
Timeline
About me
Independent Professional Pension Trustee for DB Pension Schemes | Corporate Trustee & Director
Education

Cheltenham grammar school
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London business school
1978 -Lbs and bradford business school – ucmds course (unilever's graduate program)
Cranfield university - cranfield school of management
1995 -Strategic management
Icma centre
1978 - 1980Institute of cost & management accountants | icma parts i & ii
University of oxford
1972 - 1976St edmund hall | chemistry, ba hons, ma
Experience

Unilever | birds eye walls
Jan 1976 - Jan 1983Unit managerAfter graduating from Oxford I started at Unilever as a Graduate Trainee and gained my commercial education and operations experience at Birds Eye. My last role at Birds Eye was as Unit Manager responsible for running a factory of over 1000 workers.

Northern foods
Jan 1983 - Jan 2000Divisional managing directorDuring my time at Northern Foods I held several management positions across a number of Northern Foods businesses. I started at Baron Meats, a £20M turnover business and finished as Managing Director for the Cakes, Desserts & Pudding Group with a turnover of £150M.1998 – 2000: Managing Director, Cakes, Desserts & Pudding Group1994 – 1998: Managing Director, Gunstones Bakery1993: Managing Director, Bowyers Wiltshire Ltd1991 – 1993: Managing Director, Pork Farms1983 – 1990: Series of senior roles Show less

Mack
Jan 2000 - Jan 2005Main board director | managing director, multiples divisionAs MD of the Multiples Division, I had complete P&L responsibility for the company which at the time had a £350M turnover. As Main Board Director, I was also responsible for managing the company’s DB pensions scheme. Through my involvement in managing a pensions scheme from a corporate’s perspective, I realised not only my interest in pension trusteeships but also the need to manage pensions in a business like and professional manner. Mack is one of the UK’s largest suppliers of fresh produce, suppling major supermarkets, independent retailers and foodservice operators. Show less

Grey matters now
Jan 2006 - Jan 2009PartnerGrey Matters Now was a project helping individuals in their 40s/50s who’d been made redundant to take the opportunity to explore opportunities outside of their existing career and transition into self-employment if desired. This project helped me clarify my interest in pursuing trusteeship roles.

Capital cranfield
Jan 2009 - Jan 2015Client director | independent pension trusteeI joined as an Independent Pension Trustee and built up a portfolio of 10 pension scheme trusteeships.

Aaa trustee ltd
Jan 2014 - nowDirector & founding partner | independent professional pension trustee for db pension schemesAs a Director of AAA Trustee, I am one of the Founding Partners and along with other experienced trustees and senior corporate finance experts, our mission is to manage clients’ Defined Benefits (DB) pension schemes using the same standards one would use to run an efficient business. Our aim to provide clients with the level of control and professionalism they should expect from their trustees.For FDs and CEOs responsible for their company’s DB Pension scheme, the benefits are twofold:1. More predictability through budgeting and controlling the costs of running the pension scheme. This can more than halve the cost of running your DB pension scheme.2. A realistic investment approach based on open dialogue. The investment approach is agreed and risks that are taken are measured, diversified and clear. AAA Trustee operate on both a ‘business as usual’ and project basis. As well as focusing on the day to day reaction capacity to environment changes and proper focus on asset and risk management, there may be times when you need a Corporate Trustee who can work on projects or help with a pension crisis. The AAA Trustee team also brings together British and international expertise to bridge the cultural gap and implement mutually beneficial pension strategies.Full compliance is central to our business. By combining pension knowledge, business judgement with understanding of your rules, we can deliver the best possible outcome for you and for the members.AAA Trustee can operate as:- One of your trustees, part of a wider board- Your corporate trustee director- Your sole trustee- Your Chair of Trustees- Your Scheme Secretary Show less
Licenses & Certifications
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Pension trusteeship – db and dc
Pensions management institute (pmi)
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