Client feedback


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.
Claire Silvester,
Vector Aerospace
As a pensions novice, I felt that the trustee training course gave me a good grounding.
Will Court
Extremely personable and professional.
Kelly White ,
Tussauds
I found the trustee training really beneficial, highly recommended. I am not a trustee, I represent the employer and I think it will be valuable for me in future, having a better understanding of the trustees' perspective.
Dave Strain,
Royal Yachting Association
We now have a very collaborative approach between trustees and employer.
Peter Millard,
Company Secretary, TRL Limited
The service runs very smoothly, might have expected a few more difficulties transitioning to a professional trustee.
Image of Julie Karavis, Scheme Manager

Julie Karavis

Scheme Manager

Governance services, Pensions management

Contact Julie

Reading

Tel 0118 207 2905

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


Forgotten or familiar: when did you last think about your scheme’s property investment?
Image of Hot Topic author Sarah Booth, Scheme Manager

Direct property investment is usually a relatively small element of a pension scheme’s assets,...

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Tales of common sense prevailing
Image of Hot Topic author Claire Barnes, Client Director

Regulation is a funny thing. It’s there to help, but so often seems to baffle or hinder us...

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