Client feedback


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.
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.
Ian Woods,
KGPT trustees
The work that has been done has been delivered beyond expectations.
Head of Trustee Services
PSGS have provided sound and professional advice through a number of difficult pension decisions – would thoroughly recommend.
George Batho ,
HR Director, Linde Material Handling
The team provide an excellent service with practical and commercial input that we have not found with anyone else.
Mark Culwick,
Binding Site
Clare Owen has been a really excellent scheme secretary
Image of Wayne Phelan, Chief Executive Officer

Wayne Phelan

Chief Executive Officer

Professional trustee

Contact Wayne

Reading

Tel 0118 207 2911

Role

Wayne is a hugely experienced professional trustee, sole trustee and trustee board chair.

Background & experience

Wayne started his pensions career in 1990 with Prudential in the specialist area of Small Self Administered Schemes working on direct pension scheme investment. He continued in this role with Alexander Clay & Partners, working with larger occupational pension schemes. He also undertook secretary to the trustees, pensions manager and consultant roles on international clients.

In 2001, Wayne moved back to concentrate on acting solely as a professional pension trustee. Before joining us in 2005, he was a director of another trustee business where he was appointed by The Pensions Regulator to the failed MG Rover pension arrangements.

Wayne leads our research into de-risking and delegated investment management propositions. He has worked on many high profile trustee appointments, been involved in several industry initiatives and is a regular speaker at industry events. He is a winner of Engaged Investor’s Independent Trustee of the Year award.

Outside of work, Wayne loves motorised vehicles - be they cars, bikes or boats!

Areas of specialism

  • funding discussions & negotiation of contingent assets
  • trustee effectiveness
  • investment strategy
  • multi-scheme investment committees

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