Stephen Kelly

Associate

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Stephen has worked in pensions since 2012 with an extensive background in pension regulation, scheme administration death benefits and complaints handling.

In his current role Stephen supports trustees by coordinating trustee meetings, keeping scheme advisers informed, assisting with governance matters, and ensuring the smooth operation of the schemes he is assigned to.

Stephen has successfully completed The Pension Regulator’s Trustee Toolkit and aims to study further for qualifications.

  • Arrangement of Trustee meetings
  • Attendance at client meeting
  • Preparing and updating business plans
  • Scheme Governance
  • Scheme Secretarial

• Member complaints both in administration and with The Pensions Ombudsman
• Working in Administration at Utmost Life & Pensions
• Dealing with death cases to include pensioners, deferred and death in service members
• Complex complaint handling
• People leadership
• Process improvement and efficiency
• Training and development

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