“PSGS was chosen because of their knowledge of the subject and awareness of our particular schemes.”
“Ever increasing regulation has placed a heavy burden on trustees both in terms of time and the risk of non-compliance. PSGS has the experience and the resources to help trustees manage these burdens.”
“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. ”
“Where PSGS are appointed to act in conjunction with an existing body of trustees, we have found that they are quickly able to fit in well and gain the trust and respect of their co-trustees. ”
“Thanks for all your help!”
“The work that has been done has been delivered beyond expectations.”
Curtis manages a range of trustee, pension executive and secretarial appointments and co-ordinates all activities.
Curtis began his pensions career in 2011 dealing with the Financial Assistance Scheme, transferring a number of complex schemes over to FAS. He joined us in 2012.
Curtis has extensive experience of running pension schemes as the lead pensions executive or independent trustee. He recently took on the lead role to two schemes managed by a common corporate trustee, leading various projects including adviser reviews, administration transition, a member website build and deployment as well as developing the governance materials.
Curtis was involved in the creation of electronic board meeting packs and implementation of electronic communications for PSGS.
Curtis is a prize winner in three Pensions Management Institute (PMI) papers - ‘Retail Investment and Personal Taxation’, ‘Professional and Governance’ and ‘Running a Workplace Pension Scheme’.
Qualifications: Accredited Professional Trustee, PMI Diploma in Retirement Provision, Associate of the Pensions Management Institute (APMI)
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