Dalriada Trustees Appoints Three New Managing Directors

Dalriada Trustees Limited (“Dalriada”), one of the UK’s leading independent professional pension trustee firms, is pleased to announce the appointment of Shehzad Ahmad, Adrian Kennett and Charles Ward to Managing Director to manage Dalriada’s ongoing growth and expansion of services. Following the appointments:

• Shehzad Ahmad – will lead Dalriada’s proposition and client portfolio for sole trustee appointments, and is appointed as MD, Sole Trusteeship, and will also be Dalriada’s BD/Sales lead. Shehzad will continue to be based in our London office.

• Adrian Kennett – will assume the role of Managing Director with responsibility for our Pensions Management Outsourcing business, Restructuring and Scheme Terminations, and Regulatory appointments.  Adrian will continue to be based in our Bristol office.

• Charles Ward – will lead both Dalriada Together, our aggregator offering, and our Non-executive trustee portfolio. He will become MD, Dalriada Together, and continue to be based in our Manchester office.

These new appointments will drive the continued development of Dalriada’s high-quality client offerings and deliverables, as it grows its business in these areas where it is seeing very strong and growing demand.

Current Dalriada MD Chris Roberts has resigned from his Managing Director role and will be leaving the business after his notice period.

Chris has achieved a lot during his time working with Dalriada and will not leave immediately. Chris will work closely with his clients and the Dalriada team to team to ensure a smooth transition and handover during his notice period.

Tom Lukic, Chair of the Dalriada Trustees Limited Board, said:

‘We are very grateful to Chris for his long and committed service. As managing director he has driven significant growth in the business since he was appointed to the role in 2022.

With his colleagues, Chris has established a very good reputation for Dalriada in the market, as a trusted provider of highly capable governors of pension schemes of all shapes and sizes.

We will miss Chris, when it is time for him to leave, and wish him all the very best for his future career.’

These new appointments will focus on the continued development of high-quality client offerings and deliverables, as we grow this business in these areas where we are seeing very strong and growing demand.

Tom Lukic commented further:

‘Shehzad, Adrian, and Charles have each made very strong contributions in their roles to date, and these promotions reflect their track record and readiness to take on the challenges and responsibilities of running important parts of our business.

I look forward to working closely with them as we grow this business in line with our clients’ demand and their high expectations of us.

The appointments of several new Dalriada Statutory Board Directors were announced last week – this appointment of three members of that board as Managing Directors to take executive responsibility for running the day to day business and making commercial decisions makes for a clear governance structure.’