“I found the trustee training really beneficial, highly recommended. I am not a trustee, I represent the employer and I think it will be valuable for me in future, having a better understanding of the trustees' perspective.”
“When requesting information by email, I have noticed that there is 'out of hours activity' to answer me. I regard this as a stand out 'above and beyond' - impressed.”
“We now have a very collaborative approach between trustees and employer.”
“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. ”
“Ian has added more value than we thought he would at the start… which shows it pays to go with someone who is doing the job of a professional trustee as their bread and butter.”
“PSGS was chosen because of their knowledge of the subject and awareness of our particular schemes.”
Gillian acts as secretary to the trustees for several clients and manages pensions project work.
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.
She is a PMI Fellowship Network Ambassador, a secretary of the PLSA Thames Valley 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
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