Julie has more than 30 years’ experience of the pensions industry both in client facing and leadership roles. She joined BESTrustees as Chief Executive in September 2019, a newly created role, and is also a Director. Julie’s key responsibilities include: strategic leadership; business growth; succession planning and recruitment; professional standards; client management; and risk management. In addition, she works closely with the Employee Forum to ensure the employee ownership ethos is embedded within the business. She is also a regular speaker at and chair of seminars and this is something she particularly enjoys.
Julie is a qualified actuary. Before joining BESTrustees, she was Director of Actuarial and Investment Consulting at Capita Employee Benefits where she was responsible for all aspects of the business including strategy, service lines and financial results. She also managed some of the business’s key client relationships. Prior to this, she was a partner at a major benefits consultancy providing advice at a senior level to trustees and sponsoring employers.