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
“Data breaches – are trustees really in control?”
7 Apr 2020
Pension trustees (as data controllers) must report a personal data breach that creates risk for individuals to the Information Commissioner’s...
“Coronavirus & escrow (two words I never expected to use in the same sentence)”
31 Mar 2020
This Covid-19 world certainly is crazy. Implications are far reaching and pensions are not immune – a very real example being the ‘coronavirus...
“It seemed like a good idea at the time…”
12 Mar 2020
Sometimes, as it turns out, pension consultants can be too clever by half. What seemed like a good idea at the time turns out to be painful,...
