Client feedback


​We are extremely pleased with the appointment we made. The way Ian reacts to us and works with us is brilliant. We are very happy.
Katherine Cross,
Tyser
​Ian has added more value than we thought he would at the start… which shows it pays to go with someone who is doing the job of a professional trustee as their bread and butter.
Katherine Cross,
Tyser
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.
Claire Silvester,
Vector Aerospace
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.
Stuart Barker,
Internal Pensions Consultant, RSPCA
PSGS offered the right support at very short notice, at reasonable cost, when we really needed it
Ian Edwards,
Chair of Trustee, Comet Pension Scheme
PSGS was chosen because of their knowledge of the subject and awareness of our particular schemes.
George Batho ,
Trustee, Lansing Linde
Image of Alex Davies, Director

Alex Davies

Director

Contact Alex

Reading

Tel 0118 207 2920

Role

Alex deals mainly with ongoing schemes and is a member of our management board.

Background & experience

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.

Areas of specialism

  • corporate transactions
  • investment strategy
  • scheme mergers
  • liability management
  • funding negotiations
  • benefit changes
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