Jeni Flanagan DipPFS

Principal and Senior DC Consultant

Photograph of Jeni Flanagan

Contact details

Jeni is a Principal and a Senior Client Relationship Manager. She is an experienced DC consultant and provides advice to a wide range of corporate and trustee bodies in relation to their Defined Contribution (DC) workplace pension arrangements. This includes scheme design, restructures, ongoing governance and member engagement.

By working with corporate and trustee bodies, Jeni is acutely aware of the overarching aim of enhancing member outcomes and enables these by providing clarity and focus to our DC strategy advice and tailored solutions.

Jeni is particularly experienced at supporting employers with DC pension compliance reviews, addressing issues such as contribution and auto-enrolment errors via audits and due diligence reviews and heads up our internal audit working group on these matters. She has also provided support to a number of employers and trustees with transitioning from own-trust arrangements and consolidating to master trusts.
 


Significant experience

  • Advised on scheme design, provider selection and implementation of group pension arrangements.
  • Supporting corporate and trustee bodies with DC consolidation exercises so clients can streamline their arrangements into good quality schemes.
  • Providing independent governance support.
  • Delivery of member presentations and one-to-one employee information sessions.
  • Providing implementation and project planning oversight in scheme design, investment and provider changes.
  • Advised employers in relation to meeting their auto-enrolment duties.

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