Client feedback


Many organisations and people provide the services that clients need. In my opinion, the differentiator is in the way those services are provided and to that extent, Kathy embodies the qualities that I have come to value from PSITL. Kathy is organised but not fussy; diligent but not dogmatic; persistent without being pushy and compliant in a pragmatic way. Whilst she takes ownership and drives issues forward, Kathy is a team player who uses her and her colleagues experience to provide services to her trustee client whilst working closely with those like me representing the sponsoring employer. She works collaboratively with advisers but constructively challenges the scope of services, fees and service standards whenever necessary and makes sure that member needs are always taken into account. I enjoy working with her and trust that she will deliver what is required by the trustee and the members they represent in a manner satisfactory to the sponsoring employer.
Stuart Barker,
Internal Pensions Consultant, RSPCA
Provided insight into what other schemes do - useful intelligence. High quality.
Thomas Mercier ,
Invensys
Clare Owen has been a really excellent scheme secretary
PSGS offered the right support at very short notice, at reasonable cost, when we really needed it.
Ian Edwards,
Chair of Trustee, Comet Pension Scheme
The team provide an excellent service with practical and commercial input that we have not found with anyone else.
Mark Culwick
As a pensions novice, I felt that the trustee training course gave me a good grounding.
Will Court
Image of Jason Beach, Trainee Scheme Manager

Jason Beach

Trainee Scheme Manager

Governance services

Contact Jason

Reading

Tel 0118 207 2892

Role

Jason is on our scheme manager training plan. He supports our professional trustees and scheme secretaries.

Background & experience

Jason’s pensions career began in 2018 with XPS Pensions Group, where he gained valuable experience within an administration team, assisting with calculations and member queries for defined benefit and hybrid schemes.

Since joining PSGS in 2021, Jason assists with day-to-day activities for a range of schemes such as invoicing, ensuring governance tasks are completed in a timely manner and following up meeting actions for both sole trusteeship and secretarial clients. His responsibilities include liaising with advisers, drafting agendas and organising meeting packs.

Jason competed in powerlifting in 2018 and continued training as a strength athlete whilst developing training programmes for clients. He also hiked up to the Hollywood sign when he was in LA.

Qualifications: PMI Certificate in Pensions Calculations - leavers and retirements with and without special circumstances, transfers in and out.

Areas of specialism

  • pensions calculations
  • communication
  • administration processes
  • meeting actions
  • meeting preparation
  • complaint management

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