Client feedback


PSGS were overall more professional than others.
Paul Staniland,
Kier
They deliver above expectation when the scheme has a particular challenge.
Ian Edwards,
Comet
We now have a very collaborative approach between trustees and employer.
Peter Millard,
Company Secretary, TRL Limited
Gillian goes above and beyond, she is very responsive to the whole team and delivers outstanding work.
Wendy Stansfield,
Vector Aerospace
They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.
Sally-Anne Borrill,
T-Systems
Very broad, comprehensive trustee training course covering a wide range of topics. Excellent!
Tom Graham,
Star Group Pension Scheme
Image of Kate Barette, Assistant Scheme Manager

Kate Barette

Assistant Scheme Manager

PPF

Contact Kate

Reading

Tel 0118 207 2934

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

Hot topics


Member trustees – why fish in a small pool?
Image of Hot Topic author Suzi Lowther, Director of Marketing & Communications

Truth or untruth: only an active member or pensioner can be a member-nominated trustee?...

Read more »


Social policies in pension schemes
Image of Hot Topic author Simon Lewis, Client Director

As asset owners, pension trustees have clout in helping increase the pace of progress on ESG....

Read more »


More opinions »


Call: 0845 313 0024

online enquiry