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
“PPF levy invoices - where are they being sent this year? ”
24 Sep 2020
Confused about where your Pension Protection Fund (PPF) levy invoice for 2020 is being sent? The mystery is solved! I called the PPF to...
“WFH – webinars from home”
15 Sep 2020
Whether you have returned to the office now for a couple days a week or still working from home, how many more webinars have you attended since...
“Managing costs and delivering value”
9 Sep 2020
I’m privileged to act as both an independent trustee and a professional scheme secretary. Although the roles are quite different, I find each...
