I have 30 years' experience of providing audit, assurance and advisory services as a chartered accountant. I am a dedicated pension specialist. My clients include pensions schemes of all sizes including those with multi-billion pound net assets.
I am a Director of the Pensions Research Accountants' Group (PRAG) Executive board, having chaired the Executive for eight years, speaking regularly at conferences and events. I play a key role in the pension sector and sit on a number of working party groups shaping best practice in the industry, in particular covering the PRAG SORP Working Party and others on investment related matters.
I am author of the book Practical Pension Scheme Accounting, which offers practical guidance on the preparation of the report and accounts for occupational Trust-based schemes under the pension SORP and latest regulations.
My internal roles have included Risk Partner for 10 years and I currently head the Pensions Audit team.
What I Do
- Pension scheme financial statement audits
- Pension scheme internal audit
- Master Trust assurance reporting
- Assurance work
- Risk and governance
My Clients
- Defined benefit and defined contribution schemes
- Hybrid Schemes
- Master Trusts
- Common Investment Funds
- Investment funds
Memberships
- Director, Pensions Research Accountants Group (PRAG) Executive Board
- Member, PRAG SORP Working Party
- Member, PRAG and Investment Association Working Party
- Representative, Pensions Audit Technical Discussion Group
- Member, PRAG Pensions
Publications
- Practical Pension Scheme Accounting, co‑authored by Shona Harvie, Joanne Scriven and Phil Spary (Crowe UK)