“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. ”
“Wish I'd had the opportunity to do the Trustee training course sooner! ”
“Gillian and Curtis provide an excellent service to the trustees. They are approachable and possess a huge amount of knowledge. Everything appears to work smoothly which I am sure is due to the immense amount of work they do in the background to ensure all paperwork is available and up to date.”
“Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.”
“Ann and her team are very knowledgeable and proactive, liaise well with our other advisers and provide the Trustees with an invaluable secretarial service.”
“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.”
Kat is an experienced pensions professional and co-ordinates day-to-day activities for a variety of pension schemes.
Kat began her pensions career in 2013 at Trigon Pensions as a consultancy services administrator, quickly progressing through the ranks into a pensions consultant role. She also managed the consultancy team support staff on a day to day basis. Her duties included being the main point of contact for trustees, managing secretarial duties and scheme governance policies and procedures.
Kat Joined PSGS in 2021. She attends meetings and conference calls, prepares agendas and drafts and reviews minutes and communications, such as newsletters and member notices.
Kat enjoys a challenge. From walking 100km in 7 days to organising various charity events, such as murder mystery, table tennis tournaments and abseiling.
Qualifications: Bachelor of Laws (LL.B.) Law and German, PMI Advanced Diploma in Retirement Provision, Project Management Certification (APMQ)
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