Kate Barette

Client feedback

“Very responsive to any queries we have and proactive in managing our scheme to the best. Very happy with the support we are getting.”

Caroline Rand ,

Historic Royal Palaces

“I find Colin proactive rather than reactive. He is also supportive.”

“Kevin takes control of the meetings whilst fully involving the other two trustees. His experience shines through and he is also a very good listener, making all parties feel involved.”

Sharron King ,

KBC Bank

“We have realised the benefit of having and independent trustee. Claire sees what general practice is like, so is able to guide us.”

Anthony Bowen,

Colart Fine Art & Graphics

“Excellent communication - the trustee training course facilitators were clearly knowledgeable and very experienced in their field and able to convey concept and information in a way I was able to understand. ”

Phillipa McFadyen,

RSPCA

“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

PPF

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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