Beverley Morgan

Senior Trustee Executive, ZEDRA Inside Pensions at ZEDRA

She is an Actuary (Fellow of the Institute of Actuaries (FIA)), but with a much wider skill set, including problem solving, investment specialist knowledge and training.

Since joining Inside Pensions (now part of ZEDRA) in 2012, Beverley has deployed her extensive experience by supporting trustee boards, and in particular investment committees, to effectively govern their arrangements. She has developed a clear process for measuring investment consultants and completed a range of adviser reviews ensuring best in class investment consulting provision, the right consultancy package for each client and value for money.

Passionate about client service delivery, Beverley is a strong communicator with an ability to simplify complexity for the benefit of others.

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Wallington, United Kingdom

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ZEDRA

Based in offices across key jurisdictions, our nearly 585-strong team of industry experts is dedicated to creating and delivering bespoke solutions to clients.


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201-500

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