Simon Freeman Email & Phone Number

Swindon, Gb

Gloucester/Swindon, United Kingdom

• Investment oversight of pension scheme assets for 2 different Trustee boards• Development of investment strategy for 2 pension schemes • Execution of investment strategy changes• Management of relationships with the schemes' advisers, this includes the scheme actuaries, legal advisers, investment advisers, investment managers and auditors• Oversight of the pension schemes’ annual financial statements including the management of the external audits. • Management of key Trustee investment governance documentation• Management of the Trustee’s budget setting and analysis

• Management and execution of Zurich Corporate Savings quarterly client reporting and factsheets across the entire Zurich insured fund range• Provision of fund performance analysis for investment governance fora• Lead contact for the team to consult on the project to outsource the Unit Pricing team to State Street

• Governance of Zurich Life & Pensions funds, including collating and presenting key governance MI to various fora• Management of the Zurich Corporate Savings client reporting process• Key Finance controller for the Unitised Fixed Rate Bond proposition

Associate

Ba (Hons), Business Studies

2nd Class Honours, Division 1