“They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.”
“The trustee training was a very well-paced overview which gave opportunity to explore ideas and question more deeply at key points.”
“Excellent service - as expected and why PSGS was chosen.”
“Where PSGS are appointed to act in conjunction with an existing body of trustees, we have found that they are quickly able to fit in well and gain the trust and respect of their co-trustees. ”
“It’s a pleasure working with key members of the PSGS team: their experience and leadership means that they know how to get the job done, working in partnership with fellow trustees, employers and advisers to achieve the best result for members.”
“In any major corporate transaction, time is of the essence. PSGS's pragmatic commercial approach helped us manage the pensions aspects of our group re-structure to ensure a positive outcome for all parties. ”
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.
7 Feb 2019
“Trustees lack expertise, time and resources to develop effective communications on technical pensions issues and need professional help…” That’s...
16 Jan 2019
Important new Regulations that came into force with effect from 6 April 2018 imposed new obligations on the trustees or managers of defined...
19 Dec 2018
During the global financial crisis, the banks (if not the bankers) bore the brunt of the financial losses. In the next downturn they won’t....