PI PARTNERSHIP - Key Persons
Job Titles:
- Chartered Accountant
- Professional Trustee
- Trustee and Chair of the Finance, Audit and Risk Committee of UK
Alison, a Chartered Accountant by original qualification, became a Professional Trustee after a career in investment management latterly as a portfolio manager investing in fixed income and alternative assets with an interest in sustainable investment and ESG. She has experience in devising and implementing investment strategies and has sat on a number of Investment Committees. Alison is currently a Professional Trustee on a number of Schemes. Her experience includes working with several DB schemes in preparation for buy-out and wind-up as well as implementing and maintaining effective governance structures, applying a rigorous yet proportionate approach to risk management.
Job Titles:
- Board Director of Pi Partnership Group and Leads the Development of Pi
- Director and Governance Specialist
Amanda is a Board Director of Pi Partnership Group and leads the development of Pi's services. She works closely with clients, the Pi team and professional advisers to ensure all of Pi's services meet the changing needs of the pension market and deliver clear value to Pi's clients.
Amanda has over twenty-five years' experience in the pensions industry and, as well as ensuring Pi's services continue to meet the needs of our clients in a rapidly changing pension landscape, is also a member of Pi's Executive Management Team. She provides specialist project management for clients on a range of services, including adviser selection and review, trustee board assessment and governance design.
As well as being a Fellow of the Pensions Management Institute (PMI) and Chair of the PMI London Group, Amanda holds PMI certificates in Pensions Automatic Enrolment and DC Governance, was a past Prince2 practitioner and is a Certified Risk Management Practitioner.
Job Titles:
- Professional Trustee and Scheme Manager
Job Titles:
- Chairman of Governance and Compliance Committee
Job Titles:
- Company Secretary
- Compliance Officer
Job Titles:
- Director
- Head of Operations
- Member of the Executive Management Team
Job Titles:
- Professional Trustee and Scheme Manager
Job Titles:
- Non - Executive Chair of Pi Partnership Ltd
Job Titles:
- Head of Trustee Executive Services
Job Titles:
- Scheme Secretary and Governance Consultant
Job Titles:
- Chairman of the Institute of Cancer Research Pension Scheme
- Professional Trustee
Job Titles:
- Scheme Secretary and Governance Consultant
Job Titles:
- Chairman
- Professional Trustee
Paul is an experienced Chair who also acts as co-trustee where his specialist investment knowledge brings additional skills to the Trustee Board. Prior to moving into trusteeship, he was an investment partner with LCP, where he provided investment consulting advice to clients. This included the development of a range of investment strategies for both DC and DB arrangements covering the design of default funds and journey planning, aiming for self-sufficiency or buy-out.
Job Titles:
- Director and Professional Trustee
Job Titles:
- Associate of the Pensions Management Institute
- Scheme Secretary and Governance Consultant
Sandra is an Associate of the Pensions Management Institute (PMI) and has a Degree in Mathematics with Theoretical Physics. She also holds PMI Pension Trusteeship Award and Certificate.
Job Titles:
- Professional Trustee and Scheme Manager