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
“The sole trustee shift”
15 Jan 2020
What do you think about sole trusteeship? A sensible, cost effective way of ensuring a pension scheme is well managed, or an option exposed to...
“Sole trusteeship & a successful small scheme buy in”
16 Dec 2019
From a substantial funding shortfall to achieving a buy-in in eight years, this case study looks at sole trusteeship and the journey towards a...
“Spare a thought for the pension administrators... ”
9 Dec 2019
...who now have yet another step to complete in the DB to DC transfer process! Given that pension scams continue to be a major problem, and...
