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
“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...
