Sarah Caswell

Manager

communications • defined benefit (DB) • meeting preparation
• project management • scheme secretarial • board effectiveness.

Joining us in July 2025, Sarah brings with her many key skills gained during her 30 years working in pensions. These include organisation, relationship building and attention to detail – all of which will are crucial in supporting a range of clients with governance, pensions secretarial and project work.

Background

Sarah started her pensions career with Coopers & Lybrand before moving to KPMG/Isio. After initially working in a role supporting insured schemes, she moved to supporting DB schemes administered by KPMG and then a consultants role dealing with overall client management, accounts, scheme returns, financial management and secretarial.

More recently, Sarah worked in Isio’s transitions team as a project manager, moving schemes over from other 3rd party administrators. This was a hands-on role that involved liaising with a range of different parties including incumbents, new administration team, systems, payroll, treasury, trustees and member communications. Her role helped ensure all scheme data, knowledge and information was obtained to help achieve their seamless transitions.

Sarah is a mental health first aider, who has a keen interest in mentoring and supporting the development of more junior colleagues and ensuring their wellbeing.

In her free time, Sarah enjoys spending time with her family, through holidaying, walking and the arts (live music and theatre)… she has also recently rediscovered the joys of Lego!