“Wish I'd had the opportunity to do the Trustee training course sooner! ”
“PSGS offered the right support at very short notice, at reasonable cost, when we really needed it”
“The trustee training course covered a wide variety of subjects which gives a good basis for future discussion and decision making during trustee meetings.”
“Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.”
“I found the trustee training really beneficial, highly recommended. I am not a trustee, I represent the employer and I think it will be valuable for me in future, having a better understanding of the trustees' perspective.”
“When requesting information by email, I have noticed that there is 'out of hours activity' to answer me. I regard this as a stand out 'above and beyond' - impressed.”
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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