Following various very senior roles at large financial sector firms, Catherine Atkins was appointed by her employer as a Trustee of the company pension scheme.
Catherine’s job involves worldwide travel and long hours, sometimes making it difficult to balance work and family life.
Although she has very good knowledge of pension and investment matters, Catherine is very short of time (and often, she admits, inclination) to give her own plans the attention they deserve.
As a higher earner, there are various complexities to Catherine’s situation. This often requires detailed checks and calculations to ensure she isn’t unnecessarily caught by some of the “traps” that can apply to people with larger incomes.