Harry Birch

Associate

Contact Information

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Harry has worked in pensions since 2014. His day-to-day responsibilities include assisting parties across all levels both internally and externally, to ensure good governance across his varied portfolio of schemes.

His governance and secretarial duties range from organising and co-ordinating Trustee meetings, working with all stakeholders to create meeting agendas, preparing and issuing meeting packs, managing scheme invoicing and budgets, reviewing member cases and maintaining core scheme governance documents.

Since joining IGG, Harry has completed The Pension Regulator’s Trustee Toolkit and has a strong desire to undertake professional exams to further his knowledge, build on his experience and develop within the business.

  • Adviser review exercises to ensure value for money
  • Client and Trustee meeting preparation, attendance and follow-up
  • Liaising with Advisers/Trustee Boards on ongoing actions and developing key relationships
  • Preparation and monitoring of budgets and project plans
  • Review of member cases for the consideration of Trustee discretion
  • Scheme governance
  • Scheme secretarial
  • Adviser reviews across the full adviser-set on pension schemes
  • Complex analysis and resolution of pricing errors and other investment related issues
  • Complex member case work
  • Experience across DB and DC Schemes as well as master trusts and saving plans
  • Experience of Schemes in PPF assessment
  • Pension investment and the key investment manager platforms
  • Processing of pension contribution files from initial receipt to investment stage and update to member records
  • Providing support to Trustees on a number of varied pension schemes
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