Head of Trustee Executive Services
Lisa has over twenty-five years of experience in the pensions industry, starting her career in pensions administration before moving into consultancy. Lisa is a member of Pi’s Executive Management Team and oversees the delivery of all aspects of Pi’s Trustee Executive Services. She has delivered a range of Trustee Executive Services, including operational reviews and adviser procurement projects. Lisa also acts as an independent scheme secretary to a small portfolio of clients where she is a highly valued member of the Trustee team.
Lisa’s current focus is on the development of Pi’s risk management proposition, responding to the ongoing demands of the General Code and the delivery of ESOG requirements in a cost effective and streamlined manner. She is also responsible for developing our robust adviser research processes and has been involved in numerous meetings with senior management at the leading pension service providers as part of our Third Party Evaluation support.
What Do You Enjoy Most About Your Role
My interactions with the people with whom I work – my colleagues, my clients and fellow professionals in the industry. These interactions have made my career enjoyable combined with the knowledge that, we make a difference to so many people’s retirements.
Interests Outside of Work
A member of a Social Outdoor Fitness Training group I also have a new found love of hiking.
Top Achievement To Date
Trekking in Nepal in 2022.