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.
“PPF levy invoices - where are they being sent this year? ”
24 Sep 2020
Confused about where your Pension Protection Fund (PPF) levy invoice for 2020 is being sent? The mystery is solved! I called the PPF to...
“WFH – webinars from home”
15 Sep 2020
Whether you have returned to the office now for a couple days a week or still working from home, how many more webinars have you attended since...
“Managing costs and delivering value”
9 Sep 2020
I’m privileged to act as both an independent trustee and a professional scheme secretary. Although the roles are quite different, I find each...
