Alison has been a professional trustee since 2012 and is based near York. She is an experienced professional trustee with over 30 years working in pensions. She became a professional trustee following a career as a pension consultant and actuary and joined BESTrustees in 2024.
Alison has worked as a Trustee with defined benefit, defined contribution and hybrid schemes from a range of sectors including banking & insurance, chemicals, oil and gas and manufacturing, many with parent companies based overseas. Her current portfolio includes schemes with assets ranging from £10m to over £300m and includes both Chair and Sole Trustee clients.
Alison’s experience and approach can help most schemes, but her specialism is tidying schemes up and taking them on the journey to buy in and ultimate wind up. She has successfully concluded winding up on six schemes as a professional trustee and many more are well advanced on this journey.
Alison is a well organised and logical thinker with strong communication skills who brings extensive and in-depth technical and practical experience on a wide range of pension matters. With her background, including as a trustee and corporate adviser, she is able to find pragmatic solutions for many of the issues now facing trustee boards.
Alison is a fully accredited professional trustee with the APPT. Away from work, Alison enjoys skiing, reading and gardening.
Specialist areas: Buy-ins, buy-outs and wind up; financial risk management (including investment and funding strategies); day-to-day scheme operation