Carl is the Pensions Manager at Open Trustees and is responsible for the management of the team, and predominately works on our ongoing scheme appointments.
Carl has 19 years’ experience in providing pensions administration, consulting and actuarial services. His specialist areas are scheme secretarial, scheme governance and member guidance. He has advised on numerous projects and scheme changes with his clients including bulk annuity purchases, member options exercises and benefit changes.
Carl graduated from the University of Exeter in 2000 and holds the Chartered Insurance Institute’s Regulated Diploma in Financial Planning, the Pension Management Institute’s Certificate in Pension Scheme Member Guidance, and has passed all Advanced Diploma Pensions exams provided through the CII. Carl is also an adviser for the Pensions Ombudsman’s Early Resolution Team.