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Pension Adviser Review and Selection Service

Over time, your pension scheme requirements change and provider services evolve. As part of  your governance strategy,  we can help you to assess your current advisers and where necessary select a new adviser to meet your requirements, whether this is an administrator, actuary, investment consultant, legal adviser or auditor.

Why a Pension Scheme Adviser Review Adds Value

In their guide to good governance the Pension Regulator (tPR) states how important it is that Trustee Boards regularly review the performance of advisers and service providers against documented service standards or objectives. Pi Consulting’s pension adviser review service not only helps you assess your current advisers, it can also help you to review contracts and understand how the various roles and responsibilities contribute to your overall governance framework. 

Pi Consulting’s pension review service leverages our extensive market knowledge, independence and the extensive experience of the Pi team. This includes not just our experience as a Third Party Evaluator but also as a primary user of such services through our work as both a scheme secretary and as an independent trustee.  This 360 degree perspective on the pension adviser market means whatever type of review is required your Pi consultant will work with you to understand your needs and deliver the assessment process efficiently and cost-effectively. Our services include all aspects of adviser reviews including benchmarking fees, operational assessments to help improve current services, through to a full adviser selection process. 

Our experience covers:

  • Pension administration
  • Actuarial
  • Investment consultancy and Fiduciary Management
  • Auditors and Covenant Advisers
  • Legal advisers
  • Master Trusts
“Pi’s market knowledge and ability to understand your specific requirements, adds value to all stages of an adviser procurement process, as well as minimising the time and input required from the Trustee Board. Their analysis is clear and well thought through, which all leads to recommendations that are relevant and understandable.”
Reward Manager
Multinational Financial Organisation

Delivering the Independent Pension Scheme Adviser Review Service you require

Benchmarking a current service
As pension services change over time it is important to reassess whether your adviser is still delivering value for money. Pi Consulting’s independent consultants can complete a detailed market analysis to compare your existing service providers against their relevant peer group. Reviewing current pension arrangements and benchmarking adviser contracts allows the Trustee Board to gain clarity on the service scope and cost effectiveness of your current advisers. This can include relooking at fixed fees versus actual budgets for ongoing services and for benchmarking standalone projects such as GMPe.
Improving your administration
Good administration is the foundation of your pension scheme governance. It directly impacts on your members and is the operational face of the Trustee Board. Changing an administrator can be a costly and complex exercise which is why our operational review service will work with you to understand and rectify where possible any current issues. Our experienced team can review your administration whether provided in-house or outsourced to a third party administrator. this can help improve service delivery and provide an objective and practical overview of the current service. Our operational assessment services can include time spent with your administration providers to help review and develop the service to fully meet the long-term needs of your pension scheme. We will aim to deliver clear and measurable outcomes , including appropriate mitigations and an agreed project plan to rectify any issues.
Choosing a New Pension Scheme Adviser
Ongoing consolidation amongst pension advisers, changes in requirements as schemes mature and issues with existing advisers can all lead to the need to appoint a new adviser. We work with you to understand your strategic requirements, your culture and your budget to help in selecting a new pension scheme service provider. Our in-depth market knowledge, combined with our 360 degree perspective of advisers means we can help you establish a suitable shortlist of advisers, undertake the procurement process and help in the selection of an adviser, best suited to provide the service and expertise you need. We can deliver all elements of the service or work with an in-house procurement department to ensure compliance with all of the relevant corporate requirements including data security and specific contractual elements.
Outsourcing your administration
As part of their risk management, Trustee Boards are increasingly looking to move their in-house pension scheme administration to a third party administrator. We can work with you to develop a suitable transitional plan which can include an assessment of the current service to help understand the risks of transition, how processes are documented to ensure there is effective knowledge capture as a first step in any potential outsourcing. Pi’s independent pension consultants combine extensive administration experience and market knowledge of best practice to ensure that potential outsourcing is considered fully and all aspects covered prior to any such move. This will include the potential for TUPE of the existing team, as well as options such as supplementary keyman risk cover.
Transition Management
We provide specialist project management to help facilitate the most efficient transition from one provider to another. Our support is based on our extensive practical experience of managing transition projects, our knowledge of the adviser market and our ability to act clear of any possible conflicts of interest. We provide independent support for the trustees to help smooth the transition and intercede where necessary between the incumbent and new provider to ensure any issues are resolved as quickly as possible.
Master Trust Review and Selection
With an increasing focus on value for money and the authorisation of the Master Trust market we are seeing an increasing trend for Trustee Boards and Employers to look at the benefits to members of moving to a Master Trust model for their defined contribution scheme. We can work with the Employer and the Trustee Board to look at how a Master Trust can provide the best solution for your members, whether they are current employees or deferred members. Our service is built on our combined knowledge not just of the Master Trust market but also our practical experience as a Trustee of assessing value for money. As well as helping with the Master Trust section we can provide additional independent due diligence for the Trustee Board, look at where master Trusts can complement an existing trust, possibly as a home for deferred members or as an “At retirement” vehicle to build in access to Dc flexibilities for members at retirement. We ensure the transition process is streamlined and efficient, tailored to work with your existing in-house pension team or as full project management.
Fiduciary Manager Selection and Review
The use of fiduciary management by pension schemes is increasing and there have been a number of significant developments amongst the fiduciary managers, whether it is consolidation of existing managers or development of existing propositions to help a greater range of clients. We specialize in working with smaller schemes looking to either review their existing provider in light of the CMA guidelines or those who wish to move to a fiduciary solution for the first time. We use the specialist research available from IC Select, an independent organisation and market leader in creating a standardised approach to assessing fiduciary manager performance. Their proactive approach to research means they are continuously monitoring and assessing the performance of key investment consultants and fiduciary managers. We combine IC Select’s research with our established selection process and our independent trustee and trustee executive appointments where we have fiduciary managers in place to help our clients understand what is right for them.
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Whichever review service you require, we will work with you to deliver the following:

  • Clear risk assessment
  • Project initiation document
  • Regular project reporting 
  • High level report and costing analysis
  • Robust audit trail

All of our projects follow Prince2 processes and are designed to help you reach an informed decision that delivers the best outcome for your pension scheme. 

 

Have a question?

Contact us on 020 8879 6500 or enquiries@pipg.co.uk

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Doug Ross

Independent Trustee

Doug is an accredited professional pensions trustee through the Association of Professional Pension Trustees. He has extensive experience in all aspects of scheme  governance having served as Chair and Board Trustee, as well as Sole Trustee in both the UK and the Republic of Ireland.

A Human Resources professional with considerable skills in people management, Doug has successfully led Trustee Boards through a wide range of activities, driving positive outcomes for members and sponsors whilst negotiating with all parties to find mutually acceptable solutions.

He has developed a significant number of pension communication exercises including the award-winning design and development of an ESG investment strategy in 2019. The multimedia approach to communication led to a 10% increase in new members and was seen to be an important aide to future recruitment by the Employer.

Doug also has significant knowledge and experience in the provision of Healthcare Professional Trustee services. This has ensured a robust service to members and provided significant cash-flow benefits and cost efficiency to the Company.

Lorraine Livings

Team Support

Lorraine supports three of our consultancy team with a range of services. This includes diary management, creating trustee meeting packs, assistance with member cases and management of action logs. Her highly collaborative and engaging manner makes her an integral part of any Trustee team.

Her role involves extensive interaction with Trustee Boards, helping them maintain CPD records and general scheme management duties. Lorraine’s background as a PA to directors in the insurance sector means she is well equipped to deal with demanding timescales and her attention to detail is an essential element of her role.

Angela Hills

Project Manager

Angela has over thirty years’ experience in scheme management. Prior to joining Pi Consulting in 2009, as a Group Manager within Mercer she had reporting responsibilities for 4 administration team leaders and up to 40 staff and was also a member of their “Best Practice Group”.

