Toby co-ordinates all day-to-day activities for a range of scheme secretarial appointments.
Toby started his pensions career in 2012 at Mercer, before becoming an in-house secretary to the trustees and pensions manager at Lockheed Martin for six years. His responsibilities included running the trustee board through triennial valuations, scheme returns, audits, annual reports, meetings and buy-out negotiations. He worked with a range of pension schemes, including defined benefit (DB), defined contribution (DC), group personal pensions and master trust, and ran pension presentations and inductions for staff.
Toby has experience in pension divorce cases, transitions to master trust and winding up schemes, as well as work in the wider benefits and compensation space.
Toby joined us in 2023 from Aztec Financial Services where he worked as a senior benefits specialist, managing private medical, income protection, life assurance and flexible benefit schemes across Europe, the Middle East and Africa (EMEA), as well as pensions.
Toby has written several novels and is a published games journalist and critic.
Qualifications: Bachelor’s degree
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Direct property investment is usually a relatively small element of a pension scheme’s assets,...
‘ Tales of common sense prevailing ’
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Regulation is a funny thing. It’s there to help, but so often seems to baffle or hinder us...
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Registered office: 11 Strand, London, WC2N 5HR
