Annette Balcombe

Trustee Manager

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Annette has held many roles, including Client Services Manager, Group Pensions Administration Manager, and Group Technical Specialist whilst involved in large and small DB and DC workplace pension and savings schemes both in the UK and Channel Islands.

Annette has been involved in member communication tasks such as reviewing Scheme documentation and member data for both new pension schemes and as part of the winding up process of old pension schemes.

She has expanded her knowledge of risk transfer exercises since joining IGG.

Annette is an Accredited Member of the Association of Professional Pension Trustees and is qualified as a Professional Member of the Pensions Management Institute.

  • DB and DC Pension administration
  • Secretary to Trustees
  • Reviewing Pension Scheme documentation
  • Reviewing Pension Scheme member data
  • International Pension and Saving Plans implementation and administration
  • Mergers and Acquisitions
  • Risk Transfer projects
  • Worked in-house and for third party pension administration companies specialising in the administration and communication to DB and DC workplace pension plans.
  • Experience of redundancy consultations and risk reduction exercises explaining either face to face or through detailed, clear and effective communication.
  • Experience of offshore plans having worked in Guernsey and Jersey on workplace pension and savings plans.
  • Secretarial and project management roles assisting the Trustee ensuring deadlines are met.
  • Assisting in the management of Risk transfer exercises.
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