ITS A TEAM EFFORT
Our team prides itself on providing the best standard of professional trusteeship and governance in the industry bar none.
We achieve this through bringing the best talent into our business and ensuring high quality delivery of services through regular peer review, governance meetings and our monthly Client Executive forum.
Our peer-review processes ensure that not only specific pieces of work are discussed, but that bigger picture issues of governance and strategy are also regularly considered. The Client Executive forum is where Directors can discuss complicated client matters and obtain valuable assistance from their colleagues to ensure that clients receive the expertise of not just the lead and second Directors, but ITS as a whole, at no additional cost.
Some of the measures we take to ensure that all our Directors (and team members) keep up to date include:
Please review the profiles of our team members to find out more or alternatively click the CV icon to identify those members of our team most suited to meeting a specific requirement via their areas of expertise:
Chris was one of the founding Directors of ITS in 1991, becoming Managing Director in 1997.
He is a well known industry figure who has led our work in a number of high profile schemes, some of which have involved periods of particular challenge to the trustees. Chris has also acted an as expert witness in court.
Chris has received a number of personal accolades including “Independent Trustee of the Year” awards and being named in the Most Influential People in Pensions lists on multiple occasions.
Hetal joined ITS from university in 1999, becoming a Director in 2005.
He runs a portfolio of ongoing clients as well as having overall responsibility for our PPF teams.
Hetal has also led a number of special projects, including the tracing and recovery of misappropriated assets.
Hetal is an Associate of the Pensions Management Institute.
Janine is a Fellow of the Institute of Actuaries who joined ITS in September 2015.
Prior to joining us Janine, who is based in Manchester, spent 20 years with a leading advisory firm predominantly acting as Scheme Actuary and corporate adviser. She has also served as scheme secretary to a number of pension schemes, so brings a truly rounded perspective to the trustee role.
Janine has advised on a variety of pensions issues including liability management, asset de-risking, scheme mergers and corporate transactions. Her wide experience across both DB and DC schemes extends to winding up both kinds of arrangement.
With over 20 years’ experience in pensions, Rachel is a Director of ITS, representing the firm as Lead Director on professional trustee appointments in relation to pension schemes with assets between £25m and £2.5bn, some of which have Pensions Regulator involvement. Most of her time is spent on leading trustee appointments, and she is also a statutory director of the firm.
Rachel is a qualified Solicitor and Fellow of the Pensions Management Institute. She holds the PMI Level 3 Certificate in Pension Trusteeship Units 1 (formerly APT) and 2 (the new Soft Skills Exam) and is a member of the Association of Professional Pension Trustees.
Prior to joining ITS, Rachel was UK Governance Leader for Mercer’s Retirement Business.
John joined ITS in January 2020 from Coats Group plc, where he was Group Pensions Director, via an interim Head of Pensions role at Manchester Airport Group.
After a time at insurance companies and consultancies, John has held senior in-house Head of Pension roles including at National Grid and Sainsbury’s Supermarkets.
John is a Fellow of the Pensions Management Institute and an Associate of the Chartered Insurance Institute.
Dinesh, who joined ITS in October 2016 has a background in managing domestic and international pension arrangements with some of the UK’s most prominent employers. Most recently he was the Global Head of Pensions and Benefits at Britvic Soft Drinks prior to which he was Head of Pensions at the John Lewis Partnership.
Dinesh has wide experience as a Trustee and Chair of trustees, not just of pension schemes, but also of charities.
Mark has an advisory background and joined ITS in 2018. His growing portfolio of schemes includes both DB and DC and includes sole trusteeships. These have a variety of challenges and sizes.
Mark’s extensive experience working with trustee boards and sponsors makes him a particularly effective communicator and negotiator. His special interests include strategy development and de-risking.
Helen has been at ITS since 2007, becoming a Director in 2018, and currently has day-to-day responsibility for ITS’s Trustee Support Team.
She has significant experience of providing trusteeship services to a variety of schemes, with specific skills for schemes that are in the process of securing benefits with an insurer, are going through a restructuring exercise or that have entered a Pension Protection Fund (PPF) assessment period.
Helen holds the PMI Award in Pension Trusteeship and is a Fellow of the Pensions Management Institute (FPMI). She likes to keep active and is a keen cyclist.
Tegolin joined ITS in March 2020. She is a qualified actuary with over 15 years experience in the finance industry, having previously worked in investment consulting, asset management and retail banking.