Since joining Pi she has been involved in a variety of project based appointments, including some emergency appointments where she has dealt with complex issues concerning property holdings, non regulated investments and some highly litigious situations. Her project management skills are essential in ensuring the best possible outcomes as efficiently as possible.

Angela therefore combines a practical approach to administration and extensive experience of design and implementation of efficient process delivery. She was a member of one of the Government’s “Speeding up Process” working parties and is a Fellow of the Pensions Management Institute

Anne Lechley

Independent Trustee and Scheme Manager

Anne has worked in the pensions industry for approaching 20 years, initially with a global benefit consultancy where she focused on member communications. On joining Pi Anne was originally focused on providing independent secretariat services and specialist project management for a variety of governance projects, including the design and delivery of trustee assessment programmes.

Anne has recently become an Accredited Trustee through the Association of Professional Pension Trustees and now works closely in delivering a range of Trustee Executive Services, including acting as a shadow trustee as part of Pi’s Sole Trustee governance framework. She continues to provide independent scheme secretary support to major UK pension schemes.

Anne also holds the PMI Certificate in DC Governance.

Chris Baker

Chair of Governance and Compliance Committee

Chris has extensive knowledge of occupational pension schemes with over 15 years of experience in the pensions industry. He provides support to a range of trustee boards including, governance and member engagement programmes. Prior to joining Pi Partnership in 2018, he was secretary to the Trustees at UK Power Networks for four years, where he provided secretarial support to the Company’s two defined benefit pension schemes.

Chris Baker’s background is in benefits administration and he is now an Accredited Trustee through the Association of Professional Pension Trustees. As well as working closely on more complex pension schemes with independent trustees, he also acts as a Shadow Trustee and as Chair of an administration sub-committee.

Elizabeth Debnam

Independent Trustee and Scheme Manager

Since working at Pi, Elizabeth has focussed most of her time developing Pi’s offering in fiduciary management procurement. She also works across Pi’s various other workstreams including trusteeship, governance, and secretariat. Elizabeth enjoys working as part of Pi’s diverse team of pension specialists to address the many challenges faced by DB and DC pension schemes.

Elizabeth is a highly qualified pensions professional with 18 years of industry experience. In previous roles, she has provided advice to both trustees and companies in relation to DB and DC schemes as a benefit consultant, an actuary, an investment consultant, and a fixed income specialist.  

Elizabeth is a Fellow of the Institute and Faculty of Actuaries (IFoA). She maintains an interest in training and continues to support the IFoA education and CPD processes.

Gill Mitchell

Compliance Officer

Since joining Pi in 2001, Gill has been central to Pi’ s successful operation and growth. Formerly Managing Director, Gill now acts as Company Secretary to the Pi Partnership Board as well as overseeing all of Pi’s compliance procedures. She is a member of the GDPR response team and in her role as Compliance Officer, she is part of the Governance & Compliance Committee (GCC). The GCC reports to the Pi Trustee Board and is instrumental to the oversight and management of our Sole Trustee appointments. Gill is responsible for the delivery of our AAF 02/07 reporting and checking our internal processes meet all required standards – ensuring we deliver the very highest standard of service to our clients is central to her approach to compliance management.

Greg Ireland

Head of Operations

As Pi’s Head of Operations, Greg is a core member of the Executive Management Team, with responsibility for all aspects of Pi’s operational support. His background in IT is fundamental to our approach to data security and he oversees our compliance with Cyber Essentials Plus, including the annual audit undertaken by an independent third party.

As well as operational aspects that underpin the successful delivery of our services to clients, Greg manages the Pi support team and oversees our internal HR requirements to ensure the Pi team are fully supported in their roles. He is a primary point of contact for Pi’s business continuity plans and a member of the GDPR response team.

