“I enjoy working with PSGS and we have a very positive relationship. I was new to pensions and found them very helpful.”
“Very responsive to any queries we have and proactive in managing our scheme to the best. Very happy with the support we are getting.”
“I wanted to look at the effectiveness of our trustee board, so Gillian, our PSGS scheme secretary, provided their trustee self-assessment tool to help me gather thoughts and opinions from others on the board. The tool was extremely easy to use and asked all the right questions to help me collect the information I needed as Trustee Chair. It is a great example of the way PSGS shares knowledge with their clients and makes dealing with key governance issues easy. As well as enabling me to meet one of the Regulator’s 21st century trusteeship requirements, using the tool has flagged trustee training needs and ways we could improve trustee meetings further. ”
“So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.”
“The trustee training was a very well-paced overview which gave opportunity to explore ideas and question more deeply at key points.”
“The trustee training course lecturers' explanations and willingness to answer questions were most valuable - even silly ones - although I have learnt there are no 'silly questions' that trustees should ask.”
Julia is a member of our specialist Pension Protection Fund (PPF) team.
Julia started her pensions career in the administration team at Hartshead Solway. She then worked for a number of pensions administration firms including Aon Hewitt.
Julia has expertise in defined benefit (DB) pension scheme administration, project work and annual processes, such as benefit calculations and member reconciliations.
Julia joined us in 2022 to start taking schemes through the PPF assessment period. In her role at PSGS, Julia attends meetings and conference calls, prepares agendas and drafts and reviews minutes. She is also involved in pension scheme buy outs, learning about the complexities and considerations needed for successful completion.
Qualifications: BA (Hons) Law with Computer Science, Retirement Planning Certificate (RPC) and part Pension Management Institute (PMI) qualified
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