Expert Advisory
Navigate strategic and operational challenges with 20 years of hands-on experience across pension systems globally.
the reality
Complex Challenges Require Proven Expertise
Pension organizations face increasingly complex challenges:
Plan Consolidation
Requires navigating governance integration, system harmonization, member communication, and stakeholder alignment. One misstep can derail the entire process.
Governance Modernization
Means redesigning committee structures, updating delegation frameworks, shifting board focus from operations to strategy, while maintaining fiduciary oversight and stakeholder trust.
Regulatory Compliance
Demands staying ahead of evolving requirements, interpreting ambiguous guidance, and implementing changes across the organization.
Plan Design
Involves balancing member needs, employer constraints, competitive pressures, and regulatory requirements — with significant long-term implications.
These aren't problems you solve with generic best practices.
They require deep expertise, practical judgment, and proven experience navigating similar challenges.
services
Expert Guidance on Strategic and Operational Challenges
Plan Consolidation & Merger Strategy
Navigate the complexity of combining pension plans — governance integration, benefit harmonization, system consolidation, member communication, stakeholder alignment, and regulatory approval.
​What you get:​
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Clear roadmap, Governance frameworks, Communication strategies, Hands-on support through execution.
Governance Modernization
Redesign governance structures to match your strategic needs — committee restructuring, delegation frameworks, board effectiveness reviews, decision-making processes, strategic board education.
What you get:
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Governance frameworks that enable strategy while upholding fiduciary duty. Not generic checklists — tailored to your context.
Regulatory Compliance & Strategic Planning
Navigate regulatory requirements and develop strategic plans that position your organization for success — compliance frameworks, strategic planning facilitation, policy interpretation, implementation support.
What you get:
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Compliance approaches integrated with strategic priorities, not bolted on as afterthought.
Plan Design & Benefits Strategy
Design or redesign plan features to meet member needs and employer objectives — contribution structures, benefit formulas, decumulation options, coverage expansion, equity and inclusion.
What you get:
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Plan design grounded in member research, Modeled for your population, Navigated through governance and regulatory approval.
Been in the Seat
I've led pension organizations through consolidation, governance modernization, and regulatory challenges. I understand the politics, the constraints, the trade-offs, and what actually works versus what sounds good but fails in practice. Not theoretical. Practical.
Global Perspective
I bring experience across pension systems globally — Canada, Nordic countries, Australia, UK, Netherlands. You benefit from what's worked (and failed) internationally without having to learn the hard way.
Boutique by Design
You work directly with me throughout — no junior consultants, no delegation. Senior expertise from first conversation to final implementation. Personal relationships, flexibility, accountability.
WHAT MAKES US DIFFERENT
Experience That Matters
OUR APPROACH
Practical, Tailored, Hands-On
Every engagement is different, but the approach is consistent:
We start by understanding your specific challenge, organizational dynamics, stakeholder landscape, and constraints.
01
Understand Your Context
We design solutions specific to your situation — not generic templates, but frameworks built for your context.
02
Tailor the Approach
We work alongside you through execution — navigating obstacles, managing stakeholders, maintaining momentum.
03
Implement Together
We build your team's capability, not dependency. You own the solution.
04
Transfer Knowledge
OUR CLIENTS
Pension Organizations Facing Complex Challenges
I work with pension plans, industry bodies, policymakers, and international organizations committed to innovation.
Typical engagements
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Mid-to-large pension plans navigating consolidation
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Plans modernizing governance structures
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Organizations managing regulatory compliance
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Plans redesigning benefits or expanding coverage
Common challenges
"We're consolidating two plans and need expert guidance"
"Our governance structure hasn't been updated in 20 years"
"We need help navigating new regulatory requirements"
"We're redesigning our plan and need someone who's done this before"