Simon Freeman Email & Phone Number

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 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