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Ross Trustees

Maria Keen

Trustee Manager

Contact Information

M  +44 (0)7760 165 492
Email me

  • Overview
  • Expertise
  • Experience

Maria has worked in the pensions industry since 2006 providing trustee support services to a wide range of clients.

Maria works with a range of advisers and is skilled at building and maintaining good working relationships with key stakeholders. She is responsible for overseeing various projects, including closure to future accrual; actuarial valuations and wind ups; investment strategy changes; de-risking initiatives and more recently, GMP Equalisation buy-ins and member options exercises.

Maria has a keen eye for detail and a good knowledge of the challenges faced by Trustees and understands the requirements of good scheme governance, as well as the importance of keeping on top of the latest developments in pensions.

Maria ensures a collaborative working relationship between advisers, employers and trustee boards. She will apply appropriate challenge to advisers to ensure that suitable, pragmatic solutions and value for money are delivered.

Maria is in the process of becoming a fully accredited professional pensions trustee with the Association of Professional Pension Trustees. She is also member of the Ross Trustees Data Integrity Team.

  • Adviser reviews
  • Buy-ins
  • Buy outs
  • Closure to future accrual projects
  • Corporate events e.g. insolvency & restructuring
  • Drafting & reviewing compliance/other policies
  • Member communications
  • Member option exercises e.g. PIES & BPOs
  • Overseas parent company
  • Scheme governance
  • Scheme Mergers/De-mergers
  • Schemes in PPF assessment
  • Scheme wind ups
  • Supporting clients with GMP projects
  • Transfer to Master Trust
  • Currently undergoing the GMP Equalisation process with a number of her schemes
  • Crafted member communications surrounding Transfers to Master Trust
  • Experience of US parented schemes
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Westgate House
9 Holborn, London
EC1N 2LL

CONTACT

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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