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.
“Trusteeship is all about relationships”
2 Jul 2020
Making relationships work well should be considered an art form . From experience, it’s one I know a professional trustee needs to be a master...
“Investment with the benefit of hindsight”
11 Jun 2020
With all the turmoil we’ve seen in investment markets recently, I thought it would be interesting to look at what pension schemes should have...
“Master trusts: the future directions for these popular schemes”
26 May 2020
In a nutshell, the future of defined contribution (DC) pension master trusts is they will be bigger and better, but there’s a risk they’ll become...
