
Is AAF fit for today? What should Trustees be considering?
Is AAF fit for today? What should Trustees be considering? AAF 01/20 reports began appearing
We are delighted to welcome back Simon Davies to the Pi team.
An enthusiastic and experienced Scheme Secretary, Simon has over 15 years’ experience in the pensions industry and has built upon his technical knowledge to provide a quality secretariat service to trustee boards of Defined Benefit and Defined Contribution schemes.
His proactive approach, attention to detail and collaborative approach, makes him a great addition to our team. As well as being a great mentor, Simon has been involved in a range of complex operational and strategic issues, including overseeing a successful pensioner buy-in, finalising GMP rectification and the delivery of a range of de-risking exercises as part of a planned route to buy-out, so is able to add value to a range of different Trustee Boards. His excellent people skills mean he has a hands-on approach to the role of Secretary, and he is currently engaged in the delivery of the General Code as well as supporting Pi’s buyout management solutions.


Is AAF fit for today? What should Trustees be considering? AAF 01/20 reports began appearing

Pension scheme data cleansing goes beyond correcting member records. It involves reviewing scheme documents, understanding past decisions and addressing issues that can affect members’ benefits. From a professional trustee’s perspective, this article explores why projects become complex and how expertise, constructive challenge and timely decisions help trustees navigate them.

Good-quality pension scheme data is fundamental to effective governance, compliance and risk management. As systems become increasingly interconnected and AI adoption grows, trustees must understand how data is managed, shared and scrutinised to support better decisions and member outcomes.
Everyone has different needs, and we support this balance offering true flexibility in how our people manage their time and fully support part time working and a family friendly approach.
We believe in clear and transparent communication and create regular opportunities for internal communication. Our regular business updates and opportunities to input into the business ensures everyone feels part of the team and on the same page at Pi, ensuring our hybrid working model is effective regardless of where you are based.
Nurturing every Pi Person is important to us and we want to ensure everyone has the opportunity for continued professional development by providing the space to do this alongside client commitments. Everyone has an individual Personal Development Plan catered to them, whether they are on the start of their journey with Pi or those looking at ways to transition into the next stage of their careers.
Everyone has the opportunity for a regular development and progression review and everyone has ownership over their own development with input and guidance of senior member of the team where required.
We provide regular opportunities to share knowledge amongst our teams through Lunch Time Learn in sessions and actively encourage involvement and participation into this.
We are an open, friendly and supportive team who thrive in a flexible and autonomous environment. Our people are trusted to get on with things, adding value and individual contribution, whilst maintaining a good work life balance and ideally having fun along the way.
We want to ensure we cultivate our special culture and our focus is to maintain our exceptional engagement levels. We are proud to have been awarded the Sunday Times Best Place to Work for small businesses in 2023 and 2024, and also in 2025 after moving to the medium-sized business category.
Our employee ownership structure is central to our philosophy of making sure every Pi Person is part of our success story, contributing to how we run the business, and sharing in the profits. We know that being successful is not just down to numbers, it’s about our people who all contribute in their unique way to our success and creating a working environment where everyone has a voice.

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.