Client feedback


A major problem with the pension fund needed skilled, constructive help - which was given!
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.
Stuart Barker,
Internal Pensions Consultant, RSPCA
Mark Fletcher - excellent independent trustee, personality and high standards.
Sukhjit Dhillon ,
RATP
Edwin’s working to ensure the other trustees get involved. Last year he took more of a leading role, which I was very grateful for. He is well organised and proactive. Feedback from external advisers has been good.
Jeremy Barnard ,
Imerys
Professional and forthcoming with support.
Martin Crees ,
Rabobank
Very broad, comprehensive trustee training course covering a wide range of topics. Excellent!
Tom Graham,
Star Group Pension Scheme
Image of James Duggan, Scheme Manager

James Duggan

Scheme Manager

Professional trustee, Governance services

Contact James

Reading

Tel 0118 207 2913

Role

James co-ordinates all day-to-day activities for a range of scheme secretarial and independent trustee appointments.

Background & experience

James has worked in pensions for over 11 years, having previously worked as part of the Punter Southall actuarial team, before joining us six years ago to move to professional trusteeship.

James has significant experience of providing scheme secretarial and governance services to a wide range of clients. He uses the skills and expertise from this to bring further value to his trustee appointments to ensure they are well run and have the relevant processes and procedures in place.

James acts as lead sole corporate trustee to three schemes and as an alternate to five schemes. They have seen significant funding improvements and some of them are undertaking actions to secure scheme benefits with an insurer.

James enjoys playing football, has achieved the Sports Diver Scuba Diving qualification, 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, accredited professional trustee, APMI qualified

Areas of specialism

  • actuarial issues
  • investment & funding strategies
  • buy-out
  • pension consultancy
  • GMP equalisation

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