Rachael Collinson

Trustee Director

Contact Information

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With over 25 years’ pensions experience, Rachael works as a professional trustee and scheme governance expert.

Rachael rounded and extensive experience of advising pension scheme trustee boards and sponsoring employers of all sizes on a range of complex pensions issues and in a variety of sectors.

Rachael has helped clients with their journey plans and been involved in managing several pensions related projects such as scheme mergers and de-mergers, wind-ups, and liability management exercises.

Rachael is a naturally collaborative person with an open and direct style and have an innate bias to question and positively challenge. She approaches problem solving in a collaborative and balanced manner, ensuring that all trustees receive the information they need to participate in the debate and add value to the decision-making process

Rachael has the commercial acumen to drive positive results and work in a collaborative and pragmatic way, developing strong relationships with all stakeholders.

Rachael is a fully accredited trustee with the Association of Professional Pension Trustees (APPT).

  • Administration and data matters
  • All aspects of de-risking
  • Building trustee and adviser relationships
  • Covenant review
  • Difficult valuation exercises
  • Expertise in all facets of governance services
  • Mentoring lay trustees
  • Ongoing support to DB/DC/Hybrid schemes
  • Scheme closures
  • Scheme mergers and demergers
  • Working to agree long-term objectives
  • Worked with multiple schemes at all stages of the pensions lifecycle, from new scheme establishment to closing DB sections and wind-up or buy-in / journey planning to buy-out
  • Experience of using a variety of investment strategies including Liability Driven Investment, fiduciary management, and agreeing de-risking triggers
  • Project managed one-off projects such as benefit design changes including closure to future accrual and liability management exercises
  • Lead schemes, varying in size from £20m to £3bn, to co-ordinate the provision of actuarial, investment, administration, DC, communications, health and benefits, and legal services
  • Co-ordinating the merger of five schemes with assets totalling £2bn. This involved working with five sets of trustees, the sponsor, and five sets of advisers
  • Scheme Secretary on a £3bn scheme when the in-house pensions team was disbanded
  • Project managed an ETV exercise and a scheme split project to separate one scheme into four individual schemes organised by business line
  • Worked with a scheme sponsor significantly impacted by Covid-19 to manage risk by triangulating covenant, investment, and actuarial advice in an integrated way
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