Andrea is the Operations Manager for our Leeds office and ensures the smooth running of our administration and projects teams. The Leeds Administration Team currently looks after a portfolio of approximately 60 occupational pension schemes.
Andrea is also a Client Account Manager for a number of occupational pension schemes where she is responsible for providing trustee secretarial and governance duties as well as administration services. Andrea is also a member of the firm’s pension administration planning group, which is responsible for planning and developing strategy within pension administration business.
She manages a portfolio of occupational pension schemes as well as staff management of approximately 40 administrators. Andrea’s clients include occupational pension schemes; including Defined Benefit, Defined Contribution, Hybrid and CARE schemes.
Significant experience:
- managing a portfolio of clients including DB, DC, Hybrid and CARE schemes
- attending trustee meetings and carrying out trustee secretarial and governance services for occupational
- project management including scheme wind ups and implementations
- developing staff through training and coaching, allowing them to establish individual roles and learn key skills.
