“Thanks for all your help!”
“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.”
“The Trustee training was very interactive and the presenters were engaging - thank you.”
“I would recommend them to anyone - I have dealt with a number of other independent trustee firms and would rate PSGS as the best. We are very happy with Mark and the service we get.”
“Gillian and Curtis provide an excellent service to the trustees. They are approachable and possess a huge amount of knowledge. Everything appears to work smoothly which I am sure is due to the immense amount of work they do in the background to ensure all paperwork is available and up to date.”
“PSGS were overall more professional than others.”
Clare co-ordinates day-today activities for a range of pension schemes, supporting professional trustee and scheme secretarial appointments.
Clare’s pensions career began in 2001 as an account manager at Wentworth. In addition to pension plan administration, she also worked on group risk scheme administration including market reviews, renewals and claims. She worked with individual pension policyholders and interacted with members, employers and insurance companies.
In 2011, Clare became a corporate account manager specialising in the administration of defined benefit (DB) pension schemes, supporting the appointed director. She liaised with the trustees, employers, investment managers, actuaries and administrators to report on scheme activities.
In 2020, shortly after NFP acquired Wentworth, Clare moved to a consultant role. She was responsible for DB schemes, organising regular trustee and project meetings, such as annuity buy-ins, and ensuring compliance.
Qualifications: RO4 pensions & retirement planning, L02 pension simplification, Financial Planning Certificate
Many defined benefit (DB) pension schemes that, at their triennial valuation three years ago,...
Over 60% of the schemes we work with say guaranteed minimum pension (GMP) equalisation is one of...