“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.”
“The team provide an excellent service with practical and commercial input that we have not found with anyone else.”
“Highly informative. Having leading professionals deliver the TKU course really adds value.”
“Excellent service - as expected and why PSGS was chosen.”
“We now have a very collaborative approach between trustees and employer.”
Clare has spent her career working with clients in pension scheme governance, outsourced pensions management and operational efficiency.
Clare started her career in 1983 as an actuarial trainee, changing to an in-house administration role with Grand Metropolitan (now Diageo).
In 1989, Clare moved into consultancy with Mercer and held a variety of roles over her 25 year career there. Prior to joining us in 2016, she was UK Leader of Governance Trustee services, heading a team providing outsourced pensions management, secretarial and governance advisory services to a variety of clients.
Clare’s project work has included taking large clients through the introduction of auto enrolment and developing the governance framework of a new master trust solution.
Clare is a keen sportswoman and plays Masters hockey. She has travelled the world - including a successful three month trip with two young kids!
Qualifications: Associate of the Pensions Management Institute (APMI), BSc Hons Mathematics & Sports Science.
Truth or untruth: only an active member or pensioner can be a member-nominated trustee?...
As asset owners, pension trustees have clout in helping increase the pace of progress on ESG....