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).
“Professional trustee accreditation: B+”
26 Apr 2019
Most trustees sitting on pension scheme boards will be seeking the best outcomes for their members and having an increased level of knowledge and...
“GDPR: the nightmare revisited!”
18 Apr 2019
I’m sorry to bring back the agonies of this time last year, but as pension trustee secretary I’ve started the first review of my clients’ GDPR...
“Pensions Age: The Royal British Legion”
17 Apr 2019
This Pensions Age article features a case study about one of our clients, the Royal British Legion, and credits {cms_selflink page='mark-fletcher'...
