Kathy co-ordinates all day-today activities for a range of trustee secretary appointments and supports our team of independent trustees.
Kathy began her career in 1984 in pension scheme administration working for British Shipbuilders in-house pensions department. She moved to Aon Hewitt where she held a number of senior roles, most latterly encompassing financial and operational responsibility for three administration teams.
Kathy’s joined us in 2013 and her role covers all aspects of managing defined benefit (DB) and defined contribution (DC) pension schemes. Working as part of the wider pension secretariat team, she supports our trustee secretaries on large appointments.
Kathy played a key role in implementing our assurance reporting framework to achieve AAF 02/07 accreditation.
As well as surviving 30 years in pensions, Kathy also made it to the end of a zip line through a rain forest despite her fear of heights!
Qualifications: PMI Qualification in Pensions Administration & Retirement Provision Certificate
“The sole trustee shift”
15 Jan 2020
What do you think about sole trusteeship? A sensible, cost effective way of ensuring a pension scheme is well managed, or an option exposed to...
“Sole trusteeship & a successful small scheme buy in”
16 Dec 2019
From a substantial funding shortfall to achieving a buy-in in eight years, this case study looks at sole trusteeship and the journey towards a...
“Spare a thought for the pension administrators... ”
9 Dec 2019
...who now have yet another step to complete in the DB to DC transfer process! Given that pension scams continue to be a major problem, and...
