Charles Ward

Charles Ward Email and Phone Number

Managing Director and Professional Trustee @ Dalriada Trustees Limited
belfast, belfast, united kingdom
Charles Ward's Location
Manchester, England, United Kingdom, United Kingdom
Charles Ward's Contact Details

Charles Ward personal email

n/a
About Charles Ward

Accredited professional trustee with a background in pensions consulting covering corporate transactions, settlement projects, de-risking, journey planning and scheme governance. Proud of my ability to communicate technical pension issues simply and clearly to fellow trustees, members and sponsoring employers.I am currently responsible for a portfolio of trustee appointments across a range of business sectors, including a number of schemes sponsored by not-for-profit organisations.

Charles Ward's Current Company Details
Dalriada Trustees Limited

Dalriada Trustees Limited

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Managing Director and Professional Trustee
belfast, belfast, united kingdom
Employees:
65
Charles Ward Work Experience Details
  • Dalriada Trustees Limited
    Managing Director
    Dalriada Trustees Limited Sep 2024 - Present
    Manchester Area, United Kingdom
  • Dalriada Trustees Limited
    Senior Trustee Representative
    Dalriada Trustees Limited Nov 2019 - Sep 2024
    Manchester & Birmingham
    Experienced professional trustee overseeing a portfolio of defined benefit pension schemes, drawing on over 25 years' experience of advising companies and trustees on a range of strategic funding and investment approaches.
  • Walk Ride Greater Manchester
    Director
    Walk Ride Greater Manchester Aug 2019 - Present
  • Chorlton Cofe Primary School
    School Governor
    Chorlton Cofe Primary School Oct 2019 - Oct 2023
    Manchester
  • Pwc
    Director
    Pwc Mar 2016 - Nov 2019
    Manchester
    I lead teams advising companies and trustees on managing all aspects of their defined benefit pension liabilities. This includes strategic advice on the pace of funding for the liabilities, the management of scheme investment strategy, future benefit provision, governance structures, cyber security and, ultimately, settlement of scheme liabilities. I also provide specialist advice on pensions in corporate transactions including acquisitions, mergers, refinancing and company… Show more I lead teams advising companies and trustees on managing all aspects of their defined benefit pension liabilities. This includes strategic advice on the pace of funding for the liabilities, the management of scheme investment strategy, future benefit provision, governance structures, cyber security and, ultimately, settlement of scheme liabilities. I also provide specialist advice on pensions in corporate transactions including acquisitions, mergers, refinancing and company restructuring. Show less
  • Kpmg Uk
    Director
    Kpmg Uk Dec 2005 - Mar 2016
    Primarily, I lead teams advising companies on how to manage their UK defined benefit pension liabilities. This includes advice on the pace of funding for the liabilities, the management of scheme investment strategy and the ultimate settlement of liabilities. In recent years, I have helped companies to reduce their scheme deficits by over £50 million through proactive management of their schemes.I also lead a number of teams advising trustees on the day-to-day operation of pension… Show more Primarily, I lead teams advising companies on how to manage their UK defined benefit pension liabilities. This includes advice on the pace of funding for the liabilities, the management of scheme investment strategy and the ultimate settlement of liabilities. In recent years, I have helped companies to reduce their scheme deficits by over £50 million through proactive management of their schemes.I also lead a number of teams advising trustees on the day-to-day operation of pension schemes, which includes governance, benefit administration, funding and investment strategy. I am the appointed Scheme Actuary to one of these schemes where the sponsor is a FTSE 350 company.Finally, I provide specialist advice on pensions in corporate transactions including acquisitions, mergers, refinancing and company restructuring. Show less
  • Mercer Human Resource Consulting
    Principal
    Mercer Human Resource Consulting 1995 - 2005
    I joined Mercer in Liverpool as a graduate and advised numerous trustee boards on the management of their schemes while I studied for my FIA qualification.Following qualification in 1999 I moved into a more corporate-focussed role and relocated to Manchester, although I retained a number of trustee advisory roles. I was a key member of Mercer's Private Equity and M&A team, which operated globally. Towards the end of my time with Mercer, I joined the international advisory business that… Show more I joined Mercer in Liverpool as a graduate and advised numerous trustee boards on the management of their schemes while I studied for my FIA qualification.Following qualification in 1999 I moved into a more corporate-focussed role and relocated to Manchester, although I retained a number of trustee advisory roles. I was a key member of Mercer's Private Equity and M&A team, which operated globally. Towards the end of my time with Mercer, I joined the international advisory business that focused on benefits advice across the world, as well as continuing my M&A role. Show less

Charles Ward Skills

Pensions Defined Benefit Employee Benefits Retirement Actuarial Science Mergers Funding Actuarial Benefits

Charles Ward Education Details

Frequently Asked Questions about Charles Ward

What company does Charles Ward work for?

Charles Ward works for Dalriada Trustees Limited

What is Charles Ward's role at the current company?

Charles Ward's current role is Managing Director and Professional Trustee.

What is Charles Ward's email address?

Charles Ward's email address is ch****@****g.co.uk

What schools did Charles Ward attend?

Charles Ward attended University Of Exeter, Ysgol Gyfun Rhydfelen.

What are some of Charles Ward's interests?

Charles Ward has interest in Formula 1, Cycling, Rugby Union.

What skills is Charles Ward known for?

Charles Ward has skills like Pensions, Defined Benefit, Employee Benefits, Retirement, Actuarial Science, Mergers, Funding, Actuarial, Benefits.

Who are Charles Ward's colleagues?

Charles Ward's colleagues are Edward Beavis, Gregor Law, Amanda Banister, Emer Maguire, Tom Lukic, Chloe Wightman, Mark Clews.

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