Philippa Wilson

Assistant Associate

Contact Information

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Philippa has worked in pensions for 2 years and has previously worked as a pensions administrator for both DB and DC schemes.

Philippa’s role consists of providing support to the Trustees and coordinating with other team members to manage scheme business plans, organise trustee meetings and packs, and scheme governance.

She has Completed The Pensions’ Regulator Trustee Toolkit and is studying to undertake the exams for the PMI advanced diploma in retirement provision

  • Arrangement of Trustee meetings
  • Considering member cases for Trustee discretion
  • Liaising with advisers
  • Preparation of meeting packs
  • Preparing and updating business plans
  • Scheme Governance, Scheme Secretarial

Working as a third party administrator for large schemes

Processing of death and retirement cases

Understanding of divorce impact of members benefits

Liaising with members

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