Kate Barette

Client feedback

“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

“Excellent and comprehensive training course. I will definitely refer to what I've learned and received. ”

Kyp Kyprianou,

Bam Construction UK Ltd

“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

“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

“The Trustee Training course is very good. Excellent coverage of material presented in an easy-to-digest manner and quality of presentation by both presenters. ”

Jonathan Williams ,

Bangor University

“I found the trustee training really beneficial, highly recommended. I am not a trustee, I represent the employer and I think it will be valuable for me in future, having a better understanding of the trustees' perspective.”

Dave Strain,

Royal Yachting Association

Assistant Scheme Manager

Contact Kate

Reading

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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