“Highly informative. Having leading professionals deliver the TKU course really adds value.”
“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.”
“I enjoy working with PSGS and we have a very positive relationship. I was new to pensions and found them very helpful.”
“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
“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.”
“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. ”
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.
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