Sandra Harvey

Consultant at Pi Partnership
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Contact Information
us****@****om
(386) 825-5501
Location
London, England, United Kingdom, UK

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Credentials

  • PRINCE2® Foundation and Practitioner Certificates in Project Management
    AXELOS Global Best Practice
    Oct, 2022
    - Nov, 2024
  • Certificate in Pension Trusteeship Unit 2
    Pensions Management Institute (PMI)
    Feb, 2021
    - Nov, 2024
  • Award in Pension Trusteeship
    Pensions Management Institute (PMI)
    Sep, 2020
    - Nov, 2024
  • The Trustee Toolkit
    The Pensions Regulator
    Aug, 2010
    - Nov, 2024
  • Associate of the Pensions Management Institute (APMI)
    Pensions Management Institute (PMI)
    Jan, 2008
    - Nov, 2024
  • Advanced Diploma in Retirement Provision
    Pensions Management Institute (PMI)
    Jan, 2005
    - Nov, 2024
  • Retirement Provision Diploma
    Pensions Management Institute (PMI)
    Jan, 2002
    - Nov, 2024

Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Consultant
      • Oct 2016 - Present

      • I provide specialist pension secretarial support for a variety of Trustee Director Main Boards and Committees. • Experienced in producing minutes which include complex investment scenarios. • Design and maintenance of scheme documentation including scheme communications and risk registers. • Oversight of governance framework and support for both Main Board and Committees for pension schemes of varying sizes from smaller schemes to those over £5bn. • Expert user of BoardPacks (Diligent) and skilled in Microsoft Word, Excel and PowerPoint. Show less

    • United Kingdom
    • Pharmaceutical Manufacturing
    • 700 & Above Employee
    • Trustee Specialist
      • Aug 2007 - Sep 2016

      • Provided specialist pensions support to the UK Pension Trustee Director Boards. • Responsible for producing trustee meeting agendas, liaising with relevant parties to ensure that supporting papers were received in a timely manner and publishing electronic meeting packs on BoardPacks. • Attended all relevant Board and Committee meetings, writing minutes, initiating and monitoring follow-up actions. • Enabled the smooth running of the Board, maintained shared knowledge information, business plans, trustee training, procedure notes, trustee effectiveness reviews and ensured completion of trust company paperwork for director appointments. • Managed various projects including the implementation of BoardPacks, the selection process and appointment of Member Nominated Trustees and production of the Summary Trustee Report and Accounts. Show less

    • United Kingdom
    • Education
    • 700 & Above Employee
    • Senior Pensions Administrator
      • Jan 2007 - Jul 2007

      Interim contract, handling all aspects of pension administration casework and providing project support. Interim contract, handling all aspects of pension administration casework and providing project support.

    • Retail
    • 1 - 100 Employee
    • Assistant Pensions Manager
      • Jul 2004 - Dec 2006

      • Assisted in the production of agenda packs and minutes for Trustee meetings.• Assisted in the development of pensions communications to members, including scheme literature, newsletters and website.• Managed projects such as the selection process and appointment of Member Nominated Trustees.• Documented internal procedures.

    • Assistant to the Group Head of Pensions
      • Apr 2004 - Jun 2004

      Provided support to the Group Head of Pensions related to the strategic reorganisation of the company.

    • Pensions Administrator
      • 2001 - Mar 2004

      Key member of a small in-house pensions team handling all aspects of pension administration.

    • Financial Services
    • 1 - 100 Employee
    • Pensions Administrator
      • 2000 - 2001

  • Guardian Royal Exchange Group
    • Edinburgh, United Kingdom
    • Actuarial Trainee
      • 1998 - 2000

Education

  • University of Aberdeen
    B.Sc. Honours Mathematics with Theoretical Physics
    1994 - 1998

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