“Thanks for all your help!”
“The trustee training was a very well-paced overview which gave opportunity to explore ideas and question more deeply at key points.”
“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. ”
“Clare Owen has been a really excellent scheme secretary”
“Very professional and engaged service.”
“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
Mark has a range of professional trustee appointments from solvent wind ups to ongoing schemes.
Mark has been in the pension industry since 1984, working with both corporate sponsors and trustee boards. He started his career with a specialist pensions company providing consultancy support services in their marketing and consultancy team.
Mark later become a senior consultant with two of the UK’s leading benefit consulting firms. His role involved being a client relationship manager and lead pension consultant for progressively larger and more complex client appointments. He also undertook a number of managerial roles and led a variety of special projects.
Mark joined us in 2000 and has a substantial portfolio of defined benefit (DB) and defined contribution (DC) trusteeships. He routinely works on covenant reviews, funding negotiations, investment strategy reviews, corporate transactions, liability reduction strategies, buy outs and scheme closures.
Mark has many outside interests including working for the Duke of Edinburgh Award Scheme as an Expedition Assessor.
Qualifications: BSc Science/Maths.
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