“PSGS was chosen because of their knowledge of the subject and awareness of our particular schemes.”
“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.”
“I enjoy working with PSGS and we have a very positive relationship. I was new to pensions and found them very helpful.”
“The Trustee Training course is very good. Excellent coverage of material presented in an easy-to-digest manner and quality of presentation by both presenters. ”
“So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.”
“Mike is a great secretary. He does a really good job for us.”
James is a professional pension trustee. He is a PSGS board member and is responsible for our trustee services.
James started his career in 1997 with Bacon & Woodrow in personal pension mis-selling loss calculation. With Hewitt Associates he held team leader and client relationship management roles. His responsibilities included scheme secretarial, outsourced pension management and administration client management for defined benefit (DB) and defined contribution (DC) schemes. His largest client had over 5,000 members.
In 2007, James moved into trusteeship when he joined Aspen plc (now Capita Fiduciary). His experience and technical expertise mean he understands the risks faced by schemes of different sizes and complexities, and how to manage them effectively.
James presents trustee training on topics such as investments, actuarial valuations, 21st century trusteeship and scheme governance.
James is a keen runner and raised over £3,500 for the Royal Marsden by completing the London Marathon. He is also pleased to have got a single figure golf handicap back after a number of years not playing.
Qualifications: Associate of the Pensions Management Institute (APMI), BSc Hons Economics.
7 Feb 2019
“Trustees lack expertise, time and resources to develop effective communications on technical pensions issues and need professional help…” That’s...
16 Jan 2019
Important new Regulations that came into force with effect from 6 April 2018 imposed new obligations on the trustees or managers of defined...
19 Dec 2018
During the global financial crisis, the banks (if not the bankers) bore the brunt of the financial losses. In the next downturn they won’t....