Charles is an Accredited Professional Trustee focused on the Midlands and the North West of England.
He currently acts as the lead Dalriada trustee to a portfolio of sole, co- and Chair of Trustee appointments, primarily for defined benefit schemes, drawing on his experience of over 25 years’ in the pensions industry. He has extensive experience of journey planning for schemes, working closely with his trustee boards and sponsors to put in place asset and liability management strategies that are aligned and focused on the full settlement of all obligations.
Before joining Dalriada in 2019, Charles worked for a number high profile companies. He has been involved in a broad range of projects during his career including innovative funding strategies, long-term journey planning, scheme buy-ins and buy-outs and PPF Levy management. He also has experience of dealing with the Pension Regulator on a number of challenging cases. He was also the appointed Scheme Actuary to a portfolio of schemes.
In his spare time, Charles’ passion is cycling and spending time with his young family.