“The trustee training course lecturers' explanations and willingness to answer questions were most valuable - even silly ones - although I have learnt there are no 'silly questions' that trustees should ask.”
“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. ”
“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.”
“The trustee training course covered a wide variety of subjects which gives a good basis for future discussion and decision making during trustee meetings.”
“PSGS offered the right support at very short notice, at reasonable cost, when we really needed it”
“Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.”
Fiona acts as chair of trustees for several clients and as sole trustee for others for ongoing final salary and hybrid schemes.
Fiona started her career in 1994 as Assistant Company Secretary for Bridport-Gundry Limited (now Bridport plc), also acting as inhouse Assistant Pensions Manager.
Fiona decided to focus solely on pensions, moving to work as Assistant Pensions Manager with SAUR Water and then Premier Hotels Limited where she undertook to bring in the administration of the GPP scheme.
Fiona moved into trusteeship when she joined us in 2001. Her wide experience means she understands the many complex challenges faced by schemes, sponsoring employers and co-trustees and is able to suggest pragmatic and effective solutions. She specialises in small to medium size pension funds.
Fiona has undertaken and successfully completed a Critical Thinking course run by Oxford University and has been a parent representative at her daughter’s school.
Qualifications: Qualified - Institute of Chartered Secretaries and Administrators (ICSA), Associate of the Pensions Management Institute (APMI).
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