James acts as a professional pension trustee and is responsible for our trustee services and technical matters.
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.
“DC - a management tool?”
15 Nov 2018
Many employers have regarded their pension scheme as a management tool, helping more experienced staff achieve a comfortable retirement thereby...
“Why you shouldn’t be afraid of moving from in-house to outsourced”
16 Oct 2018
The shops being filled with ghoulish Halloween goodies have made me think about what’s often seen as scary in my day job - outsourcing! I...
“To consolidate or not to consolidate? That is the DB question”
12 Sep 2018
The DWP’s White Paper set out the advantages consolidation can bring to defined benefit (DB) pension schemes by reducing costs per member,...
