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We know that many Pension Schemes only require an accounting service annually, for preparation of Annual Reports. Our accounts preparation service offers full liaison with Trustees, administrators and auditors as necessary.

We have also been engaged to provide interim management services to one of the largest multi-employer pension schemes in the country. This service has spanned some 9 years, on and off, covering for sick leave, maternity leave and just providing another paid of hands when necessary, or for project work. Amongst other things, we have prepared management accounts and Board reports, established an Alternative Investments accounting service and carried out covenant reviews.

I worked closely with Geraldine from April 2016 to September 2017 in the pensions department of a major financial institution, overseeing the accounting function of various group pension schemes. In her role as pensions finance manager, she very capably oversaw her allotted portfolio of schemes. Due to various operational circumstances beyond our control, it was a specifically challenging time for the department and Geraldine was instrumental in contributing to our collective success.

She demonstrated a remarkable administrative and management ability, planning and organizing her workflow to ensure her own and departmental deadlines were met and that all internal and external reporting was provided on time. She excelled at managing the relationships and expectations of clients and other stakeholders, always ensuring that all interested parties were well informed and kept up to date on progress. At the same time, she assisted greatly in the training of junior staff and imparting them with valuable accounting knowledge, not to mention mentoring them in the expectations of corporate life.

I am happy to recommend Geraldine’s services. She is always professional and extremely competent. She impressed everyone she worked with and it was a real pleasure working with her.

Head of Finance, in-house Pensions Department, London

 

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