A bit about me
I love travel and I was lucky enough to have lived in some fantastic places in my youth (including Nepal for a couple of years). I’m a self-confessed bargain hunter and you’ll find me shopping for Christmas presents in the January sales. In my spare time, I try to pursue my creative passions such as writing and painting and I’m an enthusiastic (but not accomplished) DIY-er.
Experience
I joined Muse in 2023 and support on a range of client projects and I’m currently overseeing a rectification project required prior to a scheme’s move to buy-out, bringing both technical expertise and good governance practices to the project.
I’m also a key member of our admin adviser research team maintaining regular contact with advisers and providers in the market, to ensure that we are up to date with what each administration provider is currently offering, along with any upcoming developments.
Prior to joining Muse, I worked in Isio’s Operational Excellence in Pensions team which focussed on assisting Trustees and/ or sponsors in improving their admin operations. My role was varied, and involved managing benefit audits, conducting admin reviews, carrying out due diligence exercises for both insurers and Trustees prior to transaction, progressing adviser selection reviews and consulting on rectification projects.
During this appointment I was fortunate enough to be given the opportunity to carry out one to one member pensions guidance sessions for an external client during a benefit change project. I also delivered seminars to NHS staff members relating to their benefits and what McCloud would mean to them, and prepared and distributed detailed pensions tax training to an external pensions provider.
Outside of my day job, I have previously been a volunteer for (what was) The Pensions Advisory Service and I participated in the PMI’s mentoring programme
Qualifications & Industry links
- Advanced Diploma in Retirement Provision and Fellow of the Pensions Management Institute (FPMI)
- Institute of Leadership and Management (Associate) (AIoL)
- Bsc (Hons) Sociology
