“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. ”
“Ann and her team are very knowledgeable and proactive, liaise well with our other advisers and provide the Trustees with an invaluable secretarial service.”
“PSGS were overall more professional than others.”
“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.”
“Clare Owen has been a really excellent scheme secretary”
“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.”
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.
6 Nov 2019
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