Client feedback


Alex is the first professional trustee we have had and has revolutionised the way they look at things - helped above and beyond.
Angela Clayton,
Accent Group
Back in the day there was a large trustee board, with several independents (from the financial world) and the ex-Chairman of the company was offered the role as Chair of Trustees as a sweetener when he stepped down. Unionised company then divided - broad range of active members. They needed some expertise, consistency and leadership during this time. Wanted a serious/professional to lead and guide the trustees.
Dave Benstead ,
Diodes Zetex
Mark Fletcher - excellent independent trustee, personality and high standards.
Sukhjit Dhillon ,
RATP
PSGS was chosen because of their knowledge of the subject and awareness of our particular schemes.
George Batho ,
Trustee, Lansing Linde
They deliver above expectation when the scheme has a particular challenge.
Ian Edwards,
Comet
Appointing Kevin as KBC professional trustee was one of the best decisions the bank took. He complements the other two trustees and also appreciates the position of the employer too. The experience a professional trustee adds is invaluable and they can share their knowledge and market practice within the KBC plan. Kevin manages the budget in consultation with the bank, fully debriefs all parties and maintains a constant dialogue with myself (as HR Manager) and trustees. Since we have worked together for a number of years, Kevin also appreciates some of the limitations we face ie budgets, and always comes up with a proactive approach and solution. His input is particularly valued by the bank trustee who is an actuary in our pensions department in Belgium Head Office.
Sharron King,
KBC Bank
Image of Gillian Graham, Client Director

Gillian Graham

Client Director

Governance services

Contact Gillian

Reading

Tel 0118 207 2922

Role

Gillian acts as secretary to the trustees for several clients and manages pensions project work.

Background & experience

Gillian worked in pensions in Edinburgh and South Africa before joining Punter Southall in 1999. She became a Principal in 2002 and was responsible for the Guildford office administration team.

Gillian was the driving force behind initiatives to obtain the Plain English Crystal Mark for member communications and the annual internal controls review. Latterly, she was Head of Administration Client Services and implemented auto-enrolment for clients.

Gillian has acted as a scheme secretary since 2009 and transferred to us in 2014 to focus on this role and trustee executive work.

She is a PMI Fellowship Network Ambassador, a member of the PMI's Scottish Regional Committee and a member of the PLSA Defined Benefit Reference Group.

Gillian’s project management and organisational skills come in handy outside of work too, whether that’s for planning events like her son’s three day wedding or navigating her way around Moscow and St Petersburg.

Qualifications: Fellow of the Pensions Management Institute (FPMI), Master of Arts

Areas of specialism

  • pension secretariat
  • member communications
  • pension increase exchange
  • scheme closure & wind up
  • pension governance
  • scheme redesign

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