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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PS Governance Services and PSGS are trading names of Punter Southall Governance Services Limited
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Registered office: 11 Strand, London, WC2N 5HR
