01423 229029 info@mhmpensions.co.uk

Independent Pension Consulting Services

MHM provides independent advice and support services to employers and trustees of company sponsored pension schemes, covering all aspects of pension scheme management and associated employee benefits.

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MHM Pension Services

MHM provides independent advice and support services to employers and trustees of company sponsored pension schemes, covering all aspects of pension scheme management and associated employee benefits.  We use our experience to guide our clients on matters of pension scheme design, compliance with regulatory requirements and payment of benefits to members and their dependants.

We will also coordinate services from third party advisers and other service providers, acting as first point of contact for our clients and, where required, their scheme members/employees.

MHM Trustee Services

Our subsidiary company, MHM Trustee Services Ltd provides professional, independent trustee services to Defined Benefit (“DB”) and Defined Contribution (“DC”) pension schemes, either as sole trustee or working alongside the existing trustees as chair or as a member of the trustee board.

For further details about the services available from

MHM Trustee Services Ltd  

Please click the Company name to visit our other website.

Areas of Expertise

Our services fall within the following broad headings:

  • Advice to employers and pension scheme trustees
  • Administration support services
  • Secretarial services for trustees of occupational pension schemes
  • Communications on pension and employee benefits schemes
  • Automatic enrolment advice, implementation and support
  • Insurance benefits advice, design, implementation and operation
  •  Professional, independent trustee services
  • Benchmarking services and fees of current advisers

Please note that we do not provide investment advice or any kind of pension or financial planning advice to individuals. Where we are asked for such services, we are usually able to provide an introduction to a trusted third party adviser or, for advice/guidance on personal finance matters, we may refer the individual to Pension Wise or direct them towards the website Unbiased, to find an independent financial adviser in their area.

Our People

David Hodgson
M: 07827 320 397

David has been working with employers and pension scheme trustees for more than 30 years and, together with his wife, Fiona, he set up MHM in September 2016 to continue this from an independent business. A Fellow of the Pensions Management Institute (FPMI), David has very broad experience of different types of schemes and is currently working with trustees of both DB and DC pension schemes, as well as advising employers on pension de-risking options and, more recently, compliance with their duties in connection with auto-enrolment. David is married with three grown-up children, in his spare time he enjoys playing golf at Oakdale Golf Club in Harrogate (and other places, if invited!) and he also follows football (Arsenal and Leeds United) and most sports.

Fiona Hodgson
M: 07584 318 012

As a director of MHM, Fiona is responsible for the day-to-day operation of the Company and she also provides administration support in relation to pension and insurance schemes for a number of our clients. Her career in financial services started with S.G. Ingram: Actuary Limited in 1993, with various roles (and various company names!) over the next 22 years. Please contact Fiona with any general enquiries about services from MHM. Fiona is married to David with three grown up children.  In her spare time she enjoys cooking and reading and loves watching rugby union.

Stephen Phillips
M: 07841 030071

Stephen works with clients with both defined benefit and defined contribution schemes, helping trustees and employers to navigate their way through the legislation and regulations that govern workplace pension arrangements and to remain compliant with the automatic enrolment legislation. Stephen’s experience of over 35 years working in pensions with Bain Clarkson, SG Ingram and Capita means that he can apply a practical approach to the strategy required to help employers and trustees navigate through the regulations governing pension arrangements, whilst retaining a focus on the original purpose of the scheme. Away from work, Stephen is interested in history, music and travel. He used to like football, but hasn’t mentioned it much lately.

Alexandra Welburn
T: 01423  229029

Alex began her career at Prudential before moving back to Harrogate where she worked for S G Ingram and its various successors as a client administrator. She spent a brief spell working for an Investment Management company before joining MHM Pensions where she is responsible for providing client administration and support.

Paul Wilson
M: 07768 030365

Paul joined MHM in May 2018. This follows a career of over 35 years at Xafinity and HR Trustees, where he specialised in providing consulting, scheme governance and secretarial services to a wide variety of trustee boards, and acted as chair and sole trustee for a number of pension schemes. Paul is a Fellow of the Pensions Management Institute (FPMI)

Rob Dawson
T: 01423 229029

After graduating from the University of Cumbria with a degree in Business Entrepreneurship, Rob spent some of the next two years working in Wisconsin, North America as a wilderness guide for Camp Amnicon. He joined MHM in October 2018 to begin a career in pensions, joining the Client Support team as a trainee pensions and employee benefits administrator. In his spare time, Rob enjoys travelling and sports, including football and hockey.

Pension Connections

Pension Connections is our regular newsletter, covering a range of topics in relation to pensions and employee benefits, and with contributions from some of our valued business partners.  Some recent issues are available below and please contact us if you would like to be added to our circulation list.

PC 5 – DECEMBER 2018

Get in Touch

For any enquiries about our services, please contact us using this form or by email or telephone. We would be pleased to hear from you.

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01423 229029
  Windsor House, Cornwall Road, Harrogate HG1 2PW