Julie acts as secretary to the trustees for several clients and co-ordinates day-to-day activities for a variety of appointments.
Julie began her career in 1985 in pension scheme administration working for British Shipbuilders in-house pensions department. She moved to Aon, where she had a senior role with full financial and operational responsibility for an administration team.
Julie joined Punter Southall Group in 1999 and subsequently moved to us in 2006. Her pension administration skills are highly regarded and she used these to develop our Internal Controls Review services.
In addition to her scheme secretary role, Julie also supports our professional trustees. She ensures governance and compliance requirements are met, and was involved in the implementation of our internet based scheme document management and trustee management tools.
Julie’s personal achievements often seem to involve survival - be that going on high, scary rides in Florida despite her fear of heights, or making it through the surprise birthday meal arranged by the PSGS team!
Qualifications: PMI Certificate of Trusteeship.
“Declarations of intent: a case of regulatory grip tightening”
20 Jun 2019
With all the recent high profile cases in the press - Arcadia, BHS and Carillion being the most obvious – it’s no surprise the government wants to...
“Big pension schemes: the view from our trustee secretaries”
13 Jun 2019
Maybe it is just that an analytical mind is useful when you work in pensions and categorising things helps us, but I’ve always thought it's...
“Trustee board performance: what reviews are we seeing?”
3 Jun 2019
I think it is safe to say all the pension trustees and pension managers I’ve spoken to have different views on what they’re looking for from an...