Huw Davies

Independent Trustee and Scheme Manager

A Fellow of the Institute and Faculty of Actuaries with over 35 years’ experience in the pensions industry, Huw is an Accredited Trustee through the Association of Professional Pension Trustees. He provides technical support to our independent trustees, acts as a Second Trustee as part of our Sole Trustee governance framework and brings additional input to a range of Pi’s specialist governance projects. 

Prior to joining Pi, in a varied career at Mercer he provided advice to the trustees of both DB and DC schemes as benefit consultant, actuary, and investment consultant. He also acted as a pension trustee on a portfolio of Small Self-Administered Schemes. Huw is a regular contributor of articles and speaker at pension events.

Jenny Croxall

Independent Trustee

Jenny has over 10 years’ experience in the pension industry having qualified as an Actuary in 2008. She graduated from Oxford University in 2001 with an MA in Mathematics and as a Scheme Actuary worked across a wide range of schemes where she was involved in a number of complex funding negotiations and corporate restructures.

Since 2016 Jenny has focused on providing Independent Trustee services and is an Accredited Trustee through the Association of Professional Pension Trustees. Jenny now acts as Chair or Sole Trustee to a portfolio of appointments; her technical background and collaborative manner delivers pragmatic and cost-effective scheme management particularly suited to smaller schemes.

John Cooper

Non- Executive Chair

As Non-Executive Chair of the Pi Partnership Board, John brings a wealth of industry experience to the Board. His governance background coupled with his commercial expertise, has been a key part of our development as a firm.

John was formerly CEO of Employee Benefits at Marsh, before becoming Chief Operating Officer at Alexander Forbes, followed by senior roles at Standard Life and B&CE. 

John Oldland

Independent Trustee

One of the original founders of Pi Partnership, John now focuses on providing independent trusteeship. He is an Accredited Trustee through the Association of Professional Pension Trustees and a key part of John’s role as a trustee is providing strategic guidance and professional leadership to trustee bodies as Chair of Trustees. This strategic focus and experience of the trustee role enable him to provide clear leadership on complex issues and manage advisers appropriately.

John specialises in working with pension schemes faced with complex issues, such as sensitive funding discussions and employer covenant considerations. He has specialist knowledge of working with Non-Associated Multi-Employer Schemes and of working closely with the Pensions Regulator throughout a number of complex funding negotiations for professional partnerships.

John is also a member of the Chartered Insurance Institute.

Julia Tyrrell

Director

Julia is a co-founder and Director of Pi Partnership.  She was previously Chairman of one of the Raising Standard of Pensions Administration working parties that became the Pensions Administration Standards Association (PASA).

She has specialized over the last 10 years in the delivery of scheme buy outs, including in 2017 as scheme secretary to The Former Registered Dockworkers Pension Fund ensuring its successful £725m buyout. Most recently she has acted as project manager to a large scheme buyout overseeing all aspects of the latter stages of the buyout including the various complications arising from GMP equalisation and the various legislative updates.

Lauren Ireland

Consultant

Originally part of the team support, Lauren moved into consultancy at in 2020 as part of her ongoing development. Lauren now provides a range of trustee executive and secretariat support for a number of clients as part of a wider Pi team.

As well as supporting a senior consultant with all aspects of meeting management including sub-committee minutes, Lauren also undertakes all aspects of governance support including a proactive approach to action log oversight and scheme events planning.

Her attention to detail and strong project management skills makes her a vital part of the trustee executive services team. Lauren has developed and maintains a number of complex budget management tools able to integrate with company accounts as required. She is currently studying for the Pension Management Institute Diploma and is a Certified Risk Management Professional.   

Lisa Riordan

Governance Services Lead

Lisa has over twenty-five years of experience in the pensions industry, starting her career in pensions administration before moving into consultancy.  Since joining Pi in 2003 as a senior consultant, Lisa has delivered a range of Trustee Executive Services, including operational reviews and adviser procurement projects. She also acts as an independent scheme secretary to a small portfolio of clients where she is a highly valued member of the Trustee team.

