Bethany provides support actuary services to several DB schemes with assets of up to £200m and is a scheme actuary to a £30m DB scheme.
She is a scheme actuary, and has extensive experience of providing a wide range of advice to trustee and corporate clients. This includes advice in relation to: valuations, PPF levy consulting, actuarial factor and transfer value reviews and corporate accounting work, as well as governance support and general pensions consulting.
Bethany is an experienced client account manager, liaising regularly with trustees and scheme managers, as well as sponsors, to deliver advice and to complete actions on time and to a high standard. She also acts as secretary to the trustees for a £200m DB scheme.
"Bethany has supported the scheme actuary since 2013, delivering all actuarial work on time and in an effective manner. Her organised and pragmatic approach means that the scheme is run efficiently and she is always on hand to answer any of our queries. She is our primary contact and is fully involved in helping us with our trustee duties - I am very comfortable with all she does."
Significant experience:
Advising trustees and schemes managers on valuation results and negotiations in both complex situations and short timescales
- working collaboratively with external investment advisers to ensure investment and funding strategies are aligned, including
- working alongside fiduciary managers to provide an effective LDI solution
- managing clients with complex benefit structures and pensioner buy-ins
- helping clients reduce their PPF levies, understand the D&B scoring system and identifying possible areas of mitigation
Other expertise:
Beth is a member of the firm’s Pensions Actuarial Technical Committee, which provides the tools and training to enable the pensions actuarial teams to tackle new and difficult pensions issues.
