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
“Trusteeship is all about relationships”
2 Jul 2020
Making relationships work well should be considered an art form . From experience, it’s one I know a professional trustee needs to be a master...
“Investment with the benefit of hindsight”
11 Jun 2020
With all the turmoil we’ve seen in investment markets recently, I thought it would be interesting to look at what pension schemes should have...
“Master trusts: the future directions for these popular schemes”
26 May 2020
In a nutshell, the future of defined contribution (DC) pension master trusts is they will be bigger and better, but there’s a risk they’ll become...
