“Very broad, comprehensive trustee training course covering a wide range of topics. Excellent!”
“Proactive in driving the agenda and leading the scheme on its logical journey.”
“A major problem with the pension fund needed skilled, constructive help - which was given!”
“The trustee training course lecturers' explanations and willingness to answer questions were most valuable - even silly ones - although I have learnt there are no 'silly questions' that trustees should ask.”
“Back in the day there was a large trustee board, with several independents (from the financial world) and the ex-Chairman of the company was offered the role as Chair of Trustees as a sweetener when he stepped down. Unionised company then divided - broad range of active members. They needed some expertise, consistency and leadership during this time. Wanted a serious/professional to lead and guide the trustees. ”
“Colin provides expert trusteeship. He guides former employees not familiar with legal constraints and restrictions - he is aware of them and helps solve problems - very happy.”
Suzi is responsible for marketing and the internal and external communication of our business.
Suzi started her career in 1995 with Towers Perrin advising trustees and employers on all aspects of occupational pension schemes and broader employee benefits.
In 2001, Suzi joined Hazell Carr to help establish a new pensions consultancy. She developed joint services with professional connections, assisted regional offices with business development and oversaw the transition of outsourced actuarial and administration contracts.
Suzi joined Punter Southall in 2004 to strengthen business development and marketing. She then headed up marketing and communications for Hargreaves Lansdown Corporate Solutions, gaining extensive workplace pensions experience including governance and provider management. In 2010, she founded a consultancy specialising in employee and pensions communications.
Suzi has been a non-executive director (NED) since 2010, sitting on both main group and subsidiary boards. Her actuarial training and risk management expertise have been put to particularly good use as an audit and assurance sub-committee member.
At home, Suzi can usually be found out in the paddock looking after her sheep and alpacas.
Qualifications: Fellow of the Institute and Faculty of Actuaries, BSc Hons Mathematics.
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