Collette Graham APMI

Principal and Senior Client Relationship Manager

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Collette is a Senior Client Relationship Manager responsible for the day-to-day delivery and project work for some of our larger administration clients.

Her extensive experience and technical knowledge along with her proactive approach enables her to support and meet her client’s needs. She also leads the pension administration Client Relationship Manager Team ensuring we understand our clients' needs and priorities.

Collette has over 30 years' experience within the pensions industry and a wealth of knowledge and expertise relating to service delivery for Defined Benefit (DB), Defined Contribution (DC) and hybrid schemes. Collette has the advantage of having worked for both in-house and third party administrators giving her experience across all aspects of administration.

Significant experience:

  • Leading client relationship for a mix of large DB, DC, and hybrid schemes.
  • Problem solving, bringing solutions to Trustees with particular experience in complex and unusual issues. Takes time to understand the issues that arise and provides technical support and guidance balanced alongside a pragmatic and practical approach.
  • Being a sounding board to clients for administration matters.
  • All aspects of service delivery and in particular challenging member and scheme issues.
  • Managing large, demanding and complex project work for example, implementing and managing significant scheme changes including scheme closure, GMP projects, introducing new benefit structures, new DC funds and de-risking exercises.
  • Secretarial and governance services for occupational pension scheme clients.
  • A member of the firm's Pension Administration Planning Group, which is responsible for planning and developing strategy within the pensions administration business.



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