Curtis co-ordinates all day-to-day activities for a range of scheme secretarial and independent trustee appointments.
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 is involved in the creation of electronic board meeting packs and implementation of electronic communications and systems. He also acts as scheme secretary on a number of small appointments.
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’.
Curtis regularly takes part in charity fundraising events, like a recent cycle journey from London to Reading. He is also a keen motorsport participant and regularly finishes on the podium.
Qualifications: PMI Diploma in Retirement Provision, Associate of the Pensions Management Institute (APMI).
“Data breaches – are trustees really in control?”
7 Apr 2020
Pension trustees (as data controllers) must report a personal data breach that creates risk for individuals to the Information Commissioner’s...
“Coronavirus & escrow (two words I never expected to use in the same sentence)”
31 Mar 2020
This Covid-19 world certainly is crazy. Implications are far reaching and pensions are not immune – a very real example being the ‘coronavirus...
“It seemed like a good idea at the time…”
12 Mar 2020
Sometimes, as it turns out, pension consultants can be too clever by half. What seemed like a good idea at the time turns out to be painful,...
