Julie Karavis

Client feedback

“Highly informative. Having leading professionals deliver the TKU course really adds value.”

Jonathan Williams ,

Bangor University

“We now have a very collaborative approach between trustees and employer.”

Peter Millard,

Company Secretary, TRL Limited

“PSGS was chosen because of their knowledge of the subject and awareness of our particular schemes.”

George Batho ,

Trustee, Lansing Linde

“Gillian and Curtis provide an excellent service to the trustees. They are approachable and possess a huge amount of knowledge. Everything appears to work smoothly which I am sure is due to the immense amount of work they do in the background to ensure all paperwork is available and up to date.”

Ian Woods,

KGPT trustees

“Excellent communication - the trustee training course facilitators were clearly knowledgeable and very experienced in their field and able to convey concept and information in a way I was able to understand. ”

Phillipa McFadyen,

RSPCA

“We always receive an extremely high level of professionalism from PSGS, allowing us to make informed and appropriate decisions. Their advice is always timely and well received, allowing us to focus on what are the important key issues. They are always accessible and I would not hesitate to recommend their services!”

Danny Nussbaum,

HR Director, Volvo Group UK Limited

Scheme Manager

Governance services, Pensions management

Contact Julie

Reading

Tel 0118 207 2905

Office locations and directions
Contact by email
Download profile

Role

Julie acts as secretary to the trustees for several clients and co-ordinates day-to-day activities for a variety of appointments.

Background & experience

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.

Areas of specialism

trustee secretarial support
pension administration
member communications
scheme governance

Hot topics

‘ Time for trustees to own their scheme’s web presence? ’

Image of Hot Topic author Curtis Mitchell, Scheme Manager

I think it’s fair to say, for most pension trustee boards, their pension scheme’s web presence...

‘ 3 practical tips for embedding D&I thinking into trustee boards and pension governance committees ’

Image of Hot Topic author Simon Lewis, Client Director

In this REBA article, Simon Lewis reveals 3 practical tips to help pension trustees and...

More opinions »