“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 work that has been done has been delivered beyond expectations.”
“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”
“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. ”
“Excellent service - as expected and why PSGS was chosen.”
Simon is a professional pension trustee, with a mix of ongoing and Pension Protection Fund related work.
Simon started his pensions career in 2000 in the investment team of Hadrian Trustees, the corporate trustee to the Shipbuilding Industries Ltd Pension Scheme. He then worked for CE Heath Ltd before first joining us to concentrate on professional trusteeship.
Simon has acted as trustee, secretary to the trustees and consultant for a wide variety of defined benefit (DB) and defined contribution (DC) schemes. He has also held senior roles with Open Trustees and Pitmans Trustees, where he was instrumental in helping PTL attain AAF/01 accreditation.
Simon is a DC specialist and is a trustee and chair for several DC master trusts and two small DC schemes. He also sits on two Governance Advisory Arrangements (GAAs) for contract based DC schemes.
Simon likes to keep running. He is Chairman of Reading Joggers and has completed 2 marathons and hundreds of half-marathons, 10ks, 5ks, 10 mile races and Parkruns.
Qualifications: Fellow of the Pensions Management Institute (FPMI), Award in Pension Trusteeship, BA Hons Business Studies
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