Curtis Mitchell

Client Director

Professional trustee, Governance services

Role

Curtis manages a range of trustee, pension executive and secretarial appointments and co-ordinates all activities.

Background & experience

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)

Areas of specialism

• pensions executive, trustee & secretariat
• governance
• electronic board packs
• FAS
• pension scheme websites
• minute taking