“I wanted to look at the effectiveness of our trustee board, so Gillian, our PSGS scheme secretary, provided their trustee self-assessment tool to help me gather thoughts and opinions from others on the board. The tool was extremely easy to use and asked all the right questions to help me collect the information I needed as Trustee Chair. It is a great example of the way PSGS shares knowledge with their clients and makes dealing with key governance issues easy. As well as enabling me to meet one of the Regulator’s 21st century trusteeship requirements, using the tool has flagged trustee training needs and ways we could improve trustee meetings further. ”
“The trustee training course lecturers' explanations and willingness to answer questions were most valuable - even silly ones - although I have learnt there are no 'silly questions' that trustees should ask.”
“The Trustee training was very interactive and the presenters were engaging - thank you.”
“So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.”
“Excellent service - as expected and why PSGS was chosen.”
“Ian has added more value than we thought he would at the start… which shows it pays to go with someone who is doing the job of a professional trustee as their bread and butter.”
James co-ordinates all day-to-day activities for a range of scheme secretarial and independent trustee appointments.
After a successful actuarial internship at Punter Southall Limited, James joined their actuarial consultancy team in 2010. He joined us in 2016.
James has particular experience in scheme funding, actuarial factor reviews and setting transfer value bases. He is involved in member communications, providing pension scheme investment advice and delivering trustee secretary services to clients.
In 2011, James was seconded to the Pension Protection Fund (PPF) where he was involved in completing the yearly actuarial valuation for the organisation. He is also experienced in Financial Assistance Scheme (FAS) cases.
James likes to keep active - he was voted Players’ Player of the Season for his football team and has achieved the Sports Diver Scuba Diving qualification. If that isn’t enough, he has climbed Mount Snowdon and is on track to visit all seven continents (two to go!).
Qualifications: Institute and Faculty of Actuaries examinations, BSc Hons Mathematics with Actuarial Science
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