Beth advises trustees and sponsors of defined benefit pension schemes on a wide range of actuarial issues.
Beth provides Scheme Actuary advice to Trustees as well as advising corporate clients. This includes advice in relation to funding, actuarial factors, PPF levy consulting and corporate accounting work, as well as governance support and general pensions consulting.
Beth also supports in providing advice to schemes throughout the PPF assessment period, particularly “PPF +” windup cases where schemes are looking to secure benefits with an insurer.
Beth is an experienced client account manager, liaising regularly with trustees and scheme managers, as well as sponsors, to deliver advice and to complete actions on time and to a high standard. Her clients range from £10m to £200m across a range of sectors.
"Beth has supported the scheme actuary since 2013, delivering all actuarial work on time and in an effective manner. Her organised and pragmatic approach means that the scheme is run efficiently and she is always on hand to answer any of our queries."
Significant experience
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Advising trustees on Scheme Actuary matters relating to funding negotiations, journey planning and monitoring
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Designing and delivering complex GMP equalisation and conversion project, restructuring complex pension increases and underpins to simplify benefits making them insurable
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Preparation of corporate accounting disclosures and PPF levy support
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Working collaboratively with external investment advisers to ensure investment and funding strategies are aligned, including working alongside fiduciary managers to provide an effective LDI solution
Other expertise
Beth is a member of the firm’s Pensions Actuarial Technical Committee, which provides the tools and training to enable the pensions actuarial teams to tackle new and difficult pensions issues.