“Ann and her team are very knowledgeable and proactive, liaise well with our other advisers and provide the Trustees with an invaluable secretarial service.”
“We now have a very collaborative approach between trustees and employer.”
“I wanted to look at the effectiveness of our trustee board, so Gillian, our PSGS scheme secretary, provided their trustee self-assessment tool to help me gather thoughts and opinions from others on the board. The tool was extremely easy to use and asked all the right questions to help me collect the information I needed as Trustee Chair. It is a great example of the way PSGS shares knowledge with their clients and makes dealing with key governance issues easy. As well as enabling me to meet one of the Regulator’s 21st century trusteeship requirements, using the tool has flagged trustee training needs and ways we could improve trustee meetings further. ”
“PSGS offered the right support at very short notice, at reasonable cost, when we really needed it”
“These days, Boards need real expertise on tap (with excellent back-up) to cope with a constantly evolving and more regulated environment. PSGS is geared to delivering that.”
“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. ”
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).
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