“The service runs very smoothly, might have expected a few more difficulties transitioning to a professional trustee.”
“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.”
“Back in the day there was a large trustee board, with several independents (from the financial world) and the ex-Chairman of the company was offered the role as Chair of Trustees as a sweetener when he stepped down. Unionised company then divided - broad range of active members. They needed some expertise, consistency and leadership during this time. Wanted a serious/professional to lead and guide the trustees. ”
“Excellent support leading fiduciary management tender and availability during difficult pandemic period. Pragmatic, helpful approach and lovely to deal with.”
“Kathy, may l take this opportunity to thank you for your assistance. There were many times l thought l was losing my mind during my efforts with Aviva. You were a pillar of support for me and you saw my case through to the very end. I cannot thank you enough but thank you again. It is through people like you who strive for professional fairness as well as thoroughness, HCA has such a good reputation.”
“Appointing Kevin as KBC professional trustee was one of the best decisions the bank took. He complements the other two trustees and also appreciates the position of the employer too. The experience a professional trustee adds is invaluable and they can share their knowledge and market practice within the KBC plan. Kevin manages the budget in consultation with the bank, fully debriefs all parties and maintains a constant dialogue with myself (as HR Manager) and trustees. Since we have worked together for a number of years, Kevin also appreciates some of the limitations we face ie budgets, and always comes up with a proactive approach and solution. His input is particularly valued by the bank trustee who is an actuary in our pensions department in Belgium Head Office. ”
Tracey is responsible for assisting our professional trustees and scheme secretaries.
Before joining PSGS, Tracey was a personal assistant for over 20 years. She organised meetings, arranged travel, produced presentations and supported staff. She was also involved in recruitment, placing adverts and organising interviews with candidates.
Tracey also has experience as an office manager, where she was responsible for company accounts, paying wages, preparing invoices and filing VAT returns. Many of the skills and knowledge she gained have been transferrable to her roles within PSGS.
Tracey started her pensions career with PSGS in 2021, helping scheme managers with budgets, invoicing and trustee meeting management. She is now part of the PSGS governance team, assisting trustees by arranging meetings and papers, documenting actions and liaising with advisers to proactively monitor and ensure actions have been carried out.
Tracey did a solo sky dive for charity and enjoys going for long walks on the weekend.
Qualifications: RSA Communications in Business, General Certificate in Business Studies
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