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
“Declarations of intent: a case of regulatory grip tightening”
20 Jun 2019
With all the recent high profile cases in the press - Arcadia, BHS and Carillion being the most obvious – it’s no surprise the government wants to...
“Big pension schemes: the view from our trustee secretaries”
13 Jun 2019
Maybe it is just that an analytical mind is useful when you work in pensions and categorising things helps us, but I’ve always thought it's...
“Trustee board performance: what reviews are we seeing?”
3 Jun 2019
I think it is safe to say all the pension trustees and pension managers I’ve spoken to have different views on what they’re looking for from an...
