Emma Roberts

Emma is a scheme secretary and pensions manager for Dalriada working in the pensions management team. Emma specialises in pension scheme secretarial, pensions governance and project management. Emma has completed her Retirement Provisions Certificate with the Pensions Management Institute and is currently studying for her professional pension trustee accreditation.

At Dalriada Emma currently acts as scheme secretary support on a £bn+ scheme and a £50m scheme. This includes agenda setting, meeting pack preparation, minute taking, budget oversight and collating information for member discretion cases.

Prior to Dalriada Emma worked in-house for a £bn+ defined benefit and defined contribution scheme. Emma’s role included acting as scheme secretary for the Defined Contribution Governance Committee for their defined contribution scheme with over 6,000 active members, which included drafting agendas, preparing meeting packs, taking minutes, supporting committee members with assessing fund performance, risk management and scheme governance.

Emma’s journey in the pension industry began with acting as project manager to lead the implementation of the IORP II Directive for an Irish DB pension scheme. She meticulously studied the Code of Practice set out by the Irish Pensions Authority, to understand the implications for Irish pension schemes, and the opportunities it presented for enhancing governance and member outcomes. She remained up-to-date with regulatory changes and industry best practices, ensuring that Irish pension schemes remained at the forefront of compliance. The work led to the trustee board winning the Irish Pension Awards, Trustee of the Year.

Emma’s attention to detail and highly organised approach ensures her schemes are highly efficient and effective.