She is responsible for developing our robust research processes and the efficient distribution of knowledge internally and as part of this research, has been involved in numerous meetings with administrators, actuaries and investment consultants from the leading pension service providers.

Lisa’s current focus is on the development of Pi’s risk management proposition, responding to the ongoing demands of the Single Code and the delivery of the ESOG requirements including the value of independent assessment.

Louise Newland

Team Support

Louise primarily supports  three of Pi’s independent trustees with a range of services. This includes diary and general scheme management duties.  She acts as a primary point of contact for reviews of a range of scheme documentation including member communications. Her highly collaborative and engaging manner makes her an integral part of the Pi team.

Prior to joining Pi in July 2021, Louise worked for a manufacturing organisation where her role included contract management and customer relations.

Tom Davies

Consultant

Tom is an experienced pensions professional who combines his technical knowledge with a practical approach to managing pension schemes. APMI certified, Tom started his pension career in pensions administration before moving into consultancy. He has worked with a number of clients where he has provided a range of services all of which have been designed to offer robust governance and ensure Trustees are secure in the knowledge that their pension scheme is being managed effectively.

Tom’s attention to detail and technical background means he’s able to provide scheme secretary services and project management support to Trustee Boards as required. His approachable manner and enthusiasm for delivering a quality service makes him a valued member of the team.

Lucy Tindal

Senior Consultant

Lucy has over 30 years’ experience of providing secretariat services, trustee executive support and strategic guidance to trustee boards (both DB and DC) and corporate clients. She has a sound basis in leadership, people and business management gained from many years working at a senior level at the House of Commons both as the Head of Pensions and Secretary to the MPs and Ministers Pension Scheme.

At Pi she has delivered a number of key governance projects, including Trustee Board assessments, governance design and implementation, operational reviews and adviser review support for high profile and complex schemes. She delivers Trustee Executive Services to a portfolio of clients, ranging from a full scheme management service to specialist secretariat support to one of the largest UK master trusts.

Lucy is a Certified Risk Management Professional and a member of the Pensions Management Institute.

Lynn Pointon

Independent Trustee

Lynn is an experienced pension professional, having spent over 30 years in the pensions industry and is a Fellow of the Institute and Faculty of Actuaries.

Until 2010, Lynn worked as an actuary with a number of large UK consultancies, supporting her clients through significant events such as funding negotiations, scheme mergers, corporate transactions and insolvency situations.

Since 2010, Lynn has focused on her role as a professional trustee, building up a portfolio of Chair and Sole Trustee appointments and is an Accredited Trustee through the Association of Professional Pension Trustees. . Her pragmatic and proportionate approach ensures efficient management of trustee business. She has managed complex projects including scheme mergers, corporate restructurings, liability management exercises and buyout transactions. 

Nav Donovan

Senior Consultant

With over 10 years’ industry experience, Nav now provides Trustee Executive and Secretariat services to Trustee Boards of complex arrangements including a Non- Associated Multi- Employer scheme.  She has worked on a range of operational and strategic issues including liability management, benefits (risk and voluntary), governance matters and reward.

Before joining Pi she was a senior pension associate at Ross Trustees, prior to which she was the UK Pensions Manager to Thales UK covering both their defined Benefit scheme and overseeing the delivery of a suitable solution for auto -enrolment. Her role at Thales included close co-operation with a number of stakeholders, including the Company, Trustees and Unions. A member of the Pension Management Institute,  Nav has used her project management skills to ensure the delivery of a number of complex projects, recognized by industry awards in 2014 and 2015.

Paul Black

Independent Trustee

Paul has worked in the pensions industry for over 30 years, and for the last 4 years as a professional, independent trustee. As well as being a qualified actuary he is an Accredited Trustee through the Association of Professional Pension Trustees

Paul is an experienced Chair as well as acting as co-trustee where his specialist investment knowledge brings additional skills to the Trustee Board. Prior to moving into trusteeship, he was an investment partner with LCP, where he provided investment consulting advice to clients. This included the development of a range of investment strategies for both DC and DB arrangements covering the design of default funds and journey planning, aiming for self-sufficiency or buy-out.

