Gillian Graham

Client Director

Role

Gillian acts as secretary to the trustees for several clients and manages pensions project work.

Background & experience

Gillian worked in pensions in Edinburgh and South Africa before joining Punter Southall in 1999. She became a Principal in 2002 and was responsible for the Guildford office administration team.

Gillian was the driving force behind initiatives to obtain the Plain English Crystal Mark for member communications and the annual internal controls review. Latterly, she was Head of Administration Client Services and implemented auto-enrolment for clients.

Gillian has acted as a scheme secretary since 2009 and transferred to us in 2014 to focus on this role.

She is a PMI Fellowship Network Ambassador and is also secretary of the NAPF Thames Valley committee.

Gillian’s project management and organisational skills come in handy outside of work too, whether that’s for planning events like her son’s three day wedding or navigating her way around Moscow and St Petersburg.

Qualifications: Fellow of the Pensions Management Institute (FPMI), Master of Arts

Areas of specialism

• pension secretariat
• member communications
• pension increase exchange
• scheme closure & wind up
• pension governance
• scheme redesign