Jane’s approach is to first understand the objectives of the key stakeholders; then provide clear, considered, complete and concise advice; before delivering the most appropriate solution in the most efficient way.
In her 25 plus years in the pensions industry, she has advised the full spectrum of clients from listed global multinationals to small family owned businesses with assets ranging from £3 billion to £20 million. She has advised companies on benefit design changes, scheme merger and harmonisation, liability management, scheme funding negotiations, longevity transactions, M&A activity and accounting disclosures. In addition Jane historically advised Trustees and therefore has a good understanding of the approach trustees and their advisers might adopt.
Jane’s extensive experience, clear advice and proactive approach has helped her to become a trusted consultant to a wide range of UK & multi-national businesses.
Jane has prior experience as a Scheme Actuary providing insights into the approach Trustees are likely to adopt. She has some experience of PRA requirements for financial organisations.
TPR has published its annual funding statement, aimed at trustees and sponsoring employers of DB pension schemes undertaking scheme funding valuations. It provides guidance on expectations and indicates how they intend to step up their oversight.
2018 a year to remember? Whilst Brexit and other world-changing events were going on, the pensions industry was embarking on its own journey into unchartered territory as it continues to develop to ensure it remains fit for purpose.
Defined benefit pension schemes are widely acknowledged to be in decline and entering an era of run-off. However as is often the case with pensions, the timeframe over which this is expected to play out is, shall we say, a little longer than normal!
The next in our series of forums discussing current topical issues from the perspective of the employer
Location: Hogarths Hotel, Solihull, Birmingham