“Ever increasing regulation has placed a heavy burden on trustees both in terms of time and the risk of non-compliance. PSGS has the experience and the resources to help trustees manage these burdens.”
“The trustee training course covered a wide variety of subjects which gives a good basis for future discussion and decision making during trustee meetings.”
“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.”
“They are very proactive and full of new ideas, they've brought better scheduling and better minute sets.”
“When requesting information by email, I have noticed that there is 'out of hours activity' to answer me. I regard this as a stand out 'above and beyond' - impressed.”
“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. ”
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
2 Jul 2020
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11 Jun 2020
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26 May 2020
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