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
“Fiduciary manager selection ”
14 Oct 2019
This case study looks at how our independent fiduciary manager selection process helped the pension trustees gain valuable knowledge and increased...
“Five key considerations when selecting a master trust pension scheme”
4 Oct 2019
Choosing the right master trust is perfectly achievable if you have clear objectives and requirements. Read Clare Owen's REBA article to help...
“Legislation too heavy a solution for raising TKU standards”
26 Sep 2019
In its response to The Pensions Regulator (TPR) consultation on the future of trusteeship and governance, Punter Southall Governance Services...
