“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. ”
“Clare Owen has been a really excellent scheme secretary”
“PSGS offered the right support at very short notice, at reasonable cost, when we really needed it”
“Excellent and comprehensive training course. I will definitely refer to what I've learned and received. ”
“I found the trustee training really beneficial, highly recommended. I am not a trustee, I represent the employer and I think it will be valuable for me in future, having a better understanding of the trustees' perspective.”
“In any major corporate transaction, time is of the essence. PSGS's pragmatic commercial approach helped us manage the pensions aspects of our group re-structure to ensure a positive outcome for all parties. ”
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.
12 Aug 2020
I last wrote about pension superfunds two years ago . Amid the heightened sponsor risks associated with defined benefit (DB) pension schemes, on...
2 Jul 2020
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11 Jun 2020
With all the turmoil we’ve seen in investment markets recently, I thought it would be interesting to look at what pension schemes should have...