“Ann is very proactive and ensures we address all issues well ahead of time and extremely efficiently.”
“Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.”
“We have realised the benefit of having and independent trustee. Claire sees what general practice is like, so is able to guide us.”
“Very professional and engaged service.”
“Always willing to get involved and move things forward.”
“Provided insight into what other schemes do - useful intelligence. High quality.”
Simon is a professional pension trustee to a portfolio of DB and DC pension schemes including a DC master trust.
Simon started his pensions career in the investment team of a corporate trustee. He then worked for a number of trustee firms and organisations including The Pensions Ombudsman, before 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 trustee director for a DC master trust and chairs two DC schemes. He also chairs two Governance Advisory Arrangements (GAAs) for contract based DC schemes.
Simon was Chairman of Reading Joggers for ten years and has completed many races including marathons, half-marathons and parkruns.
Qualifications: Fellow of the Pensions Management Institute (FPMI), Award in Pension Trusteeship, BA Hons Business Studies, accredited professional trustee
Punter Southall Governance Services (PSGS) & 20-20 Trustees (20-20) have today announced they...
You may have seen or heard about the article in the Financial Times about how Insight...