Jo McCulloch FIA

Associate

Contact details

Jo advises both trustees and sponsors of defined benefit pension schemes.  She has experience of a wide range of actuarial and consultancy work including valuations, benefit design, corporate accounting work, member communications, and investment strategy reviews.

Jo’s main area of expertise is in assisting pension scheme trustees manage their ongoing plans towards meeting member benefits in full.  This includes advising on funding, investment, covenant and governance risks.


Significant experience

  • advice to trustee clients on scheme funding and valuations
  • advice to employers on accounting issues
  • advice to trustees on governance arrangements and responsibilities
  • advice to trustees on general pensions issues, including factor reviews, regular updates and maintaining expertise on current pensions issues

Other expertise

Jo also co-ordinates the graduate recruitment programme for our Amersham office.