His specialist investment knowledge and actuarial background combined with his experience as a professional trustee enable him to add significant value to the operation of a trustee board. He can support his fellow trustees through complex investment strategies, challenge advisers constructively and help agree on suitable funding objectives for the pension scheme.

Roger Cooper

Head of Trusteeship

Roger is Head of Trusteeship at Pi Trustees and has over thirty-five years of experience in the benefits industry. An Accredited Trustee through the Association of Professional Pension Trustees Roger is also a Fellow of the Pensions Management Institute (PMI), is on the committee of the PMI Trustee Group and a regular speaker at PMI seminars.

Roger now acts as Independent Chair to a portfolio of trustee boards, with both defined benefit and defined contribution sections.  He works with a range of different sectors including the media, logistics, not-for-profit and charitable institutions. His technical expertise, collaborative approach and commercial awareness enable him to deliver a pragmatic, proportionate, and disciplined approach to all his professional, independent trustee appointments.

This includes helping address conflicts of interest, dealing with the impact of mergers and acquisitions, and managing complex valuations.

Ryan Tompson

Technology Support

Ryan joined Pi in August 2021 and provides support for Greg Ireland, as Head of Operations. He maintains the operational infrastructure that enables us to support our clients in a secure and effective manner. This involves ensuring the integrity of our systems, carrying out penetration testing on a regular basis.

His role as a business analyst links the needs of the Pi business with the IT infrastructure to ensure the smooth running and stability of Pi’s systems to support all of our client systems.  The introduction of increased remote working and integration with a number of external systems means that Ryan’s role continues to evolve.

Sandra Harvey

Consultant

Sandra provides a range of scheme secretariat trustee board services. She has over 20 years’ experience in the pensions industry as a key member of in-house pension teams including GUS, Pearson and GlaxoSmithKline prior to joining Pi Consulting in October 2016.

In her role as pension scheme secretary, she has been involved in the design of governance procedures and protocols as well as the implementation of risk management frameworks. Sandra provides specialist secretarial support for main boards and a range of committees designed to cover a number of complex scenarios. She is also experienced in the use of web-based documentation and governance systems.

Sandra is an Associate of the Pensions Management Institute (PMI) and has a Degree in Mathematics with Theoretical Physics. She also holds PMI Pension Trusteeship Award and Certificate. 

Sarah Jeffrey-Gray

Independent Trustee

Sarah has acted as an independent trustee for over 20 years where her legal background and pragmatic approach has made her a highly valued Chair of Trustees to a number of pension arrangements. She has expertise with DB, DC, and Death in Service Master Trusts and has acted either as Chair or Sole trustee to over 60 schemes in her time as a pension scheme trustee.

Sarah is an Accredited Trustee through the Association of Professional Pension Trustees and after graduating in law from Cambridge University was initially engaged as a corporate lawyer, Sarah later specialised in pensions and trusteeship. This included developing an independent pension scheme trustee practice, through the associated corporate trustee practice owned by Burges Salmon LLP.

Sarah now acts as Trustee to a portfolio of clients; she regularly works with the charity and not-for-profits sectors. She has a detailed understanding of the demands of this sector and is also a trustee of a Charity in a personal capacity. Sarah has also been involved with specialist trustee training and board effectiveness reviews. Until ceasing to practice as a solicitor in early 2016, she was a full member of the Association of Pensions Lawyers.

Sarah Marshall

Independent Trustee

Sarah graduated from Oxford University in 2007 with a Master’s in Mathematics and qualified as an Actuary in 2011. Sarah now focuses on providing Independent Trustee services and acts as Trustee on several Defined Benefit and Defined Contribution schemes. Her combination of technical knowledge with a clear and concise manner adds value to a trustee board. She is frequently appointed as a sole trustee and has extensive experience in streamlined scheme management and working closely with the employer in this role. She has also developed member engagement programmes for Defined Contribution schemes, including holding Q & A sessions with the membership and increasing the visibility of the trustee role.

