“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. ”
“I learnt more than I expected to at the trustee training course. A good introduction to the trustee role.”
“Very broad, comprehensive trustee training course covering a wide range of topics. Excellent!”
“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.”
“Clare Owen has been a really excellent scheme secretary”
“As a pensions novice, I felt that the trustee training course gave me a good grounding.”
Ann co-ordinates all day-to-day activities for a range of trustee secretary appointments. She also provides support to our team of independent trustees.
Ann started her pensions career in 1972 with British Airways, where she was responsible for several key areas of administration of the Airways Pension Scheme.
In 1984, Ann joined employee benefits consultancy Elliot Associates to develop her pensions career and subsequently moved to BGJ & Co (later part of Punter Southall Limited) when it was formed in 1993. She transferred to us in 2006.
Although Ann is an experienced consultant, she has always maintained an active participation in the latest pension scheme administration requirements.
You can certainly say Ann is keen to tick a lot off her bucket list. So far she has completed the London Marathon (2010), climbed Kilimanjaro (2013) and travelled to Cambodia to support a charity school (2017). What could possibly be next?
Awards: Trustee Secretary of the Year 2016 - Engaged Investor Awards.
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