“When requesting information by email, I have noticed that there is 'out of hours activity' to answer me. I regard this as a stand out 'above and beyond' - impressed.”
“I learnt more than I expected to at the trustee training course. A good introduction to the trustee role.”
“Where PSGS are appointed to act in conjunction with an existing body of trustees, we have found that they are quickly able to fit in well and gain the trust and respect of their co-trustees. ”
“The trustee training was a very well-paced overview which gave opportunity to explore ideas and question more deeply at key points.”
“These days, Boards need real expertise on tap (with excellent back-up) to cope with a constantly evolving and more regulated environment. PSGS is geared to delivering that.”
“Many organisations and people provide the services that clients need. In my opinion, the differentiator is in the way those services are provided and to that extent, Kathy embodies the qualities that I have come to value from PSITL. Kathy is organised but not fussy; diligent but not dogmatic; persistent without being pushy and compliant in a pragmatic way. Whilst she takes ownership and drives issues forward, Kathy is a team player who uses her and her colleagues experience to provide services to her trustee client whilst working closely with those like me representing the sponsoring employer. She works collaboratively with advisers but constructively challenges the scope of services, fees and service standards whenever necessary and makes sure that member needs are always taken into account. I enjoy working with her and trust that she will deliver what is required by the trustee and the members they represent in a manner satisfactory to the sponsoring employer. ”
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.
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