As well as being a member of the Institute and Faculty of Actuaries, Sarah Marshall is an Accredited Trustee through the Association of Professional Pension Trustees where she was previously a council member with responsibility for finance.

Dr Dermot ’Skip’ McMullan

Independent Trustee

Skip has been a trustee for over 25 years and as an independent trustee for over 15 years. He is an Accredited Trustee through the Association of Professional Pension Trustees and his appointments include Independent Chair of Trustees for the Bank of America UK scheme (DB and DC), Trustee Director of the Bank of America Merrill Lynch UK scheme and recently retired from the Board of the London Pension Fund Authority (LPFA), which delivers local government pension scheme (LGPS) administration services and manages assets on behalf of Greater London Authority (GLA) and some 230 other employers.

As well as having extensive experience working with DB pension schemes, Skip is Chair of Trustees for one of the largest DC pension schemes in the UK and is at the forefront of developments in DC governance standards, member communication, and investment design. His expertise in this area has been recognised by the investment strategy of the year awards from ‘Engaged Investor’. Skip has a background in finance and brings a robust risk management approach to trustee boards, including an understanding of counterparty and financing risk.

Sue Shanahan

HR Support

Sue joined Pi in November 2019, having previously been PA to a Managing Director in the commercial sector. Her role is now focused on providing support to Greg Ireland, as Head of Operations. This includes diary management, support for the Executive Management Team and general office management duties.

Sue also deals with Pi’s HR requirements where her warm and engaging manner helps support the Pi team.

Susan Smith

Senior Consultant

Susan has over thirty years’ experience in the pensions industry, working in benefits consulting, administration, secretariat services, and pensions management. She now provides Trustee Executive Services to a number of trustee boards as well as delivering a number of key governance projects, including Trustee Board assessments, governance design and implementation, operational reviews and adviser review support for high profile and complex schemes.

Prior to joining Pi in 2011, Susan worked in a variety of roles within Mercer, undertaking various management duties. She worked with a range of trustee boards, employers, and advisers in helping to establish appropriate and proportionate governance frameworks.

A prominent member of the pensions industry, she is a Fellow and previous Council Member of the Pensions Management Institute (PMI), for whom she is a regular speaker.

Tim Sansom

Trustee Support

Tim has over 30 years’ experience in the pensions industry with an extensive knowledge of both defined benefit and defined contribution arrangements.  A technical analyst he has managed a number of pensions teams and been responsible for the successful delivery of a range of complex projects. Most recently he has overseen a GMP equalisation project and designed, implemented and overseen the processes and procedures that enabled c350 group schemes to bulk surrender over £300m of funds from Utmost Life and Pensions over  a six month period. 

Having spent a significant time with Equitable Life, Tim has a strong understanding of the pensions business provided by insurance companies and has over 8 years’ experience as a Pension Trustee for a large Defined Contribution scheme.  

Amanda Burden

Director

Amanda is a Board Director of Pi Partnership Group and leads the development of Pi’s services. She works closely with clients, the Pi team and professional advisers to ensure all of Pi’s services meet the changing needs of the pension market and deliver clear value to Pi’s clients.

Amanda has over twenty-five years’ experience in the pensions industry and, as well as ensuring Pi’s services continue to meet the needs of our clients in a rapidly changing pension landscape, is also a member of Pi’s Executive Management Team. She provides specialist project management for clients on a range of services, including adviser selection and review, trustee board assessment and governance design.

As well as being a Fellow of the Pensions Management Institute (PMI) and Chair of the PMI London Group, Amanda holds PMI certificates in Pensions Automatic Enrolment and DC Governance, was a past Prince2 practitioner and is a Certified Risk Management Practitioner.