Meet Caroline Forward, our new Office Manager / Company Secretary & PA

I am primarily from a Customer Service, Office and Operations Management background. I joined Retirement Security in June 2024 and my new role entails driving forward our office processes and discovering where we can improve the service we deliver to our Owners, Court Managers and Court Boards of Directors.

It also includes supporting positive change. Currently this is through new IT systems such as the Concerto Court Manager Portal. Real time updates by the Court Manager into the Concerto system will ensure that all the important information regarding new shareholders or occupiers is captured as properties are sold. Also, information relating to those already living at your Court who may have a change in circumstances. This will aid us all in keeping data up to date to ensure the varying types of information RS send out to the Courts goes to the right people at the right address, whether Leaseholder or Occupier or Power of Attorney/Executor or Court Director. Capturing all this information at source is key to us moving forward and improving.

Other new IT Systems RS have invested in include Bright HR. The goal is to help free up time for our valuable Court Managers and I am currently arranging for some initial training and follow up support. The new system will mean minimal administration for your Court Manager in maintaining holiday, absence, performance, rotas, working patterns, contracts and new recruits. The aim of the new Bright HR system is to help your Court Manager to maximise their time with you, by having all their HR Administration streamlined in one place, on one system.

As Company Secretary, my role also includes liaising with Solicitors and your Services Managers and Court Managers to ensure that moving forward, the information regarding any changes to your Court Shareholders and Directors is accurately recorded and filed with efficiency at Companies House.

Supporting our Services Managers in their roles in supporting your Court Managers who in turn help them to support you as Owners of our Courts is all part of my vision for this new role with Retirement Security.

In my leisure time I enjoy exploring cities and towns primarily in the USA, Middle East, Far East, Australia and New Zealand and closer to home, our beautiful countryside and cities of the UK. I frequently cook dishes from around the world for my friends and family, but also enjoy eating out.