Pensions Operations Leader
Kate has over 25 years’ experience working in the Financial Profession, leading front line service delivery teams.
Kate began her career in Private Medical Insurance, initially as a Claims Assessor, rapidly moving into training, leadership, and management roles. Kate spent over ten years working with large corporates, overseeing and developing their portfolios. Kate has continued to lead Operational Teams in the field of Pensions and Wealth Management, dealing with all aspects of pension administration and service. Having spent her whole career working directly with customers and teams, Kate has a passion for developing people and delivering service excellence.
Kate also spent a brief time working in the charity sector, as a Supporter Engagement Team Leader for Young Lives verses Cancer and feels privileged to have helped them with their mission.
Living in Bristol, Kate enjoys horse riding in the Somerset countryside and is also known to enjoy a relaxing holiday in the sun.