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.
“The sole trustee shift”
15 Jan 2020
What do you think about sole trusteeship? A sensible, cost effective way of ensuring a pension scheme is well managed, or an option exposed to...
“Sole trusteeship & a successful small scheme buy in”
16 Dec 2019
From a substantial funding shortfall to achieving a buy-in in eight years, this case study looks at sole trusteeship and the journey towards a...
“Spare a thought for the pension administrators... ”
9 Dec 2019
...who now have yet another step to complete in the DB to DC transfer process! Given that pension scams continue to be a major problem, and...
