Kate Barette

Client feedback

“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

“I enjoy working with PSGS and we have a very positive relationship. I was new to pensions and found them very helpful.”

Bruce Allison,

RTUK

“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

“Where PSGS are appointed to act in conjunction with an existing body of trustees, we have found that they are quickly able to fit in well and gain the trust and respect of their co-trustees. ”

Duncan Buchanan,

Partner at Hogan Lovells

“The trustee training course covered a wide variety of subjects which gives a good basis for future discussion and decision making during trustee meetings.”

Jean-Paul Gobel,

Heerema

“These days, Boards need real expertise on tap (with excellent back-up) to cope with a constantly evolving and more regulated environment. PSGS is geared to delivering that.”

Ray Pygott,

Partner at KPMG LLP

Assistant Scheme Manager

Contact Kate

Reading

Tel 0118 207 2934

Office locations and directions
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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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