ZEDRA St Albans

Senior Trustee Executive

Beverley Morgan

Beverley has over 30 years’ experience in pension scheme advisory roles, having advised the trustees of a wide range of pension funds on a wide range of issues. She is an Actuary (Fellow of the Institute of Actuaries (FIA)), but with a much wider skill set, including problem solving, investment specialist knowledge and training.

Since joining Inside Pensions (now part of ZEDRA) in 2012, Beverley has deployed her extensive experience by supporting trustee boards, and in particular investment committees, to effectively govern their arrangements. She has developed a clear process for measuring investment consultants and completed a range of adviser reviews ensuring best in class investment consulting provision, the right consultancy package for each client and value for money.

Passionate about client service delivery, Beverley is a strong communicator with an ability to simplify complexity for the benefit of others.

Contact

Contact Beverley for

  • Advisor Reviews
  • Specialist Governance Projects
  • Trustee & Governance

Languages spoken:

  • English
  • French