“Clare Owen has been a really excellent scheme secretary”
“Gillian goes above and beyond, she is very responsive to the whole team and delivers outstanding work. ”
“The trustee training course covered a wide variety of subjects which gives a good basis for future discussion and decision making during trustee meetings.”
“Colin provides expert trusteeship. He guides former employees not familiar with legal constraints and restrictions - he is aware of them and helps solve problems - very happy.”
“Excellent and comprehensive training course. I will definitely refer to what I've learned and received. ”
“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.”
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)
‘ PSGS & 20-20 Trustees merge to form Vidett ’
Punter Southall Governance Services (PSGS) & 20-20 Trustees (20-20) have today announced they...
‘ Don’t be surprised that your gilt funds are being treated like an emerging market ’
You may have seen or heard about the article in the Financial Times about how Insight...