For the last 10 years, Tegolin has been an investment consultant at Mercer and more recently a Strategist,
working with pension schemes to help design a funding and investment strategy that best meets their objectives and delivers member benefits.
Tegolin is a Fellow of the Institute of Actuaries (FIA), and has specialised in risk management to also qualify as a Chartered Enterprise Risk Actuary (CERA).
Akash joined ITS in April 2020. He is a qualified actuary with over 25 years’ experience in pensions consulting. Akash’s main area of expertise is bulk annuities and he has arranged some of the most interesting transactions in the market – large and small. Prior to that he was an adviser to trustees and sponsors of schemes of all sizes.
He also has experience in GMP Equalisation matters and managing data consulting projects. Akash is a Fellow of the Institute and Faculty of Actuaries (IFoA). He chairs the IFoA member interest group on bulk annuities and the data sub-group of the industry-wide GMP Equalisation Working Group.
Sarah has worked in pensions in the North West for over 30 years; as a pensions consultant in two major consultancies, Mercer and KPMG. In these roles, she advised on DB and DC pensions, and was involved in a number of liability reduction exercises, scheme closures and wind-ups. Prior to joining ITS, Sarah subsequently worked for 11 years at the Co-op group, where she was Head of Trustee Services and Secretary to the £11bn DB/DC hybrid scheme.
She has extensive experience in dealing with challenging pension issues, building positive engagement with all stakeholders and has implemented many complex scheme strategy changes and led on improvements to scheme governance.
Sarah is an Associate of the Pensions Management Institute.
Frank joined ITS in May 2018 having held several senior leadership positions as a Senior Partner at Mercer.
He brings deep experience in managing DB risk, having worked with clients on numerous transactions and successfully lead Mercer’s Global proposition and growth in that space until his retirement from the firm in 2017.
Frank is a Fellow of the Institute of Actuaries and previously held the position of Chair of Staple Inn Actuarial Society.
Andy joined ITS in 2017. He combines trusteeship with being the CEO of the Invensys Pension Scheme which is a £5bn, predominantly DB, hybrid scheme.
Andy has a financial background, originally from the insurance sector.
He was previously the CFO at Rothesay Life and at Paternoster, two bulk annuity specialists. Prior to that he worked for the Prudential in a number of finance roles, ultimately moving into marketing where he was responsible for the profitability of the Prudential’s pension business.
Dianne first became a Pension Trustee in 2007 and joined ITS in 2015. She leads our work in the DC arena, with experience across DC master trusts, single employer schemes, Independent Governance Committees and sole trustee appointments.
With over 30 years’ experience in investment, governance and trusteeship in Australia and the UK, Dianne is especially interested in enhancing member outcomes through effective member communications and engagement.
Dianne holds the PMI Certificates in DC Governance and Trusteeship, and is a member of the Association of Professional Pension Trustees.
She is a Fellow of the Financial Services Institute of Australasia and a graduate in Arts and Business (BA, MBA (Hons)).
Graham Bryant joined ITS in January 2018 after a long career with Shell, the last 13 years as a manager in Group Pensions.
He has a varied business finance background and experience in a wide range of pension schemes, working with both sponsor and trustee boards across all aspects from benefit reviews, valuations and chairing an investment committee.
He has led project teams carrying out scheme wind-ups and buy-outs including innovative insurance transactions. He is also a Trustee Director of the Shell Contributory Pension Fund.
Graham is a qualified chartered accountant with a Masters in accounting and finance and has the Award in Pension Trusteeship.
Nita, who has a legal and company secretarial background, joined ITS in 2010.
She represents ITS on a variety of schemes, both DB and DC, and has been involved in all stages of the lifecycle of a pension scheme from setting up both DB and DC schemes to scheme closure, buys in and buy outs and transfers to master trust.
In addition to being a qualified solicitor, Nita is an accredited mediator and sits on the council of the Association of Professional Pension Trustees where, as current Chair, she is heavily engaged in the establishment of the accreditation regime for professional pension trustees.
Ian joined ITS as Sales & Marketing Director at the beginning of 2020, joining from Capita Employee Solutions where he was Head of Sales (Pensions & Benefits).
Ian has over 30 years’ experience of business development and marketing roles in pensions, employee benefits, retail financial services, life insurance and general insurance sectors.
Som joined ITS in 2008 having worked for several years in pensions administration. He was part of the discontinued schemes team firstly at Higham Group (now part of Capita) and then at Mercer.
