Amanda Osborne

Trustee Director

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Amanda is a highly skilled professional trustee with significant experience in pensions administration, operational management and project management for all types of pension schemes.

Amanda works as professional trustee for a number of schemes, large and small, with a particular focus on governance. Her strength lies in applying her broad operational pension governance and project management skills to help companies, trustee boards and other parties get to grips with important and complex scheme and governance matters.  Amanda oversees our Discontinuance Team which coordinates and delivers scheme wind up projects.

Amanda is fully accredited as a professional trustee by the Association of Professional Pension Trustees and is an accredited trustee with the Pensions Management Institute.

  • Adviser reviews
  • Buy-ins
  • Closure to future accrual projects
  • Liability management exercises
  • Member communications
  • Mentoring lay trustees
  • Overseas parent company
  • Project management
  • Scheme mergers/De-mergers
  • Scheme wind up
  • Headed a team that completed a £1.6 billion scheme buy-in
  • Ran training courses for experienced and new member nominated and employer nominated trustees
  • Completed a number of scheme mergers including investments, member comms, legal
  • Previously head of a wind-up team for DB and DC schemes
  • Completed closure to future accrual projects including engagement with members, legal rule changes, physical calculation to complete the project effectively
  • Experienced in enhanced CETV and PIE exercises
  • Overseas parent companies, Japan, France and US
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