“The trustee training was a very well-paced overview which gave opportunity to explore ideas and question more deeply at key points.”
“These days, Boards need real expertise on tap (with excellent back-up) to cope with a constantly evolving and more regulated environment. HR Trustees is geared to delivering that.”
“Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.”
“Ever increasing regulation has placed a heavy burden on trustees both in terms of time and the risk of non-compliance. HR Trustees has the experience and the resources to help trustees manage these burdens.”
“In any major corporate transaction, time is of the essence. HR Trustees’ pragmatic commercial approach helped us manage the pensions aspects of our group re-structure to ensure a positive outcome for all parties. ”
“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
Fiona is a Scheme Manager at HR Trustees Limited. She acts as chair of trustees for several clients and as sole trustee for other clients for ongoing final salary and hybrid schemes.
Fiona started her career as Assistant Company Secretary for Bridport-Gundry Limited (now Bridport plc), also acting as in-house Assistant Pensions Manager.
Fiona decided to focus solely on pensions, moving to work as Assistant Pensions Manager with SAUR Water and then Premier Hotels Limited where she undertook to bring in the administration of the GPP scheme.
Fiona moved into trusteeship when she joined HR Trustees, qualifiying as an APMI in 2005. Her wide experience means she understands the many complex challenges faced by schemes, sponsoring employers and co-trustees and is able to suggest pragmatic and effective solutions. She specilaises in small to medium size pension funds.
Fiona has undertaken and successfully completed a Critical Thinking course run by Oxford University and has been a parent representative at her daughter’s school.
17 Aug 2018
This case study looks at how we were appointed as sole trustee for a pension scheme where relationships between the trustees and employer had...
9 Aug 2018
The work of a pension trustee never really stops. Even during the summer when the rest of the world seems to pause, at least for a few weeks, we...
3 Aug 2018
A fair proportion of our recent prospective pension trusteeship clients have been talking about fiduciary management. Many seem keen to consider...