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
“Trusteeship is all about relationships”
2 Jul 2020
Making relationships work well should be considered an art form . From experience, it’s one I know a professional trustee needs to be a master...
“Investment with the benefit of hindsight”
11 Jun 2020
With all the turmoil we’ve seen in investment markets recently, I thought it would be interesting to look at what pension schemes should have...
“Master trusts: the future directions for these popular schemes”
26 May 2020
In a nutshell, the future of defined contribution (DC) pension master trusts is they will be bigger and better, but there’s a risk they’ll become...
