“PSGS was chosen because of their knowledge of the subject and awareness of our particular schemes.”
“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
“When requesting information by email, I have noticed that there is 'out of hours activity' to answer me. I regard this as a stand out 'above and beyond' - impressed.”
“The Trustee training was very interactive and the presenters were engaging - thank you.”
“Wish I'd had the opportunity to do the Trustee training course sooner! ”
“Ever increasing regulation has placed a heavy burden on trustees both in terms of time and the risk of non-compliance. PSGS has the experience and the resources to help trustees manage these burdens.”
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.
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...
13 Jun 2019
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3 Jun 2019
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