“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.”
“So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.”
“I wanted to look at the effectiveness of our trustee board, so Gillian, our PSGS scheme secretary, provided their trustee self-assessment tool to help me gather thoughts and opinions from others on the board. The tool was extremely easy to use and asked all the right questions to help me collect the information I needed as Trustee Chair. It is a great example of the way PSGS shares knowledge with their clients and makes dealing with key governance issues easy. As well as enabling me to meet one of the Regulator’s 21st century trusteeship requirements, using the tool has flagged trustee training needs and ways we could improve trustee meetings further. ”
“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. ”
“Clare Owen has been a really excellent scheme secretary”
“We are extremely pleased with the appointment we made. The way Ian reacts to us and works with us is brilliant. We are very happy.”
Kathy co-ordinates all day-today activities for a range of trustee secretary appointments and supports our team of independent trustees.
Kathy began her career in 1984 in pension scheme administration working for British Shipbuilders in-house pensions department. She moved to Aon Hewitt where she held a number of senior roles, most latterly encompassing financial and operational responsibility for three administration teams.
Kathy’s joined us in 2013 and her role covers all aspects of managing defined benefit (DB) and defined contribution (DC) pension schemes. Working as part of the wider pension secretariat team, she supports our trustee secretaries on large appointments.
Kathy played a key role in implementing our assurance reporting framework to achieve AAF 02/07 accreditation.
As well as surviving 30 years in pensions, Kathy also made it to the end of a zip line through a rain forest despite her fear of heights!
Qualifications: PMI Qualification in Pensions Administration & Retirement Provision Certificate
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