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.
“Data breaches – are trustees really in control?”
7 Apr 2020
Pension trustees (as data controllers) must report a personal data breach that creates risk for individuals to the Information Commissioner’s...
“Coronavirus & escrow (two words I never expected to use in the same sentence)”
31 Mar 2020
This Covid-19 world certainly is crazy. Implications are far reaching and pensions are not immune – a very real example being the ‘coronavirus...
“It seemed like a good idea at the time…”
12 Mar 2020
Sometimes, as it turns out, pension consultants can be too clever by half. What seemed like a good idea at the time turns out to be painful,...
