Head of Master Trust @ (October 2018 - December 2019)
Regulatory Strategy Manager and Head of pensions @ (April 2011 - September 2018)
Senior Pensions Development Manager @ (August 2006 - April 2011)
Pensions Consultant @ (August 2005 - June 2006)
Pensions Manager @ (April 1995 - March 2005)
Pensions Consultant @ GNCB Trust (January 1993 - July 1994)
Pensions Consultant @ (January 1989 - October 1992)
Graduate trainee @ (September 1986 - December 1988)
Kate Smith Education
University of York
BA (hons) (Economic and Social History)
1983-1986
The Corsham School, Wiltshire 1977-1983
St Andrews School, Malta 1972-1976
Kate Smith Skills
ALM
Asset Allocation
Asset Management
Business Relationship Management
Business Strategy
Critical Illness
Defined Benefit
Defined Contribution
FSA
Finance
Financial Advisory
Financial Planning
Financial Risk
Financial Services
Fixed Annuities
Funding
Governance
Income Protection
Insurance
Investment Advisory
Investment Management
Investment Strategies
Life Insurance
Media Relations
Mutual Funds
Pension Administration
Pension Funds
Pension Schemes
Pensions
Personal Pensions
Portfolio Management
Protection
Regulatory Affairs
Regulatory Requirements
Relationship Management
SIPP
Savings
Stakeholder Management
Strategic Financial Planning
Strategy
Strategy Development
Wealth
Wealth Management
PowerPoint
Superannuation
Microsoft Office
Investments
Wealth Accumulation
Equities
Public Speaking
Risk Management
Retirement
SMSF
Retirement Planning
Kate Smith Summary
Kate Smith, based in Edinburgh, GB, is currently a Director at Corporate Trustee of Aegon UK Defined Benefit Scheme Trustees Limited . Kate Smith brings experience from previous roles at Pensions UK, Pensions Equity Group and Aegon UK. Kate Smith holds a 1983 - 1986 BA (hons) in Economic and Social History @ University of York. With a robust skill set that includes ALM, Asset Allocation, Asset Management, Business Relationship Management, Business Strategy and more. Kate Smith has 3 emails and 1 mobile phone numbers on RocketReach.
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