T: 0118 957 0505
Ian Horsfield and Alan Waite
Trustees of the Philip & Tacey Pension Scheme
Steve has over 40 years experience in the corporate pension and employee benefit market and has been involved in trusteeship work since 1991. He has worked for a number of major pension consulting firms and was involved in the formation of a new consultancy in the late 1980’s.
For much of his career Steve has been advising medium sized pension funds on all areas relating to the setting up and running of pension schemes and indeed in some cases in the winding up. Steve has a good understanding of investment issues and served as a member of the investment committee of one consulting firm for a number of years. This wealth of experience is of assistance in the trustee context to ensure that advisers are challenged and their advice is fully understood by all trustees.
Steve headed up a regional office of one major consulting firm for over 10 years and therefore has experience of business management which enables an understanding of the employer’s position in relation to pension issues.
Steve served for four years on the Council of the Pensions Management Institute, during which time he served on a number of the Institute Committees. Steve has also been involved in speaking at a number of technical seminars for clients and at trustee training courses. Recent experience includes trusteeship of DC Mastertusts and membership of Independent Governance Committees.
- DB pensions
- DC pensions
- DC Mastertrusts
- Winding up schemes
- PPF/FAS cases
- Family (including one granddaughter)
- Following Chelsea FC
T: 0118 957 0505