Anne Lechley
Banstead,Surrey
Summary
Accomplished professional with expertise in project management and organisation, adept at scheme governance, budget management and adviser management. Demonstrates strong written and verbal communication skills, considered decision making and process development. Proven ability to build strong client relationships, aiming to leverage these competencies in advancing strategic objectives.
Overview
42
42
years of professional experience
Work history
Scheme Manager and Trustee
Pi Consulting (UK) Limited
Wimbledon, London
07.2020 - Current
- Acting as second trustee and scheme manager on a portfolio of clients, undertaking operational decisions and supporting lead trustee on strategy decisions
- Scheme secretary duties in line with previous role
- Undertaking provider procurement processes
- Trustee Governance Lead, responsible for developing new governance processes, including IT led solutions, to support Sole Trustee proposition.
Sabbatical
Pi Consulting (UK) Limited
Wimbledon, London
03.2020 - 07.2020
Pensions Consultant/Scheme Secretary
Pi Consulting (UK) Limited
Wimbledon, London
10.2004 - 03.2020
- Delivery and content development of electronic governance system for external clients, development of process guides for users/administrator
- Delivery of minute writing services to support client secretariat functions
- Undertaking full Scheme Secretary role, overseeing/delivery of governance requirements, managing trustee discretions process including recommendations, meeting preparation and attendance/delivery, minutes, interface between trustee and advisers, budget setting and monitoring, management of member issues where necessary, inc. IDRPs and DSARs
- Relationship development and management for portfolio of clients
- Delivery of revenue growth through project work
- Responsible for accurate and timely client billing
Consultant's Assistant/Communication Consultant
Sedgwick Noble Lowndes/Mercer
London
09.1997 - 09.2004
- Assisting with development of pension scheme communication plans and strategies, including DB to DC switches and investor education via printed and online materials
- Responsible for preparation, production and issue of a range of member communications
- Writing, editing and proof reading
- Developing relationships with existing clients and other internal consulting teams
- Project management of client assignments
- Accurate cost estimating of projects
Secretary - Communications Team
Sedgwick Noble Lowndes
Croydon, Surrey
09.1996 - 03.1997
- Created a systematic filing system, ease of document retrieval was achieved.
- Organised business travel arrangements, ensuring smooth operations for all staff involved.
- Provided administrative support for projects.
- Assisted with preparing employee and client presentations
Partners' Secretary
Bird Luckin, Chartered Accountants
London
09.1993 - 09.1996
Various secretarial/administrative roles
Various
London
06.1984 - 09.1993
Education
Accredited Trustee - Pensions
Association of Professional Pension Trustees
London 05/2022 -
DC management (look up details and dates) - Pensions
Pensions Management Institute (PMI)
London 2015 -
Trustee qualification (look up) - Pensions
Pensions Management Institute (PMI)
London 2006 -
BTEC National Diploma in Business Studies - Business Studies
Bromley College of Technology
Bromley 1982 - 1984
Skills
- Written and verbal communication
- Project management and organisation
- Risk assessment
- Budget management and control
- Informed decision making
- Process development
- Relationship building
References
References available upon request.
Affiliations
- Travel
- Gardening
- Family and pets
Timeline
Scheme Manager and Trustee
Pi Consulting (UK) Limited
07.2020 - Current
Sabbatical
Pi Consulting (UK) Limited
03.2020 - 07.2020
Pensions Consultant/Scheme Secretary
Pi Consulting (UK) Limited
10.2004 - 03.2020
Consultant's Assistant/Communication Consultant
Sedgwick Noble Lowndes/Mercer
09.1997 - 09.2004
Secretary - Communications Team
Sedgwick Noble Lowndes
09.1996 - 03.1997
Partners' Secretary
Bird Luckin, Chartered Accountants
09.1993 - 09.1996
Various secretarial/administrative roles
Various
06.1984 - 09.1993
BTEC National Diploma in Business Studies - Business Studies
Bromley College of Technology
1982 - 1984
Trustee qualification (look up) - Pensions
Pensions Management Institute (PMI)
2006 -
DC management (look up details and dates) - Pensions
Pensions Management Institute (PMI)
2015 -
Accredited Trustee - Pensions
Association of Professional Pension Trustees
05/2022 -