Rita Liu

Trustee Manager

Contact Information

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Rita has over 15 years’ experience in the pensions industry, including over 11 years as a consulting actuary at the Government Actuary’s Department.

Rita has expertise in building and maintaining collaborative working relationships with various stakeholders, managing and leading time-sensitive projects.

Rita has successfully completed the Trustee Toolkit, and is in the process of becoming a fully accredited professional pensions trustee.

  • Actuarial background
  • Building collaborative working relationships
  • Buy-in/Buy-out/Wind-up
  • Member communications
  • Public sector pension
  • Project management
  • Scheme secretarial
  • Valuation basis negotiation
  • Providing scheme secretarial and governance services for schemes with asset size up to £3bn
  • Recently involved in a high profile buy-out exercise with very time-sensitive timescale
  • Two more similar buy-in / buy-out projects in the pipeline
  • Managing complex projects including GMP reconciliation/equalisation/rectification, Barber reconciliation and rectification
  • Managing member communications in order of events within the same month, and ensuring members are not overwhelmed.
  • Challenging adviser fees appropriately
  • Actuarial technical knowledge and ability to challenge advisers
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