Areas of expertise
Pensions audit; insurance companies; investment portfolios; controls assurance reporting particularly over pensions administration, trustees and master trusts.
Cathy has worked within pensions for more than 25 years including 10 years of controls reporting. She covers pension scheme audits for schemes of all sizes and complexities, including complex investments, asset-backed contribution structures and multiple benefit sections and contribution rates.
Her previous experience also includes IT general control audits, some insurance company work, particularly in connection with the investment portfolios, and other agreed upon procedures controls-type engagements across a variety of clients.
- Working with blue chip organisations to achieve AAF 02/07 Relevant Trustees & Master Trust status.
- Helping a family pension arrangement resolve serious administration difficulties.
- Working with schemes managing significant change while still meeting their compliance responsibilities.
ACA-qualified and a Member of the Pensions Research Accounting Group (PRAG).