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.
Transfers from DB to DC schemes has been widely spoken about as result of more options available. Leading to trustees being more thorough when providing information and transfer options.
As retirement decisions can be complex, why not consider using Me2 to provide simple, helpful education and full interactive modelling tools to members to aid understanding of the various options available to them?
Trustees of defined benefit (DB) pension schemes face a quandary. How can they best help members make good decisions when it comes to accessing their pension benefits, ask Barnett Waddingham’s Jane Ralph and Liam Mayne?