“Ann and her team are very knowledgeable and proactive, liaise well with our other advisers and provide the Trustees with an invaluable secretarial service.”
“I wanted to look at the effectiveness of our trustee board, so Gillian, our PSGS scheme secretary, provided their trustee self-assessment tool to help me gather thoughts and opinions from others on the board. The tool was extremely easy to use and asked all the right questions to help me collect the information I needed as Trustee Chair. It is a great example of the way PSGS shares knowledge with their clients and makes dealing with key governance issues easy. As well as enabling me to meet one of the Regulator’s 21st century trusteeship requirements, using the tool has flagged trustee training needs and ways we could improve trustee meetings further. ”
“The Trustee training was very interactive and the presenters were engaging - thank you.”
“Gillian and Curtis provide an excellent service to the trustees. They are approachable and possess a huge amount of knowledge. Everything appears to work smoothly which I am sure is due to the immense amount of work they do in the background to ensure all paperwork is available and up to date.”
“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.”
“In my experience, not all professional trustees are able to cope with tricky or potentially confrontational situations. I find PSGS has massive experience in getting involved, earning the respect of others and resolving such issues. They get stuck in – they are a first rate team.”
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
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