Karen MacKenzie

Karen works for both small and large clients as pensions manager and secretary to the trustees. She has expertise in the management of defined benefit and defined contribution schemes. Karen is a Fellow of the Pensions Management Institute & of the Royal Society of Arts.

 

Her toolkit includes: managing all aspects of pension schemes, implementing large scale projects, secretarial services to scheme trustees, implementing changes to pension arrangements, merging and closing pension schemes, outsourcing to third parties, review and selection of advisers and training trustees and pensions administrators.

Phil is a pensions IT manager. His specialism is analysis, systems and data.  He has expertise across defined benefit and defined contribution schemes. Phil is a Member of British Computer Society.

 

His toolkit includes: Pension system development, providing solutions for users, data cleansing, data extracts, developing case work systems for managing administration, reporting systems for trustees, pension increases, benefit calculation specifications and benefit statements.

Phil Naughton
Tim Gibbons

Tim is a pensions IT developer. His specialism is analysis, systems and data.  He has expertise defined benefit and defined contribution schemes.

 

His toolkit includes: Bespoke solutions to data, calculations and processing, data cleansing, data extracts, developing case work systems for managing administration and reporting systems for trustees.

Sarah Chambers

Sarah has worked on defined benefit and defined contribution schemes in insurance companies, third party administrators and in-house administered schemes. She has dealt with all aspects of administration.


Her toolkit includes: Scheme administration, benefit calculations and benefit statements, data cleansing and data rectification, pension increases, procedure manuals, reviews of administration, trustee papers and reports.

Tina Barrett

Tina has worked on defined benefit and defined contribution schemes for third party administrators and in-house administered schemes. She has dealt with all aspects of administration.


Her toolkit includes: Scheme administration, benefit calculations and benefit statements, data cleansing and data rectification, pension increases, procedure manuals, user acceptance testing and reviews of administration.