“We always receive an extremely high level of professionalism from PSGS, allowing us to make informed and appropriate decisions. Their advice is always timely and well received, allowing us to focus on what are the important key issues. They are always accessible and I would not hesitate to recommend their services!”
“We now have a very collaborative approach between trustees and employer.”
“Very broad, comprehensive trustee training course covering a wide range of topics. Excellent!”
“PSGS have provided sound and professional advice through a number of difficult pension decisions – would thoroughly recommend.”
“We chose PSGS because of the experience of the team and the feel of the relationship seemed the right fit.”
“The trustee training was a very well-paced overview which gave opportunity to explore ideas and question more deeply at key points.”
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, accredited professional trustee
I think it’s fair to say, for most pension trustee boards, their pension scheme’s web presence...
‘ 3 practical tips for embedding D&I thinking into trustee boards and pension governance committees ’
In this REBA article, Simon Lewis reveals 3 practical tips to help pension trustees and...