Jo Holden

Jo is the Head of Trusteeship and a member of the Pi Executive Management Team. As Head of Trusteeship, Jo leads the development of our Professional Trustee proposition, including Sole Trusteeship and meeting the expanding range of endgame solutions. She supports the Pi team across the country and works closely with our clients and stakeholders to build upon our regional presence.

A fully accredited professional pension trustee with the Pensions Management Institute, Jo has over 20 years of pensions experience working on DB, DC, DC Master Trusts and Life Assurance Schemes working in London, Manchester, Bristol, Hong Kong and the United States.

Previously as a Professional Trustee, Jo worked on a wide portfolio of clients in the Banking, Finance and Charity sectors as lead and alternative Director, with schemes ranging from c.£10m to DC Master Trusts over £5b in AUM.

Providing an excellent insight into the working relationships trustees have with their sponsors, Jo has also previously held corporate roles. While at HSBC, Jo was Head of Governance of the HSBC Master Trust, managing the Supervisory Regime and requirements with The Pensions Regulator, and in her executive role led on the risk and governance aspects of the commercial strategy. In addition, Jo spent 7 years managing the banks global pension risk exposures of the c.130 employee pension plans both DB and DC.

Jo has also held roles as a pensions consultant and in-house pensions manager at Mercer and Aon, with secondments at the PPF, DWP and large global corporations, before taking on Non-Exec Director (NED) roles in 2019.