Shani McKenzie named as Head of Sole Trustee Services

7 April 2022

Hymans Robertson, the leading pensions and financial services consultancy, has appointed Shani McKenzie to Head of Sole Trustee Services. Recognising the increasing growth of sole trusteeship and the impact on service provision, Shani’s new role will see her lead the firm’s DB sole trustee services to its existing and future professional trustee clients.

Shani joined Hymans in 2007 and is a Client Director and actuary and has advised DB Trustee and Corporate clients ranging from non-professional boards to sole trustees. In this new role, Shani will manage the firm’s relationships with professional trustee firms on sole trustee services and oversee the internal delivery of services to sole trustee clients.

Commenting on the new appointment, Richard Shackleton, Partner and Head of Pensions at Hymans said:

“With Shani’s experience of advising clients, and knowledge of the professional trustee market, she will bring extensive skills and leadership to delivering an outstanding service for our growing sole trustee clients. Shani will play a key role in navigating the evolution of these services, being adaptable to change, while providing robust advice.”

Commenting on her new role, Shani McKenzie said:

“As a firm we recognise that the growth of sole trusteeship increases the professionalisation of pension schemes and can introduce a new dynamic to trustee, advisor and sponsor relations. I am really pleased to take on this role to lead and develop our sole trustee services supporting our highly experienced teams to stay abreast of the market needs and evolve these services. I’m passionate about taking a collaborative approach to client relations, working together with the aim of better outcomes for members, and I look forward to bringing this to my new role.”

Source: Hymans Robertson
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