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Pi Partnership appoints Joanne Holden as Head of Trusteeship

Pi Partnership is delighted to welcome Joanne Holden to the Pi team as our new Head of Trusteeship and member of the Executive Management Team. This is part of our ongoing development plans to support the growth of our Professional Trustee proposition. Jo will be replacing Lynn Pointon, in line with our ongoing succession planning. Lynn will continue to be a valued member of the Pi team and will be focusing on her clients and trustee appointments.

Jo brings with her over 20 years’ experience in the pensions industry with a focus on trustee and governance services across DB, DC, Master Trusts and Life Assurance schemes. With increasing oversight of the professional trustee market, Jo’s experience of working closely with the Regulators to ensure the best outcome for members, her robust attention to detail, exceptionally high standards of client delivery, and collaborative approach, will be a great asset to the Pi team and our client base.

As Head of Trusteeship, Jo will support the Pi team across the country continuing to work closely with our clients and stakeholders, as well as building upon our regional presence.

Jo Holden

“We are delighted that Jo is joining the Pi team. Her background in pensions trusteeship and corporate governance enables us to build upon our presence in the sole trustee market, as well as add depth to our DC Master Trust experience. This role is a key part of Pi’s future ambitions for growth and also enables us to support Lynn in her future plans to focus on her client appointments. The Pi team wish to thank Lynn for the leadership she has provided in this role and welcome Jo as she helps Pi manage the increasing TPR oversight, changing client requirements and ongoing development of our Pi team.”

Simone Lavelle, CEO of Pi Partnership

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Amanda Burden

Director and Governance Specialist

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.

What do you most enjoy about your role:  Successfully delivering complex projects and creating a happy team environment.

Interests outside work: Travel, theatre and as part of Abundance London helping create beautiful spaces in urban settings.

Top achievement to date: Competing in the 2005/06 Round the World Clipper race.