Monica is a Professional Trustee who has 16 years’ broad experience in the pensions industry, having played key roles across our Group of businesses in our scheme secretarial, client management, administration, actuarial, consulting and scheme termination disciplines. The insight Monica has gained in these roles allows her to work with advisers across these various disciplines to deliver a seamless service for clients.
Monica has experience of assisting trustees in managing the legislative and regulatory requirements around pension scheme governance and compliance.
In addition to the usual Pension Secretariat support expected by trustees Monica can provide support and direction to trustees conducting scheme transitions, managing such transitions efficiently, on time and within budget.
Monica is Accredited as a Professional Trustee by the Association of Professional Pension Trustees
An extremely effective project manager, Monica is a PRINCE2 Practitioner, an ISO27001 Lead Implementer and an ISO27001 Lead Auditor. Monica has experience of managing Dalriada’s scheme transition team and is completely familiar with the challenges of transitioning schemes between administrators and advisers, having overseen a significant number of such projects.