Curtis supports our Scheme Managers and Client Directors on 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).
“Why you shouldn’t be afraid of moving from in-house to outsourced”
16 Oct 2018
The shops being filled with ghoulish Halloween goodies have made me think about what’s often seen as scary in my day job - outsourcing! I...
“To consolidate or not to consolidate? That is the DB question”
12 Sep 2018
The DWP’s White Paper set out the advantages consolidation can bring to defined benefit (DB) pension schemes by reducing costs per member,...
“Lessons learned from a £600m buy in”
4 Sep 2018
This case study looks at the lessons we learned from a £600m buy in and our top tips when it comes to the quality of contingent spouse data.
