Kate has over 20 years’ experience in the pensions industry and will be using her expertise to support trustees in the running of their scheme, delivering a range of key secretarial, governance and project management services.
Kate’s most recent role was as a Reward Pensions Specialist at Leeds Building Society providing strategic advice and trustee secretariat support – including managing a DC Master Trust transition and implementing a retirement transfer arrangement. Kate had previously spent 18 years as a Consulting Actuary at Willis Towers Watson, providing actuarial and consultancy support to trust-based pension schemes, as well as managing a range of risk reduction projects.
Daniel Taylor, Client Director at Trafalgar House, said:
“In the current environment, effective scheme management and governance is paramount. We are therefore very pleased to be able to welcome someone with Kate’s expertise to the team. Kate brings with her a wealth of knowledge and hands-on experience from funding, risk, scheme strategy and project handling – and will be a valuable addition to our secretariat service.”
Kate Hall, Secretary to the Trustee at Trafalgar House, said:
“As specialists in administration and scheme support, I was immediately drawn to Trafalgar House. Schemes require more expert support than ever, so I am looking forward to putting my experience into practice and showing the strategic side to the secretariat role. Whether through scheme change projects, governance, or simply more effective management of responsibilities, the scheme secretary position has been expanding in its value and importance. I am keen to show the benefits the role can bring and help Trafalgar House further expand the service.”
Kate has been a Fellow of the Institute of Actuaries (FIA) since 2003 and holds the PMI Award in Pension Trusteeship.
Trafalgar House Announces Shelly Macnab in new Head of Service Delivery Role
Trafalgar House, the pensions administration specialist, has today announced the appointment of experienced administration operations expert Shelly Macnab as Head of Service Delivery, a new role that focuses on delivering solutions that ensure the continuation of Trafalgar House’s best-in-class service.23 July 2021
Trafalgar House expands member communication services with two new senior hires
Trafalgar House, the pensions administration specialist, has today announced the expansion of its member communication team with two new senior appointments. This growth is aimed at further developing member engagement as well as increasing support for trustee communication exercises.14 July 2021
Siemens Pension Schemes appoint Trafalgar House
Trafalgar House, the pensions administration specialist, today announced its appointment by the Siemens Benefits Scheme and the Siemens Healthineers Benefits Scheme. The schemes have a combined membership of 59,500 and will transfer administration to Trafalgar House in two phases; the first half completing on 1 September 2020 and the second on 1 December 2020.03 September 2020