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.
‘ Forgotten or familiar: when did you last think about your scheme’s property investment? ’
Direct property investment is usually a relatively small element of a pension scheme’s assets,...
‘ Tales of common sense prevailing ’
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Regulation is a funny thing. It’s there to help, but so often seems to baffle or hinder us...
PSGS and PS Governance Services are trading names of Punter Southall Governance Services Limited
Registered in England and Wales No. 3021321
Registered office: 11 Strand, London, WC2N 5HR
