“Highly informative. Having leading professionals deliver the TKU course really adds value.”
“I enjoy working with PSGS and we have a very positive relationship. I was new to pensions and found them very helpful.”
“Clare Owen has been a really excellent scheme secretary”
“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.”
“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 my experience, not all professional trustees are able to cope with tricky or potentially confrontational situations. I find PSGS has massive experience in getting involved, earning the respect of others and resolving such issues. They get stuck in – they are a first rate team.”
Lisa is responsible for managing all day-to-day office activities.
Lisa’s previous roles have been customer service based. She worked at SAS (Scandinavian Airlines) for five years, where she started at the boarding gates as a ground staff member and progressed to a supervisory role controlling an efficient one hour turnaround of aircraft. Along the way she met some famous faces and travelled to the USA, Cuba, Mexico, Thailand and Malaysia.
Lisa has been personal assistant to our Managing Director, Wayne Phelan, for the majority of her time since joining us in 2008. She arranges meetings, looks after the team, organises finance and billing and makes tea for the boss. She enjoys the variety within her job and never knows what is going to happen from one day to the next.
Lisa is not afraid to get her hands dirty - she becomes a plumber when the tap is leaking and offers printing services when the ink toner is running low.
Lisa is always smiling. If you can’t see her, you can definitely hear her infectious laugh throughout the office. She can even claim to have had a good old chinwag with Lionel Richie!
6 Nov 2019
This regulated apportionment arrangement (RAA) case study looks at one of the most complex distressed employer pension cases we’ve seen. It...
14 Oct 2019
This case study looks at how our independent fiduciary manager selection process helped the pension trustees gain valuable knowledge and increased...
4 Oct 2019
Choosing the right master trust is perfectly achievable if you have clear objectives and requirements. Read Clare Owen's REBA article to help...