“So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.”
“Very professional and engaged service.”
“Thanks for all your help!”
“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. ”
“I enjoy working with PSGS and we have a very positive relationship. I was new to pensions and found them very helpful.”
“Highly informative. Having leading professionals deliver the TKU course really adds value.”
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.
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...
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...
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...