8th August 2023
Job Title: Head of Pensions Management
Job Location: Belfast
History timeline: 1999-2001 Pensions Administrator at West Sussex County Council, 2001-2009 Associate Consultant at Lane Clark & Peacock LLP, 2009-2011 Consultant at Aon, 2011-2021 Trustee Governance Manager at Bayer, 2021-Present Professional Trustee and Head of Pensions Management at Dalriada Trustees
I have over 23 years’ experience in the pensions industry. Prior to joining Dalriada I worked in-house for 10 years as Trustee Governance Manager and Scheme Secretary on a high profile £1.7bn scheme with multiple Defined Benefit sections and a large Defined Contribution scheme which had complex issues.
During my time there I led on projects, such as moving the DC scheme to a Master Trust, advisor management, advisor tenders and transitions and the set up and management of all governance frameworks. In particular I developed and delivered a DC governance framework which the Pensions Regulator used as a case study for other schemes, we also received commendations in our governance and effectiveness review with a third-party consultancy describing it as one of the best examples they had encountered of a really well-functioning scheme.
I have also worked for leading pensions consultancies both within their consultancy and administration departments, leading both DC and DB client teams.
At Dalriada I work as part of a team, delivering bespoke pensions management and trusteeship services to over 300 clients. I represent the South West team. The demands on in-house pension managers and teams are increasing. Having Dalriada Pensions Management as an extension to the in-house team will help pensions managers and in-house teams fulfil their roles effectively, provide additional bandwidth, and enable trustees to take strategic and informed decisions.
“We know that the role of pension managers and in-house teams is far reaching. That is why we offer a completely bespoke service that is flexible to meet the immediate needs of the client.”