Lifestyle Article - ZEDRA appoint Clare James Head of Sole Trustee Services


ZEDRA have announced the appointment of Clare James as Head of Sole Trustee Services.

 Clare will act in a leadership role representing the ZEDRA Professional Corporate Sole Trustee (PCST) service, which spans our business and trustee team. She will be a key spokesperson and point of contact for the industry and will lead the development of ZEDRA’s PCST services as they evolve to meet the changing needs of our clients and scheme members. She will also Chair the ZEDRA PCST committee, which oversees all ZEDRA’s sole trustee appointments, setting and monitoring delivery against high service standards as well as acting as a point of escalation for our individual client teams.

 Clare’s appointment reflects the rapid growth in sole trusteeship across the industry and the increasing importance of this governance model in helping schemes of all sizes and structures to achieve their objectives efficiently and cost-effectively.

 Clare commented: “I am excited to assume this important role at such a pivotal time. At ZEDRA, we firmly believe that our distinctive approach to sole trusteeship will deliver the best of both worlds for our clients, combining the personal touch of a dedicated client team with a robust governance platform, state-of-the-art technology, and specialist support from the wider group. This allows us to efficiently manage schemes along their journey plans without compromising on collaboration and putting members first.”

 Kim Nash, Managing Director of ZEDRA Governance, commented: “We appointed Clare to this central role for her energy, experience, and track record in the sole trustee space. We expect strong growth in demand for PCST services, and Clare will lead the team as we respond to this without compromising on the high-quality governance our clients expect. We put our scheme members at the heart of everything we do, and Clare will help to ensure that our sole trustee service continues to offer the outcomes that members deserve, and the efficiencies and effective governance that employers expect.”

 Clare James has been a Client Director at ZEDRA since January 2019. She is a highly experienced trustee with an extensive background in sole trusteeship, bringing 30 years’ experience in the pensions industry. Before joining ZEDRA, Clare spent the majority of her career as a Principal, Scheme Actuary and investment consultant at Punter Southall (now XPS).

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