Keira Neale

Senior Associate

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Keira is an experienced pensions professional and has worked in the pensions industry since 2016. She is a named scheme secretary, providing scheme governance, trustee support and secretarial services to a varied portfolio of clients.

Keira works with trustees, employers and advisers to ensure the smooth day-to-day operation of schemes and is the primary point of contact for many of her clients. She is an effective project manager, presents to the board at trustee, subcommittee and ad-hoc meetings and coordinates adviser selections. Her background within pensions administration means she has strong technical knowledge of projects such as GMP Equalisation and Pensions Dashboard. She has experience of working across various pension scheme governance structures and has worked with a variety of stakeholders within the industry across both DB and DC schemes.

Keira has attained the PMI Award in Pension Trusteeship and PMI Certificate in Pension Trusteeship qualifications and is working towards her APPT accreditation.

  • Adviser selection exercises
  • Coordination and presentation at trustee meetings
  • Member communications
  • Member discretion cases
  • Member experience
  • Named scheme secretary
  • Project management
  • Scheme governance
  • Stakeholder management and relationship building
  • Trustee selection
  • Financial management and benchmarking
  • Equality, Diversity and Inclusion
  • Extensive experience within third party administration
  • Scheme secretary appointments
  • Active member of Equality, Diversity and Inclusion committee
  • Project management
  • Trustee and adviser appointments and service performance reviews
  • Ensuring value for money is achieved for the trustee
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