Alex Whitley

I have two main principles which I stick to when helping people on pensions:

1. Talk in English rather than 'Actuarial'
2. Get things done on time.

Everything else becomes much simpler on the back of that.

My main role is helping companies set their pension strategies (with challenging, but realistic targets), constructing plans for achieving the strategy objectives, making sure these plans are nimble to take advantage of opportunities that come up, and aiming to meet objectives ahead of time as a result where possible. The companies I work with value the responsiveness and plain-speaking way I do things, and I hope it also makes working together more enjoyable at the same time.

I’ve been fortunate to have built up significant Board-level experience covering many different circumstances, opportunities, challenges and risks for employers within their pensions management. Seeing and supporting with “pensions becoming less of an issue / risk / concern than it was”, is one of the most enjoyable parts of the job.

A measured approach in providing advice, which aims to satisfy the Trustee as a prerequisite, is balanced with considering the sponsors practical circumstances.