“When requesting information by email, I have noticed that there is 'out of hours activity' to answer me. I regard this as a stand out 'above and beyond' - impressed.”
“The Trustee Training course is very good. Excellent coverage of material presented in an easy-to-digest manner and quality of presentation by both presenters. ”
“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.”
“PSGS were overall more professional than others.”
“So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.”
Claire acts as chairman and trustee for a portfolio of ongoing schemes.
Claire started her career as a solicitor in the late 1980s specialising in company commercial work. She moved out of private practice to join Hogg Robinson Financial Services to start her pensions career in 1992.
HR Trustees was established shortly after and Claire has been at the heart of it ever since. Her experience was initially in winding up schemes. She drew on her legal background to manage litigation cases brought against previous advisers and trustees and deal with various legal issues.
Claire now focuses on ongoing appointments for defined contribution (DC) and defined benefit (DB) schemes, acting as sole trustee, as part of a trustee board or as Chair. Her experience is very broad and includes funding negotiations, scheme mergers, investment strategy and scheme closures.
Despite not being a regular cyclist, Claire survived her first cycling holiday in the not so flat Switzerland. She also took part in the ‘MoonWalk’ power walking challenge to raise money for Breast Cancer Research.
Qualifications: LLB. Hons Qualified Solicitor.
16 Jan 2019
Important new Regulations that came into force with effect from 6 April 2018 imposed new obligations on the trustees or managers of defined...
19 Dec 2018
During the global financial crisis, the banks (if not the bankers) bore the brunt of the financial losses. In the next downturn they won’t....
11 Dec 2018
In a world where few of the old rules seem to apply, surely it’s strange to be using previous experience to estimate certainty about the future?...