08454 334 199
Let’s start with who we are not. We are not dull pension’s people. We are a team of pension experts who love what they do.
We have over 30 years experience in the pension industry, our combined skills from customer relationship management, developing technology based solutions through to creating slick procedures and best practice protocols means we cover all bases.
We deliver with enthusiasm and a sense of humour. Our strap line is intensely professional and refreshingly informal, we really do live it every day. Our way of working is to keep it simple but effective. We develop great and long lasting relationships with our clients with our ‘client team’ approach. We can support your internal pension’s team, if you have one, or act as your ‘in house’ pensions expert, out of house.
We thrive on meeting the challenges facing trustees and creating innovative solutions is what we do.
Recognised as industry leaders, we are regularly invited to speak at conferences to scheme sponsors, trustees and members as well as to fellow industry experts. We write pensions articles for professional press and comment and write blogs for like-minded pensions specialists to follow.
If you would like to work with people who are enthusiastic about pensions call us on 08454 334 199
Seeing my grandparents struggle with money throughout their life had a profound influence on me. This was compounded when I worked in the DHSS where I saw many people in a state of poverty.
I realised how fortunate I was and that it was important for me to help people have enough money in retirement.
I could have been an IFA helping individuals, but my work as a pension trustee helps companies with thousands of members provide a decent pension scheme ensuring they all have enough money to enjoy their retirement.
The decisions trustees and companies make through my advice and intervention impacts on whether or not people get a pension and that is the very thing that drives me. Ensuring that the pension scheme is run effectively so that their employees get the right pension at the right time is my absolute passion.
I have over 30 years of experience in the pensions industry having helped many clients achieve their desired result from their pension scheme.
I like to keep it simple but effective through developing great relationships with my clients, developing technology based solutions through to creating slick procedures and best practice protocols to cover all bases.
That’s why we at CBC thrive on meeting the challenges facing trustees and creating innovative solutions for our clients.
Dee is an experienced trustee having chaired a £500m defined benefit scheme and is currently a trustee of another large pension scheme. As a former HR director of a major media organisation, Dee brings valuable knowledge and experience to CBC.
Professional Trustee and Secretary
Peter has spent his entire working career in the pensions industry where he has spent more than 40 years working in a variety of roles. These include as a pensions consultant before taking on a number of permanent and interim roles as a pensions manager/scheme secretary which provided him with wide experience of different trustee boards, scheme sponsors and advisers.
Karen has held various roles in large and small organisations and as a business consultant. Experienced in Prince 2, Karen also holds an MBA. As CBC’s Chief Operating Officer, Karen is responsible for ensuring we have robust systems and processes in place and developing best practice.
Hannah is a highly experienced administrator and PA, having previously worked in a fast paced working environment in London and finding the time to gain a Master degree. Hannah supports our clients and makes sure that the growing CBC team operates effectively.
Marketing & Social Media Manager
Sacha ensures that all of the CBC newsletters and social media footprint is produced on time and is relevant to the audience. The growing number of people interacting with us shows that this is an important area of our work.
If you would like to work with people who are enthusiastic about pensions call us on
08454 334 199