Kevin Clark

Client Director

adviser reviews • defined contribution (DC) • funding negotiations • liability management • sole trustee • trustee training

Kevin is responsible for managing new client relationships and holds several professional pension trustee appointments.

Background

Kevin joined us in 2015. His experience includes advising defined benefit (DB) trustees to achieve a successful strategy and effective relationships with scheme sponsors and developing defined contribution (DC) pension strategies. He has acted as a professional trustee and scheme secretary for over 25 years.

His pensions experience began in 1979 as an administrator at Hogg Robinson. He moved into consultancy in 1985 whilst at Antony Gibbs (HSBC).

Kevin later joined Guinness Mahon to serve on the boards of its new benefit consulting business and subsidiaries, James Hay Pension Trustees (the SSAS specialist) and Personal Pension Management (the UK’s first SIPP provider). In 1997, he joined SBJ Benefit Consultants as executive director with responsibility for new client relationships, and remained throughout the integration into Bluefin and then Capita.

Outside of work Kevin regularly participates in charity fundraisers and has also achieved a personal goal of studying French classic literature.

Contact details

03001800301

Qualifications

Accredited Professional Trustee (PTPMI), PMI Trustee Certificate, Certificate in Financial Planning 1-4.

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