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.
Between us, CBC has over 70 years’ of experience operating as Pensions Trustee and Pensions Secretary, administering a wide range of schemes and working with numerous scheme advisers and in-house pension managers.
Our clients range from a small UK based technology firm to multi-national manufacturing companies with defined benefit and defined contribution schemes.
We have implemented changes in trustees’ investment strategies, including implementing Liability Driven Investment, appointing Fiduciary Managers, buy-in’s and other de-risking projects such as Enhanced Transfer Values and Pension Increase Exchanges.
We have been Chair of Trustees on three Master Trusts since 2015, a period in which time we have led changes to reflect the increasing focus of The Pensions Regulator (TPR) on Trustees who manage DC schemes.
We use our experience of building and developing scheme governance to reflect TPR initiatives to improve the efficiency of the schemes. For example, we have introduced a matrix to better measure value to members and electronic trustee tools.
CBC are recognised as industry leaders and we are regularly invited to speak at conferences to scheme sponsors, trustees and members as well as to fellow industry experts. In this way we help to drive improving standards in the pensions industry as well as ensuring that our clients have best practice levels of service.
We write pensions articles for professional press, for specialist sites such as Mallowstreet 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.
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.
Jude is a highly effective PA/administrator with over 25 years experience working with some large corporates (e.g.Visa, Xerox, IBM, Goldman Sachs) as well as local government organisations and County Councils.
Sally acts as Secretary to the trustees for a variety of corporate clients including a political party. Sally’s pensions manager experience comes from working for two large corporates and a well-known charity. Prior to working as a pensions manager/secretary, Sally was Head of Business Development for The Pensions Trust (now TPT Retirement Solutions) working with many charities and not for profit organisations. She began her pensions career with Mercer in 1987 and brings wide experience to trustee boards with an ability to consider pensions issues from all perspectives.
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