“Many organisations and people provide the services that clients need. In my opinion, the differentiator is in the way those services are provided and to that extent, Kathy embodies the qualities that I have come to value from PSITL. Kathy is organised but not fussy; diligent but not dogmatic; persistent without being pushy and compliant in a pragmatic way. Whilst she takes ownership and drives issues forward, Kathy is a team player who uses her and her colleagues experience to provide services to her trustee client whilst working closely with those like me representing the sponsoring employer. She works collaboratively with advisers but constructively challenges the scope of services, fees and service standards whenever necessary and makes sure that member needs are always taken into account. I enjoy working with her and trust that she will deliver what is required by the trustee and the members they represent in a manner satisfactory to the sponsoring employer. ”
“It’s a pleasure working with key members of the PSGS team: their experience and leadership means that they know how to get the job done, working in partnership with fellow trustees, employers and advisers to achieve the best result for members.”
“The Trustee Training course is very good. Excellent coverage of material presented in an easy-to-digest manner and quality of presentation by both presenters. ”
“I would recommend them to anyone - I have dealt with a number of other independent trustee firms and would rate PSGS as the best. We are very happy with Mark and the service we get.”
“Where PSGS are appointed to act in conjunction with an existing body of trustees, we have found that they are quickly able to fit in well and gain the trust and respect of their co-trustees. ”
“PSGS offered the right support at very short notice, at reasonable cost, when we really needed it”
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!
16 Jan 2019
Important new Regulations that came into force with effect from 6 April 2018 imposed new obligations on the trustees or managers of defined...
19 Dec 2018
During the global financial crisis, the banks (if not the bankers) bore the brunt of the financial losses. In the next downturn they won’t....
11 Dec 2018
In a world where few of the old rules seem to apply, surely it’s strange to be using previous experience to estimate certainty about the future?...