments.

Background & experience

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

Areas of specialism

  • DB schemes
  • scheme accounts & returns
  • pension administration
  • meeting packs
  • trustee support
  • group risk benefits

Hot topics


PSGS & 20-20 Trustees merge to form Vidett
Hot Topic

Punter Southall Governance Services (PSGS) & 20-20 Trustees (20-20) have today announced they...

Read more »


Don’t be surprised that your gilt funds are being treated like an emerging market
Image of Hot Topic author Sophia Harrison, Client Director

You may have seen or heard about the article in the Financial Times about how Insight...

Read more »


More opinions »


Call: 0118 207 2900

online enquiry