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.
What Do You Enjoy Most About Your Role
The variety of aspects involved and outstanding support from colleagues.
Interests Outside of Work
Top Achievement To Date
Securing a repayment of surplus to a charity on winding up a scheme having identified a misinterpretation of the scheme rules by a former trustee board.