Tracy has over 17 years’ experience in the pensions industry, providing technical advice and consultancy services to trustee boards as well as corporate sponsors on a wide range of defined benefit and defined contribution schemes.
Prior to joining Trustee Principles Limited, Tracy worked in Willis Towers Watson’s advisory business and was responsible for day to day account management of a portfolio of corporate clients in the Munster region, along with providing advice, guidance and consulting services for these clients. Tracy’s consulting experience includes technical knowledge in winding up both defined benefit and defined contribution pension plans with particular expertise in bulk annuity buyouts for defined benefit schemes. She has devised and delivered corporate, trustee and member communications and advised on technical aspects of mergers and acquisitions.
A graduate of the University of Limerick with an honours degree in Applied Mathematics and Computing, Tracy qualified as a Financial Advisor in 2006. She is a Fellow of the LIA and an Associate of the Irish Institute of Pensions Management (AIIPM). She also holds a Pensions Diploma with the LIA. More recently, Tracy has successfully completed the IIPM Law and Governance Programme for Trustees and is QPT (Qualified Pension Trustee).