Rachel Pegrum FIA CERA

Rachel provides actuarial and consultancy advice to trustees on the funding and management of their defined benefit pension schemes.

Rachel advises trustees on scheme funding and member options and provides support on governance matters. She also provides advice to employers on accounting disclosures.

She works with a range of clients, including both open and closed pension schemes. She has experience of working with a range of sponsoring employers, including not-for-profit organisations.

Rachel is a line manager in BW's London Actuarial Consulting team, where she is also responsible for the recruitment of actuarial graduates and summer students.

Significant experience:

• Advising trustees on scheme funding and other related matters.
• Accounting advice to the sponsors of UK and overseas retirement arrangements.
• Benefit rectification work, with a particular focus on GMP equalisation and data cleanse activities in the lead up to and following a full scheme buy-in.
• Helping clients reduce their PPF levies, understand the D&B scoring system and identifying possible areas of mitigation.