“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. ”
“The trustee training course covered a wide variety of subjects which gives a good basis for future discussion and decision making during trustee meetings.”
“PSGS was chosen because of their knowledge of the subject and awareness of our particular schemes.”
“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. ”
“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.”
“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.”
Lorna acts as pensions manager and scheme secretary, ensuring client schemes run smoothly.
Lorna has, for the majority of her career, worked within in–house pension teams for larger schemes. She joined the TI & Dowty (now Smiths) pensions team in 1989 and was promoted through the ranks to Pensions Manager. She has also worked as Pensions Admin Manager & Secretary to the Trustee Board of Alstom UK, a £1.2bn scheme with over 10,000 members.
Prior to joining us in 2015, Lorna was Pensions Manager and Trustee Secretary for the Law Society. She continues to support the forum set up to keep members in touch with one another following the buy out.
Lorna’s extensive experience is combined with an enthusiastic, flexible and proactive approach. This enables her to quickly develop effective working relationships with sponsors, trustees and advisers.
Lorna acts as Secretary to a local committee to raise funding and manage building a new community hall within her local area. For the past 10 years she has also organised a stall for the local fete, in aid of local charities.
Qualifications: Fellow of the Pensions Management Institute (FPMI), PMI Trustee Certificate, BSc Econ Hons Geography.
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