Client feedback

“Clare Owen has been a really excellent scheme secretary”
“Gillian goes above and beyond, she is very responsive to the whole team and delivers outstanding work. ”
Wendy Stansfield,
Vector Aerospace
“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. ”
Claire Silvester,
Vector Aerospace
“PSGS was chosen because of their knowledge of the subject and awareness of our particular schemes.”
George Batho ,
Trustee, Lansing Linde
“​They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.”
Paul Rudd,
Express Newspapers
“As a pensions novice, I felt that the trustee training course gave me a good grounding.”
Will Court
Image of Kate Barette, Assistant Scheme Manager

Kate Barette

Assistant Scheme Manager

Contact Kate

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Tel 0118 207 2934

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Role

Kate is a member of our specialist Pension Protection Fund (PPF) team

Background & experience

Kate started her financial services career in 2000 working for providers and financial advisers. Her previous role as a paraplanner for a national financial adviser firm concentrated on writing suitability reports covering pensions, investments and protection.

Kate joined us in 2020. She supports the scheme managers by processing invoices, attending meetings and writing minutes. She liaises with scheme administrators, legal advisers and auditors, giving her a well-rounded understanding.

Every day Kate is learning more about PPF assessment, how different pension schemes are run and appreciates the importance of keeping reliable scheme documentation to show what has or hasn’t been agreed.

Kate has travelled to Cambodia and New Zealand with her children to show them the world in person rather than just online!

Qualifications: CII Financial Planning (R01, R02 & R04), BSc Geography

Areas of specialism

  • buy-outs & wind up
  • financial planning
  • adviser liaison
  • minute taking

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