Lisa Mundy has been appointed as the BESTrustee representative on the Mercer Master Trust board. In this role, Mundy will lead the administration and communications sub-committee.
Mundy has 28 years of experience in financial services and joined BESTrustees in 2019. Before that she held several senior positions at LV (formerly Liverpool Victoria), most recently as service director of its life & pensions business.
Mundy has served as a pension trustee for defined benefit and defined contribution schemes since 2016.
Roger Breeden, partner and master trust strategist at Mercer welcomed Mundy to the board, and said her experience in customer services and communications would be invaluable.
He says: “As the global Covid-19 pandemic has illustrated, active governance is vital. The Mercer Master Trust trustees are working hard with us to ensure members are in a safe and secure financial position, supported by strong administration and communication.
“Our administrators have successfully migrated to home working and are maintaining member helplines. They are also closely monitoring the investment portfolios performance and strategy, particularly for those members who are approaching retirement and therefore more immediately affected by market volatility. ”
He adds: “The Mercer Master Trust puts members first, enabling them to go beyond retirement planning with the help of its integrated financial wellbeing services.”
