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Ross Trustees

Manpreet Sohal

Trustee Director

Contact Information

M  +44 (0)7760 882 793
Email me  •  LinkedIn

  • Overview
  • Expertise
  • Experience

Manpreet acts as professional trustee for schemes as well as providing project management and governance-related services. She leads the firm’s Pensions Manager and Secretariat teams and has been central in developing an outsourced pensions manager and secretariat governance solution. She has been part of the Ross Trustees team since the firm’s foundation in 2010.

Manpreet has a key eye for detail. Her interest and skill set drive her to focus on maintaining high standards of scheme governance and operational excellence. Her project management skills ensure she runs a ‘tight ship’, which in turn ensures the projects that she oversees are managed successfully and efficiently. She has chaired audit and governance sub committees and adopts a collaborative way of working with co-trustees, employers, advisers, regulatory authorities and colleagues.

Manpreet heads our internal working group focused on driving better results through diversity on the boards where we are appointed. She is Chair of the Association of Professional Pension Trustees (APPT) Diversity and Inclusion sub-committee through which she is able to positively influence change in the industry. She has passed the Advanced Diploma in Pensions Management (APMI) and is a member of the Pensions Management Institute. She is fully accredited as a Professional Trustee by the APPT.

  • Adviser reviews
  • Buy-outs
  • Closure to future accrual projects
  • Covenant reviews
  • Drafting & reviewing regulatory documents
  • Liability management exercises, e.g. PIEs, WULS, trivial lump sum exercises
  • Member communications
  • Mentoring lay trustees
  • Overseas parent company
  • Scheme governance
  • Schemes in PPF assessment
  • Scheme secretarial
  • Scheme wind up
  • Scheme Secretary to Kodak Pension Plan, oversaw the first scheme to acquire two other businesses of the principal employer. Secretary to the Trustee Board and Company Board. Move to PPF. Managing stakeholders. High profile with media attention
  • Completed scheme returns, regulatory and compliance documents
  • Completed buy-outs for scheme sizes ranging from low millions to £200 million
  • Sub-committee chair and lead Governance Director on schemes, including: decision-making protocol, key documents are in place, reviewing risk registers, budget management
  • Drafted and worked alongside communications-specialists where required developed strategies for complex member communications
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Related News & Views

News: 12 Jan 2021

Future thoughts on what 2021 will bring for pensions

Manpreet Sohal and Nigel Wildman consider what lies ahead for the pensions world in 2021.

READ MORE

Insights: 13 Apr 2021

The Rule of Six: Six top tips for managing risk

Manpreet Sohal and Clare Kember give six top tips for managing risk in Pensions Aspects magazine April 2021 edition.

READ MORE

View More

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Westgate House
9 Holborn, London
EC1N 2LL

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T: +44 (0)20 4599 7299
E: info@rosstrustees.com

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Ross Trustees Services Limited (company registration number 07904277) and Ross Corporate Services Limited (company registration number 07104969) are registered in England and Wales.
Registered offices are at Westgate House, 9 Holborn, London EC1N 2LL

Copyright © 2023 Ross Trustees Services Limited & Ross Corporate Services Limited. All Rights Reserved.

We are audited annually by the Audit and Assurance Faculty (AAF) and are currently AAF 02/07 accredited.

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