“So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.”
“Ann and her team are very knowledgeable and proactive, liaise well with our other advisers and provide the Trustees with an invaluable secretarial service.”
“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.”
“The team provide an excellent service with practical and commercial input that we have not found with anyone else.”
“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
“Highly informative. Having leading professionals deliver the TKU course really adds value.”
Fiona acts as chair of trustees for several clients and as sole trustee for others for ongoing final salary and hybrid schemes.
Fiona started her career in 1994 as Assistant Company Secretary for Bridport-Gundry Limited (now Bridport plc), also acting as inhouse Assistant Pensions Manager.
Fiona decided to focus solely on pensions, moving to work as Assistant Pensions Manager with SAUR Water and then Premier Hotels Limited where she undertook to bring in the administration of the GPP scheme.
Fiona moved into trusteeship when she joined us in 2001. Her wide experience means she understands the many complex challenges faced by schemes, sponsoring employers and co-trustees and is able to suggest pragmatic and effective solutions. She specialises in small to medium size pension funds.
Fiona has undertaken and successfully completed a Critical Thinking course run by Oxford University and has been a parent representative at her daughter’s school.
Qualifications: Qualified - Institute of Chartered Secretaries and Administrators (ICSA), Associate of the Pensions Management Institute (APMI).
7 Apr 2020
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31 Mar 2020
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12 Mar 2020
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