Ramona is a fully accredited professional trustee who joined Capital Cranfield in September 2022.
She is an experienced Chair of Trustees and Sole Trustee for DB, DC and hybrid schemes with assets up to £600m, including a number with overseas parents. Ramona has also chaired Governance Committees for contract-based DC benefits. She has helped her clients navigate a number of strategic projects such as buy-outs, bulk transfers of trust-based DC assets to Master Trusts, adviser reviews, funding and journey plans, investment reviews and scheme mergers.
Ramona is results oriented and her natural style is pragmatic and inclusive. Her previous investment and corporate experience provide her with insight from both the sponsor’s and trustee’s perspective, which informs her guidance for trustees and her discussions with sponsors.
When not immersed in pension matters, Ramona spends her time walking, jewellery making and volunteering for the Samaritans.
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