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
“Professional trustee accreditation: B+”
26 Apr 2019
Most trustees sitting on pension scheme boards will be seeking the best outcomes for their members and having an increased level of knowledge and...
“GDPR: the nightmare revisited!”
18 Apr 2019
I’m sorry to bring back the agonies of this time last year, but as pension trustee secretary I’ve started the first review of my clients’ GDPR...
“Pensions Age: The Royal British Legion”
17 Apr 2019
This Pensions Age article features a case study about one of our clients, the Royal British Legion, and credits {cms_selflink page='mark-fletcher'...
