XPS Pensions Group expands Investment Transitions Team

XPS Pensions Group, the UK specialist in pensions, investment and administration services is delighted to announce the appointment of Susan Middleton and Julia Falk to its specialist investment transitions team. Susan will lead the team and has joined as a Principal in the role of Head of Investment Transitions, alongside new Senior Consultant, Julia. Susan and Julia join XPS Investment from JLT Employee Benefits.

Susan Middleton, Head of Investment Transitions, commented: “Having worked in asset transitions for nearly 20 years, we know that effectively managing the movement of assets for our clients is a hugely important service. They rely on us to carefully manage the risks involved and minimise costs whilst the assets are in transit. Julia and I are really impressed by XPS Pensions Group’s commitment to fantastic client service and we can’t wait to help with this by ensuring transitions are undertaken efficiently for our clients.”

Patrick McCoy, Head of Investment, commented: “We are really excited to have recruited the leading investment transitions team in the market of Susan and Julia. We are committed to delivering razor sharp execution for our clients. When our clients make decisions, we will ensure they are implemented quickly and effectively, using a risk-controlled approach.”

XPS has around 300 Investment Consulting clients with over £30bn in assets. During 2018 we helped around 60 of our clients transition c£2bn of assets across 30 different fund managers.