Julie Karavis

Client feedback

“Thanks for all your help!”

“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. ”

David Wilman,

CFO at Survitec Group

“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

“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.”

Mark Smith,

Partner at Taylor Wessing

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

Peter Millard,

Company Secretary, TRL Limited

“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.”

Mark Atkinson,

Partner at CMS Cameron McKenna

Scheme Manager

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

‘ Have you taken the pledge? ’

Image of Hot Topic author Gillian Graham, Client Director

The Pensions Regulator has launched a new campaign calling on trustees, providers and...

‘ Taking a deep dive into technology and pensions… part 2 ’

Image of Hot Topic author Simon Lewis, Client Director

Part 1 of this blog looked at some positive outcomes that can be achieved by a pension scheme...

More opinions »