“Ann and her team are very knowledgeable and proactive, liaise well with our other advisers and provide the Trustees with an invaluable secretarial service.”
“Excellent and comprehensive training course. I will definitely refer to what I've learned and received. ”
“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. ”
“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 enjoy working with PSGS and we have a very positive relationship. I was new to pensions and found them very helpful.”
“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. ”
Mark acts as a sole trustee and in arrangements as part of a wider trustee board.
Mark has been involved in independent pension trusteeship for many years, starting with Barclays Corporate Trustees in the early nineties. He originally joined them in 1980 in a pension administration role.
Mark moved to Royal Exchange Trust Company (a trustee subsidiary of GRE and Axa), then Capita Fiduciary. In each role, he led or supported the trustee relationship for schemes of differing sizes, sponsor types and situations. He has first hand experience of changes in regulation over that time, together with the corresponding increase in pension trustee responsibility and liabilities.
Mark joined us in 2009. Having been involved with over 100 different schemes to date, he is well placed to understand the different needs and dynamics of pension schemes and their sponsors, including the importance of a sound scheme governance structure.
Mark has extensive knowledge of the advisory market and is skilled at selecting the best set of advisers to ensure successful outcomes for a particular scheme.
Qualifications: Associate of the Chartered Insurance Institute, accredited professional trustee
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