“Where PSGS are appointed to act in conjunction with an existing body of trustees, we have found that they are quickly able to fit in well and gain the trust and respect of their co-trustees. ”
“I wanted to look at the effectiveness of our trustee board, so Gillian, our PSGS scheme secretary, provided their trustee self-assessment tool to help me gather thoughts and opinions from others on the board. The tool was extremely easy to use and asked all the right questions to help me collect the information I needed as Trustee Chair. It is a great example of the way PSGS shares knowledge with their clients and makes dealing with key governance issues easy. As well as enabling me to meet one of the Regulator’s 21st century trusteeship requirements, using the tool has flagged trustee training needs and ways we could improve trustee meetings further. ”
“Kathy, may l take this opportunity to thank you for your assistance. There were many times l thought l was losing my mind during my efforts with Aviva. You were a pillar of support for me and you saw my case through to the very end. I cannot thank you enough but thank you again. It is through people like you who strive for professional fairness as well as thoroughness, HCA has such a good reputation.”
“In my experience, not all professional trustees are able to cope with tricky or potentially confrontational situations. I find PSGS has massive experience in getting involved, earning the respect of others and resolving such issues. They get stuck in – they are a first rate team.”
“Many organisations and people provide the services that clients need. In my opinion, the differentiator is in the way those services are provided and to that extent, Kathy embodies the qualities that I have come to value from PSITL. Kathy is organised but not fussy; diligent but not dogmatic; persistent without being pushy and compliant in a pragmatic way. Whilst she takes ownership and drives issues forward, Kathy is a team player who uses her and her colleagues experience to provide services to her trustee client whilst working closely with those like me representing the sponsoring employer. She works collaboratively with advisers but constructively challenges the scope of services, fees and service standards whenever necessary and makes sure that member needs are always taken into account. I enjoy working with her and trust that she will deliver what is required by the trustee and the members they represent in a manner satisfactory to the sponsoring employer. ”
“Excellent communication - the trustee training course facilitators were clearly knowledgeable and very experienced in their field and able to convey concept and information in a way I was able to understand. ”
Alex deals mainly with ongoing schemes and is a member of our management board.
Alex has extensive pensions experience, with more than 20 years as a professional trustee. He started at James Hay Pension Trustees in 1997 looking after executive pension schemes (SSAS, FURBS etc), then gained defined contribution (DC) experience with Winterthur Life.
Alex joined us in 2002. He acts as trustee for a range of ongoing schemes, predominantly defined benefit (DB) but also DC and hybrid. His appointments include chair of trustees, trustee board member and sole trustee.
He has dealt with most circumstances and many industry sectors, including: regulatory bodies, leisure, education, defence, media & technology, automotive & rail, healthcare, manufacturing, publishing, pharmaceuticals, housing associations and legal firms.
In his spare time, Alex suffers the slings and arrows of outrageous fortune on the golf course and still plays a bit of cricket on a Sunday, provided he can be sure of a good tea.
Qualifications: Fellow of the Pensions Management Institute (FPMI), law degree, Post Graduate Diploma in Legal Practice, accredited professional trustee
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