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.
“Only 56% of pension trustee boards assess their performance – trustee effectiveness research”
23 Aug 2019
The Pensions Regulator (TPR) made trustee board effectiveness central to good pension scheme governance. We wanted to find out how far pension...
“Redress claims: lots of pain, little gain”
16 Aug 2019
Being on guard about potential scams has been problematic enough for pension trustees in recent years. Now the rise of claims management firms...
“Trying not think about Brexit?”
7 Aug 2019
Well, it does all feel a little déjà vu doesn’t it? While Boris and Brussels are having a ding dong (or not as the case may be), the...