At ITS, Som carried on his work on the wind-up of discontinued schemes including several FAS and PPF cases as well as solvent buyouts.This included the wind-up and eventual buy-out of the Uniq plc Pension Scheme, overseeing large projects such as a full data-cleanse, GMP reconciliation, and a complex communications exercise at the end of wind-up.
He has recently taken up a new role as Sales & Marketing Executive supporting Directors on new business opportunities and related sales and marketing tasks including development of promotional material, maintenance of client databases, management of social media content and website development.
Sue joined ITS in 2010 and works alongside our professional trustees on a portfolio of on-going schemes, undertaking a range of scheme management activities. Prior to ITS, she worked for two years with the Pension Protection Fund, as a relationship manager for a large third-party administrator.
She has also worked closely with the in-house pension management teams at BT and Atos Origin supporting discrete pension scheme restructuring exercises. She is a member of the Pensions Management Institute (PMI) and holds the PMI Award in Pension Trusteeship and DC Governance.
Jacqui has been at ITS since 2009, having previously been at a leading firm of pension consultants where she provided Technical support for Trustee bodies and employers and was involved in preparing and presenting a wide variety of Trustee Training programmes. She became a Senior Trust Officer at ITS in 2018, and currently has day-to-day responsibility for one of the ITS Trustee Support Teams.
She has significant experience of providing trusteeship services to a variety of schemes, with specific skills for schemes that are in the process of securing benefits with an insurer, are going through a restructuring exercise or that have entered a Pension Protection Fund (PPF) assessment period.
Jacqui holds the PMI Award in Pension Trusteeship.
Karen joined ITS in 1998. Since joining ITS, Karen has been primarily involved in the running of discontinued schemes, with significant experience in scheme wind ups and buy outs and taking Schemes through PPF assessment.
In addition, Karen has recently taken on a support role in ongoing sole trusteeships and is the appointed Secretary to the Trustees for 2 ongoing Schemes.
Karen holds the PMI Award in Pension Trusteeship.
Paul joined ITS in October 2018 having worked in all aspects of Trust-based pensions administration and projects for over 20 years.
Paul’s role at ITS sees him form part of our Pension Protection Fund team and provide Scheme Secretary services to a number of ongoing schemes.
Michael joined ITS in April 2020 and has over 12 years’ experience working with Trust based occupational pension schemes. He began his career with Mercer in 2007 as a graduate, where he worked for 8 years providing pension consulting and Trustee secretariat services for a portfolio of clients.
Michael has also worked for the in-house Trustee support teams at the sponsoring employers of two of the UK’s largest private-sector pension schemes.
Daniel joined ITS in 2014 from Towers Watson, previously working there as a DC Pensions Consultant. His pensions career started in 2000 doing in-house DB pensions administration for a variety of local government bodies, before moving onto DC consultancy in 2006, prior to joining ITS.
He holds an award in Local Government Pensions Scheme Administration, is part-PMI qualified and has also attained the Award in Pensions Trusteeship (APT).
Clement joined ITS in early 2019 from Mercer having held various position as a Senior Pension Administrator for a number of DB Schemes.
He started his career at Merchant and Navy Pension Administration (MNPA Ltd which later became part of JLT) working there for almost 8 years. He holds the Award in Pension Trusteeship and is a student member of PMI.
Jo joined ITS as a Temporary Secretary in 1996 and is now Personal Assistant to the Executive Chairman. She has experience of working in a very busy and demanding environment both at Board and Director Level.
During the course of her employment with ITS, Jo has seen and adapted to many different situations in order to meet the evolving needs of the Board, Directors and Clients.
Di joined ITS in 2009, joining from a local firm of solicitors where she was as a legal PA.
She has previously worked in local council services, banking, retail and the hospitality industry. She is proud to be “part of the ITS family”.
Georgie joined ITS as a Personal Assistant in 2015, previously working in Pensions Payroll at JLT.
Since joining ITS she has enjoyed developing her skills as a Personal Assistant and building strong working relationships with colleagues and clients.
India joined ITS in 2020 as a Personal Assistant, most recently working in a Front of House role and has previously been a PA .
She is hoping to hit the ground running in her new role and is looking forward to developing strong relationships with her new colleagues and clients.
If you are a member of one of the pension schemes we act on behalf of as a trustee, or your enquiry relates to one, please contact Georgina Milton.
If you are interested in finding out more about the services we provide, please contact Ian Terry.
4th Floor, Cannon Place
78 Cannon Street
London
EC4N 6HL
+44 (0) 20 3786 6251 (Georgina Milton)
+44 07788 491 582 (Ian Terry)
