Barbara-Ann holds a Scheme Actuary certificate and has gained experience of a wide range of pension scheme work on behalf of trustees and employers including scheme funding, accounting disclosures, and PPF related work. She is also responsible for the day-to-day management of the Leeds actuarial team.
Barbara-Ann covers all areas of trustee consulting work but she has a particular interest in scheme governance and administration.
Her clients vary in size and cover a wide range of industries. She aims to provide clear, concise advice in a friendly manner that enables her client to fulfil their duties.
- secretary to the trustees of a large pension scheme in the media industry
- has produced a Scheme Governance framework document enabling clients to monitor the risks inherent in their scheme on a day to day to basis
- involved in all aspects of providing advice on Scheme Funding
- involved in all aspects of preparing company accounting disclosures, including advice on assumptions, preparation of disclosures and liaison with third parties in relation to disclosure collation