Gillian Graham

Client Director

,

general code • pension scheme governance • adviser reviews
member communications • scheme secretarial

Gillian Graham

Gillian is an experienced pensions secretary and trustee who chairs our General Code working group, and is a member of the sole trustee service line.

Background

Gillian has been with us since 2014; joining the team as a client director. Her responsibilities include client work for trustee and secretarial appointments, as well as leading the working group responsible for ensuring Vidett’s clients have the tools ready to comply with the new General Code.

Prior to joining Vidett, Gillian was a principal at Punter Southall, where she was responsible for the Guildford office administration team. It’s here she was proud for helping them obtain the Plain English Crystal Mark for member communications. Latterly, she was head of client services and implemented auto-enrolment for clients, before deciding to focus on scheme secretarial and trustee executive work.

Recently Gillian decided to put the skills built up through her career to use as a trustee and has obtained a personal appointment on a pro-bono basis as trustee to the three Church of Scotland schemes. She is also a PMI Fellowship Network Ambassador, and a member of the PMI’s Scottish Regional Committee.

Gillian has recently taken up golf, and also enjoys traveling. She managed to combine the two recently, playing a somewhat dangerous round in the middle of the Kruger Park in her favourite holiday destination of South Africa!

Qualifications

Accredited Professional Trustee (PTPMI), Fellow of the Pensions Management Institute (FPMI), Master of Arts.

Gillian’s latest insights

Exclusive insights from our industry experts at Vidett.