Susanna advises trustees of occupational pension schemes acting as Scheme Actuary to 13 schemes of various sizes.
Susanna’s clear advice and good people skills have helped her develop good relationships with the trustees of her Scheme Actuary clients becoming a well trusted adviser (she has now been Scheme Actuary to some of her schemes for over 15 years). Susanna enjoys carrying out training and this is always well received.
Around half of Susanna’s clients are in the not for profit area. She also advises a number of clients across other industry sectors.
Significant experience:
- assisting a scheme in deficit in planning for the flight path to buyout
- advice to UK and multi-national clients their pension accounting disclosures
- working with investment consultants on her Scheme Actuary clients to provide advice on bulk annuity transactions
- advice on section 75 debt and apportionment options on restructuring of an employer
