“PSGS were overall more professional than others.”
“They deliver above expectation when the scheme has a particular challenge.”
“We now have a very collaborative approach between trustees and employer.”
“Gillian goes above and beyond, she is very responsive to the whole team and delivers outstanding work. ”
“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
“Very broad, comprehensive trustee training course covering a wide range of topics. Excellent!”
Kate is a member of our specialist Pension Protection Fund (PPF) team
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
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