Lucy is a Partner and Senior Pension Management Consultant based in our Cheltenham office and one of the dedicated governance specialists within the Pension Executive and Management Services team. As well as focussing on the provision of secretarial and governance services, Lucy specialises in supporting special projects.
Lucy is our Head of Guaranteed Minimum Pension (GMP) Project Delivery, leading all aspects of delivering Rectification and Equalisation projects. She managed our internal project to update our systems and processes to support the delivery of administration of equalised GMPs and is currently helping clients to do the same.
Lucy has experience of working with a variety of mainly DB clients across the full spectrum of governance services, helping them to operate more efficiently for the benefit of their members.
Significant experience:
- Providing general consulting and scheme management services to full service clients, including a FTSE 250 pension scheme
- Undertaking governance reviews and advising on the New Code and Effective Systems of Governance
- Management of projects including benefit re-design, wind-up and scheme mergers
- Operations Manager to retirement and investment consulting teams, managing strategic decisions, training and recruitment
- Scheme secretary to a variety of clients, supporting trustees and pensions managers in the day-to-day smooth running of their pension schemes
- Cyber security for pension schemes
- Advising trustee boards on trustee effectiveness
