“Wish I'd had the opportunity to do the Trustee training course sooner! ”
“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. ”
“Excellent communication - the trustee training course facilitators were clearly knowledgeable and very experienced in their field and able to convey concept and information in a way I was able to understand. ”
“PSGS offered the right support at very short notice, at reasonable cost, when we really needed it”
“I would recommend them to anyone - I have dealt with a number of other independent trustee firms and would rate PSGS as the best. We are very happy with Mark and the service we get.”
“Excellent and comprehensive training course. I will definitely refer to what I've learned and received. ”
Fiona acts as secretary to the trustees and co-ordinates day-to-day activities for a variety of pension schemes.
Fiona began her pensions career in 2012 with Aon Hewitt as an Administrator. She managed pension increases and benefit statements and performed manual calculations.
In 2015, Fiona progressed as an Advanced Pensions Administrator at Barnett Waddingham LLP. Her duties included in house systems support, attending trustee meetings to present administration reports, training junior team members and working on DB, DC and hybrid pension schemes.
Fiona also spent time at JLT as an Associate Consultant where she delivered a variety of activities such as acting as secretary to the trustee for several pension schemes, preparing meeting packs and member communications. She joined us in 2018.
In Fiona’s spare time, she takes part in choir performances around London and various volunteering projects such as cooking and serving food at a homeless shelter and helping with gardening at a special needs school. She’s also known to take to the ice, working those figure skates hard!
2 Jul 2020
Making relationships work well should be considered an art form . From experience, it’s one I know a professional trustee needs to be a master...
11 Jun 2020
With all the turmoil we’ve seen in investment markets recently, I thought it would be interesting to look at what pension schemes should have...
26 May 2020
In a nutshell, the future of defined contribution (DC) pension master trusts is they will be bigger and better, but there’s a risk they’ll become...